Melrose Investor Day Presentation Deck
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Content per vehicle
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●
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Average PM content per vehicle¹
14
ICE
15
PHEV
6
BEV
Split of Powder Metallurgy sales
(2020)²
47%
53%
General industrial
and automotive components
Engine and transmission
Currently BEV content per vehicle below ICE and hybrid, but increasing as traditional OEMs ramp up BEV
production
1. Source: LEK, content per vehicle in kg (2018)
2. 2019 split of sales 45% general industrial and automotive components, 55% engine and transmission
Expect by 2030 content per vehicle increases for BEV and core market growth to largely balance out declines in
ICE
Equal spread across ICE, hybrid and BEV for non engine and transmission components
In addition business well placed to continue to gain market share
Realistic plan to grow Powder Metallurgy longer term
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