Prévia Operacional
2º Trimestre do Ano-Safra 2023’24
RAÍZEN S.A.
Category A Public Held Company
CNPJ No. 33.453.598/0001-23
NIRE No. 33.300.298.673
MATERIAL FACT
Q1 2024'25 Crop Year Operational Preview
Raízen S.A. (B3: RAIZ4) in compliance with CVM Resolution No. 44 of August 23, 2021, and subsequent
amendments, hereby informs its shareholders and the general market of its operational preview for the first
quarter of the 2024/25 crop season (1Q 24’25). The following information is preliminary, unaudited,
and subject to revision until the official disclosure date.
AGROINDUSTRIAL OPERATION Q1 2023’24 Q4 2023’24 Q1 2024’25 Comments Q1 24’25 x Q4 23'24
Sugarcane Crushed (million tons) 26.8 1.1 30.9 Early start of harvest and drier weather.
TRS (Kg/ton) 124 107 124 Drier weather benefiting TRS, as well as
TSH (ton/ha) 89 78 88 production mix.
Production of Sugar Equivalent (000’ ton) 3,179 132 3,600 – 3,800
-
Production Mix (% Sugar - Ethanol) 52% x 48% 28% x 72% 50% x 50%
SUGAR
Sales Volume (000’ ton) 1,920 2,918 2,421 Reflects the seasonality of the period
Own 933 1,936 765 and commercialization strategy for the
Commercialization 987 982 1,656 crop year.
Execution of hedged prices for the
Raízen Sugar Average Price (BRL/ton) 2,652 2,429 2,500 – 2,650
period.
RENEWABLES
Ethanol Sales Volume ('000 cbm) 1,074 1,675 1,274
Evolution of sales aligned with the crop
Own 563 876 672
year strategy.
Commercialization 511 799 602
Price recovery in the domestic market
Raízen Ethanol Average Price (BRL/cbm) 3,138 2,388 2,650 – 2,800
and sales mix of exports.
Production pace aligned with the
E2G Production ('000 cbm) 7.7 10.8 16.2 capacity of Plant #1 (Costa Pinto) and
Plant #2 (Bonfim).
Power Sales Volume ('000 MWh) 4,547 7,645 8,100
Sales expansion in line with increased
Own Cogeneration & Other Renewables
675 132 773 generation and maintenance among the
Sources
country's leading energy traders.
Commercialization & Trading 3,872 7,513 7,327
Own Power Average Price (BRL/MWh) 251 190 190 – 220 Higher concentration of spot sales.
MOBILITY Q1 2023’24 Q4 2023’24 Q1 2024’25 Comments Q1 24’25 x Q4 23'24
Sales Volume ('000 cbm)
Healthy level of profitability, although
below the last quarter due to oversupply
Brazil 6,763 6,541 6,700 – 6,800 in the country. Reinforcement of Shell's
Integrated Offer, particularly in
Lubricants.
Management of profitability,
Latam (Argentina and Paraguay) 1,807 1,825 1,800 – 1,900 considering supply strategy and price
management.
Prévia Operacional
2º Trimestre do Ano-Safra 2023’24
Earnings Release: Raízen will release its audited results for the first quarter of the 2024/25 crop year on
August 13th, 2024, after market close. The earnings conference call will take place on August 14 th, 2024, at
11:00 AM (Brasília) / 10:00 AM (New York).
Quiet Period: In line with best corporate governance and fair disclosure practices, Raízen will be in a Quiet
Period starting on July 29th, 2024, and concluding after the earnings conference call.
Legal Disclaimer: The information contained in this document comprises estimates of business activities and
projections of operational and financial results. These estimates are based on currently available information
and are therefore subject to change, potentially resulting in actual results differing from those projected in this
Material Fact. The operational and financial data presented in this report have not been audited by independent
auditors.
São Paulo, July 23rd, 2024.
Carlos Alberto Bezerra De Moura
Chief Financial and Investor Relations Officer
