James Hardie Industries Plc. · NYSE:JHX

James Hardie Industries — Investor Presentation (September 2012)

8 slides from James Hardie Industries's investor presentation, Sep 19, 2012

  1. Slide 1: Australian Market and Business Strategy

    17/09/2012 For personal use only Australian Market and Business Strategy Mark Fisher Investor/Analyst Update – 19 September 2012 AGENDA • Business Overview • Market Update • Business Strategy • Market Penetration 1

  2. Slide 2: JHA – Growth Focused Business

    17/09/2012 For personal use only JHA – GROWTH FOCUSED BUSINESS Australia Fibre Cement Products • Residential external cladding • Residential wet area linings • Residential wet area flooring • Non-Residential external facade • Two plants located in Sydney • Non-Residential interior linings and Brisba

  3. Slide 3: Housing Starts – Australia

    17/09/2012 For personal use only HOUSING STARTS – AUSTRALIA 180,000 25% 167,061 160,000 146,874 149,390 20% 137,168 22% 133,667 140,000 35,304 26,465 15% 19,416 36,648 120,000 24,790 29,149 20,943 10% 18,178 100,000 20,285 16,615 5% 80,000 99,466 99,574 106,967 92,457 87,903 0% 60,000 -5% 40,000 -11

  4. Slide 4: Market Segments

    17/09/2012 For personal use only MARKET SEGMENTS RESIDENTIAL MIXED ESTATE COMMERCIAL RENOVATION DETACHED ATTACHED SEMI-DETACHED FY13 Q1 SUMMARY • Addressable residential market down 12% • Business outperforming market • ScyonTM continues to grow • Business ahead of market trends • Positive PDG • EBI

  5. Slide 5: Building Capability / Differentiated Products

    17/09/2012 For personal use only BUILDING CAPABILITY Building a “high performing” culture • Recruit for smart, driven and real individuals • Increase individual performance • Develop leader capability • Retain talent through targeted efforts 9 DIFFERENTIATED PRODUCTS 5

  6. Slide 6: Switching Brick – Single Storey

    17/09/2012 For personal use only SWITCHING BRICK – SINGLE STOREY Then Now SWITCHING BRICK – DOUBLE STOREY Then Now 6

  7. Slide 7: Switching Brick – Medium Density

    17/09/2012 For personal use only SWITCHING BRICK – MEDIUM DENSITY Then Now JHA – BUILDING A GREAT COMPANY 7

  8. Slide 8: Questions

    For personal use only Questions 8 17/09/2012

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