James Hardie Industries Plc. · NYSE:JHX
James Hardie Industries — Investor Day (September 2012)
24 slides from James Hardie Industries's investor day presentation, Sep 12, 2012
Slide 1: Research and Development
Research and Development Mike Murtagh, Director – R&D Investor/Analyst USA Tour – & September Exhibit 99.6
Slide 2: Research and Development Overview
Research and Development Overview
Slide 3: Three Research Centers – US and Australia
Three Research Centers – US and Australia Resources – Fontana R&D – Sydney R&D (Rosehill) – Chicago R&D (Non-FC Development) Q3 FY13 – Mfg. Services/Engineering Rosehill – Australia Fontana – USA TECHNOLOGY ORGANIZATION Development: Focused organization around implementing new technology products Re
Slide 4: Enable James Hardie Product Leadership Strategy
Enable James Hardie Product Leadership Strategy TECHNOLOGY STRATEGY Provide a continuous pipeline of innovative new products and technologies with sustainable advantages to achieve our category and market share goals Our role is to act as the technology pipeline for the organization
Slide 5: Enable effective development and implementation of key initiatives
Enable effective development and implementation of key initiatives TECHNOLOGY FUNCTIONS
Slide 6: Fiber Cement Research and Development
Fiber Cement Research and Development
Slide 7: FC Strategic Priorities
• Substrate Development • Coatings Development • Raw Materials Formulation • Test Method Development • Competitive Intelligence • Trim/Crown Moulding • Differentiated Plank • Reveal • Wide Stria/Axon • Oblique • Product Smoothness • Product Flatness • Embossing • Advanced Finishing • Concealed Faste
Slide 8: Fiber Cement Product Performance
Fiber Cement Product Performance
Slide 9: Hardie Zone – Engineered for Climate
HARDIE ZONE – ENGINEERED FOR CLIMATE
Slide 10: Product Performance Evaluation
PRODUCT PERFORMANCE EVALUATION LONGER-TERM, REAL- LIFE EXPOSURE
Slide 11: Product Performance
time PRODUCT PERFORMANCE HZ5 performs 5X better than generic FC in system testing
Slide 12: NBSK ($/ton)
NBSK ($/ton) $1,200 $1,000 $800 $600 $400 Jan-03 Jan-04 Jan-05 Jan-06 Jan-O7 Jan-08 Jan-09 Jan-10 Jan-11 Jan-12.
Slide 13: ¢ Lighter
¢ Lighter r Ease of Use % ¢ Lighter Ease of Use ¢ Durability
Slide 14: Fiber Cement Product/Platform Development
Fiber Cement Product/Platform Development
Slide 15: FC Product/Platform Development
Objective: Balanced mix of step-change products/platforms and product line extensions to drive category and market share growth strategy. PLATFORMS PRODUCTS FC PRODUCT/PLATFORM DEVELOPMENT
Slide 16: FC Product/Platform Development – US
Key Products: Key Platforms: FC PRODUCT/PLATFORM DEVELOPMENT – US Crown Moulding Reveal Panel Differentiated Plank HLD TM /NT3 TM Trim Crown Moulding Differentiated Plank Reveal TM Product Smoothness/Flatness Embossing Advanced Finishing Concealed Fastening
Slide 17: FC Product/Platform Development – AUS
Wide Axon Oblique Key Products: Key Platforms: FC PRODUCT/PLATFORM DEVELOPMENT – AUS Thermal Break Tape Wide Stria Wide Stria TM Wide Axon TM Oblique TM Thermal Break Tape Product Smoothness Product Flatness Advanced Finishing Energy Efficiency
Slide 18: Non-Fiber Cement Research and Development
Non-Fiber Cement Research and Development
Slide 19: Non-FC R&D Strategy
Evaluate emerging technologies for fit with current and future James Hardie businesses: NON-FC R&D STRATEGY Upon evaluation recommend to watch, make or buy Commercialization of acquired technology Launch products to complement fiber cement within building product industry
Slide 20: Non-FC Development
Considerable R&D investment made towards development of Non-FC technologies over the last 2-3 years NON-FC DEVELOPMENT
Slide 21: Non-FC Current Focus
Shapes Product Line – Test launch of shapes product line with non – FC technology – Product offers similar performance and value propositon as FC against wood and PVC Pultrusion Technology – Develop fiberglass pultrusion as an entry vehicle into a new building product segment Color Expertise – Devel
Slide 22: Non-FC – Shapes
Bed Mould Sub Sill His. Sill Brick Mould Rams Crown Drip Cap Skirt Board Base Cap NON-FC – SHAPES
Slide 23: Summary/Key Takeaways
Ensuring Product Performance Maintaining Product Leadership Enabling Platforms Aligned with Corporate Strategy SUMMARY/KEY TAKEAWAYS JH products demonstrate superior durability vs. the competition Differentiated products are being created to enable future PDG vs. wood and vinyl options New FC and No
Slide 24: Questions
Questions
James Hardie Industries — Investor Day (September 2012) on 6ix