NeoTerra Energy & Chemicals Group Business Plan — Financial Plan & Projections

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Section 12 · 13 of 15

Financial Plan & Projections

This section presents the full re-underwritten ten-year financial model. Sponsor revenue and EBITDA are preserved exactly; depreciation, financing, tax, the balance sheet, cash flow, coverage and returns are independently derived, and the full net-profit path, which the sponsor provides only for stabilised Year 10, is built here. The model is fully integrated, the balance sheet reconciles to zero in every year, and denominated in US dollars. For readability, the projection tables are presented in two five-year blocks.

12.1 Key assumptions

Assumption

Basis

Revenue & EBITDA

Sponsor 10-yr projections preserved ($30m→$1.6bn; 10%→33% margin)

Depreciation

~13-yr blended life on the process-plant & infrastructure base

Senior debt (DFI + ECA)

$400m at 8.9%; grace then amortising

Phase-3 expansion debt

$350m additional (beyond committed stack) — see capital finding

Working-capital facility

$100m commercial line (sponsor-stated)

Tax

27% with assessed-loss carry-forward (sponsor used 28%)

Working capital

DSO 45 / DIO 40 / DPO 38 days

Terminal value

Exit at 5.5x EBITDA (within sponsor EV range)

Table 12.1 Principal modelling assumptions.

12.2 Projected income statement

Years 1–5.

US$ million

Year 1

Year 2

Year 3

Year 4

Year 5

Revenue

30

75.0

160.00

280.000

420.0000

Operating costs

(27)

(65)

(131)

(218)

(315)

EBITDA

3

10.5

28.80

61.600

105.0000

Depreciation

(17)

(32)

(46)

(59)

(73)

EBIT

(14)

(21)

(17)

3

32

Net interest

(9)

(19)

(27)

(32)

(47)

Profit before tax

(23)

(41)

(44)

(30)

(14)

Tax

(0)

(0)

(0)

(0)

(0)

Net profit (re-underwritten)

(23)

(41)

(44)

(30)

(14)

Years 6–10.

US$ million

Year 6

Year 7

Year 8

Year 9

Year 10

Revenue

600

820.0

1,050.00

1,300.000

1,600.0000

Operating costs

(432)

(574)

(725)

(884)

(1,072)

EBITDA

168

246.0

325.50

416.000

528.0000

Depreciation

(84)

(96)

(106)

(116)

(124)

EBIT

84

150

219

301

405

Net interest

(59)

(63)

(60)

(56)

(47)

Profit before tax

25

87

159

245

358

Tax

(0)

(0)

(32)

(66)

(97)

Net profit (re-underwritten)

25

87

127

179

261

Table 12.2 Projected income statement (re-underwritten below EBITDA). Losses in parentheses.

Figure 12.1 EBITDA build and margin expansion
Figure 12.2 Re-underwritten net-profit path — the deep J-curve
Figure 12.3 Year-10 stabilised earnings bridge

Key findingThe full profit path is re-underwritten — and closely corroborates the sponsor’s Year 10

The sponsor gives a net-profit line only for Year 10 ($254m). Re-underwriting all ten years, applying depreciation on the building plant base, cash interest across senior, Phase-3 and working-capital debt, and 27% tax with loss carry-forward, produces sustained net losses through Years 1–5 (peaking near –$44m), turning to profit from Year 6 and reaching roughly $261m by Year 10.

That $261m closely corroborates the sponsor’s $254m, a reassuring independent check on the stabilised economics. The essential addition is the early-year loss path, which the sponsor’s single-year snapshot omits entirely: these losses, and the cash burn behind them, are the core of what must be financed and underwritten.

12.3 The J-curve & capital adequacy

Figure 12.4 The mega-scale J-curve — cumulative cash versus funding

Unlevered free cash flow is deeply negative through the build (about –$217m, –$181m and –$154m in Years 1–3), and cumulative cash reaches a trough of roughly –$736m around Year 5 before the business turns cash-generative. This is the defining financial feature of the Project, and it drives the central question of capital adequacy.

Key findingCapital adequacy is the central question — the full build needs ~$1.2bn, not $750m

The base-case $750m, and even the $850m committed stack, fund Phases 1–2. Two independent signals show the full build needs far more. First, the cumulative-cash trough exceeds –$730m, and funding it plus the Phase-3 complex requires roughly $1.2 billion of total capital, modelled here as the committed stack plus a $350m Phase-3 debt tranche, and squarely at the top of the sponsor’s own stated $500m–$1.2bn envelope. Second, the sponsor’s own Year-10 depreciation (~$110m) implies an asset base far larger than $750m, consistent with total capex of roughly $1.6bn once the integrated complex is built.

The honest reading: this is a ~$1.2–1.6bn programme presented with a $750m base case. The committed stack initiates it; the full integrated complex requires a substantial further capital plan. Lenders and investors should size committed and standby funding to a stress-case trough and treat the $1.6bn revenue trajectory as contingent on that additional capital. This is the single most important structuring issue in the transaction.

12.4 Projected balance sheet

Years 1–5.

US$ million

Year 1

Year 2

Year 3

Year 4

Year 5

Net PP&E

203

362.8

499.50

614.600

718.3000

Inventory

3

7.1

14.40

23.900

34.5000

Receivables

4

9.2

19.70

34.500

51.8000

Cash

131

166.1

126.40

25.000

25.0000

Total assets

341

545.2

660.00

698.000

829.6000

Senior debt (DFI+ECA)

200

320.0

400.00

366.700

333.4000

Phase-3 expansion debt

0

0.0

0.00

0.000

120.0000

Working-capital facility

0

0.0

0.00

89.500

135.6000

Payables

3

6.7

13.70

22.700

32.8000

Deferred tax

1

2.0

3.80

6.200

9.1000

Equity

137

217

243

213

199

Total equity & liabilities

341

545.2

660.00

698.000

829.6000

Balance check

0.00

0.00

0.00

0.00

0.00

Years 6–10.

US$ million

Year 6

Year 7

Year 8

Year 9

Year 10

Net PP&E

783

839.7

869.20

873.200

853.7000

Inventory

47

62.9

79.40

96.900

117.5000

Receivables

74

101.1

129.50

160.300

197.3000

Cash

25

25.0

25.00

25.000

66.3000

Total assets

930

1,028.7

1,103.10

1,155.400

1,234.8000

Senior debt (DFI+ECA)

300

266.8

233.50

200.200

166.9000

Phase-3 expansion debt

230

310.0

306.20

262.400

218.6000

Working-capital facility

118

64.7

67.70

50.700

0.0000

Payables

45

59.8

75.40

92.000

111.6000

Deferred tax

13

16.3

20.60

25.200

30.1000

Equity

224

311

400

525

708

Total equity & liabilities

930

1,028.7

1,103.10

1,155.400

1,234.8000

Balance check

0.00

0.00

0.00

0.00

0.00

Table 12.3 Projected balance sheet. The balance-check row confirms the model ties to zero every year.

Figure 12.5 Balance-sheet composition

12.5 Projected cash-flow statement

Years 1–5.

US$ million

Year 1

Year 2

Year 3

Year 4

Year 5

Operating cash flow

(9)

(13)

(7)

17

44

Investing cash flow

(220)

(191)

(182)

(174)

(176)

Financing cash flow

360

240

150

56

133

Net change in cash

131

36

(40)

(101)

0

Unlevered FCF

(217)

(181)

(154)

(113)

(71)

Cumulative FCF

(217)

(398)

(552)

(664)

(736)

Years 6–10.

US$ million

Year 6

Year 7

Year 8

Year 9

Year 10

Operating cash flow

90

159

208

267

351

Investing cash flow

(149)

(152)

(136)

(120)

(104)

Financing cash flow

59

(7)

(72)

(148)

(206)

Net change in cash

0

0

0

0

41

Unlevered FCF

19

94

157

230

327

Cumulative FCF

(717)

(623)

(466)

(235)

92

Table 12.4 Projected cash-flow statement. The cumulative-FCF row traces the deep J-curve.

Figure 12.6 Cash-flow profile

12.6 Funding structure

Figure 12.7 Sources and uses of funds

The $850m committed stack is 41% equity ($200m infrastructure equity + $150m strategic/JV), with $300m of DFI senior debt, $100m of export-credit project finance and a $100m commercial working-capital facility. This is a genuinely robust equity base for a green-field process-industry build, the equity is sized to absorb the sustained early losses that a deep J-curve produces.

StrengthThe equity base is a real strength — the quantum is the question, not the mix

NEC is not under-equitised: at 41%, the committed equity is well-sized to absorb several years of losses before the business turns, which materially de-risks the early period for lenders and is a genuine credit strength. The caveat is not the equity ratio but the total quantum of capital: the committed stack is calibrated to Phases 1–2, so while the mix is right, the total must grow, with a matching equity contribution, to fund the full integrated complex.

12.7 Debt profile & coverage

Figure 12.8 Debt profile by facility
Figure 12.9 Coverage and gearing

Years 1–5.

Metric

Year 1

Year 2

Year 3

Year 4

Year 5

CFADS (US$ m)

3

9

26

57

99

Debt service (US$ m)

9

23.1

32.00

68.900

71.4000

DSCR

0.29x

0.41x

0.82x

0.83x

1.38x

Gross debt / EBITDA

66.67x

30.48x

13.89x

7.41x

5.61x

Gearing (%)

59.3%

59.6%

62.3%

68.2%

74.8%

Years 6–10.

Metric

Year 6

Year 7

Year 8

Year 9

Year 10

CFADS (US$ m)

159

234

277

330

407

Debt service (US$ m)

79

85.0

131.30

126.200

119.2000

DSCR

2.01x

2.75x

2.11x

2.62x

3.42x

Gross debt / EBITDA

3.86x

2.61x

1.87x

1.23x

0.73x

Gearing (%)

74.3%

67.3%

60.3%

49.4%

35.3%

Table 12.5 Coverage and leverage. Senior debt carries a multi-year construction grace.

Key findingCoverage is thin through the build, then strong — reserves and grace are essential

Through the construction and ramp years, coverage is very thin, early DSCR sits well below 1.0x because EBITDA is small while the asset base and debt build. This is inherent to a deep-J-curve process build: early debt service must be met from the debt-service reserve, capitalised interest and the equity buffer, not from operations. Structuring this explicitly, multi-year grace, a funded DSRA and interest-during-construction provisions, is essential.

From around Year 5–6 onward, as EBITDA scales past $100m, coverage strengthens rapidly, with DSCR rising above 2x and gross debt/EBITDA de-levering below 1.0x by Year 10. The credit profile transforms from reserve-supported in the build to strongly self-supporting at maturity, provided the ramp and the chemical-margin build arrive as planned.

12.8 Break-even & scenarios

Figure 12.10 Break-even analysis

Scenario

Y10 revenue

Y10 EBITDA

Assessment

Upside

$1.76bn

$616m

Faster ramp, stronger chemical mix & spreads

Base case

$1.60bn

$528m

Sponsor plan preserved

Downside

$1.28bn

$359m

–20% revenue, –5pp margin

Table 12.6 Scenario summary (Year 10).

12.9 Project returns & valuation

Figure 12.11 Project cash-flow profile (incl. terminal)
Figure 12.12 Project IRR versus the sponsor target

Return metric

Base case

Conservative

Sponsor

Project IRR

24.7%

22.3%

18–22%

Project NPV @ 11% (US$ m)

780

594

Exit enterprise value (US$ m)

2,904

2,800–3,600

Exit equity value (US$ m)

2,585

2,100–2,800

Payback (cumulative FCF)

~Year 10

~Year 10

~8 years

Table 12.7 Project returns and valuation. Terminal at 5.5x Year-10 EBITDA (within the sponsor’s implied EV range).

StrengthReturns clear the cost of capital and corroborate the sponsor’s valuation

On the re-underwritten cash flows, the base-case project IRR of ~25% (and ~22% on a conservative terminal) clears the 11% cost of capital and meets or exceeds the sponsor’s 18–22% target, while the exit enterprise value (~$2.9bn) and equity value (~$2.6bn) sit within the sponsor’s stated ranges. The important qualification is capital: these returns assume the $1.6bn trajectory is reached, which depends on the additional Phase-3 capital. Financed for the full build, the economics are genuinely attractive for patient, infrastructure-grade capital; under-financed, the ramp, and hence the returns, is at risk.

12.10 Base-case KPI dashboard

Years 1–5.

KPI

Year 1

Year 2

Year 3

Year 4

Year 5

Revenue growth

150%

113%

75%

50%

EBITDA margin

10%

14%

18%

22%

25%

Net margin

-76.3%

-54.1%

-27.5%

-10.6%

-3.4%

Utilisation (%)

25%

35%

45%

55%

63%

DSCR

0.29x

0.41x

0.82x

0.83x

1.38x

Gross debt / EBITDA

66.67x

30.48x

13.89x

7.41x

5.61x

Cumulative FCF (US$ m)

(217)

(398)

(552)

(664)

(736)

Years 6–10.

KPI

Year 6

Year 7

Year 8

Year 9

Year 10

Revenue growth

43%

37%

28%

24%

23%

EBITDA margin

28%

30%

31%

32%

33%

Net margin

4.2%

10.6%

12.0%

13.8%

16.3%

Utilisation (%)

70%

76%

82%

88%

92%

DSCR

2.01x

2.75x

2.11x

2.62x

3.42x

Gross debt / EBITDA

3.86x

2.61x

1.87x

1.23x

0.73x

Cumulative FCF (US$ m)

(717)

(623)

(466)

(235)

92

Table 12.8 Base-case key performance indicators.

Figure 12.13 Coverage and leverage dashboard

12.11 Covenant & lender-protection framework

The financing is structured to protect a multi-source consortium through a deep J-curve and to give DFIs, ECAs and commercial lenders the monitorable controls appropriate to a long-dated, capital-intensive process-industry build.

Protection

Proposed structure

Construction grace

Multi-year interest-only / interest-during-construction on senior debt

Debt-service reserve

DSRA funded to ~45m (forward debt service)

Minimum DSCR covenant

≥ 1.30x, tested from stabilisation (post-grace)

Inter-creditor agreement

Ranking & security-sharing across DFIs, ECAs & banks

Milestone drawdowns

Capital released against verified commissioning milestones

Standby / contingent capital

Committed facilities sized to a stress-case trough

Feedstock & offtake conditions

Secured gas supply and anchor offtake as drawdown conditions

Security

Plants, terminals, inventory, receivables, share pledges, cessions

Distribution lock-up

No distributions until stabilised, de-levered and reserves met

Table 12.9 Proposed covenant and lender-protection framework.

StrengthThe structure must be built around the J-curve, the feedstock and the capital plan

The right framework for NEC focuses on the build: multi-year grace and a funded debt-service reserve carry the deep early years; feedstock-supply and anchor-offtake conditions gate drawdowns on the things that actually de-risk the plant; an inter-creditor agreement coordinates the multi-source consortium; and, most importantly, committed standby capital sized to a stress-case trough closes the adequacy gap the base case exposes. With the substantial tangible-plant security and strong stabilised cash flows, a facility structured this way is well-protected; the key is to structure explicitly for the deep J-curve and the full capital requirement, not the Year-10 snapshot.