Melrose Investor Day Presentation Deck

Melrose Buy Improve Sell Significant opportunity in electrification 1. 2. ● ● ● ● ICE Front wheel drive Rear wheel drive 2-Wheel Drive £100-£400 2 sideshafts Differential gearset 2 sideshafts Rear drive unit Propshaft Content per vehicle FWD¹ RWD² ● BEV £1100-£1300 2 sideshafts 1 electric drive unit ● ● ● ● ● ICE 4-Wheel Drive £500-£1200 2 front sideshafts 2 rear sideshafts Propshaft Power transfer unit Rear drive unit ● ● SANIZE BEV £2500-£3000 2 front sideshafts 2 rear sideshafts 2 electric drive units Content lost with electrification Content partly or fully moves into eDrive Content gained or maintained with electrification Electrification will increase GKN Automotive's potential content per vehicle 62

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