Melrose Investor Day Presentation Deck

Melrose Buy Improve Sell Product snapshot - Propshafts Overview Products Front & rear propshafts 2019 sales contribution AWD eDrive Other 2% 25% 13% £620 m Propshafts 59% Source: IHS 1. Outlook figure is a projection for 2019 - 2030 addressable market CAGR Sideshafts Status today Impact of electrification Market outlook¹ -1% '19'30 CAGR Product Sideshafts Propshafts business to continue to drive cash inflow Propshafts Market and technology leadership in profitable and cash generative business AWD eDrive ICE & 48V FH & PHEV Components are relevant through hybridisation, but will gradually decline with increased BEV penetration Addressable market projected to decline marginally up to 2030 BEV & FCEV OOO 17 69

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