James Hardie Industries Plc. · NYSE:JHX
James Hardie Industries — Asia Pacific Investor & Analyst Tour 2018
24 slides from James Hardie Industries's conference presentation, Jun 26, 2018
Slide 1: James Hardie Philippines
Exhibit 99.6 James Hardie Philippines Jon Cook, Finance Director - APAC Asia Pacific Investor & Analyst Tour Sunshine Coast, Australia June 25-26, 2018
Slide 2: Cautionary Note on Forward-Looking Statements
CAUTIONARY NOTE ON FORWARD-LOOKING STATEMENTS This Management Presentation contains forward-looking statements. James Hardie Industries plc (the “Company”) may from time to time make forward-looking statements in its periodic reports filed with or furnished to the Securities and Exchange Commission,
Slide 3: Cautionary Note on Forward-Looking Statements (continued)
CAUTIONARY NOTE ON FORWARD-LOOKING STATEMENTS (continued) Words such as “believe,” “anticipate,” “plan,” “expect,” “intend,” “target,” “estimate,” “project,” “predict,” “forecast,” “guideline,” “aim,” “will,” “should,” “likely,” “continue,” “may,” “objective,” “outlook” and similar expressions are i
Slide 4: Agenda
Agenda 1. JH Strategy, country and economic overview 2. Market performance 3. Where do we play? 4. JH performance 5. What strategies & actions drive our success? PAGE 4
Slide 5: Zero Harm at the Core of our Strategy
Zero Harm at the Core of our Strategy Safe People Safe Places Safe Systems • Authority to stop work • 5S and housekeepingvisibly • Integration of safety in program demonstrates ZeroHarm every part of the business • Leadership safety • Engineering controls are • Hazard and Risk conversation program i
Slide 6: Philippines Strategy
Philippines Strategy VISION: Transforming the way the Philippines builds APPROACH 1. Zero Harm : Leadership accountability and risk education. 2. Market Led : Distinguish the Hardieflex brand from generic. Focus on channel and projects. 3. Innovative Solutions : Product upgrade of Hardieflex. 4. Wor
Slide 7: Country Overview: large and urbanizing population
Country Overview: PH has a large and urbanizing population 1. PH is the 12 th highest populated 2. Urban population expected to country in the world double by 2050 to 102m (World Bank) • Population:107million An urbanized population presents greater • 2nd in ASEAN bloc, behind Indonesia opportunity
Slide 8: Economic Overview: enviable economic growth and unemployment
Economic Overview: PH has enviable economic growth and unemployment 3. PH’s economic growth rate is 4. PH’s unemployment is trending outpacing that of other ASEAN countries down and is now 5.7% Annual Real GDP Growth Rate Unemployment (% of active population) 9.0 8.0 8.0 7.5 7.0 7.0 6.0 6.5 5.0 4.0
Slide 9: Market Performance: residential and non residential segments growing
Market Performance: both residential and non residential segments are growing 1. Residential permits are up 7% for FY18 2. Non residential permits are also up 7% for FY18 Residential Building Permits Non Res Building Permits 18,000,000 10,000,000 16,000,000 9,000,000 14,000,000 8,000,000 12,000,000
Slide 10: Market Performance: A&A down but population growth continues
Market Performance: A&A down but population growth will continue to drive fundamentals 3. A&A is down by 7% for CY18 4. PH has the highest population growth rate amongst ASEAN economies Value of A&A Building Permits Population Growth Rate (2017) - ASEAN 30,000,000 Countries 2.5% 25,000,000 2.0% 20,0
Slide 11: JH exposure: exposure across all segments
JH exposure: exposure across all segments What are the various segments of the JH has a strong exposure in A&A, but market? maintains good positions across other segments JH Segment Exposure A&A Horizontal Non Res & Vertical PAGE 11
Slide 12: JH Performance: winning back category share from imports
JH Performance: JH is winning back category share from imports % Quarterly Growth Rates YOY JH volume growth is now consistently exceeding imports volume growth. JH Total Imports Source: PH Customs, JH Analysis PAGE 12
Slide 13: JH Performance: Growth trajectory restored in FY18
JH Performance: Growth trajectory restored in FY18 Volume: 4 year positive CAGR EBIT: 4 year positive CAGR VOLUME EBIT FY15 FY16 FY17 FY18 FY15 FY16 FY17 FY18 Revenue: 4 year positive CAGR REVENUE FY15 FY16 FY17 FY18 PAGE 13
Slide 14: Strategies & actions that drive our success
What are the strategies & actions that drive our success? 1. Insights 2. Quality Products 3. Demand Generation 4. Channel Distribution Network 5. World Class Manufacturing 6. Driven People PAGE 14
Slide 15: Through a variety of surveys we develop insights
Through a variety of surveys we develop insights Homeowners Carpenters 400 300 Independent market surveys performed during calendar year 2017. Contractors Developers Insights Numbers represent survey respondents. 500 300 PAGE 15
Slide 16: Using our insights and strong brand value
Using our insights and strong brand value HardieFlex value proposition: • The word “HardieFlex” is synonymous with fiber cement products. • Recognised value and quality. • Assurance and service from a trusted and proven brand. Quality Products PAGE 16
Slide 17: We develop differentiated products across multiple applications
We develop differentiated products across multiple applications cladding ceilings Quality eaves Internal wall Products PAGE 17
Slide 18: We foster a best in class sales team
We foster a best in class sales team. We do this by: 1. Offering ‘quantum’ up skilling FY19 FY20 FY21 Q1 Q2 Q1 Q3 Q1 Q3 SALES TEAM SALES PROCESS & DIAGNOSE & ACCOUNT TERRITORY DEMONSTRATING ADVANCED STIMULATING GETTING TO YES PLANNING PLANNING & VALUE NEGOTIATION INTEREST NEGOTIATION 1 SKILLS SALES
Slide 19: Wide channel distribution serving all end user segments
We have wide channel distribution enabling us to serve all end user segments Superior Distribution Network PAGE 19
Slide 20: Largest channel coverage with ambitions to grow
We have the largest channel coverage positions but we still have ambitions to grow our distributor coverage further Currently 4,500 stores are covered, but we plan to jump to more than 7,000 by FY21 Total Store Coverage 8,000 7,000 6,000 5,000 4,000 3,000 2,000 1,000 - FY 17 FY 18 FY 19 Goal FY 20 G
Slide 21: Line investment: increasing capacity for Philippines construction market
Line 2 investment: increasing capacity to serve the growing construction market in the Philippines 1ST Class Manu- facturing PAGE 21
Slide 22: Smart, driven & real people
We have smart, driven & real people. We invest to develop and retain them GOAL: develop a highly engaged diverse team Team Development Manufacturing that creates sustainable value for the business now and into the future • "Day-to-Day Management Training Program” for Managers and Supervisors • Team
Slide 23: Philippines Strategy
Philippines Strategy VISION: Transforming the way the Philippines builds APPROACH 1. Zero Harm : Leadership accountability and risk education. 2. Market Led : Distinguish the Hardieflex brand from generic. Focus on channel and projects. 3. Innovative Solutions : Product upgrade of Hardieflex. 4. Wor
Slide 24: Questions
(@) sames Hardie QUESTIONS
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