Melrose Investor Conference Presentation Deck slide image

Melrose Investor Conference Presentation Deck

Melrose business portfolio Strong market position Melrose Recovering markets Margin expansion opportunity Sustainable technology Buy Improve Sell ■ Aerospace Leading global tier one supplier Strong positions on major civil and defence platforms ■ Civil market recovering, led by narrowbody demand Defence demand remains strong Around half of required restructuring underway Momentum for significant operational gains (quality, delivery, productivity) Improving existing fleet efficiency Developing next generation of greener aircraft ■ ■ ■ I Automotive ■ #1 in Driveline with technology leadership Supplies 90% of OEMs, 50% of global vehicles Sales currently constrained by semi-conductor shortage Strong underlying consumer demand, especially for EVS All restructuring projects underway Transformation opportunity greater than expected on acquisition ▪ Leading EV drive system technology Significant investment into full range of eDrive system capabilities ■ #1 in supply of precision powder metal parts ▪ #2 in powder metal production ■ Powder Metallurgy ■ Sales currently constrained by semi-conductor shortage Strong industrial demand and auto recovery expected All restructuring projects underway Focused in few remaining non- performing areas Compact and safe hydrogen storage solutions Commercialising additive manufacturing Plus Ergotron, a leading manufacturer of digital display mounting, furniture and mobility products 8
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