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Stock impact report

Cosan (CSAN)'s JV, Raizen Discussing $765 Million Injection [Yahoo! Finance]

Cosan S.A. ADS (CSAN) 
Company Research Source: Yahoo! Finance
with Shell Plc, Raizen, is reviewing a 4 billion real ($765 million) capital injection by Shell Plc and 500 million from an investment vehicle tied to Cosan's controlling shareholder, Rubens Ometto. ?The report noted that Shell has confirmed its proposal, while Cosan has offered 1.5 billion reais, including the 500 million reais from Ometto, but couldn't match Shell's injection, leaving its stake vulnerable to dilution. The report noted that this could potentially give control to Shell. Moreover, Raízen has also pointed towards an out-of-court restructuring for a protected creditor dialogue, which can include incorporating debt-to-equity swaps and asset sales. Cosan (CSAN)'s JV, Raizen Discussing $765 Million Injection ?Raízen's net debt increased to 55.3 billion reais ($10.5 billion) by the end of December 2025, due to heavy investments, erratic weather, wildfires, and reduced sugarcane crushing that triggered recent losses. The company warned of significant uncertainty in Febr Show less Read more
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