BUILD UP FREE CASH
2022-12-31 (A)
2023-12-31 (A)
2024-12-31 (A)
2025-12-31 (E)
2026-12-31 (E)
2027-12-31 (E)
2028-12-31 (E)
2029-12-31 (E)

Revenue

400,737336,665340,568327,265.1321,875.1337,686.2337,686.2337,686.2

Revenue % Chg.

44.6%-16%1.2%

EBIT

70,20849,01541,46044,104.440,728.244,549.244,549.244,549.2

EBIT Margin

17.5%14.6%12.2%

Tax Rate

25.9%29.2%28.3%

NOPAT

51,989.934,687.429,744.730,312.427,719.630,866.330,866.330,866.3

NOPAT Margin

13%10.3%8.7%9.3%8.6%9.1%9.1%9.1%

D&A

19,44017,34122,83424,893.726,305.927,450.227,450.227,450.2

D&A / Revenue

4.9%5.2%6.7%

Capex

-18,407-21,919-24,306-28,110.1-27,628.5-28,766.2-28,766.2-28,766.2

Capex / Revenue

-4.6%-6.5%-7.1%

Chg. NWC

-194-4,255-1,826-2,016.4-1,983.2-2,080.6-2,080.6-2,080.6

Chg. NWC / Revenue

-0%-1.3%-0.5%

Unlevered FCF (UFCF)

52,828.925,854.426,446.725,079.624,413.727,469.727,469.727,469.7

UFCF % Chg.

74.4%-51.1%2.3%-5.2%-2.7%12.5%——

PV of UFCF

———23,203.620,89821,75520,127.718,622.1

Sum of PV of UFCF

———23,203.644,101.665,856.585,984.2104,606.2
Cost of Debt
Tax Rate
After Tax Cost of Debt1.5%
Risk Free Rate
Market Risk Premium
Beta1
Cost of Equity8.7%
Total Debt48,309
Market Cap501,083.6
Total Capital549,392.6
Debt Weighting8.8%
Equity Weighting91.2%
WACC8.1%
Exit Multiple EV/FCF
Terminal Value536,967.6
PV of Terminal Value336,788.6
Cumulative PV of UFCF104,606.2
Net Debt28,222
Equity Value413,172.8
Shares Outstanding4,217.2
Implied Share Price98
Current Share Price118.8
Implied Upside / (Downside)-17.5%