Melrose Results Presentation Deck

Automotive: dual path electrification growth GKN electric vehicle/hybrid portfolio Melrose Above market growth from differentiated core products required for xEV¹ Core sideshafts Increased torque and power requirements driving larger sizes plus increasing number of sideshafts per vehicle Higher technological differentiation, with premium content offering gaining market share Revenue Profitability Buy Improve Sell Securing today Profit Grow with the market >10% operating profit margin as supply constraints ease ■ 1. XEV refers to vehicles with any degree of electrification eDrive systems & components Outlook Strong growth from new eDrive solutions required for xEV¹ Flexible approach to eDrive solutions; eDrive components sold separately or fully integrated eDrive systems Invested heavily in capabilities, including software and integration Focusing on the future >2x market growth driven by electrification mix Maintain higher margin nsion from market recovery and electrification lower cost base business 31

View entire presentation