HelioForge Power Energy Systems Business Plan — Projected Cash Flow

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Section 17 · 18 of 21

Projected Cash Flow

The cash flow statement reconciles net profit to the movement in cash, capturing the investing outflows of plant construction and the working-capital build, and the financing inflows that fund them. Operating cash flow is positive from Year 1 and strengthens as the plant fills and the margin lifts; the cash balance remains positive throughout, running tighter during the peak working-capital build, the working-capital facility is the buffer against that tightness.

Year 1

Year 2

Year 3

Year 4

Year 5

Operating cash flow

-15

42

113

198

327

Investing (capex)

-172

-137

-108

-38

-30

Financing

366

84

-56

-159

-244

Net change in cash

179

-11

-50

1

52

Closing cash

179

168

118

119

171

Figure 23. Cumulative five-year cash flow waterfall (ZAR millions)
Figure 24. Pre-dividend free cash flow to equity

NoteThe cash position stays positive throughout the build

The plan draws equity first, phases debt to match capital deployment, holds a principal grace period through Years 1–2, and defers dividends to Year 3. The modelled cash balance stays positive in every year, with the trough in the peak-growth Year-3 window as capex and the working-capital build coincide. This is the honest signature of a fast-scaling manufacturer, it consumes cash as it grows, but the light capital base and strong EBITDA keep the position comfortable. The committed working-capital facility, inventory and receivables discipline, and milestone-linked drawdown are what keep it robust to shocks.