James Hardie Industries Plc. · NYSE:JHX

James Hardie Industries — Citi Inaugural Australian Investment Conference 2009

12 slides from James Hardie Industries's conference presentation, Oct 19, 2009

  1. Slide 1: Citi Inaugural Australian Investment Conference

    For personal use only Citi Inaugural Australian Investment Conference 19-20 October 2009 Sean O’Sullivan VP – Investor & Media Relations Disclaimer Text goes here This Presentation contains forward-looking statements. We may from time to time make forward-looking statements in our periodic reports f

  2. Slide 2: Agenda

    Agenda Text goes here For personal use only ƒ Operations, strategy and performance ƒ USA and Europe Fibre Cement ƒ Asia Pacific Fibre Cement ƒ Organisational focus ƒ Financial history ƒ Corporate issues ƒ Summary In this Management Presentation, James Hardie may present financial measures, sales vol

  3. Slide 3: Global strategy; Superior product performance

    Global Text goesstrategy here For personal use only Industry leadership and profitable growth ƒ Aggressively grow demand for our products in targeted market segments ƒ Grow our overall market position while defending our share in existing market segments ƒ Offer products with superior value to that

  4. Slide 4: Business portfolio; Exterior products – US siding market

    Business Text portfolio goes here For personal use only 120% 100% 80% 60% 82% 77% 80% 82% 81% 40% 20% 18% 23% 19% 0% 20% Assets* Sales EBIT USA and Europe Fibre Cement Asia-Pacific Fibre Cement (Established High Growth/High Return ) (Established High Return) At and for the ended ended 31 March 2009

  5. Slide 5: USA sales mix; Primary growth performance

    USAgoes Text andhere Europe Fibre Cement – sales mix For personal use only New Construction vs. Repair and Remodel New Construction R&R Total Sales 35% 65% Exterior Products 39% 61% Interior Products 25% 75% Exterior vs. Interior Products Exteriors Interiors Volume 75% 25% Revenue 80% 20% All market

  6. Slide 6: USA average net selling price; revenue growth streams

    USA Text and goes Europe Fibre Cement here For personal use only Average Net Selling Price US$625 620 580 US$ per MSF 540 500 460 420 380 FY04 FY05 FY06 FY07 FY08 FY09 Q1 FY10 11 USAgoes Text andhere Europe Fibre Cement – revenue growth streams Exterior products ƒ Siding ƒ Soffit ƒ Fascia ƒ Trim Int

  7. Slide 7: Organisational focus – ColorPlus

    Organisational Text goes here focus – ColorPlus® For personal use only Product leadership – examples in USA and Europe Fibre Cement: ƒ ColorPlus® Collection (pre-painted siding and trim): ƒ Driving growth against vinyl in Northern Division ƒ Launched in Western and Southern Divisions FY07 13 Organis

  8. Slide 8: Organisational focus – HardieZone System

    Organisational Text goes here focus – HardieZone™ System For personal use only Our finest siding ever ƒ Engineered for Climate™ ƒ Highest protection from the elements ƒ Sustained beauty with less maintenance ƒ Higher customer satisfaction ƒ Differentiation from generic fibre cement ƒ Seven strategic

  9. Slide 9: Response to US housing downturn

    Response Text goes hereto US housing downturn For personal use only ƒ Focus on primary demand growth and cost management ƒ Business re-sets in late 2006/early 2007; in April 2008; and in November 2008: ƒ production re-scheduled to balance supply and demand ƒ production suspended at Blandon PA, Summe

  10. Slide 10: USA EBIT and EBIT margin; Asia Pacific Fibre Cement

    USA Text and goes Europe Fibre Cement here For personal use only EBIT and EBIT Margin* 140 35 120 30 100 25 80 20 EBIT MARGIN % EBIT US$M 60 15 40 10 20 5 0 0 FY04 Q1 FY05 Q1 FY06 Q1 FY07 Q1 FY08 Q1 FY09 Q1 FY10 EBIT EBIT/Sales * Excludes impairment charges of US$45.6 million in Q4 FY08 19 Asiagoes

  11. Slide 11: Corporate issues; Q1 FY10 results overview

    Corporate Text issues goes here For personal use only Current status ƒ Asbestos compensation agreement – negotiated 2004 – 2006, resolved early 2007 ƒ Australian tax issue – FY 2002-2006, resolved 2008 ƒ IRS – 2006 – 2007, resolved 2009 ƒ ASIC proceedings – decision on exoneration, penalties and cos

  12. Slide 12: Summary

    Summary Text goes here For personal use only ƒ We have a strong, well established, growth focused and high return business ƒ We have a sustainable competitive advantage ƒ Our model for strong growth is based on: ƒ Large market opportunity ƒ Superior value proposition ƒ Proprietary and/or protected t

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