Na Cosan, saem dois veteranos, marcando uma nova fase
A Cosan acaba de anunciar que o CFO Rafael Bergman e a vice-presidente jurídica, Rita Drummond, estão deixando a companhia – um movimento que reflete o enxugamento da holding de Rubens Ometto. Bergman estava no cargo há apenas nove meses, mas era um veterano do grupo: já havia sido o CFO da Raízen, da Rumo […] The post Na Cosan, saem dois veteranos, marcando uma nova fase appeared first on Brazil…
The Brazilian holding company Cosan has announced that CFO Rafael Bergman and Legal Vice-President Rita Drummond are leaving the company, marking a new phase in its restructuring under new owner Rubens Ometto. Bergman, who joined Cosan just nine months ago, is a veteran of the group, having previously served as CFO of Raízen, Rumo and Compass.
He will be succeeded by José Cesário Menezes de Barros Sobrinho, who is leaving Vamos after serving as CFO since 2024. Drummond, a former BMA lawyer who has been with Cosan for 18 years, will no longer hold a legal position, with her responsibilities now falling directly to Bergman. This move reflects the company's ongoing disentanglement process since the partnership of BTG and Perfin in September 2025.
Cosan has been simplifying its structure, reducing its workforce from 100 to 40 employees over the past year, as it transitions away from being a vehicle for expansion. In the last year, the company also reduced its organizational layers and announced plans to delist its ADRs and publish guidance on debt coverage. Cosan recently received a R$300 million offer for the terminal it owns in the Port of São Luís, which it purchased for R$720 million in 2022.
The company is also seeking a buyer for its stake in Rumo and has stated it will not invest in increasing Raízen's capital, which is expected to dilute its 4% stake in the company. Cosan's net debt, which reached R$30 billion before the sale of its Vale stake, is now below R$10 billion, a level still high given its 14% Selic interest rate.
The company's shares have fallen 43% over the past twelve months, valuing Cosan at R$13 billion on the stock exchange.
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