James Hardie Industries Plc. · NYSE:JHX

James Hardie Industries — Shareholder Meeting (August 2008)

8 slides from James Hardie Industries's shareholder meeting presentation, Aug 20, 2008

  1. Slide 1: James Hardie Annual Information Meeting

    For personal use only James Hardie Annual Information Meeting Louis Gries, CEO Agenda Text goes here Agenda ƒ Results overview FY 2008 and Q 1 FY 2009 ƒ USA Fibre Cement ƒ Legacy issues 2

  2. Slide 2: Quarterly results and key points

    Agenda Text goes here Agenda For personal use only Q1 FY08 Q2 FY08 Q3 FY08 Q4 FY08 Q1 FY09 US $ million Net Sales 424.4 390.1 341.4 312.9 365.0 Gross Profit 166.9 138.8 117.1 107.2 124.0 Gross Margin 39.3% 35.6% 34.3% 34.3% 34.0% EBIT1 105.7 74.4 57.4 43.2 64.0 EBIT Margin1 24.9% 19.1% 16.8% 13.8% 1

  3. Slide 3: USA Fibre Cement: Top Line Growth

    USA Text Fibre Cement goes here Agenda For personal use only James Hardie lap and shingle siding with ColorPlus® Technology featured in MidWest Homes' Minnesota Top Homes Volume 2. The home was built by Mark Anthony Homes in Hudson, Wisconsin. 5 USA Text Fibre Cement goes here Agenda Top Line Growth

  4. Slide 4: Primary Growth Performance and Average Net Selling Price

    USA Text Fibre Cement goes here Agenda For personal use only Primary Growth Performance 30% 20% 10% 0% 4 4 4 4 5 5 5 5 6 6 6 6 7 7 7 7 8 8 8 8 9 10 20 30 40 10 20 30 40 10 20 30 40 10 20 30 40 10 20 30 40 10 Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q Q -10% -20% -30% %JHBP Growth % NC/R&R Growth Rollin

  5. Slide 5: EBIT and EBIT Margin; Managing through the housing downturn

    USA Text Fibre Cement goes here Agenda For personal use only EBIT and EBIT Margin* 140 35 120 30 100 25 EBIT MARGIN % 80 20 EBIT US$M 60 15 40 10 20 5 0 0 FY02 FY03 FY04 Q1 FY05 Q1 FY06 Q1 FY07 Q1 FY08 Q1 FY09 EBIT EBIT/Sales *Excludes restructuring and other operating expenses of US$12.6 million in

  6. Slide 6: Outlook and Key ratios

    Outlook Text goes here Agenda For personal use only USA Fibre Cement ƒ On-going downward pressure on house prices and weaker demand ƒ Repair and remodelling activity expected to continue to be soft ƒ Good operating cash flow generation ƒ Maintain or grow market share of fibre cement against alternat

  7. Slide 7: Legacy issues and Summary

    Legacy Text issues goes here Agenda For personal use only ƒ Domicile ƒ Treaty change in 2004 ƒ IRS NOPA for 2006 and 2007 ƒ Complexity driven by Dutch corporate law, Australian and US securities law and tax in all these jurisdictions ƒ ASIC Proceedings ƒ Trial to start in September ƒ ATO tax assessm

  8. Slide 8: Disclaimer

    Disclaimer Text goes here Agenda For personal use only This Presentation contains forward-looking statements. We may from time to time make forward-looking statements in our periodic reports filed with or furnished to the United States Securities and Exchange Commission on Forms 20-F and 6-K, in our

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