{ "docId": "019de514-1832-7347-bfad-8dc8b5137056", "docSlug": "8de0db08c464e5bf95151bf147be33f7", "documentTitle": "Melrose | Mergers and Acquisitions Presentation Deck | 46 slides", "authorId": "melrose", "authorName": "Melrose Industries PLC", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2022-09-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 30, "pageCount": 46, "prevPage": 29, "nextPage": 31, "slideType": "kpi_overview", "function": "summarize", "density": "overcrowded", "nDataPoints": 30, "notes": null, "elementsJson": null, "metadataConfidence": 0.9, "imagePath": null, "slideHref": "/slides/019de514-1832-7347-bfad-8dc8b5137056/30", "deckHref": "/decks/019de514-1832-7347-bfad-8dc8b5137056", "deckJsonHref": "/decks/019de514-1832-7347-bfad-8dc8b5137056.json", "deckAnchorHref": "/decks/019de514-1832-7347-bfad-8dc8b5137056#slide-30", "components": [ { "bbox": { "h": 0.26, "w": 0.28, "x": 0.7, "y": 0.48 }, "kind": "chart", "text": "Life of programme business wins: 1 BEV & FCEV⁴ (44%), 2 Full hybrid (11%), 3 Mild hybrid (7%), 4 ICE (38%)", "attrs": null, "subkind": "donut", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "1083ff53-2584-4a53-89c5-98a0fd8477db", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.26, "w": 0.32, "x": 0.38, "y": 0.48 }, "kind": "chart", "text": "Revenue by vehicle type: 1 BEV & FCEV⁴ (6%), 2 Full hybrid (10%), 3 Mild hybrid (13%), 4 ICE (71%)", "attrs": null, "subkind": "donut", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "93411362-82c7-4d51-a9f1-a38a1cc3b131", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.26, "w": 0.32, "x": 0.06, "y": 0.48 }, "kind": "chart", "text": "Revenue by destination: 1 Europe (34%), 2 North America (34%), 3 Asia (28%), 4 RoW (4%)", "attrs": null, "subkind": "donut", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "d38e1ade-4c1c-400d-8ac3-83ec950af018", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.25, "w": 0.49, "x": 0.46, "y": 0.18 }, "kind": "list", "text": "Semi-conductor shortages continued to result in schedule volatility and supply disruption\nVolumes down 3% versus H1 2021, up 9% versus H2 2021\nInflation impacts being managed, further £30 million H1 headwind to be recovered in H2 (equivalent to additional 150bps on H1 margin)\nCost base restructured significantly with more benefits to flow through\nGaining momentum in electrification with core sideshaft product and eDrive solutions - £2.6 billion new wins in H1 with record share in EVs", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "83fb61a7-7c36-417d-8474-2bc5e601700f", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.06, "w": 0.27, "x": 0.7, "y": 0.76 }, "kind": "paragraph", "text": "Pure electric wins over 40% (versus 35% in 2021); 55% including full hybrid (versus 50% in 2021)", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "619abcf5-2c03-46de-8ea9-f4b06823149c", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.04, "w": 0.29, "x": 0.39, "y": 0.76 }, "kind": "paragraph", "text": "A trusted partner for 90% of global OEMs, content on 50% of vehicles sold", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "999140a4-bcd5-48ff-b627-590763614feb", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.04, "w": 0.29, "x": 0.09, "y": 0.76 }, "kind": "paragraph", "text": "A truly global presence with a long established position in China", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "b722ce28-bdd1-45b6-a34e-0f3cb9213361", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.06, "w": 0.58, "x": 0.14, "y": 0.91 }, "kind": "source-note", "text": "1. Described in the glossary to the 2022 Interim Financial Statements and considered by the Board to be a key measure of performance\n2. Underlying volumes; revenue adjusted for pricing and material surcharge mechanisms used to recover inflationary pressures\n3. Including depreciation and amortisation from equity accounted investments\n4. 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