Melrose Investor Day Presentation Deck
Melrose
Buy
Improve
Sell
Closing remarks from the Melrose CFO
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Two clear and powerful strategies have been outlined
All numbers are based on external market data, applying the GKN Auto and Powder Metallurgy product mixes, not
internal forecasts.
CAGR's are from 2019 to 2030, as 2019 is a fair baseline, they would clearly be higher if starting from 2021
Both strategies highlight the 'Improve' stage of the Melrose "Buy, Improve, Sell" strategy
Both show high quality businesses with market leading positions
Both have realistic margin targets
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'10% plus' for Automotive
14% for Powder Metallurgy
Both have exciting new technology and expectations of above market growth to 2030
GKN Automotive positioned to grow at more than double the market rate for vehicle production
GKN Powder Metallurgy is gaining market share
Both show businesses that improve their, and their customers', impact on climate change
Well positioned to deliver substantial value
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