Melrose Results Presentation Deck slide image

Melrose Results Presentation Deck

Melrose business portfolio Strong market position Melrose Recovering markets Margin expansion opportunity Sustainable technology Buy Improve Sell ■ Aerospace Leading global tier one supplier Strong positions on major civil and defence platforms ▪ Civil market recovering, led by narrowbody demand ▪ Defence demand remains strong Around half of required restructuring underway ▪ Momentum for significant operational gains (quality, delivery, productivity) Improving existing fleet efficiency Developing next generation of greener aircraft ■ I Automotive ■ #1 in Driveline with technology leadership Supplies 90% of OEMs, 50% of global vehicles Sales currently constrained by semi-conductor shortage All restructuring projects underway ■ Transformation opportunity greater than expected on acquisition Strong underlying consumer demand, especially for EVS Leading EV drive system technology Significant investment into full range of eDrive system capabilities ■ #1 in supply of precision powder metal parts ▪ #2 in powder metal production ■ Powder Metallurgy ■ Sales currently constrained by semi-conductor shortage Strong industrial demand and auto recovery expected All restructuring projects underway Focused in few remaining non- performing areas Compact and safe hydrogen storage solutions Commercialising additive manufacturing Plus Ergotron, a leading manufacturer of digital display mounting, furniture and mobility products 20
View entire presentation