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

1,037.41,828.32,248.23,742.55,345.76,773.46,773.46,773.4

Revenue % Chg.

22.9%76.2%23%

EBIT

-785.1-282.2-176.9585.51,182.92,194.32,194.32,194.3

EBIT Margin

-75.7%-15.4%-7.9%

Tax Rate

-0.4%-1.6%26.3%

NOPAT

-788-286.6-130.4495.7968.11,744.41,744.41,744.4

NOPAT Margin

-76%-15.7%-5.8%13.2%18.1%25.8%25.8%25.8%

D&A

44.554.156.767.274.7919191

D&A / Revenue

4.3%3%2.5%

Capex

-72.1-62.2-34.3-70.6-89.2-104.8-104.8-104.8

Capex / Revenue

-6.9%-3.4%-1.5%

Chg. NWC

7.657.3-214.1-70.6-100.8-127.7-127.7-127.7

Chg. NWC / Revenue

0.7%3.1%-9.5%

Unlevered FCF (UFCF)

-807.9-237.4-322.1421.7852.81,6031,6031,603

UFCF % Chg.

-5.9%-70.6%35.6%-230.9%102.2%88%-0%—

PV of UFCF

———388.7724.51,2551,156.71,066.1

Sum of PV of UFCF

———388.71,113.22,368.23,5254,591.1
Cost of Debt
Tax Rate
After Tax Cost of Debt4.8%
Risk Free Rate
Market Risk Premium
Beta1
Cost of Equity8.7%
Total Debt2,743.4
Market Cap62,528.1
Total Capital65,271.6
Debt Weighting4.2%
Equity Weighting95.8%
WACC8.5%
Exit Multiple EV/FCF
Terminal Value62,576.8
PV of Terminal Value38,360.6
Cumulative PV of UFCF4,591.1
Net Debt48.7
Equity Value42,903
Shares Outstanding132.1
Implied Share Price324.7
Current Share Price465.3
Implied Upside / (Downside)-30.2%