Form 20-F
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X
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Form 40-F
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Yes
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No
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X
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Yes
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No
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X
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Yes
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No
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X
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Item
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1.
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Notice to the Market dated October 23, 2010
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COSAN S.A. INDÚSTRIA E COMÉRCIO
CNPJ/MF nº 50.746.577/0001-15
NIRE 35.300.177.045
Public Company
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COSAN LIMITED
BDR Issuer
CNPJ/MF nº 08.887.330/0001-52
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2Q'10
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2Q'11
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Sales Composition (R$MM)
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YTD'10
|
YTD'11
|
3,575.3
|
4,723.1
|
Net Operating Revenue
|
7,141.3
|
8,722.8
|
1,212.3
|
1,758.5
|
CAA
|
2,417.4
|
3,032.1
|
775.6
|
1,107.0
|
Sugar Revenue
|
1,450.0
|
1,936.4
|
278.9
|
338.3
|
Local
|
438.8
|
648.3
|
496.7
|
768.7
|
Export
|
1,011.2
|
1,288.1
|
327.8
|
532.4
|
Ethanol Revenue
|
807.2
|
889.3
|
212.9
|
453.4
|
Local
|
526.9
|
760.1
|
114.9
|
79.0
|
Export
|
280.3
|
129.2
|
39.1
|
79.3
|
Energy Cogeneration
|
63.2
|
132.7
|
69.8
|
39.7
|
Other Products and Services
|
97.0
|
73.9
|
43.0
|
144.6
|
Rumo
|
82.2
|
249.9
|
41.3
|
43.2
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Loading
|
79.5
|
78.2
|
1.6
|
101.3
|
Transportation
|
2.7
|
171.7
|
2,412.1
|
3,017.0
|
CCL
|
4,856.7
|
5,798.7
|
2,223.2
|
2,795.7
|
Fuels Revenue
|
4,498.7
|
5,354.8
|
189.9
|
203.2
|
Ethanol
|
345.8
|
373.0
|
912.1
|
1,102.8
|
Gasoline
|
1,799.9
|
2,177.5
|
1,094.4
|
1,467.0
|
Diesel
|
2,172.8
|
2,758.5
|
26.8
|
22.7
|
Other
|
180.2
|
45.7
|
170.9
|
204.6
|
Lubes Revenue - CCL
|
321.2
|
406.3
|
18.0
|
16.7
|
Other Revenue - CCL
|
36.8
|
37.6
|
(91.9)
|
(197.0)
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Eliminations from Consolidation
|
(215.0)
|
(358.0)
|
2Q'10
|
2Q'11
|
Volume Sold
|
YTD'10
|
YTD'11
|
1,101.1
|
1,372.4
|
Sugar (thousand tonnes)
|
2,089.6
|
2,304.8
|
322.5
|
360.8
|
Local
|
491.8
|
658.2
|
778.6
|
1,011.6
|
Export
|
1,597.8
|
1,646.6
|
450.7
|
639.3
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Ethanol (million liters)
|
1,207.4
|
1,093.7
|
285.0
|
543.1
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Local
|
797.7
|
948.2
|
165.6
|
96.2
|
Export
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409.7
|
145.5
|
223.7
|
551.9
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Energy ( '000 MWh)
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355.5
|
853.7
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2Q'10
|
2Q'11
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Average Unit Price
|
YTD'10
|
YTD'11
|
704.4
|
806.6
|
Sugar (R$/ton)
|
693.9
|
840.1
|
864.9
|
937.6
|
Local
|
892.3
|
984.9
|
637.9
|
759.9
|
Export
|
632.9
|
782.3
|
727.3
|
832.8
|
Ethanol (R$/thousand liters)
|
668.6
|
813.1
|
746.9
|
834.8
|
Local
|
660.5
|
801.6
|
693.6
|
821.8
|
Export
|
684.3
|
887.8
|
174.7
|
143.8
|
Energy (R$/MWh)
|
177.8
|
155.4
|
2Q'10
|
2Q'11
|
Rumo Logística
|
YTD'10
|
YTD'11
|
Volume (thousand tonnes)
|
||||
2,501.0
|
2,521.0
|
Loading
|
4,585.0
|
4,786.0
|
Price (R$/ton)
|
||||
16.5
|
17.2
|
Loading
|
17.3
|
16.4
|
2Q'10
|
2Q'11
|
Volume Sold
|
YTD'10
|
YTD'11
|
1,318.2
|
1,622.9
|
Fuels (million of liters)
|
2,740.3
|
3,061.2
|
224.7
|
216.0
|
Ethanol
|
426.3
|
404.9
|
418.9
|
498.4
|
Gasoline
|
830.8
|
987.9
|
638.5
|
876.0
|
Diesel
|
1,277.5
|
1,603.5
|
36.1
|
32.5
|
Other
|
205.6
|
64.8
|
34.4
|
42.5
|
Lubricants (million of liters)
|
64.0
|
85.4
|
2Q'10
|
2Q'11
|
Average Unit Price
|
YTD'10
|
YTD'11
|
1,686.5
|
1,722.7
|
Fuels (R$/thousand liters)
|
1,641.7
|
1,749.3
|
845.3
|
940.8
|
Ethanol
|
811.1
|
921.2
|
2,177.3
|
2,212.5
|
Gasoline
|
2,166.5
|
2,204.1
|
1,713.9
|
1,674.7
|
Diesel
|
1,700.8
|
1,720.3
|
741.3
|
697.9
|
Other
|
876.3
|
706.0
|
4,967.9
|
4,812.3
|
Lubricants (R$/thousand liters)
|
5,015.4
|
4,759.0
|
COSAN LIMITED
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||||||
Date:
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October 25, 2010
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By:
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/s/ Marcelo Eduardo Martins
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|||
Name:
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Marcelo Eduardo Martins
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|||||
Title:
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Chief Financial Officer and Investor Relations Officer
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