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PL Break up

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PL Break up
Breakup Value of Caterpillar

FY 2005 FY 2004 FY 2003

CATMfg CATFin CATMfg CATFin CATMfg

Revenues 34006 2333 28336 1970 21048



Operating costs

Cost of Goods Sold 24852.95 1705.05

SGA 2985.199 204.8012

R&D 1084 0

Interest expense 0 768 0 524 0

Other operating expense 893.688 61.31195

Total Operating expenses 29815.84 2739.163

Operating Profit 4190.163 -406.163

Interest expense Exc Fin 260 0

Other Income 352.7962 24.20378

PBT 4282.959 -381.959





EBITDA Multiple method for CATMfg

EBIT 4711

D&A 691

EBITDA 5402



EV / EBITDA x (2006E) 11.9

EV for CAT 64283.8 Mn

Debt 6954

Cash 951

Equity Value of CATMfg 58280.8 Mn



Price to Book Value for CATFin

Inv 3253



P/BV x 3

Equity Value of CAT Fin 9759 Mn

% of revenue split

FY 2003 check 2005 2004 2003

CATFin FY 2005 FY 2004 FY 2003 CAT Fin CAT Fin CAT Fin

1759 36339 30306 22807 6.42% 6.50% 7.71%





26558

3190

1084

474

955









377

CAT CAT Man CATFin

EBIT 5277 4711 566

EBIT(1-T) at 29% 3746.67 3345 402

Depreciation 1337 691 646

Capex -2203 -971 -1232

Change in WC -140 -140

FCFF 2924.81 2925





cat man 2005 2006 2007 2008

FCFF 15% 2925 3364 3868 4448

WACC 10%

PV 3058 3197 3342

Sum PV 86478



Less Debt

2009 2010 2011

5116 5883 123540



3494 3653 69735


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