James Hardie Industries Plc. · NYSE:JHX
James Hardie Industries — Investor Day (September 2012)
16 slides from James Hardie Industries's investor day presentation, Sep 12, 2012
Slide 1: West and Canada Review
West and Canada Review Sean Gadd – Vice President Western USA and Canada Investor/Analyst Tour – 10 & 11 September 2012 Exhibit 99.5
Slide 2: Western US and Canada Starts Data
WESTERN US AND CANADA STARTS DATA US Starts Source: Dodge, McGraw-Hill Construction Residential Dwelling Units Report, 2012 Q3 Release Housing starts are showing signs of slow organic growth Multi-family increasing at a faster rate than single-family new construction
Slide 3: Western US and Canada Regions
WESTERN US AND CANADA REGIONS
Slide 4: West Strategic Growth Strategy
WEST STRATEGIC GROWTH STRATEGY Grow and defend our overall market position in all market segments with our channel partners Offer differentiated products with superior value to that of our competitors Strategy: Strategic Stretch Goal: Grow fiber cement to high share position Maintain market share fo
Slide 5: Current State – Market Share
CURRENT STATE – MARKET SHARE British Columbia Colorado Northern California Alberta Saskatchewan Manitoba Oregon Washington Ontario Quebec Southern California Idaho, Montana, Wyoming, Nevada, Phoenix, New Mexico High High Low Market Share
Slide 6: Strategy for High Market Share Markets
STRATEGY FOR HIGH MARKET SHARE MARKETS Washington & Oregon are in-line with both our category share and market share targets - Still room to grow - Need to defend our category share Move the market from a basic primed plank to a differentiated full wrap solution.
Slide 7: Product Shift to Defend & Grow
PRODUCT SHIFT TO DEFEND & GROW James Hardie ® siding and trim for second move-up and semi-custom homes in single-family segment Artisan ® with Artisan ® Trim for the top of the single-family segment and repair and remodel segment James Hardie ® siding and trim with ColorPlus ® technology in the repa
Slide 8: Pacific Northwest Opportunities
PACIFIC NORTHWEST OPPORTUNITIES Provide the market with the desired wood look without the maintenance through a full wrap solution Increase the paint cycle of the home, ensure the home looks better longer through our ColorPlus ® technology Increase the value to the builder and homeowner Market needs
Slide 9: Reference Product
REFERENCE PRODUCT HardiePlank® with wood trim and open eaves HardiePlank® with HardieTrim®
Slide 10: Pacific Northwest Channel Game Plan
PACIFIC NORTHWEST CHANNEL GAME PLAN Restricted 2-step distribution Support and work with our channel partners to enable product and segment growth Both Washington and Oregon are highly fragmented, making distribution involvement and alignment critical Job packs to the piece to enable smaller dealers
Slide 11: Pacific Northwest Dealers
PACIFIC NORTWEST DEALERS Dealer segmentation to best align our goals with their business models Educate the dealer on how to purchase and profitably promote James Hardie ® fiber cement siding with ColorPlus ® technology Educate and convert contractor and builder to a full wrap solution with our chan
Slide 12: Pacific Northwest Single Family Game Plan
PACIFIC NORTHWEST SINGLE FAMILY GAME PLAN Need to educate builders around the significant value that we bring to their customers, enabling them to sell their homes for more money or sell their homes faster Education is important - There is a price premium versus the market standard and - It requires
Slide 13: Pacific Northwest Multi Family Game Plan
c PACIFIC NORTHWEST MULTI FAMILY GAME PLAN Life cycle costs, particularly for long term owners Protection for the owner ColorPlus ® is generally the lowest installed cost Long-term aesthetics and design flexibility
Slide 14: Pacific Northwest Repair & Remodel Game Plan
Repair and remodel follows the new construction market standard We educate the homeowner through the contractor Partnering with contractors by providing business building tools to help them grow their business with us Working with contractors in specific neighborhoods to shift the market standard to
Slide 15: Summary
SUMMARY Markets experiencing organic growth Grow and defend our overall market position in all market segments with our channel partners Offering differentiated products with superior value to that of our competitors Achieve this with the help of our channel partners, both 2 step distribution and ou
Slide 16: Questions
Questions
James Hardie Industries — Investor Day (September 2012) on 6ix