Melrose Results Presentation Deck slide image

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 32
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