James Hardie Industries Plc. · NYSE:JHX
James Hardie Industries — Corporate Update (September 2018)
11 slides from James Hardie Industries's corporate update, Sep 20, 2018
Slide 1: Company Update – Louis Gries
Exhibit 99.4 • Xxx • Xxx Company Update Louis Gries
Slide 2: Global Strategy: We are an Organic Growth Company
GLOBAL STRATEGY We are an Organic Growth Company • North America: 35/90 • Exteriors volume growth above market with 20-25% EBIT margin • Europe: Create a €1 billion business with Hardie like returns within the next 10 years • APAC: Deliver organic growth above market with strong returns PAGE 2
Slide 3: Organization Chart – Transition Period
ORGANIZATION CHART – TRANSITION PERIOD PAGE 3
Slide 4: NA Fiber Cement Organic Growth Strategy Update & Go-Forward
• Xxx • Xxx NA Fiber Cement Organic Growth Strategy Update & Go-Forward
Slide 5: What is 35/90?
WHAT IS 35/90? • Exterior strategy for North America business • Siding & trims • Participate in all segments • Market Development to switch the preference for vinyl in Northern and Mid-Atlantic regions • Defend against hard siding competitors that attempt to position themselves as close alternatives
Slide 6: Siding Industry Categories
SIDING INDUSTRY CATEGORIES • Natural Wood • Hardboard • OSB • Aluminum • Vinyl • Fiber Cement • Resin-based PAGE 6
Slide 7: Built for Percent: Exteriors - Top Line Growth
BUILT FOR 6 PERCENT Exteriors - Top Line Growth FYa1 FY 12 FY 13 FY 14 FY15 FY 16 FY17 JH Volume (mmsf), Starts (000s units) fmm Exterior Volume ==mmeNC Starts —=—Revenue Source: JHX reported results and Dodge Data & Analytics. Jamasardio FY18 Revenue (US$M)
Slide 8: Getting Back to Percent
GETTING BACK TO 6 PERCENT • Capacity shortfall has been addressed across all product lines • Value Props are strong, but are being enhanced: • Market Development model vs. vinyl had to be tuned-up to address an increasing on-the-wall premium relative to home value • In competitive hard siding market
Slide 9: JH Interiors – Historical Perspective
JH INTERIORS – HISTORICAL PERSPECTIVE From zero to market share leader based on: • Technical product performance advantages • Contractor benefits • Focused approach to market share development The cement board category grew rapidly from 1990 - 2012 • Category growth has flattened out and started to
Slide 10: JH Ops Enables the Organic Growth Strategy
JH OPS ENABLES THE ORGANIC GROWTH STRATEGY • High throughput, low unit cost advantage over other FC participants • Further gains available in plant performance, product capability & capital efficiency • 1991 – 2018 ... and beyond • 24/7 operation • Machine scale • Regional sites to reduce shipping r
Slide 11: Q&A
• Xxx • Xxx Q&A
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