Melrose Results Presentation Deck
Aerospace outlook: summary
1
2
3
5
Melrose
A compelling equity story...
Structurally growing market with faster near-term
recovery
Sole source Tier 1 technology positions on world's
leading high-volume platforms
Excellent Engines business with differentiated
technology IP, growing aftermarket and unique RRSP
portfolio entering "sweet spot"
Differentiated Structures business ramping up fast with
deep design and manufacturing capability
Good momentum on business improvements with
significant further gains to come
Exceptional financial potential from revenue growth,
margin expansion and cash generation
Buy
Improve 1.
Sell
Capital Markets Event scheduled for 17 May 2023
H
H
■
...further details to follow at May CME¹
Split of Aerospace by 'Engines' and 'Structures' with
associated financials:
Growth, EBITDA and profit
Cash generation
Specific mid-term financial targets
Further details on platform positions, technology stack
and growth exposure
Deep-dive on GKN RRSPs including programme
lifecycles and economics
▪ Case studies on Engines' additive manufacturing and
Structures' advanced composites
▪ Future technology and sustainability roadmaps
32View entire presentation