Melrose Investor Presentation Deck
Portfolio
Civil
airframes & components
ALAP
Defence
airframes & components
Melrose
Engines
Buy
Improve
Sell
■
1.
Mix
▪ Widebody 24%
Regional 37%
I
Narrowbody 39%
I Civil 67%
I
Defence 33%
Fighters 48%
Rotorcraft 32%
Other 20%
Product
Risk and revenue sharing partnerships
Provides main
structures for all major
civil OE players
Produces key
components for all OE
engine manufacturers
Provides structures and
components for all
major defence primes
Demand
Strictly Confidential
Primarily driven by OE
civil build rates (>50%
Airbus)
Linked to new build,
flight hours, aftermarket
and services/spares
(including RRSPs ¹)
Linked to new build plus
increasing aftermarket
and spares/repair
GKN Aerospace
Sustainable
technology
Increasing emphasis on higher margin "design to build" positions, plus Engines and Defence aftermarket growth
Excellent position on
sustainable aircraft
(e.g. Wing of
Tomorrow and Alice)
Leading additive
manufacturing and
development of
alternative power (e.g.
H2JET)
Developing next
generation aircraft, plus
composite breakthroughs
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