James Hardie Industries Plc. · NYSE:JHX
James Hardie Industries — Investor Day (June 2018)
27 slides from James Hardie Industries's investor day presentation, Jun 26, 2018
Slide 1: James Hardie Asia Pacific Investor & Analyst Tour
Exhibit 99.2 James Hardie Asia Pacific Conrad Groenewald, General Manager – Asia Pacific Asia Pacific Investor & Analyst Tour Sunshine Coast, Australia June 25-26, 2018
Slide 2: Cautionary Note on Forward-Looking Statements
CAUTIONARY NOTE ON FORWARD-LOOKING STATEMENTS This Management Presentation contains forward-looking statements. James Hardie Industries plc (the “Company”) may from time to time make forward-looking statements in its periodic reports filed with or furnished to the Securities and Exchange Commission,
Slide 3: Cautionary Note on Forward-Looking Statements (continued)
CAUTIONARY NOTE ON FORWARD-LOOKING STATEMENTS (continued) Words such as “believe,” “anticipate,” “plan,” “expect,” “intend,” “target,” “estimate,” “project,” “predict,” “forecast,” “guideline,” “aim,” “will,” “should,” “likely,” “continue,” “may,” “objective,” “outlook” and similar expressions are i
Slide 4: Agenda
AGENDA 1. APAC in Context 2. Market Segments 3. Vision and Strategic Pillars 4. What you will see and hear 5. Questions? PAGE 4
Slide 5: Asia Pacific in Context
ASIA PACIFIC IN CONTEXT PAGE 5
Slide 6: APAC Segment Coverage
APAC SEGMENT COVERAGE Renovation Single Medium Medium High Ultra High Detached Density Density Density Density (Townhouses) (Up to 3 levels) (4-12 Levels) ( >12 Storey) AU NZ PH PAGE 6
Slide 7: APAC Vision and Strategic Pillars
APAC VISION AND STRATEGIC PILLARS PAGE 7
Slide 8: Zero Harm at the Core of Our Strategy
ZERO HARM AT THE CORE OF OUR STRATEGY Safe People Safe Places Safe Systems • Everyone at JH is a Safety • 5S and housekeepingvisibly • Safety integrated intoevery Leader demonstrates ZeroHarm function across the business • Every employee in the • Engineering controls are business is empowered implem
Slide 9: Smart, Driven & Real People
SMART, DRIVEN & REAL PEOPLE SMART, DRIVEN & REAL PEOPLE Invest in the development and growth of our people MARKET LED Grow fiber cement market share in all geographies through superior insights that solve market problems and anticipate demand. CORPORATE CONSCIENCE WORLD CLASS MANUFACTURER Continue t
Slide 10: Smart, Driven and Real People: Connection to Strategy
SMART, DRIVEN AND REAL PEOPLE All employees have a connection to our strategy….. PAGE 10
Slide 11: Structured for Sustainable, Profitable Growth
SMART, DRIVEN AND REAL PEOPLE Structured for Sustainable, Profitable Run the Business Growth Regional Management Team JHAU JHNZ JHPH JHS Future BUs Manufacturing Improvement Lead Finance & IT Zero Harm Coach People & Performance Procurement Support Supply Chain Improve the Business the Improve Resea
Slide 12: Leveraging Internal and External Programs
SMART, DRIVEN AND REAL PEOPLE Leveraging both internal and external programs across the industry 2016 program – 30 people 2017 program – 35 people PAGE 12
Slide 13: Manufacturing Graduate Program
SMART, DRIVEN AND REAL PEOPLE Our Manufacturing Graduate program has been highly successful in creating future technical expertise and leadership within our manufacturing network Manufacturing Business Manufacturing Market Operations & Orientation Operations Understanding Key Project 2016 intake – 4
Slide 14: World Class Manufacturing
WORLD CLASS MANUFACTURING SMART, DRIVEN & REAL PEOPLE Invest in the development and growth of our people INNOVATIVEINNOVATIVE SOLUTIONSSOLUTIONS CUSTOMERMARKET LED LED Maintain industry leadership through Grow fiber cement market share in all innovative solutions delivering customer, geographies thr
Slide 15: World Class Manufacturing: Hardie Advantage
WORLD CLASS MANUFACTURING Hardie Advantage PAGE 15
Slide 16: How We Operate: Hardie Advantage
WORLD CLASS MANUFACTURING How we Operate: Hardie Advantage: • Standard work • Lead and Operating System: • Leaders Standard Manage Change • work System to “Run” the business • System to “Improve” the Act Plan business Practices to LOCK-in results : • Standard work • Leaders standard work Check Do •
Slide 17: Strategy on Investment - Capacity
WORLD CLASS MANUFACTURING Strategy on Investment - Capacity 3. Incremental Capacity addition 2. Debottlenecking - Carole Park Phase 1 Capacity - Philippines 2 nd line 1. Optimisation of - Bottleneck projects - Carole Park Phase 2 Existing Capacity - Current Assets - Maximise Efficiency ooptimised -
Slide 18: Market Led
MARKET LED SMART, DRIVEN & REAL PEOPLE Invest in the development and growth of our people INNOVATIVE SOLUTIONS MARKET LED Maintain industry leadership through Grow fiber cement market share in all innovative solutions delivering customer, geographies through superior insights employee, community and
Slide 19: Best in Industry Insights
MARKET LED Best in Industry Insights: Consumers Developer / Builders & Trades Designers /Architects Australia 2,000 1,000 1,500 New Zealand 500 1,500 500 JHS - 100 500 Philippines 400 300 800 PAGE 19
Slide 20: Insights into Action: EPIC Path to Purchase
MARKET LED Insights into Action: EPIC path to purchase ENVY POSSIBILITY INVESTIGATE COMMITMENT INSPIRE PEOPLE TO WANT THE LOOK GIVE THE PERSON DOING THE JOB MAKE IT EASY CONFIDENCE PAGE 20
Slide 21: Innovative Solutions
INNOVATIVE SOLUTIONS SMART, DRIVEN & REAL PEOPLE Invest in the development and growth of our people INNOVATIVE SOLUTIONS CUSTOMER LED Maintain industry leadership through Grow fiber cement market share in all innovative solutions delivering customer, geographies through superior insights employee, c
Slide 22: Innovation Stage Gate Process
INNOVATIVE SOLUTIONS Innovation Stage Gate Process: New pathways and stage gates to commercialize new products and systems in market, sooner • Captures and drives insights through to commercial reality • Consistent Global Process • Drives integration between Business Units • Pathways are tailored to
Slide 23: Responsible Business
RESPONSIBLE BUSINESS SMART, DRIVEN & REAL PEOPLE Invest in the development and growth of our people INNOVATIVE SOLUTIONS CUSTOMER LED Maintain industry leadership through Grow fiber cement market share in all innovative solutions delivering customer, geographies through superior insights employee, c
Slide 24: Responsible Business: Vision, Framework and Roadmap
RESPONSIBLE BUSINESS THE VISION THE FRAMEWORK Double the business while achieving sustainable growth and building better futures THE ROADMAP Provide transparent Create reporting active Integrate partnerships strategies Engage RMT (shared across the value) and region and Define BBF leadership goals a
Slide 25: APAC Vision and Strategic Pillars
APAC VISION AND STRATEGIC PILLARS PAGE 25
Slide 26: What You Will See and Hear
WHAT YOU WILL SEE AND HEAR: What Will You See: - Strong alignment and leadership commitment to Zero Harm - Emphasis on linkages between Innovation, Market Leadership and World Class Manufacturing Australia: - How we will make a good business better JHS: - Recap on the strategic importance of the acq
Slide 27: Questions
(@) sames Hardie QUESTIONS