James Hardie Industries — Investor Day (September 2012)

5 slides from James Hardie Industries's investor day presentation, Sep 12, 2012

Slide 1: US Business Overview
Exhibit 99.1 USBusiness Overview 35/90 LouisGries– ChiefExecutive Officer Investor/Analyst Tour– 10&11September 2012
Slide 2: Key Assumptions
35/90 KEY ASSUMPTIONS • Fiber cement grows from current level of ~16% to 35% of North American residential cladding market • Fiber cement’s value proposition: - Affordability - Wood look - Durability - Low maintenance • We expect that: - vinyl will decline significantly - wood will decline at a slow
Slide 3: Key Assumptions: Product Related
35/90KEYASSUMPTIONS: PRODUCT RELATED The preference for JH fiber cement is driven by: 1) Product Design 2) Superior maintenance and field performance 3) Product quality 4) Affordability The preference for generic fiber cement is driven by: 1) It is usually cheaper for the decision maker 2) It can be
Slide 4: Keys in a Recovering Market
KEYS IN A RECOVERING MARKET • Resource and organize to run all selected initiatives in target markets • Commit to increased product development, product capability and product capacity to fully enable product mix shift • Increase organizational capability across the organization • Update and impleme
Slide 5: Questions
Questions a