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

19,639.518,982.319,721.321,511.923,300.324,653.424,653.424,653.4

Revenue % Chg.

17%-3.3%3.9%

EBIT

3,9673,955.64,572.15,367.25,997.16,631.56,631.56,631.5

EBIT Margin

20.2%20.8%23.2%

Tax Rate

0.2%2.4%-1.3%

NOPAT

3,957.73,860.34,633.14,606.14,8905,412.75,412.75,412.7

NOPAT Margin

20.2%20.3%23.5%21.4%21%22%22%22%

D&A

3,155.73,024.13,251.53,509.83,723.33,993.93,993.93,993.9

D&A / Revenue

16.1%15.9%16.5%

Capex

-7,979.7-7,661.7-8,170.1-11,881.7-11,556.7-12,704.4-12,704.4-12,704.4

Capex / Revenue

-40.6%-40.4%-41.4%

Chg. NWC

-237.7-703.5510.3-167-180.9-191.4-191.4-191.4

Chg. NWC / Revenue

-1.2%-3.7%2.6%

Unlevered FCF (UFCF)

-1,104-1,480.8224.8-3,932.7-3,124.3-3,489.2-3,489.2-3,489.2

UFCF % Chg.

816.1%34.1%-115.2%-1,849.2%-20.6%11.7%——

PV of UFCF

———-3,683.6-2,741-2,867.2-2,685.5-2,515.4

Sum of PV of UFCF

———-3,683.6-6,424.6-9,291.7-11,977.3-14,492.7
Cost of Debt
Tax Rate
After Tax Cost of Debt4.1%
Risk Free Rate
Market Risk Premium
Beta1
Cost of Equity8.7%
Total Debt45,998
Market Cap63,680.1
Total Capital109,678.1
Debt Weighting41.9%
Equity Weighting58.1%
WACC6.8%
Exit Multiple EV/FCF
Terminal Value111,367
PV of Terminal Value75,198.4
Cumulative PV of UFCF-14,492.7
Net Debt46,596.9
Equity Value14,108.8
Shares Outstanding534.1
Implied Share Price26.4
Current Share Price118.1
Implied Upside / (Downside)-77.6%