Melrose Investor Presentation Deck
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GKN AEROSPACE
Shop visits
7,000
6,000
5,000
4,000
3,000
2,000
1,000
0
Outstanding growth opportunity in parts repair
2021
Projected engines shop visits 1
2022
10% CAGR
|||
2024
2023
2025
Highlights
Shop visits are growing rapidly, driven by flight hour
recovery
1. Based on AW IN flight hour forecast data for target platforms CFM56, V2500, LEAP and GTF
OEMs keen to develop cost effective repair capability
(versus replacement) as they are responsible for
maintenance guarantees
Flight-critical nature of GKN products creates high
barriers to entry and long lead time for new capacity to
reach the market (3+ years)
GKN's unique position is built on investment in global.
repair capacity and certification, and strong OEM
relationships
GKN's advanced technology capabilities seen as
problem-solving solutions for hard-to-repair parts
GKN repair business expected to double sales from 2023 to 2025
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