Copersucar ends the 25/26 Crop Year with the third-best result in its history, advances in biomethane, and sets it sights on the maritime sector

The company gained market share for the eighth consecutive year and recorded growth in revenue, net income and return on equity

Key highlights of the 25/26 Crop Year:

Growth in revenue from BRL 62.3 billion to BRL 65.8 billion (+5.5%).
9% growth in net income (from BRL 402 million to BRL 631 million).
Return on Equity (ROE) of 35%.
Partner mills increased sugarcane crushing, in a Crop Year marked by lower sector productivity compared with the previous year, totaling 108 million tons processed.
A historic year for sugar sales, reaching 17 million tons and feeding 500 million people worldwide.
A total of 21 billion liters of total ethanol sold in Brazil and the United States, avoiding the emission of 30 million tons of CO₂
Consolidation of BioRota, the largest biomethane-powered transport operation in Brazil, which already moves 14% of the sugar shipped from the mills to the Port of Santos by road.
Generation of 6,500 GWh of renewable electricity from biomass, equivalent to the annual consumption of the city of Rotterdam, in the Netherlands.

São Paulo, June 23, 2026 – Copersucar, an ecosystem that offers renewable energy solutions at scale and a global leader in sugar and ethanol trading, ended the 25/26 Crop Year with the third-best result in its history: consolidated net income of BRL 631 million (up 56.9% compared to the previous year).

“This result demonstrates the robustness of our business model. With a clear strategic plan, solid governance, strong financial discipline, risk management and a team with deep market knowledge, we have the flexibility and resilience to navigate different scenarios, diversify revenues and continue to grow consistently across economic cycles,” says Tomás Manzano, CEO of Copersucar.

The 25/26 Crop Year was characterized by a challenging environment, marked by volatility in the international landscape, lower agricultural productivity in Brazil, due to the climate effects of the previous cycle and pressure on producers margins during much of the period.

Despite the extremely challenging environment for the sector, Copersucar’s partner mills delivered processing performance above the Brazilian sugar-energy industry average. Crushing reached 108 million tons of sugarcane, up 0.9% compared with the previous Crop Year, representing market share expansion in total crushing in the Center-South region for the eighth consecutive year.

Copersucar once again maintained its position as a global leader in sugar and ethanol trading. A total of 17 million tons of sugar was sold, enough to meet the consumption needs of approximately 500 million people worldwide; along with 21 billion liters of ethanol, contributing to the avoidance of approximately 30 million tons of CO₂ equivalent emissions — an impact comparable to the annual emissions of approximately 14 million vehicles, equivalent to one-third of the Brazilian fleet.

The partner mills also generated 6,500 GWh of renewable electricity from sugarcane biomass, a volume equivalent to the annual consumption of a city like Rotterdam, in the Netherlands, reinforcing the relevance of the sector in the energy transition and in the diversification of the power matrix.

From a financial perspective, the period was marked by the strengthening of the company’s capital structure. The net debt position improved from BRL 301 million to a net cash position of BRL 607 million, reflecting solid cash generation, discipline in capital allocation, and efficient financial management.

Investee Companies

Evolua Etanol achieved the best result in its history in the 25/26 Crop Year, recording a record-high return on equity of 44%. During the period, the process of acquiring 100% ownership of the company was also completed, consolidating Copersucar as its sole shareholder.

Alvean expanded its origination operations, increased its volumes, and totaled more than 15 million tons of sugar traded in the international market.

Eco-Energy captured relevant opportunities in the North American market, particularly in its natural gas operations, and significantly increased ethanol trading volumes.

Newcom completed its first full year of operation and incorporated additional volumes of renewable electricity produced by the partner mills. The CTC (Sugarcane Research and Development Center) maintained its growth trajectory, achieving record results driven by advances in research and development (R&D) and the launch of new sugarcane varieties.

Logum recorded growth in volumes delivered to customers for the fifth consecutive year and totaled 4.9 million m³ of ethanol transported through its pipeline network.

New Markets

Copersucar consolidated BioRota as a commercial-scale operation, becoming the largest biomethane-based logistics initiative in Brazil. Currently, the biomethane-powered fleet accounts for 14% of the volume of sugar transported by truck to the Copersucar Sugar Terminal (TAC, in the Portuguese acronym), at the Port of Santos.

Since the beginning of its operation, in April 2024, BioRota has made more than 13,000 trips, traveled about 11 million kilometers, and transported more than 600,000 tons of sugar. The replacement of approximately 5 million liters of diesel with biomethane avoided the emission of around 8,000 tons of CO₂, demonstrating the potential of the solution to decarbonize road freight transport in different sectors of the economy.

As one of the main growth avenues for ethanol in Brazil, Alvean actively contributes to the development of the maritime fuels market. Ethanol stands out for bringing together competitive attributes in terms of availability, cost and carbon intensity, positioning itself as a relevant alternative for the decarbonization of shipping. The market presents promising prospects for expansion, driven by the possibility of using the fuel directly in engines already adapted for methanol use, reducing barriers to its large-scale adoption.

“We have an important advantage in accessing ethanol molecules due to our strong presence in Brazil, with Evolua, and in the United States, with Eco-Energy, in addition to an integrated logistics platform and a trading DNA to enable ethanol to be available for use in the main corridors or strategic maritime supply points worldwide,” Manzano adds.

About Copersucar: Copersucar provides large-scale renewable energy solutions that contribute to the energy transition and global food security. Organized as a unique and integrated ecosystem of specialized businesses, the company is a global leader in the trading of sugar and ethanol and operates an efficient multimodal logistics system. In ethanol, it serves the Brazilian market through Evolua Etanol and the North American market through Eco-Energy, which also operates in natural gas trading. In sugar, in addition to the domestic market, the company serves customers in more than 70 countries throughout Alvean. Copersucar also operates in the renewable electricity sector through Newcom and is a shareholder in Logum, the largest ethanol pipeline transportation system in Brazil, and in CTC (Sugarcane Research and Development Center), the world’s largest sugarcane R&D center. To learn more, visit: https://www.copersucar.com.br/en/home-en/.

Press Information: Néctar Comunicação – copersucar@nectarc.com.br