James Hardie Industries Plc. · NYSE:JHX
James Hardie Industries — Corporate Update (March 2010)
12 slides from James Hardie Industries's corporate update, Mar 30, 2010
Slide 1: Asia Pacific Update
Asia Pacific Update Grant Gustafson, VP - International 15 March 2010
Slide 2: International Operations
2 Plus Exports: South Korea, Middle East, etc. James Hardie's international operations comprise Asia Pacific and Western Europe INTERNATIONAL OPERATIONS International Australia New Zealand Philippines Western Europe
Slide 3: Business Profile
3 International Australia New Zealand Philippines Western Europe Asia Pac ~ 700 employees ~ 40 employees Import Model The international operations contribute approximately US$300m to James Hardie's top line BUSINESS PROFILE
Slide 4: Asia Pacific Fibre Cement
4 Five manufacturing plants in Australia, New Zealand, the Philippines FY09 EBIT margin at 17% Up from 15% in FY07 Slightly up from FY08 FY10 trending well Asia Pacific contributed US$273m in revenues and $47m in EBIT (FY09) ASIA PACIFIC FIBRE CEMENT
Slide 5: Asia Pacific Market Profile
5 JH Asia Pacific Australia New Zealand Philippines The Philippines is a very different market from Australia and New Zealand Primary Construction Method: Income Per Capita: Wood Frame Wood Frame Concrete Hollow Block High High Low ASIA PACIFIC MARKET PROFILE
Slide 6: Market Conditions
6 Note: Some buffer from commercial and R&R market segments for JH business early in year Australia - Australian Bureau of Statistics: Residential New Construction Building Approvals. Houses & Medium Density - # of Approvals. New Zealand - Statistics New Zealand: Residential New Construction Buildin
Slide 7: Q1 FY10 - Results Overview
7 As projected last August, operational improvements have materialised during the year FY2010 Asia Pacific Building Products Q3 YTD* Unit Volume Down ~3% Sales Down ~1% Average Sell Price Up ~2% SG&A Down ~1.2 pts EBIT Margin Up ~2 pts PDG Positive * Consolidated on an $A basis; year over year compa
Slide 8: Business Priorities
8 Safety 2/20 goal, leading indicator and behavioral emphasis Primary Demand Growth OTWC (ANZ), Product Pull (Philippines), R&R/Small Builders Product Leadership Continue differentiated product penetration and new product introductions, product "incubator" for JHBP Organisational Effectiveness Right
Slide 9: Australia - Scyon
9 Scyon(tm) Matrix(tm) cladding Scyon(tm) Axon(tm) cladding Scyon(tm) Secura AUSTRALIA - SCYON
Slide 10: Australia - Scyon
10 Scyon(tm) Trim and Scyon(tm) Linea(tm) weatherboards Scyon(tm) Stria(tm) Cladding AUSTRALIA - SCYON
Slide 11: Australia Scyon Mix
11 FY10 Q3 YTD Revenue by Product FY07 Revenue by Product ScyonTM's share of Australia sales continues to increase AUSTRALIA SCYON MIX Core 93% ScyonTM 7% Core 82% Scyon 18%
Slide 12: @ sames Hardie
@ sames Hardie is} D = e= m rs B =} =z
James Hardie Industries — Corporate Update (March 2010) on 6ix