Free tool · Risk-adjusted scenario modelling

Cuba Investment ROI Calculator

IRR, NPV, and multi-year after-tax cash flow for a Cuba investment across seven sectors, with risk premiums baked in for Helms-Burton, MLC friction, and the CACR overlay.

Inputs

Each sector ships with a baseline USD revenue growth rate, EBITDA margin, and Cuba-specific risk premium added to your discount rate. Override any of them below.
Decimal. e.g. 0.10 = 10%/yr. Leave blank to use sector default.
Decimal. e.g. 0.38 = 38% EBITDA. Distinct from operating (EBIT) margin — D&A is treated implicitly via maintenance capex.
Default 35% — the headline Cuban corporate income-tax rate (Ley 113). Mariel ZED projects can negotiate down to 12% (or zero) for an initial 8-10 year holiday under Ley 118 / Decreto 313; foreign-invested JVs typically run 15%.
Default 5%. Keeps existing assets productive — reduce for asset-light services, raise for capex-heavy upstream / mining.
Sector-specific Cuba risk premium added on top.

Results

IRR
NPV (today)
Money-on-money
Risk-adjusted discount rate: (= base WACC + sector premium). Sector-specific Cuba premium reflects CACR / OFAC sanctions overlay, Helms-Burton Title III trafficking-claim exposure, MLC convertibility friction, no US-issued payment cards, and regulatory volatility. See the sector landing page for the underlying analysis.
YearRevenueEBITDATaxMaint. capexFCFDisc. CF

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How this calculator works

Order-of-magnitude estimate. Discount = your USD WACC + a sector-specific Cuba risk premium. Not a substitute for a fully diligenced model.

Methodology & FCF formulaHide

The model projects a deterministic revenue / EBITDA schedule using the sector defaults you can override, applies the chosen tax rate to EBITDA to approximate operating cash taxes, deducts maintenance capex as a percent of revenue, then applies an exit multiple to terminal-year EBITDA.

FCF formula: FCF = EBITDA × (1 − tax) − maintenance capex. Terminal year adds exit multiple × terminal EBITDA on top.

Where the sector defaults come from

2024–2025 Caribbean / EM-comparable benchmarks, adjusted for Cuba’s specific overlay (CACR, Helms-Burton Title III, MLC stack, payment friction). Full methodology in the pillar guide.

SectorEBITDA marginRev. growthCuba risk premiumReference comp set
Tourism & Hospitality28%12%16%Branded Caribbean hotels run 25–35% EBITDA margins. Premium dominated by Helms-Burton Title III exposure on confiscated property and JV partner concentration with GAESA / Gaviota / Habaguanex.
MIPYMES (private sector)22%18%10%Newly-legal Cuban private firms (since Decreto-Ley 46/2021). Highest growth reflects formalisation off a near-zero base; lowest premium because §515.574 explicitly authorises engagement.
Mariel ZED32%10%13%EM SEZ benchmarks (Dominican Republic free zones, Panama Pacífico) at 28–35% EBITDA. ZED-specific tax holiday lowers cash burden materially below headline 35%.
Biotech & Pharma (BioCubaFarma)35%8%14%BioCubaFarma generics + immunotherapy comps; mid-30s EBITDA. Premium reflects CACR licensing exposure on US clinical trials and FDA pathway uncertainty.
Mining (nickel, cobalt — Moa)34%7%14%Sherritt-style nickel/cobalt JV comps at Ni ~$16,000/t; battery-metal demand pull. Premium reflects sustained Helms-Burton exposure (Title III claims around Moa).
Telecom & Digital38%9%13%EM mobile operators run 35–45% EBITDA margins. ETECSA monopoly limits foreign equity entry; CACR §515.578 carves out specific telecom GLs.
Agriculture (domestic / ALIMPORT)16%6%10%Domestic-market food producers; commodity-cycle exposed and constrained by ALIMPORT pricing. Lowest premium because least sanctions-exposed.