Melrose Investor Presentation Deck
Dual path electrification growth
Melrose
Buy
Improve
Sell
Above market growth from differentiated core products
required for xEV1
Revenue
Increased torque and power requirements driving larger sizes
plus increasing number of sideshafts per vehicle
Profitability
GKN electric vehicle/hybrid portfolio
Core sideshafts
Higher technological differentiation, with premium content
offering gaining market share
1.
Profit expa
Securing today
Grow with the market
>10% operating profit margin as supply
constraints ease
■
XEV refers to vehicles with any degree of electrification
Outlook
eDrive systems & components
Flexible approach to eDrive solutions; eDrive components sold
separately or fully integrated eDrive systems
GKN Automotive
Strong growth from new eDrive solutions
required for xEV¹
Strictly Confidential
Invested heavily in capabilities, including software and
integration
from market recovery and electrification on lower cost base business
Focusing on the future
>2x market growth driven by electrification mix
Maintain higher margin
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