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

11,01311,39712,92216,034.620,544.821,305.521,305.521,305.5

Revenue % Chg.

-8.1%3.5%13.4%

EBIT

2,5892,8684,7588,088.312,442.112,371.512,371.512,371.5

EBIT Margin

23.5%25.2%36.8%

Tax Rate

39.5%30.6%33%

NOPAT

1,566.31,990.53,188.55,912.58,833.98,783.88,783.88,783.8

NOPAT Margin

14.2%17.5%24.7%36.9%43%41.2%41.2%41.2%

D&A

2,5172,3981,4101,833.52,035.72,154.62,154.62,154.6

D&A / Revenue

22.9%21%10.9%

Capex

-3,049-3,086-3,174-3,687.4-4,274.6-4,376.1-4,376.1-4,376.1

Capex / Revenue

-27.7%-27.1%-24.6%

Chg. NWC

-322-404-382-503.7-645.4-669.3-669.3-669.3

Chg. NWC / Revenue

-2.9%-3.5%-3%

Unlevered FCF (UFCF)

712.3898.51,042.53,554.95,949.65,8935,8935,893

UFCF % Chg.

-71.5%26.1%16%241%67.4%-1%——

PV of UFCF

———3,276.85,0554,615.14,2543,921.2

Sum of PV of UFCF

———3,276.88,331.712,946.817,200.921,122
Cost of Debt
Tax Rate
After Tax Cost of Debt5.3%
Risk Free Rate
Market Risk Premium
Beta1
Cost of Equity8.7%
Total Debt5,256
Market Cap72,414
Total Capital77,670
Debt Weighting6.8%
Equity Weighting93.2%
WACC8.5%
Exit Multiple EV/FCF
Terminal Value80,903
PV of Terminal Value49,620.6
Cumulative PV of UFCF21,122
Net Debt-323
Equity Value71,065.6
Shares Outstanding1,687.4
Implied Share Price42.1
Current Share Price42.9
Implied Upside / (Downside)-1.9%