Form
20-F
|
X
|
Form
40-F
|
Yes
|
No
|
X
|
Yes
|
No
|
X
|
Yes
|
No
|
X
|
Item
|
|
1.
|
Notice
to the Market dated May 25, 2010 regarding Preview of 4Q’10 and FY'10
results
|
COSAN S.A. INDÚSTRIA E COMÉRCIO
CNPJ/MF nº
50.746.577/0001-15
NIRE
35.300.177.045
Public
Company
|
COSAN LIMITED
BDR Issuer
CNPJ/MF nº
08.887.330/0001-52
|
4Q'09
|
4Q'10
|
Sales Composition
(R$MM)
|
FY'09
|
FY'10
|
|
2,349.8
|
4,393.7
|
Net Operating
Revenue
|
6,270.1
|
15,335.6
|
|
502.4
|
1,235.9
|
Sugar Revenue -
CAA
|
1,805.1
|
3,439.6
|
|
64.1
|
368.1
|
Local
|
233.8
|
1,124.1
|
|
438.2
|
867.8
|
Export
|
1,571.3
|
2,315.5
|
|
337.5
|
602.1
|
Ethanol Revenue -
CAA
|
1,176.0
|
1,747.6
|
|
257.8
|
549.7
|
Local
|
775.1
|
1,325.9
|
|
79.8
|
52.4
|
Export
|
401.0
|
421.8
|
|
3.6
|
5.7
|
Cogeneration Revenue -
CAA
|
15.1
|
93.6
|
|
10.3
|
26.4
|
Other Revenue -
CAA
|
133.4
|
160.6
|
|
9.7
|
38.3
|
Rumo
|
53.9
|
158.2
|
|
9.7
|
24.9
|
Loading
|
53.9
|
142.1
|
|
-
|
13.4
|
Transportation
|
-
|
16.1
|
|
1,393.7
|
2,401.6
|
Fuels Revenue -
CCL
|
2,893.9
|
9,437.3
|
|
106.3
|
170.4
|
Ethanol
|
220.6
|
757.0
|
|
594.6
|
1,208.6
|
Gasoline
|
1,267.0
|
4,111.0
|
|
588.1
|
999.3
|
Diesel
|
1,156.3
|
4,338.5
|
|
104.7
|
23.3
|
Other
|
250.0
|
230.9
|
|
98.2
|
168.9
|
Lubes Revenue -
CCL
|
186.4
|
634.0
|
|
13.8
|
18.1
|
Other Revenue -
CCL
|
25.8
|
73.7
|
|
(19.3)
|
(103.4)
|
Eliminations from
Consolidation
|
(19.3)
|
(409.2)
|
4Q'09
|
4Q'10
|
Volume Sold
|
FY'09
|
FY'10
|
|
711.3
|
1,157.8
|
Sugar (thousand
tonnes)
|
3,051.7
|
4,134.6
|
|
79.6
|
280.1
|
Local
|
358.5
|
1,054.7
|
|
631.7
|
877.7
|
Export
|
2,693.2
|
3,079.9
|
|
436.8
|
560.9
|
Ethanol (million
liters)
|
1,495.1
|
2,147.5
|
|
353.2
|
513.7
|
Local
|
1,038.7
|
1,559.7
|
|
83.5
|
47.2
|
Export
|
456.4
|
587.9
|
|
-
|
33.0
|
Energy ( '000
MWh)
|
-
|
566.3
|
|
4Q'09
|
4Q'10
|
Average Unit
Price
|
FY'09
|
FY'10
|
|
706
|
1,067
|
Sugar
(R$/ton)
|
592
|
832
|
|
805
|
1,314
|
Local
|
652
|
1,066
|
|
694
|
989
|
Export
|
583
|
752
|
|
773
|
1,073
|
Ethanol (R$/thousand
liters)
|
787
|
814
|
|
730
|
1,070
|
Local
|
746
|
850
|
|
955
|
1,110
|
Export
|
879
|
717
|
|
-
|
147
|
Energy
(R$/MWh)
|
-
|
151
|
4Q'09
|
4Q'10
|
Rumo
Logística
|
FY'09
|
FY'10
|
|
Volume (thousand
tonnes)
|
|||||
538.9
|
1,292.0
|
Loading
|
3,478.8
|
8,124.0
|
|
Price
(R$/ton)
|
|||||
18.0
|
19.2
|
Loading
|
15.5
|
17.5
|
4Q'09
|
4Q'10
|
Volume Sold
|
FY'09
|
FY'10
|
|
816.8
|
1,319.9
|
Fuel Business (million of
liters)
|
1,681.2
|
5,470.2
|
|
118.0
|
147.6
|
Ethanol
|
245.5
|
803.2
|
|
272.8
|
538.0
|
Gasoline
|
581.8
|
1,863.0
|
|
313.1
|
602.2
|
Diesel
|
615.3
|
2,529.5
|
|
112.9
|
32.1
|
Other
|
238.6
|
274.5
|
|
18.8
|
36.0
|
Lubes Business (million of
liters)
|
34.3
|
130.8
|
|
4Q'09
|
4Q'10
|
Average Unit
Price
|
FY'09
|
FY'10
|
|
1,706
|
1,820
|
Fuel Business (R$/thousand
liters)
|
1,721
|
1,725
|
|
901
|
1,155
|
Ethanol
|
898
|
942
|
|
2,179
|
2,247
|
Gasoline
|
2,178
|
2,207
|
|
1,878
|
1,659
|
Diesel
|
1,879
|
1,715
|
|
927
|
725
|
Other
|
1,048
|
841
|
|
5,213
|
4,694
|
Lubes Business (R$/thousand
liters)
|
5,433
|
4,848
|
Portuguese
June 11, 2010
Time: 10:30 a.m. (Brasília time)
Dial-in: + (55 11) 2188-0155
Code: COSAN
Replay: + (55 11)
2188-0155
Code:
COSAN
|
English
June 11, 2010
Time: 12:00 p.m. (Brasília time)
Dial-in: +1 (706) 679
2379
Code: 76630230
Replay: +1 (706) 645
9291
Code: 76630230
|
COSAN
LIMITED
|
||||||
Date:
|
May
26, 2010
|
By:
|
/s/
Marcelo Eduardo Martins
|
|||
Name:
|
Marcelo
Eduardo Martins
|
|||||
Title:
|
Chief
Financial Officer and Investor Relations Officer
|