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Posted by
Two Blokes Jul 30 -
Filed in
Stock
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3 views
EBITDA margin above 22% indicates cost control and resilience, even with macroeconomic pressures. High capex puts pressure on ROIC in the short term, but strengthens the company's competitive advantages in the medium and long term. 5-year DCF model with exit EBITDA multiple and conservative assumptions indicates a fair price of $8.33, a 28% upside.
