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
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