James Hardie Industries Plc. · NYSE:JHX
James Hardie Industries — Asia Pacific Investor & Analyst Tour 2018
21 slides from James Hardie Industries's conference presentation, Jun 26, 2018
Slide 1: James Hardie International – Asia Pacific Investor & Analyst Tour
Exhibit 99.1 James Hardie International Jack Truong, President – International 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 • International Strategy • James Hardie Europe • James Hardie Asia Pacific PAGE 4
Slide 5: International Strategy
INTERNATIONAL STRATEGY North America International R&D Centers Manufacturing Facilities PAGE 5
Slide 6: International Priorities
INTERNATIONAL PRIORITIES EU : Integrate Fermacell and Transform EU into 1B Euro Business in 10 years APAC : Continue to Make Current Business a Great Business North America International R&D Centers Manufacturing Facilities PAGE 6
Slide 7: Agenda
AGENDA • International Strategy • James Hardie Europe • James Hardie Asia Pacific PAGE 7
Slide 8: Strategic Rationale of Fermacell Acquisition for JH Europe
Strategic Rationale of Fermacell Acquisition for JH Europe • Critical mass Scale • Local R&D capabilities • Quality products Quality Company • Strong brand • Profitable growth trend • Technical pull-through selling Fit w/ JH • High category share Source: Euroconstruct (as of Nov-16), B+L Market rese
Slide 9: James Hardie Europe Transformation
James Hardie Europe Transformation Before Acquisition Post Acquisition Workforce • 70 employees • 900+ employees Presence • UK, FR, DK, DE • 12+ countries Segments • Residential New Construction • Residential New Construction • Repair and Renovation • Repair and Renovation • Commercial • Fiber Cemen
Slide 10: | James Hardie (Jj) |
| James Hardie (Jj) | Fiber Cement 7) JamesHardie” (GJoames waraie a PAGE 10
Slide 11: Value Proposition of Fiber Gypsum
Value Proposition of Fiber Gypsum FROM: TWO Layers (OSB + Drywall) Drywall Fiber Gypsum is the Best All-Around Board Acoustic Impact OSB Fire Resistance Moisture Shear TO: ONE Layer of Fiber Gypsum Hanging Strength • Over 200 sales professionals throughout Europe with a strong focus on t
Slide 12: Fiber Gypsum Products & Applications
Fiber Gypsum Products & Applications Fiber Gypsum – Timber Frame Fiber Gypsum - Flooring Timber Frame, Germany Elementary School, Germany PAGE 12
Slide 13: Fiber Cement Products & Applications
Fiber Cement Products & Applications Fiber Cement – HardiePlanks Fiber Cement – HardiePanel Fiber Cement – HardieBacker Timber Frame, UK Multi Family, France Wet Room application PAGE 13
Slide 14: Cement Bonded Products & Applications
Cement Bonded Products & Applications Cement Bonded Board – Fire Protection Elbe Tunnel Hamburg, Germany NSBP Tunnel Brisbane, Australia 14 PAGE 14
Slide 15: Fermacell Manufacturing Footprint
Fermacell Manufacturing Footprint Wijchen Calbe Münchehof Orejo Siglingen Countries with own salesforce (excl. UAE) PAGE 15
Slide 16: James Hardie Europe - Year Objective
James Hardie Europe - 10 year objective SHORT TERM • Integrate Long Term • Grow Fiber Gypsum • Grow Fiber Cement in timber frame market • Improve Fiber Gypsum Manufacturing Medium Term • Develop growth strategy for Fiber Cement in the masonry construction market MEDIUM TERM • Accelerate development
Slide 17: Agenda
AGENDA • International Strategy • James Hardie Europe • James Hardie Asia Pacific PAGE 17
Slide 18: James Hardie Asia Pacific
James Hardie Asia Pacific ZERO HARM AT THE CORE OF OUR STRATEGY Australia • Continue to grow above market with strong focus on demand generation, new product launches, and operational excellence New Zealand • Continue to gain share with focus on demand generation and operational excellence Philippin
Slide 19: International Consistently Delivers Strong Returns
International Consistently Delivers Strong Returns Quarterly EBIT and EBIT Margin 35 30 25 20 15 10 5 0 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 Q1 Q3 FY2012 FY2013 FY2013 FY2014 FY2014 FY2015 FY2015 FY2016 FY2016 FY2017 FY2017 FY2018 FY2018 in millions USD EBIT EBIT Margin PAGE 19
Slide 20: International Priorities
INTERNATIONAL PRIORITIES EU : Integrate Fermacell and Transform EU into 1B Euro Business in 10 years APAC : Continue to Make Current Business a Great Business North America International R&D Centers Manufacturing Facilities PAGE 20
Slide 21: Questions
(@) sames Hardie QUESTIONS
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