Melrose Results Presentation Deck slide image

Melrose Results Presentation Deck

Narrow body Wide body Defence Aerospace outlook: established platform positions GKN position on world's highest volume platforms Melrose A3204 B737 A350 B787 F-35 H-605 Buy Improve. Sell 1. 2. 3. 4. 5. Expected production to 20301 6,915 4,315 888 798 1,360 417 Engine position ² ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ Structures position 2,3 ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓✓✓ Source: Teal Relative to GKN total addressable technology stack Structures includes Civil and Defence segments Illustrative examples of content and value Relates to A320 family including A319, A320 and A321 Includes Sikorsky Black Hawk Engine: P&W GTF (cornerstone of narrow body power) ● ● . Civil structures: Airbus 320 (leading narrow body aircraft) Highest global backlog at ~6,000 aircraft GKN supplies wing and empennage structures, wiring and cockpit windows Approx. £420k content per aircraft ● ● Powers A320/A220 aircraft, already on 1,100+ aircraft GKN supplies fabricated structures with engine mounts and is an established part of P&W repair network 4% and 7% RRSP position on two variants Defence structures: F-35 (leading global 5th gen fighter jet) Production slots booked from 17 nations out to 2030 GKN supplies: metallic/composite structures, electric wiring, landing gear and canopies Approx. $2.5 million content per aircraft ● ● Design to build focus with >70% sole source portfolio 27
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