James Hardie Industries Plc. · NYSE:JHX
James Hardie Industries — Asia Pacific Investor and Analyst Tour 2018
30 slides from James Hardie Industries's conference presentation, Jun 26, 2018
Slide 1: James Hardie New Zealand
Exhibit 99.5 James Hardie New Zealand Alan Bones, Country Manager Asia Pacific Investor and Analyst Tour Sunshine Coast, Australia June 25-26, 2018
Slide 2: Cautionary Note on Forward-Looking Statements
CAUTIONARY NOTE ON FORWARD-LOOKING STATEMENTS This Management Presentation contains forward-looking statements. James Hardie Industries plc (the “Company”) may from time to time make forward-looking statements in its periodic reports filed with or furnished to the Securities and Exchange Commission,
Slide 3: Cautionary Note on Forward-Looking Statements (continued)
CAUTIONARY NOTE ON FORWARD-LOOKING STATEMENTS (continued) Words such as “believe,” “anticipate,” “plan,” “expect,” “intend,” “target,” “estimate,” “project,” “predict,” “forecast,” “guideline,” “aim,” “will,” “should,” “likely,” “continue,” “may,” “objective,” “outlook” and similar expressions are i
Slide 4: NZ Overview
NZ OVERVIEW • Zero Harm: Is at the core of our strategy with investment in people, places and systems. • People: Continual focus on Smart, Driven and Real people to deliver a sustainable competitive advantage. • Market Performance: The New Zealand construction market is expected to remain strong in
Slide 5: Agenda – James Hardie New Zealand
Agenda – James Hardie New Zealand NZ strategy Smart Driven and Real People Performance relative to NZ market Customer segments – “Market Led” Products leadership – “Innovation” Manufacturing excellence PAGE 5
Slide 6: NZ Strategy
NZ Strategy VISION: To transform the way Kiwi’s build APPROACH 1. Zero Harm : Accelerating our safety journey. 2. Market Led : Through insights and primary stakeholder engagement we defend and expand our category leading position. 3. Innovative Solutions : Delivery of differentiated solutions that o
Slide 7: Zero Harm at the Core of Our Strategy
ZERO HARM AT THE CORE OF OUR STRATEGY Safe People Safe Places Safe Systems • Everyone at JH is a Safety • 5S and housekeepingvisibly • Safety integrated intoevery Leader demonstrates ZeroHarm function across the business • Every employee in the • Engineering controls are business is empowered implem
Slide 8: We have Smart, Driven, and Real People
We have Smart, Driven, and Real People Attract, Build, and Retain top talent that embodies the James Hardie culture for sustainable competitive advantage • New NZ Leadership team in place, focusing on improving the business in each function, and as a whole • Leverage regional functional capability t
Slide 9: End user focus drives sales through a wide network of distributors
End user focus drives sales through a wide network of distributors New Zealand Fibre Cement Market Commercial A&A Builder Suppliers and Major Channel End User Segments Players Mid- Small- Others Large/Group Medium Home Builder Builders DIY PAGE 9
Slide 10: Differentiated solutions across all major building segments
We provide differentiated solutions across all major building segments A&A Detached Semi-Detached Medium Density - High Density - Mix Commercial Townhouses Apartments PAGE 10
Slide 11: Market Performance: NZ market performance has been strong
Market Performance: NZ market performance has been strong 1. Building consents (lead indicator of future 2. A&A is expected to come down as activity) are up by 5.4% in 2018 vs. 2017 quake rebuild finishes – but activity is still well above long term average Building Consents (April year end) A&A – a
Slide 12: Market Performance: NZ market indicators are solid
Market Performance: NZ market indicators are solid 3. Annual net migration is at its peak – 4. Government policy driving more social driving population growth and future housing: Kiwi-Build programme will build demand for housing 100,000 affordable homes over 10 years Net Migration 80,000 70,000 60,
Slide 13: JHNZ maintaining strong growth in a flattening market
JHNZ maintaining strong growth in a flattening market Source: JH Sales / Stats NZ residential consent numbers Quarter lag applied between sales and building consent issued PAGE 13
Slide 14: Targeted demand generation is pivotal to our success
Targeted demand generation is pivotal to our success… Defend & Grow Defend Grow Category Share Share of Addressable Position Value to Channel Detached Homes / A&A Innovate Differentiated solutions Emerging Markets Medium Density / New Audiences Fire, Acoustics and Pre Cladding New Products & Markets
Slide 15: Our strength and opportunity lies in residential
… however our strength and opportunity lies in residential PAGE 15
Slide 16: Value drivers in residential cladding are strong
And our value drivers in residential cladding are strong 79% of NZ consumers looking for modern or contemporary designs and performance is a key value driver in the cladding space Design Versatility Modern - 60% Contemporary - 19% Traditional - 21% James Hardie fibre cement offers a unique, low dens
Slide 17: Cladding: Leveraging vertical look trends in residential
Cladding: Leveraging vertical look trends in residential PAGE 17
Slide 18: Transforming the built form in Residential Cladding
…and transforming the built form in Residential Cladding LINEA™ WEATHERBOARD LINEA™ OBLIQUE WEATHERBOARD PAGE 18
Slide 19: Transforming the built form in Residential Cladding
…and transforming the built form in Residential Cladding STRIA™ CLADDING AXON™ / TITAN™ PANEL PAGE 19
Slide 20: Density typologies are changing the addressable landscape
Density typologies are changing the addressable landscape… Change in Construction Impacts Addressable Consents External Wall Area 35,000 3,400 3,300 30,000 21% 3,239 96 1,951 3,200 7% 25,000 2,009 154 695 4,875 3,100 2,604 89 20,000 3,000 42 225 15,000 2,900 125 (SQM,000's) 2,800 10,000 20,282 21,02
Slide 21: Fire and Acoustic rated floor opportunity
...creates an opportunity for our differentiated systems James Hardie Fire and Acoustic rated floor Lightweight intertenancy solution F&A floor achieves above code: STC: Sound Transmission Class IIC: Impact Insulation Class PAGE 21
Slide 22: Fire rated walls opportunity
...creates an opportunity for our differentiated systems James Hardie Fire rated Walls Lightweight Exterior wall solutions FRR: Fire Resistance Rating PAGE 22
Slide 23: Growth above market bolstered by investment in the Customer
Growth above market is bolstered by investment in the Customer • Customer Insights - leverage insights capability in, as well as through the organization • Customer Excellence - go beyond product leadership to create value for all stakeholders • Sales Effectiveness - new systems and framework to pos
Slide 24: Insight led Innovation to strengthen and secure our position
Insight led Innovation to strengthen and secure our position SQM volume 8% 11% 5% 2014 HomeRAB ® Pre- 2015 Linea ® Oblique Cladding Weatherboard 2016 2017 2018 2018 Secura ™ F&A 2019 RAB ™ New Product contribution under 5 years Flooring System Board 9mm PAGE 24
Slide 25: Pre-Cladding: Accelerate growth in all segments
Pre-Cladding: Accelerate growth in all segments • Rigid alternative to building paper • HomeRAB™ Pre-Cladding launched in FY14 • HomeRAB™ Thermal Break launched in FY16 • Coming soon: New RAB™ Board 9mm Residential detached Volume Growth 2016 Launch HomeRAB ® Thermal Break (Steel Framing application
Slide 26: Transforming the way we build with Residential Pre-Cladding
Transforming the way we build with Residential Pre-Cladding HOMERAB™ Pre-Cladding PAGE 26
Slide 27: Transforming the way we build with Commercial Pre-Cladding
…and transforming the way we build with Commercial Pre-Cladding RAB™ Board PAGE 27
Slide 28: Penrose: Manufacturing Excellence to meet growing demand
PENROSE: Manufacturing Excellence to meet growing demand Investment in people, process and systems to create capacity and deliver on organisational objectives in response to significant growth above market both locally and regionally • 80 years manufacturing in New Zealand, for New Zealanders • May
Slide 29: NZ Strategy
NZ Strategy VISION: To transform the way Kiwi’s build APPROACH 1. Zero Harm : Accelerating our safety journey. 2. Market Led : Through insights and primary stakeholder engagement we defend and expand our category leading position. 3. Innovative Solutions : Delivery of differentiated solutions that o
Slide 30: Questions
(@) sames Hardie QUESTIONS
James Hardie Industries — Asia Pacific Investor and Analyst Tour 2018 on 6ix