Melrose Investor Presentation Deck slide image

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 7
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