Melrose Investor Day Presentation Deck

Melrose Buy Improve Sell Key market drivers for GKN Automotive TO Automotive industry dynamics NEW NORMAL Key drivers of market performance COVID-19 recovery Share of investment between megatrends (CASE¹) Industry consolidation + 1. Connected, Autonomous, Shared, Electric Most relevant automotive megatrend for GKN ● ● CASE Electrification ● Widespread adoption by 2030 Strong OEM commitments to electrify Regulatory push (Europe, China, US) Emergence of new players Major dynamics impacting our industry, with electrification particularly relevant for our business and offering a significant opportunity 58

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