A2M.AX · ASX · Consumer Defensive
The a2 Milk Company Limited
Also onShortfallConsensus DriftCrosscheck
Implied value per share
AUD 4.02
Market price
AUD 6.70
Implied upside
-40.0%
5-year forecast · Perpetuity growth terminal value · Mid-year discounting · Base case · NZD model at 0.8033
Value Per Share
Same forecast, different terminal treatment. Percentages vs price.
Forecast Cashflows
Reporting currency (NZD). Outflows negative.
| Line | FY27 | FY28 | FY29 | FY30 | FY31 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | NZD 2.1bn | NZD 2.3bn | NZD 2.4bn | NZD 2.6bn | NZD 2.8bn | +7.4% |
| EBIT | NZD 240.8m | NZD 258.6m | NZD 277.8m | NZD 298.4m | NZD 320.6m | +7.4% |
| NOPAT | NZD 168.5m | NZD 181.0m | NZD 194.5m | NZD 208.9m | NZD 224.4m | +7.4% |
| Add depreciation & amortisation | NZD 28.6m | NZD 30.7m | NZD 33.0m | NZD 35.4m | NZD 38.0m | +7.4% |
| Less capital expenditure | NZD -30.8m | NZD -33.1m | NZD -35.5m | NZD -38.2m | NZD -41.0m | +7.4% |
| Less increase in working capital | NZD 14.0m | NZD 15.0m | NZD 16.1m | NZD 17.3m | NZD 18.6m | -7.4% |
| Free cashflow to firm | NZD 180.3m | NZD 193.6m | NZD 208.0m | NZD 223.4m | NZD 240.0m | +7.4% |
| Discount factor | 0.9604 | 0.8859 | 0.8172 | 0.7538 | 0.6953 | - |
| Present value | NZD 173.1m | NZD 171.5m | NZD 170.0m | NZD 168.4m | NZD 166.9m | -0.9% |
| Present Value Of The Forecast | NZD 850.0m | |||||
Discount Rate
Source shown per component. All overridable above.
| Risk-free rate | 5.35% | Australian Government 10-year (RBA F2) |
| Equity risk premium | 6.00% | Market assumption |
| Beta | 0.514 | Reported 0.275, pulled toward 1.0 (Blume) |
| Cost of equity | 8.43% | Risk-free + beta x equity risk premium |
| Cost of debt | 5.35% | Floored at the risk-free rate (implied cost of debt was lower) |
| Market capitalisation | NZD 4.9bn | 99.5% of capital |
| Total debt | NZD 24.3m | 0.5% of capital, book value as a proxy |
| Tax rate | 30.0% | Effective, capped at statutory |
| WACC | 8.41% | E/V x Re + D/V x Rd x (1 - t) |
Terminal Value
Perpetuity growth is intrinsic. The exit multiple defaults to the company's current EV/EBITDA, so it answers a different question - what the shares are worth if today's rating holds and EBITDA grows as forecast.
Perpetuity growth at 2.50%
71% of EV
- Forecast FCFF, final year
- NZD 240.0m
- Capex at depreciation, working capital in reinvestment
- NZD 224.4m
- Less reinvestment at g/ROIC (24.6% of NOPAT)
- NZD -55.1m
- Capitalised
- NZD 169.3m
- ROIC (reported)
- 10.2%
- Terminal value, undiscounted
- NZD 2.9bn
- Terminal value, discounted
- NZD 2.0bn
- Enterprise value
- NZD 2.9bn
- Less net debt
- NZD -760.2m
- Equity value
- NZD 3.7bn
Exit at 15.5x EBITDA
82% of EV
- Terminal value, undiscounted
- NZD 5.6bn
- Terminal value, discounted
- NZD 3.9bn
- Enterprise value
- NZD 4.7bn
- Less net debt
- NZD -760.2m
- Equity value
- NZD 5.5bn
Spread between methods: 40%.
Sensitivity
Value per share (NZD) by discount rate and long-run growth.
| Long-run growth | |||||
|---|---|---|---|---|---|
| Discount rate | 1.50% | 2.00% | 2.50% | 3.00% | 3.50% |
| 6.41% | 6.36 | 6.58 | 6.86 | 7.21 | 7.69 |
| 7.41% | 5.50 | 5.61 | 5.74 | 5.90 | 6.10 |
| 8.41% | 4.88 | 4.94 | 5.00 | 5.08 | 5.16 |
| 9.41% | 4.42 | 4.45 | 4.47 | 4.50 | 4.54 |
| 10.41% | 4.07 | 4.08 | 4.09 | 4.10 | 4.11 |
Outlined: this model. Green text: above today's price of 8.34. Shading: distance from this model's own value.
Priced In
What each input would have to be to justify the current price, one at a time.
| Input | Model | Implied | Gap |
|---|---|---|---|
| Revenue growth, every year | 7.4% | 22.2% | +14.8pp |
| EBIT margin | 11.4% | 21.1% | +9.8pp |
| Discount rate | 8.4% | 5.6% | -2.8pp |
Live formulas, not pasted numbers - edit a driver and the workbook reprices.
Yahoo Finance and RBA data. General information, not advice. Methodology.