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[21 st May 2012 Investor Briefing]

Nick Waters
CFO GKN Aerospace
May 21 st 2012

Building a portfolio of market leaders with: leading market shares in chosen segments above market growth in each division margin expanding through the target ranges technology leadership – engineering for the future
2011 - Sales by division 2011 - Sales by region
£1,003m
£885m
£2,795m £2,232m
£1,481m
£2,877m
£845m
Total 2011 Sales
£6,112m
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[21 st May 2012 Investor Briefing]

44,000 Employees in over 30 Countries
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[21 st May 2012 Investor Briefing]

From driveshaft to driveline – repositioned globally
2011 sales by region Unrivalled capability
– global no 1
Asia
31%
Americas
29%
Europe
40%
2011 sales by customer
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[21 st May 2012 Investor Briefing]

2011 sales by region
0%
Sinter - Rest of world
7%
Hoeganaes
17%
Sinter
Americas
38%
Sinter
Europe
38%
2011 sales by customer
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[21 st May 2012 Investor Briefing]

2011 sales by market
2011 sales by customer
Market Leading
Positions
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[21 st May 2012 Investor Briefing]

Market
Business
Mix
Sector
Customer Base
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[21 st May 2012 Investor Briefing]

St Louis-2002
Secure military position
Major Boeing Military relationship
Pilkington Aerospace-2004
Secure Military Transparency leadership
Stellex-2005
Complimentary to St. Louis
Boeing Commercial position on B787
Teleflex-2007
Extend to engine hot section
Secure major GE relationship
Rolls-Royce Composite Fan Blade JV-2008
Positioning for Next Gen Single Aisle
Strategic Partnership with RR
Filton -2009
Major capability expansion and A350 position
Strategic position with Airbus
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[21 st May 2012 Investor Briefing]
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[21 st May 2012 Investor Briefing]
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$2.5B International Aerospace Enterprise
29 sites - 9,000 people
Aerospace
North America
Kevin Cummings
Aerospace
Europe
Phil Swash
GKN Aerospace
Marcus Bryson
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[21 st May 2012 Investor Briefing]
Aerospace North America
Aerospace Europe & Special Products Group

Airframe
Subassemblies
Composite
Structures
Metallic
Structures
Engine
Products
Nacelles
Canopies and
Transparencies
Fuel & Flotation
Systems
Hondajet Fuselage
Assembly
A400M Composite
Wing Spar
F/A-22 Titanium
Aft Boom
Exhaust Systems
Gulfstream
G100/G150/
Dassault Falcon
50EX Military
Canopies and
Windshields
Fan Modules
Airbus Fixed
Trailing Edge
GEnx Composite
Fan Case
Main Landing
Gear Beam
Assembly
A330 Trent 700
Fan Cowl Door
B787 Passenger
Windows
B787 Section 41
Floor Assembly
F-135 Fan Inlet
Case
F-35 JSF
Titanium
Bulkhead
Fan Blades
Bombardier Dash
8 - 400
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[21 st May 2012 Investor Briefing]
Fuel Systems
Aircraft Flotation
Devices
Seals & Gaskets

*
*
*
*
*
*
*
*
*
Ship set values $m
*
Life of Programme Significant proportion of life of programme
*
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[21 st May 2012 Investor Briefing]

Sales by Market
2011
Customer Sales
2011
Military 42%
Civil 58%
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[21 st May 2012 Investor Briefing]

Charles Paterson
VP Business Development and Strategy – Europe and Special Products

St. Louis
Advanced Machining & Assemblies
1,000,000 SF
Monitor
Complex Metal Machining
243,000 SF
Premac
Metal Machining & Assemblies
242,000 SF
Bandy
Hinges and Machining
48,000 SF
Mexicali
Low Cost Machining & Tooling
155,000 SF
Filton
Advanced Machining & Assemblies
Floor Space 800,000 SF
Yeovil
Fabrications & Assembly
Floor Space 290,000 SF
Filton
Engineering Design Center
Bandy
Mexicali
Premac
St. Louis
Monitor
Filton
Filton
Yeovil
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[21 st May 2012 Investor Briefing]
Design Center
Manufacturing Facility

World leading capabilities in the design, build & systems integration of major wing assemblies
£400M turnover
1500 people
Floor space 74,000m²
Room for Expansion
25,000 parts shipped per week
Procured BOM 11,000 part #’s
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[21 st May 2012 Investor Briefing]

Components
Machining;
Large structural and complex parts – max 4m x 2m
Hard and soft metal capability
Advanced Systems
Full system capability – hydraulic, pneumatic, fuel, anti-ice, electrics
Electron beam welding, automated robotic welding and assembly
Assembly
Major structural assembly
Metallic and Composite
Automated and robotic assembly
Supporting capabilities:
Design - build capability
Independent quality approvals
Tool design and manufacture
Metrology and conformance engineering
Additional capabilities through GKN network
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[21 st May 2012 Investor Briefing]

A330/340
Outer wingbox
Wingbox ribs
Complex ducts, welded assemblies, pipes
SA Flap Track levers
Hard
Metal
A330/340 - A400M
Leading Edge Assembly
LR Trailing Edge Hinge
Ribs
SA Pylon Brk
LR APU
Brks
LR Inboard LE Track Ribs
SA OB Tank
Access Doors
SA Catcher
Brks
SA Crown Fitting
A330/340 - A380 - A400M
Trailing Edge Assembly
LR False rear
Spar
LR Fixed shroud
A380, A330/340
Gear rib
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[21 st May 2012 Investor Briefing]
SA Dry Bay Doors
LR & SA Pintle Pin
A380 Pintle fitting

Acquisition was successfully completed 5 th Jan 2009, post acquisition 100 day plan was concluded successfully and GKN controls environment installed
Full stand-alone capability is established
– IT systems, Quality Approvals
Operational performance is excellent; delivery performance consistently running well above the customer target quality initiatives delivering measurable improvements customer working relationship is very good
Value generation projects are delivering; GKN Lean Enterprise approach installed - significant reductions in white collar headcount and inventory have been achieved
Design-build capability is in place – Filton Engineering Centre has been launched
Customer portfolio is being diversified
– two new customer contracts in implementation in 2011
Delivered three years of strong financial performance
Culture change
– transformation from cost centre to stand-alone competitive business
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[21 st May 2012 Investor Briefing]

Charles Paterson
VP Business Development and Strategy – Europe and Special Products

Rapid growth since introduction in the 1970’s
Next generation Single Aisle - up to 60% composite
Military platform growth into UAV’s – up to 70% composite
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[21 st May 2012 Investor Briefing]

First application of RFI in commercial aircraft – A380
World’s first large wing composite spars - A400M – automated lay up process
GEnX filament wound composite fan case – a first for large commercial engines
F35 (JSF) F135 engine fan inlet – first composite structural front end to a military engine – proprietary
RTM process
B787 first electronic wing ice protection product
1 st RTM Structure on wing (Boeing) as well as 1 st Class 1 RTM
Structure (LHM)
Future Composite fan blade high volume, automated
RTM process development programme in 2 nd year
A400M
Composite
Wing Spar
GEnx
Composite
Fan Case
F135 Fan
Inlet Case
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[21 st May 2012 Investor Briefing]

St. Louis
Advanced Composites &
Assemblies
700,000 SF
Cromwell
Advanced Composite Structures
30,000 SF
Tallassee
Composite Details & Assemblies
380,000 SF
Munich
Western Approach
Advanced Composites & Assembly
330,000 SF
Munich
ATL Composites
325,000 SF
Cowes
Research, Composites, Assemblies
420,000 SF
Luton
Ice Protection, Composites
250,000 SF
Cowes
Engineering Design Centre
Mexicali
St. Louis
Tallassee
Cromwell
UK Composites Centre
Western Approach
Luton
East Cowes Design Centre
Manufacturing Facility
Future Capability
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[21 st May 2012 Investor Briefing]

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[21 st May 2012 Investor Briefing]

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[21 st May 2012 Investor Briefing]

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[21 st May 2012 Investor Briefing]

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[21 st May 2012 Investor Briefing]

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[21 st May 2012 Investor Briefing]

+5 frames +6 frames
-4 frames -1 frame -5 frames
-1000: 343 pax
EIS: 2016
-900: 315 pax
EIS: 2013
-800: 274 pax
EIS: 2017
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[21 st May 2012 Investor Briefing]

Single largest programme investment by GKNA
£172m Programme including:
£70m Engineering Spar Design, Development programme & tooling
£84m Spar manufacturing & Automated Assembly capabilities
£18m Land, Buildings & Facilitisation
Advancing GKN Capabilities
First Inner Rear Spar in Composite – largest composite part in
GKN
First use of AFP on this scale - First Advanced Fibre Placement spar manufacture
First FTE automated moving assembly system
Fully integrated product teams working closely with customer and supply chain
Creation of GKN Centre of Excellence for composite spars
(Western Approach)
A400M Leading Edge & Trailing Edge manufacture transferred from
Cowes to Western Approach in 2011
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[21 st May 2012 Investor Briefing]

Fixed Trailing Edge is the main structural sub assembly that forms the critical aft section of the wing
Most complex area of the wing with critical interfaces with root joint, landing gear, high lift system, wing covers. Most highly loaded section of the wing.
Outer Spar & Assy
Mid Spar & Assy
Inner Spar & Assy
FTE work package comprises
3 Spars total over 27m in length with an accuracy of +/- 0.3mm
Total weight of spar carbon is 1132kg/aircraft. GKN package target weight is 1658kg
The FTE is 7% of total wing weight and supports 10x its own weight
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[21 st May 2012 Investor Briefing]

Goods In
Mandrel
Preparation
Advanced
Fibre
Placement
Hot
De-Bulk
Transfer to
Cure Tool
Autoclave
Cure Router
Non Destructive
Testing Paint
Rib-Post Assy
To
Assembly
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[21 st May 2012 Investor Briefing]

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[21 st May 2012 Investor Briefing]

Spar and
Details
Load to Jig
IRS 5 Axis Drill
MRS & ORS Robot
Drill
Move
Bolt & Assemble
Digital Scan Joint
Spar
[21 st May 2012 Investor Briefing]
Robotic drill &
Integrate
Despatch

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[21 st May 2012 Investor Briefing]

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[21 st May 2012 Investor Briefing]

One of the eight spars that we produce for the A400M:
Vertical stiffeners
Deflectors
Rib posts
Horizontal stiffeners
Throat plates
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[21 st May 2012 Investor Briefing]

Proven track record of growth and margin progression into 11% - 13% range
Strong position on existing programmes with increasing build rates
New programmes now set to ramp-up production
Technology development remains a focus and is positioning GKN for future programmes
Filton acquisition and integration very successful and A350 capabilities now being proven
Airbus relationship is hugely important and continues to strengthen
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[21 st May 2012 Investor Briefing]