James Hardie Industries Plc. · NYSE:JHX
James Hardie Industries — Non-Deal Roadshow (September 2012)
24 slides from James Hardie Industries's roadshow presentation, Sep 12, 2012
Slide 1: ColorPlus Technology
ColorPlus ® Technology Ryan Sullivan – Director of ColorPlus Business Tyler Hart – ColorPlus Engineering Manager Investor/Analyst USA Tour – 10 & 11 September 2012 Exhibit 99.4
Slide 2: Business Organization
Business Organization
Slide 3: Organizational Structure
Manufacturing Sales Product Management Marketing ColorPlus® Technology Team Segment Management Product R&D Channel Management • James Hardie has a dedicated business management team that is responsible for setting strategy for ColorPlus ® Technology and interfacing with other functions within James
Slide 4: ColorPlus Technology R&D
ColorPlus ® Technology R&D
Slide 5: ColorPlus Technology R&D
JH Color R&D Product Leadership Product Design Product Performance COLORPLUS ® TECHNOLOGY R&D
Slide 6: R&D Capabilities
Analytical Application Pilot-Line Product Testing FC Material Science Sealers Primers Top-Coats Specialist/ Dedicated Resources Industry Consultants R&D CAPABILITIES
Slide 7: R&D Capabilities
• Research Center – Chicago – 65,000sf R&D facility: operational from Q3 FY13 • Equipment Capabilities – State of the art analytical equipment, testing & application pilot-line; industry leading R&D investment • Resources – 10 scientists/engineers dedicated towards ColorPlus Technology R&D: paint sp
Slide 8: R&D Capabilities: Areas of Focus
Current Focus Ramp-up Internal Capabilities Future Focus Autonomous Color Expertise Before Weathering After Weathering JH C+ Vinyl Field Paint R&D CAPABILITIES Areas of Focus Areas of Focus Facilities ramp-up Resources Science behind paint Competitor bench-marking Internal color expertise Color R&D/
Slide 9: ColorPlus Technology Performance
dE Better Paint Adhesion than Field Paints and Prefinished Competitor Fiber Cement Paint Adhesion – Freezing Wet Conditions (Effect of Tape Pull Test) Better Paint Application when Compared to Field Applied Paint 0.0 1.0 0.5 0.7 Better Fade Resistance than Field Paint & Competitors ColorPlus Technol
Slide 10: ColorPlus Technology Market
ColorPlus ® Technology Market
Slide 11: Job Pack Markets CY2011
Job Pack Markets Non-Job Pack Markets JOB PACK MARKETS CY2011
Slide 12: Job Pack Markets CY2012
Job Pack Markets JOB PACK MARKETS CY2012
Slide 13: Job Pack Performance
JOB PACK PERFORMANCE Job Packs continue to grow significantly.
Slide 14: VMIs CY2011
VMI – Color VMI – Cem only JHBP Plants VMIs – CY2011
Slide 15: VMIs CY2012
VMI – Color VMI – Cem only JHBP Plants VMIs CY2012
Slide 16: Channel Interface - HardieLink
CHANNEL INTERFACE – HARDIELINK ® • Create Quotes • Generate Proposals • Submit Orders • View/Print Price Pages (w/Markup) • Download Pricing • Hardie News • Industry News • Order Status • Shipping Status • Material Status • Sales Representative • Install Representative • Customer Service • Technical
Slide 17: HardieLink Adoption
29% Of Orders 350+ Order Entry Locations 800+ HardieLink Users HARDIELINK ® ADOPTION
Slide 18: Expanded Products for Full Wrap
EXPANDED PRODUCTS FOR FULL WRAP Continue to expand products with ColorPlus ® Technology to drive the full wrap in all segments: • • • Artisan ® Shaped Trim Differentiated Planks
Slide 19: ColorPlus Technology Manufacturing
ColorPlus ® Technology Manufacturing
Slide 20: Manufacturing Challenges: Product Scope
Product Scope • Increased Color Offering • Increased Substrate Offering • Sales moving toward tail end products MANUFACTURING CHALLENGES YEARS SUBSTRATES
Slide 21: Service Offering - Job Packs
Service Offering – Job Packs What is a Job Pack: • Order products with ColorPlus ® technology to the piece • Job Packs are sold to Channel Partners and cross docked to end-user Why do we do it: • Shorter Lead time: Previously a Made To Order (MTO) product would take four weeks for a delivery. • Allo
Slide 22: Service Offering - Job Packs
Service Offering – Job Packs • Higher Material Cost • Lower Labor Efficiency • Lower Line Efficiency Original Business Model • • • Current Business Model • • • MANUFACTURING CHALLENGES Minimum Labor Touches 1 product - 1 pallet 2000sqft Multiple Labor Touches 3 product - 3 pallets 2000sqft
Slide 23: Plant Process Redesign
• Network overall is showing sustained improvement • Non-C+ Facilities are still holding good times • Implementing truck validation in Plant City, Tacoma and Waxahachie plants • C+ Facilities are continuing to show progress with average delay under 60 min for 13 weeks • Investigating better visibili
Slide 24: Questions
Questions
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