Melrose Results Presentation Deck

Automotive: overview Melrose £m Revenue EBITDA² EBITDA2 margin % Operating profit Operating margin % 2 3 Buy Improve Sell Adjusted¹ results H1 2021 1,965 238 Revenue by product type 12.1% 121 6.2% 1 Driveline (70%) 2 All Wheel Drive (24%) 3 eDrive (4%) 4 Cylinder Liners (2%) A trusted partner for 90% of global OEMs, content on 50% of vehicles sold Adjusted ¹ results FY 2020 3,797 322 8.5% 3 82 2.2% ■ 2 Approximately 9% annualised sales growth (2x H1 2021 versus FY 2020 at constant currency) Strong margin progress from 2.2% to 6.2% Improvement actions reading through, ahead of plan H1 new business bookings 1 BEV 2 Full hybrid 3 Mild hybrid 4 ICE Over one third of the new business bookings in H1 were on pure electric platforms; over 50% including full hybrid platforms 1. Described in the glossary to the 2021 Interim Financial Statements, released on 2 September 2021 2. Including depreciation and amortisation from equity accounted investments 3 4 2 Revenue by destination 1 Europe (37%) 2 North America (30%) 3 Asia (29%) 4 ROW (4%) A truly global presence with a long established position in China 28

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