Melrose Investor Presentation Deck

←N> GKN AEROSPACE RRSPs: unique portfolio and position Structural demand increase Engines in aftermarket 'sweet spot' Volume Price Scope Aftermarket >2019 levels in 2023; strong structural growth thereafter GKN parts typically last life of engine Returns OE Aftermarket Exceptional profitability Share of programme aftermarket profit GKN support and overhead Exceptional margin % Time Light investment Next-gen x 2 £m 750 650 550 450 350 250 150 50 -50 Unusual harvesting period Actual ■Forecast Heavy investment 1980 1983 1986 1989 1992 Decades-long cash mountain Turns cash positive 1995 1998 2001 19 x RRSPs High profit and cash £20bn 19 2004 2007 2010 2013 2016 2019 2022 2025 2028 2031 2034 2037 2040 2043 2046 2049 2052 2055 2058

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