Melrose Investor Presentation Deck

Long established position in China Melrose Buy Improve Sell GKN Automotive in China >30 years of experience and profitable growth ● Established joint venture with Hasco in 1988 In 2013, agreed to extend the SDS joint venture for 50 years Leading positions in sideshafts and AWD modules Emerging position in eDrive; 9 live or launch-phase eDrive programs Strong customer relationships with both global & local players 1. £1.2bn 2020 sales¹ JV sales at 100% of which GKN has 50% share >40% market share, sideshafts 5,000+ employees 10 Production sites Balanced customer mix Revenue by customer (2019) Strictly Confidential H J F 4% 4% K 3% 4% 5% E L Others 2% 3% 5% 9% 8% D Uniquely positioned to capture growth in the largest xEV market globally 13% C Balance of global and local players GKN Automotive 27% A 13% B 21

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