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

142,610155,498142,380138,578.9141,823.5146,340146,340146,340

Revenue % Chg.

28.2%9%-8.4%

EBIT

14,05918,36111,31910,093.610,559.811,890.711,890.711,890.7

EBIT Margin

9.9%11.8%7.9%

Tax Rate

21%28.8%30%

NOPAT

11,112.513,065.17,921.67,146.37,538.78,404.18,404.18,404.1

NOPAT Margin

7.8%8.4%5.6%5.2%5.3%5.7%5.7%5.7%

D&A

6,3016,5876,5619,080.79,453.69,633.99,633.99,633.9

D&A / Revenue

4.4%4.2%4.6%

Capex

-9,050-10,881-12,205-10,315.2-9,707.9-9,440-9,440-9,440

Capex / Revenue

-6.3%-7%-8.6%

Chg. NWC

-1,677636550-175.8-179.9-185.7-185.7-185.7

Chg. NWC / Revenue

-1.2%0.4%0.4%

Unlevered FCF (UFCF)

6,686.59,407.12,827.65,735.97,104.48,412.38,412.38,412.3

UFCF % Chg.

-8.7%40.7%-69.9%102.9%23.9%18.4%——

PV of UFCF

———5,570.46,700.27,704.77,482.37,266.4

Sum of PV of UFCF

———5,570.412,270.619,975.327,457.634,724
Cost of Debt
Tax Rate
After Tax Cost of Debt0.4%
Risk Free Rate
Market Risk Premium
Beta1
Cost of Equity8.7%
Total Debt111,261
Market Cap50,062.3
Total Capital161,323.3
Debt Weighting69%
Equity Weighting31%
WACC3%
Exit Multiple EV/FCF
Terminal Value130,706.3
PV of Terminal Value109,643
Cumulative PV of UFCF34,724
Net Debt91,724
Equity Value52,643
Shares Outstanding615.8
Implied Share Price85.5
Current Share Price92.3
Implied Upside / (Downside)-7.4%