James Hardie Industries : Fourth Quarter 2026 Earnings Presentation

About this update from James Hardie Industries Plc.

Fourth Quarter FY26 Earnings Presentation Q4 FY26 EARNINGS P RE SENTA TIO N 1 Tuesday, May 19th James Hardie is a leading provider of exterior home and outdoor living solutions James Hardie At A Glance $5.3B FY26 PF REVENUE 9% 6-YEAR PF NORTH AMERICA REVENUE CAGR $1.4B FY26 PF ADJ. EBITDA 26.5% FY26 PF ADJ. EBITDA MARGIN Total Net Sales by Geography ANZ 11% 10% Europe NA Net Sales by End-Market 43% New Construction DR&A S&T NA Net Sales by Product Category Deck, Rail & Accessories 27% DR&A S&T 60% Fiber Cement Exteriors North America 79% 57% PVC 9% Exteriors 5% Repair & Remodel Fiber Cement Interiors Q4 FY26 EARNINGS P RE SENTA TIO N Note: All financials an d net sales b reakdowns ar e b ase d on the James Hardie 20 26 fiscal year , are inclusive of AZEK Residen ti al net sales and Ad justed EBITDA over the co rrespondin g p eriod. The data is pro forma inclusive of contribu tion from AZEK before acquisition. Refer to Non-GA AP Fina ncia l Measure s for reconciliatio ns for pro forma revenue, pro fo rma A djusted EBITDA and 3 pro forma Adjusted EBITDA Margin. Bre akd own pe rcenta ges might not a dd up to 100 % due to ro unding. North Amer ica "NA" is re flective of the combine d North Americ a segmen ts, Sid ing & Trim ( S&T) a nd Deck, Rail & Accesso ries (DR&A). NA Net Sa les by End Market is an estimate b ase d on P rincipia data a nd ma nagem ent estima tes. Our North America Markets are Large with Substantial Opportunity for Material Conversion S ID IN G O T H E R EX TE R I O R S D E C K IN G R A IL I N G P ER G O L A S / ST R U C TU R E S ~78% Remaining conversion opportunity by volume in new construction ~54% Remaining conversion opportunity by volume ~76% Remaining conversion opportunity by volume ~63% Remaining conversion opportunity by volume ~85% Remaining conversion opportunity by volume $10B TAM $4 B TAM $5 B TAM $3 B TAM $1 B TAM Over $ 17 Billion Material Conversion Opportunity Overall Q4 FY26 EARNINGS P RE SENTA TIO N Note: Represents U.S. residential total addressable market Sources: Dodge Construction Network / Principia Data, American Institute of Architects, Houzz, Freedonia, 2nd Street Advisors and company estimates. Note: Decking, Rail and Trim conversion opportunity is based on volume demanded for wood solutions in billions of linear feetas a percent age of the total addressable market accord...

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