Melrose Investor Day Presentation Deck
Melrose
Buy
Improve
Sell
Long established position in China
GKN Automotive in China
>30 years of experience and
profitable growth
Established joint venture with
Hasco in 1988
In 2013, agreed to extend the SDS
joint venture for 50 years
Leading positions in sideshafts
and AWD modules
Emerging position in eDrive;
9 live or launch-phase eDrive
programs
£1.2bn 2020 sales¹
1. JV sales at 100% of which GKN has 50% share
>40%
market share,
sideshafts
5,000+ employees
10 Production sites
Balanced customer mix
Revenue by customer (2019)
I
G
H 4%
4%
F
K
3%
4%
5%
E
Others
2%
3%
5%
9%
8%
13%
C
27%
A
13%
Balance of global and
local players
Strong customer relationships with
both global & local players
Uniquely positioned to capture growth in the largest xEV market globally
B
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