Cosan S A : Institutional Presentation - 2Q21

Institutional Presentation

2Q21

Disclaimer

This presentation contains estimates and forward-looking statements regarding our strategy and opportunities for future growth. Such information 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) competitive developments in the ethanol and sugar industries; (4) our ability to implement our capital expenditure plan, including our ability to arrange financing when required and on reasonable terms; (5) our ability to compete and conduct our businesses in the future; (6) changes in customer demand; (7) changes in our businesses; (8) government interventions resulting in changes in the economy, taxes, rates or regulatory environment; and (9) 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

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

Sustainable capital	Diverse talent	Consistent	New growth
allocation	pool	results	cycle

Cosan Unique combination of assets and people

2008	2011	2015	2017	2019	2021
2009	2012	2016	2018		2020

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

Building the Portfolio Backbone

Derisking in a Volatile Environment

Payly	Corporate
Restructuring
Compass	Investment
Gás &	Gaspetro
Agreement
Energia
at Compass

Grupo	Biosev	IPO Raízen
NÓS

Trizy

Capturing Portfolio Opportunities

Ready to unlock value within, around and beyond the portifolio

Corporate Structure

Controlling Group

Free Float

36%

64%

44%1

100%2

70%

30%

Notes: (1) As of August 2021, due to Raízen´s IPO and closing of Biosev acquisition; (2) As of July 2021, due to the acquisition of shares in Compass.

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