Melrose Investor Day Presentation Deck
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Product snapshot - Sideshafts
Overview
Products
2019 sales contribution
AWD
25%
Front and rear sideshafts
eDrive Other
2%
13%
Propshafts
59%
Sideshafts
£2.8 bn
Source: IHS
1. Outlook figure is a projection for 2019 - 2030 addressable market CAGR
Status today
Impact of electrification
Product ICE & 48V
Market outlook¹
+2%
Sideshafts
Propshafts
AWD
eDrive
FH & PHEV
Technology leadership with high intimacy with
global and emerging xEV OEMs. A profitable
business with sustainable cash generation
BEV & FCEV
Increased torque and power on
XEV driving larger sizes and further
refinement. Growing prevalence of
AWD increasing vehicle content
OOO
Increase of addressable market
value slightly ahead of light vehicle
production
'19 - '30
CAGR
Strong position in sideshafts today to be leveraged to win additional xEV business
S
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