James Hardie Industries Plc. · NYSE:JHX

James Hardie Industries — Investor Presentation (September 2012)

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

  1. Slide 1: Asia Pacific Manufacturing

    17/09/2012 For personal use only Asia Pacific Manufacturing Danny De Guzman Investor/Analyst Update – 19 September 2012 AGENDA • Asia Pacific Manufacturing History • Operational Philosophy • Asia Pacific Manufacturing – Onward • Capacity 1

  2. Slide 2: Long Term Evolution and Current State

    17/09/2012 For personal use only LONG TERM EVOLUTION 1980s: Converted from AC to Fibre Cement (FC) Technology • Converted our entire product capability to FC 1990s: Increased Machine Efficiency with FC Technology • Higher throughput per Machine • Evolved Technology on Sheet Machine – Pressed Product

  3. Slide 3: Operational Philosophy 1990–2010

    17/09/2012 For personal use only OPERATIONAL PHILOSOPHY 1990 – 2005 • Throughput focused • Core product portfolio developed • Engineering driven • Single sourced specialty products OPERATIONAL PHILOSOPHY 2005 – 2010 (New Product Development) • Focus on New Product Development - ScyonTM Product Range

  4. Slide 4: Operational Philosophy 2010–2012 (Operational Efficiency)

    17/09/2012 For personal use only OPERATIONAL PHILOSOPHY 2010 – 2012 (Operational Efficiency) • Bed-in operational complexity - Focus on efficiency • Utilisation and spend focus to reduce costs - Treat all costs (except depreciation, tax and insurance) as variable - Minimize waste - Cost per hour * S

  5. Slide 5: Onward: 2012 and Beyond

    17/09/2012 For personal use only ASIA PAC MANUFACTURING – ONWARD 2012 – Onward • Product leadership - Continuous manufacturing improvement of current products - Available capacity to develop new products and meet demand * Long term capacity review – ongoing • Low cost manufacturing - Long continuous

  6. Slide 6: Summary and Australia Capacity Review

    17/09/2012 For personal use only ASIA PAC MANUFACTURING Summary • Manufacturing aligned to business strategy • Imperatives are clear: - Deliver on product promise - Low cost manufacturing • Framework to drive initiatives in place - Focus on execution and continuous improvements • Execution of initia

  7. Slide 7: Questions

    For personal use only Questions 7 17/09/2012

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