Melrose Investor Day Presentation Deck

Melrose Buy Improve Sell Impact of electrification on GKN Automotive's portfolio Sideshafts 59% Front and rear sideshafts Increasing number & size of sideshafts per vehicle, plus higher technological content for XEVS Negative impact on sales GKN Automotive product portfolio Propshafts 13% Front and rear propshafts No propshafts required in BEVS AWD 25% Power transfer units Final drive units Reduced number of AWD components in BEVs Share of 2019 revenues eDrive Positive impact on sales Electrification is a significant growth opportunity 2% eDrive systems & components ↑ High value systems required in electrified powertrains 63

View entire presentation