James Hardie Industries Plc. · NYSE:JHX
James Hardie Industries — Investor Presentation (August 2009)
12 slides from James Hardie Industries's investor presentation, Aug 18, 2009
Slide 1: International Operations
For personal use only International Operations Grant Gustafson 18 August 2009 Disclaimer The presentation contains forward-looking statements. We may from time to time make forward-looking statements in our periodic reports filed with or furnished to the US Securities and Exchange Commission, on For
Slide 2: Business Profile
International Operations For personal use only James Hardie’s international operations comprise Asia Pacific and Western Europe. International Western Australia New Zealand Philippines Europe Plus Exports: South Korea, Middle East, etc. 3 Business Profile The international operations contribute appr
Slide 3: Asia Pacific Fibre Cement
Asia Pacific Fibre Cement For personal use only Asia Pacific contributes US$273mm in revenues and $47mm in EBIT. Five manufacturing plants in Australia, New Zealand, the Philippines FY09 EBIT at 17% Up from 15% in FY07 Slightly up from FY08 5 Asia Pacific Market Profile The Philippines is a
Slide 4: Market Conditions
Market Conditions For personal use only New housing approvals remain soft in the region. Housing Approvals 20% 13% 10% 0% 1% 0% Australia New Zealand Philippines -10% -7% FY2009 -10% -14% FY2010 Q1 -15% -20% FY2010 Overall Est. -30% -40% -38% -41% -50% Note: Some buffer from commercial and R&R marke
Slide 5: Australia
Australia For personal use only Manufacturing is prime area of focus (efficiency and new products) Pipes addressable market off significantly (>30%); business has re-sized and adjusted sales/product approach Drive PDG and mix shift in building products OTWC New products (including continue
Slide 6: Australia - Scyon
Australia - Scyon For personal use only Scyon™ Trim and Scyon™ Linea™ weatherboards Scyon™ Stria 11 Scyon Volume Mix Scyon’s share of Australia sales continues to increase. FY07 Revenue by Product FY09 Revenue by Product Scyon Core Core Scyon 7% 86% 93% 14% 12 6
Slide 7: New Zealand
New Zealand For personal use only Highly penetrated market hit hardest in international business Manufacturing reorganization New Superplank line comes on-stream in September Drive PDG & mix shift Linea, HardieGlaze/Horizon R&R/small builders a major focus Commercial Sales Execution
Slide 8: New Zealand
New Zealand For personal use only Horizon™ and HardiGlaze® Lining 15 New Zealand R&R (Alterations and Additions) Before 16 After 8
Slide 9: Philippines
Philippines For personal use only Now generating respectable returns despite value pricing constraints Getting paid more for products Considerable manufacturing efficiency and overhead cost improvements (must be sustained) Significant shift in market approach toward product pull, with upside
Slide 10: Business Priorities
Ceilings For personal use only Our most common product application today 19 Business Priorities We have five priorities which span the Asia Pacific business… Primary Demand Growth Product Leadership Organisational Effectiveness Manufacturing Effectiveness Safety …to drive improved and sust
Slide 11: Primary Demand Growth
Primary Demand Growth For personal use only There are several themes in driving Asia Pacific PDG going forward. Increase share of house and alternative material conversions - OTWC improvements - Demonstrating the benefits R&R and small builder penetration, plus Commercial sector growth Sales e
Slide 12: Organisational Effectiveness
Organisational Effectiveness For personal use only We continue to raise the bar in Asia Pacific with regard to business performance expectations and capabilities. Select management talent injected from JHBP Right-sized operations, overhead spend Select promotions and role expansions (manufactu
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