James Hardie Industries Plc. · NYSE:JHX
James Hardie Industries — Investor Presentation (September 2019)
11 slides from James Hardie Industries's investor presentation, Sep 16, 2019
Slide 1: Interiors
Exhibit 99.4 INTERIORS Sean Gadd, Chief Commercial Officer1
Slide 2: Agenda
Agenda • Underlayment Overview • A Change in Approach • Execution Fundamentals • Interiors Trajectory 2
Slide 3: Tile Underlayment Overview
Tile Underlayment Overview U.S. Underlayment Products Foam Boards Fiber Gypsum Glass Mat Gypsum Fiber Cement Mats & Membranes Glass Mesh Source: Ciprus 3
Slide 4: A Change in Approach
A Change in Approach Retail Hardie Reps calling Strategic Key on retail stores account management Contractor Small Box Focused on larger store contractors contractors Products Product portfolio 2 Products based on insights 4
Slide 5: Retail Approach: Home Depot and Lowe's
Retail Approach: Home Depot and Lowe’s • Customer centric approach • Account Management approach • Retail fundamentals − Product • HardieBacker 500, HardieBacker ¼” − Promotion − Positioning • New Leadership 5
Slide 6: Execution Fundamentals
Execution Fundamentals Building Materials Flooring • Customer insights • Better positioning • Improved packaging • Better placement in the stores 6
Slide 7: Global Mindset, Best Practice Sharing, Replication
Global Mindset, Best Practice Sharing, Replication Interior Solutions based on Fermacell Fiber Gypsum at a leading DIY retailer in Germany 7
Slide 8: Pro Channel Approach
Pro Channel Approach • Partner for performance with Key Pro Channel Partners key accounts • Strong customer acquisition team driving large conversions • Support through inside sales • Right Product − 4x8 HardieBacker® 500 8
Slide 9: Interiors Trajectory
Interiors Trajectory • Short-term: execute fundamentals to take share and grow • Long-term: commercialize customer driven innovations to accelerate growth Product Portfolio Expansion Gain share in Retail and Pro with HardieBacker FY20 FY21 FY22+ 9
Slide 10: HydroDefense Launch
HydroDefenseTM Launch • Product Description ‒ The first waterproof1 cement backer board ‒ Installed cost advantage vs. current waterproofing practices ‒ Maintains market leading performance of existing HardieBacker • Why Waterproof Backer Board? Tile Installer Test Results ‒ Waterproofing is #1 tren
Slide 11: Summary: Resetting For Growth
Summary: Resetting For Growth Retail • Sales org restructure to match strategy Hardie Reps calling Strategic Key • Built up retail bench strength on retail stores account management • Enhancing customer partnerships Contractor Small Box Focused on • Focusing on larger contractors at both store contr
James Hardie Industries — Investor Presentation (September 2019) on 6ix