Melrose | Investor Day Presentation Deck | 83 slides

Melrose Industries PLC · 2021-05
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 5
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON

Slide inventory

83
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Attention
02
front_matter
Open slide detailBeat · Attention
03
front_matter
Open slide detailBeat · Attention
04
transition
Open slide detailBeat · Attention
05
summarize
Open slide detailBeat · Attention
06
transition
Open slide detailBeat · Interest
07
summarize
Open slide detailBeat · Interest
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other
Open slide detailBeat · Interest
09
The slide uses a grid layout to categorize business units into 'Core Growth Business' and 'Future High Growth Businesses'.summarize
Open slide detailBeat · Interest
10
The chart illustrates a strategic pivot towards higher-margin segments, specifically OneSinter, with a projected 10+ percentage point margin differential.present_solution
Open slide detailBeat · InterestLoop · Before After
11
Uses a simple additive logic to explain CAGR components.quantify_opportunity
Open slide detailBeat · InterestLoop · Before After
12
summarize
Open slide detailBeat · InterestLoop · Before After
13
The slide highlights the transition from ICE/PHEV to BEV and the company's strategic positioning.analyze_data
Open slide detailBeat · InterestLoop · Before After
14
The chart uses callouts to highlight specific growth drivers like Additive and Hydrogen.summarize
Open slide detailBeat · InterestLoop · Before After
15
front_matter
Open slide detailBeat · Desire
16
The slide uses a horizontal arrow timeline to depict corporate history.present_framework
Open slide detailBeat · Desire
17
analyze_data
Open slide detailBeat · Desire
18
The slide uses a logo grid to establish credibility and donut charts to show revenue concentration.establish_context
Open slide detailBeat · Desire
19
The slide uses a legend to distinguish between Additive Manufacturing, Sinter Metals, and Powders manufacturing sites.establish_context
Open slide detailBeat · Desire
20
The slide uses a numbered process flow to explain the manufacturing methodology.present_solution
Open slide detailBeat · Desire
21
summarize
Open slide detailBeat · Desire
22
transition
Open slide detailBeat · Desire
23
Includes a combination of a combo chart (bar/line) and a data table, plus bulleted strategic highlights.analyze_data
Open slide detailBeat · Desire
24
The slide uses a waterfall bridge to visualize margin expansion.present_solution
Open slide detailBeat · Desire
25
The slide uses a two-column layout to categorize operational improvements. It includes specific financial targets (£25m+, £24m+) and realization percentages.present_solution
Open slide detailBeat · Desire
26
transition
Open slide detailBeat · Action
27
transition
Open slide detailBeat · ActionLoop · Golden Circle
28
The slide uses a grid-based layout to categorize market applications and stakeholder ecosystems.summarize
Open slide detailBeat · ActionLoop · Golden Circle
29
Includes a value chain diagram and a three-stage timeline (Develop, Portfolio Ready, Grow).summarize
Open slide detailBeat · ActionLoop · Golden Circle
30
The slide highlights the 'ADDvantage' manufacturing execution system and digital connectivity.establish_context
Open slide detailBeat · ActionLoop · Golden Circle
31
The slide features product renderings of 'Green Safe Compact' and 'Hy2Mega' units in a renewable energy setting.size_opportunity
Open slide detailBeat · ActionLoop · Golden Circle
32
The slide uses a comparison table to frame GKN Hydrogen as the superior solution across three key metrics.compare_peers
Open slide detailBeat · ActionLoop · Golden Circle
33
The slide uses a process flow from raw metal powder to pressed pellets to the final storage system.present_solution
Open slide detailBeat · ActionLoop · Golden Circle
34
The slide uses a matrix structure to map market segments to specific value propositions and partner examples.illustrate_case
Open slide detailBeat · ActionLoop · Golden Circle
35
The slide uses a timeline-based framework to show the progression from 2021 to 2023 across four workstreams.plan_implementation
Open slide detailBeat · ActionLoop · Golden Circle
36
The slide uses a combination of a timeline chart and a three-column list to explain market drivers.size_opportunity
Open slide detailBeat · Action
37
transition
Open slide detailBeat · Action
38
summarize
Open slide detailBeat · Action
39
transition
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40
summarize
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41
Uses a before-after framing to demonstrate accountability and execution success.summarize
Open slide detailBeat · Action
42
The slide highlights both the personnel and the strategic cultural pillars (Agile, Bold, Selective).introduce_nominees
Open slide detailBeat · Action
43
Uses a waterfall-style bridge to show market expansion from 2019 to 2030.size_opportunity
Open slide detailBeat · Action
44
The slide uses a line chart to illustrate market vs. company growth and a 2x2 matrix to summarize strategic priorities.summarize
Open slide detailBeat · Action
45
transition
Open slide detailBeat · Action
46
summarize
Open slide detailBeat · Action
47
The slide uses donut charts to visualize portfolio composition across three dimensions.analyze_data
Open slide detailBeat · Action
48
The slide uses a logo-grid layout to demonstrate market penetration across major automotive manufacturers.establish_context
Open slide detailBeat · Action
49
establish_context
Open slide detailBeat · Action
50
The slide highlights a strong historical presence, significant market share, and a balanced customer base.analyze_data
Open slide detailBeat · Action
51
transition
Open slide detailBeat · Action
52
summarize
Open slide detailBeat · Action
53
ESG-themed slide using a handprint graphic as a visual metaphor for sustainability.summarize
Open slide detailBeat · Action
54
The diagram uses a circular flow to represent six key pillars: Uniquely our business, Listens to stakeholders, Commercially/risk/opportunities aligned, Suitablypresent_framework
Open slide detailBeat · Action
55
transition
Open slide detailBeat · Action
56
The slide uses a combination of a combo chart and a data table to illustrate financial performance.analyze_data
Open slide detailBeat · Action
57
The slide uses a waterfall-style bridge to explain margin expansion.summarize
Open slide detailBeat · Action
58
The slide outlines three pillars of cost savings totaling £125-150m.present_solution
Open slide detailBeat · Action
59
transition
Open slide detailBeat · Action
60
The slide uses the CASE acronym (Connected, Autonomous, Shared, Electric) as a framework for industry megatrends.establish_context
Open slide detailBeat · Action
61
The slide uses a stacked bar chart to illustrate market share shifts in global light vehicle production.analyze_data
Open slide detailBeat · Action
62
The slide highlights the gap between industry forecasts and actual OEM strategic shifts.analyze_data
Open slide detailBeat · Action
63
The slide uses a color-coded matrix to indicate coverage levels (Covered, Partially covered, Not applicable).analyze_data
Open slide detailBeat · Action
64
Uses a visual legend to indicate component status (lost, moved, gained/maintained) during the transition to electrification.quantify_opportunity
Open slide detailBeat · Action
65
The slide uses a custom legend where green arrows indicate positive impact and a circular gauge indicates revenue share.summarize
Open slide detailBeat · Action
66
transition
Open slide detailBeat · Action
67
Includes a small matrix in the top right corner showing product coverage across ICE/48V, FH/PHEV, and BEV/FCEV.analyze_data
Open slide detailBeat · Action
68
The slide uses a split-layout comparing internal advantages (innovation, relationships, cost) with external product focus (xEV drive optimization).summarize
Open slide detailBeat · Action
69
The slide uses a table-like structure to compare market share across vehicle types.summarize
Open slide detailBeat · Action
70
transition
Open slide detailBeat · Action
71
Includes a small matrix in the top right corner summarizing product relevance across powertrain types.summarize
Open slide detailBeat · Action
72
transition
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73
Includes a product matrix table in the top right corner.analyze_data
Open slide detailBeat · Action
74
transition
Open slide detailBeat · Action
75
Includes a small matrix in the top right corner showing product coverage across vehicle types.summarize
Open slide detailBeat · Action
76
The slide uses a side-by-side comparison to justify a dual-track strategy.size_opportunity
Open slide detailBeat · Action
77
The slide uses a matrix to demonstrate full system coverage. The '300+' software engineers is the only explicit quantitative data point.present_framework
Open slide detailBeat · Action
78
The slide uses a modular breakdown of the eDrive system to demonstrate technical breadth.present_framework
Open slide detailBeat · Action
79
The slide uses a timeline to demonstrate the breadth and history of customer adoption.illustrate_case
Open slide detailBeat · Action
80
transition
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81
summarize
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82
transition
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83
References the 'Buy, Improve, Sell' strategy.summarize
Open slide detailBeat · Action