Melrose Mergers and Acquisitions Presentation Deck
Automotive: dual path electrification growth
Melrose
Above market growth from differentiated core products
required for xEV¹
■
GKN electric vehicle/hybrid portfolio
▪ Increased torque and power requirements driving increased
specifications plus increasing number of sideshafts per vehicle
Core sideshafts
85%
of new
wins²
Higher technological differentiation, with premium content
resulting in market share gains
Buy
Improve 1.
Sell
2.
Front/rear
sideshaft
SANIER
■
eDrive systems & components
Strong growth from new eDrive solutions
required for xEV¹
Flexible approach to eDrive solutions; eDrive components sold
separately or fully integrated eDrive systems
Invested heavily in capabilities, including software and
integration
Electric
drive unit
15%
of new
wins²
Electrification increases content per vehicle underpinning growth above the market
for vehicle production
XxEV refers to vehicles with any degree of electrification
Represents share of new wins for BEV, FCEV and full hybrid vehicles, which comprise 55% of the total life of programme business wins in H1 2022
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