BUILD UP FREE CASH
2023-01-31 (A)
2024-01-31 (A)
2025-01-31 (A)
2026-01-31 (E)
2027-01-31 (E)
2028-01-31 (E)
2029-01-31 (E)
2030-01-31 (E)

Revenue

32,56935,94738,63239,957.142,75145,804.745,804.745,804.7

Revenue % Chg.

17.5%10.4%7.5%

EBIT

5,5716,8567,5947,9038,600.29,3289,3289,328

EBIT Margin

17.1%19.1%19.7%

Tax Rate

22.6%21.5%22.4%

NOPAT

4,311.95,3845,890.26,133.66,665.17,229.27,229.27,229.2

NOPAT Margin

13.2%15%15.2%15.4%15.6%15.8%15.8%15.8%

D&A

2,6902,7752,8203,263.63,242.23,369.93,369.93,369.9

D&A / Revenue

8.3%7.7%7.3%

Capex

-1,027-1,399-2,207-2,563.3-2,034.1-2,121.7-2,121.7-2,121.7

Capex / Revenue

-3.2%-3.9%-5.7%

Chg. NWC

-669-57-199-363.3-388.7-416.5-416.5-416.5

Chg. NWC / Revenue

-2.1%-0.2%-0.5%

Unlevered FCF (UFCF)

5,305.96,7036,304.26,470.67,484.58,060.98,060.98,060.9

UFCF % Chg.

-5.3%26.3%-5.9%2.6%15.7%7.7%

PV of UFCF

5,837.56,091.65,918.85,339.74,817.3

Sum of PV of UFCF

5,837.511,929.117,847.923,187.628,004.9
Cost of Debt
Tax Rate
After Tax Cost of Debt4.9%
Risk Free Rate
Market Risk Premium
Beta1
Cost of Equity11.1%
Total Debt5,729
Market Cap142,729.1
Total Capital148,458.1
Debt Weighting3.9%
Equity Weighting96.1%
WACC10.8%
Exit Multiple EV/FCF
Terminal Value138,935.9
PV of Terminal Value74,905.7
Cumulative PV of UFCF28,004.9
Net Debt-4,422
Equity Value107,332.6
Shares Outstanding3,114.7
Implied Share Price34.5
Current Share Price54.5
Implied Upside / (Downside)-36.7%