Cosan S A : 1Q22 - Institutional Presentation

Institutional

Presentation

1Q22

Disclaimer

Eventual estimates and forward-looking statements made during this presentation regarding our strategy and opportunities for future growth is mainly based on our current expectations and estimates or projections of future events and trends, which affect or may affect our business and results of operations. Although we believe that these estimates and forward-looking statements are based upon reasonable assumptions, they are subject to several risks and uncertainties and are made in light of information currently available to us. Our estimates and forward-looking statements may be influenced by the following factors, among others: (1) general economic, political, demographic and business conditions in Brazil and particularly in the geographic markets we serve; (2) inflation, depreciation and devaluation of the real; (3) our ability to implement our capital expenditure plan, including our ability to arrange financing when required and on reasonable terms;

1. our ability to compete and conduct our businesses in the future; (5) changes in customer demand; (6) changes in our businesses; (7) government interventions resulting in changes in the economy, taxes, rates or regulatory environment; and (8) other factors that may affect our financial condition, liquidity and results of our operations.

The words "believe", "may", "will", "estimate", "continue", "anticipate", "intend", "expect" and similar words are intended to identify estimates and forward-looking statements. Estimates and forward-looking statements speak only as of the date they were made and we undertake no obligation to update or to review any estimate and/or forward-looking statement because of new information, future events or other factors. Estimates and forward-looking statements involve risks and uncertainties and are not guarantees of future performance. Our future results may differ materially from those expressed in these estimates and forward-looking statements. In light of the risks and uncertainties described above the estimates and forward-looking statements discussed in this presentation might not occur and our future results and our performance may differ materially from those expressed in these forward-looking statements due to, inclusive, but not limited to the factors mentioned above. Because of these uncertainties you should not make any investment decision based on these estimates and forward-looking statements.

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Creating value for all stakeholders

		Multiply carbon	Foster and scale
Leadership in	Efficient	reduction
innovation
Clean Energy	Logistics Supply	footprint

Sustainable capiotal	Diverse talento	Consistent	New growth cycle
allocation	pool	results

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Unique combination of assets and people

2008	2011		2015	2017	2019	2021
	2009	2012	2016	2018		2020

Esso

Aquisition		JV Raízen	Rumo &
			ALL	Tonon
	NovAmeric		Merger	Aquisition
		Sale of
	a
		Cosan
	Aquisition
		Alimentos
Rumo				Shell
Creation
			Argentina
				Aquisition
			Comgás	Sale of
			Aquisition
			Radar

Radar

Creation

Building the Portfolio Backbone

Derisking in a Volatile Environment

Gaspetro

Payly		Corporate
	Restructuring
	Compass
	Gás &	Cosan
	Energia
	Investimento
		s		Radar
Grupo		Biosev	North
NÓS			Operation
			Extension	Sulgás
		Authorization

Trizy

Comgás

Extension

Capturing Portfolio Opportunities

New growth cycle

Ready to unlock value within, around and beyond the portfolio

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Corporate Structure

Controlling	Treasury	Other
Group	Shareholders²
35.9%	0.3%	63.8%

S.A.

44.02%¹

88%

70%

30.3%

100%

Investimentos

Notes: (1) As of August 2021, due to Raízen´s IPO and closing of Biosev acquisition; (2) Includes Management.

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