James Hardie Industries Plc. · NYSE:JHX
James Hardie Industries — Investor Day (September 2013)
11 slides from James Hardie Industries's investor day presentation, Sep 19, 2013
Slide 1: Business Overview Louis Gries USA
Exhibit 99.4 Business Overview Louis Gries USA Investor/Analyst Tour – Wednesday 18th September 2013 1
Slide 2: Forward-looking statements
This Management Presentation contains forward-looking statements. James Hardie may from time to time make forward-looking statements in its periodic reports filed with or furnished to the SEC, on Forms 20-F and 6-K, in its annual reports to shareholders, in offering circulars, invitation memoranda a
Slide 3: Tour Agenda
Day One Louis Gries USA Business Overview Wed 18th Sept Mike Murtagh R&D Overview Mike Murtagh/ All R&D and Plant Tour Day Two Dave Donofrio Products, Segments and Competitive Environment Thurs 19th Sept Ryan Sullivan Southern DivisionCurrent stateGo-forward Sean Gadd Northern DivisionCurrent stateG
Slide 4: FY13 Focus
FY13 FOCUS Resourcing the business to capture upside of recovering market Regaining market share growth momentum Correcting pricing inefficiencies Committing to increased product development, product capability and manufacturing capacity Building operating capabilities to enable long term growth at
Slide 5: USA and Europe Fiber Cement FY14 Performance Update
USA and Europe Fiber Cement Quarter 1—Summary Business on track to deliver a +20% FY14 EBIT margin Positive pricing momentum re-established Volume performance in line with forecast Primary demand growth (PDG) flat for the quarter Quarter 2—Tracking to date Volume and PDG forecast to be at target thr
Slide 6: Global Strategy
Industry leadership and profitable growth Australia Aggressively grow demand for our products in targeted market segments Grow our overall market position while defending our share in existing market segments Introduce differentiated products to deliver a sustainable competitive advantage GLOBAL STR
Slide 7: New Management Structure
NEW MANAGEMENT STRUCTURE Effective 16 September 2013
Slide 8: New Management Structure: One company / focused strategy
NEW MANAGEMENT STRUCTURE 8 One company / focused strategy Product leadership Organic growth Develop and maintain ownership of core technology Unique financial returns Return excess cash to shareholders Organizational capability, depth and culture to drive the above
Slide 9: New Management Structure: North, South, International
NEW MANAGEMENT STRUCTURE 9 North Significant market share growth potential against vinyl ColorPlus is the core product line Largely HZ5 markets High percentage of post-production value-add costs Less than truckload freight prevalent South Many large metro markets have fiber cement as standard Non-me
Slide 10: USA Plant Locations & Regional Market Share
Vinyl/wood siding market share 64% % of JH sales headcount 63% % of JH volume 41% Vinyl/wood siding market share 33% % of JH sales headcount 37% % of JH volume 59% Reno, NV Fontana, CA Tacoma, WA Peru, IL Blandon, PA Summerville, SC Pulaski, VA Plant City, FL Cleburne, TX Waxahachie, TX USA PLANT LO
Slide 11: Questions?
QUESTIONS?
James Hardie Industries — Investor Day (September 2013) on 6ix