James Hardie Industries plc 6-K, filed Sep 19, 2022
James Hardie Industries plc (JHX)
6-K
2022-09-19
For: 2022-09-16
View Original
Added on
April 06, 2026
About this 6-K
James Hardie Industries plc filed this 6-K on September 19, 2022.
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 6-K
Report of Foreign Private Issuer Pursuant to Rule 13a-16 or 15d-16
under the Securities Exchange Act of 1934
For the Month of September 2022
1-15240
(Commission File Number)
JAMES HARDIE INDUSTRIES plc
(Translation of registrant’s name into English)
Europa House, Second Floor
Harcourt Centre
Harcourt Street, Dublin 2, D02, WR20, Ireland
(Address of principal executive offices)
Indicate by check mark whether the registrant files or will file annual reports under cover Form 20-F or Form 40-F.
Form 20-F..X.... Form 40-F.........
Indicate by check mark if the registrant is submitting the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(1): Not Applicable
Indicate by check mark if the registrant is submitting the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(7): Not Applicable
TABLE OF CONTENTS
2
Forward-Looking Statements
This Form 6-K 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, on Forms 20-F and 6-K, in its annual reports to shareholders, in offering circulars, invitation memoranda and prospectuses, in media releases and other written materials and in oral statements made by the company’s officers, directors or employees to analysts, institutional investors, existing and potential lenders, representatives of the media and others. Statements that are not historical facts are forward-looking statements and such forward-looking statements are statements made pursuant to the Safe Harbor Provisions of the Private Securities Litigation Reform Act of 1995.
Examples of forward-looking statements include:
•statements about the company’s future performance;
•projections of the company’s results of operations or financial condition;
•statements regarding the company’s plans, objectives or goals, including those relating to strategies, initiatives, competition, acquisitions, dispositions and/or its products;
•expectations concerning the costs associated with the suspension or closure of operations at any of the company’s plants and future plans with respect to any such plants;
•expectations concerning the costs associated with the significant capital expenditure projects at any of the company’s plants and future plans with respect to any such projects;
•expectations regarding the extension or renewal of the company’s credit facilities including changes to terms, covenants or ratios;
•expectations concerning dividend payments and share buy-backs;
•statements concerning the company’s corporate and tax domiciles and structures and potential changes to them, including potential tax charges;
•uncertainty from the discontinuance of LIBOR and transition to any other interest rate benchmark;
•statements regarding the effect and consequences of the COVID-19 public health crisis;
•statements regarding tax liabilities and related audits, reviews and proceedings;
•statements regarding the possible consequences and/or potential outcome of legal proceedings brought against us and the potential liabilities, if any, associated with such proceedings;
•expectations about the timing and amount of contributions to AICF, a special purpose fund for the compensation of proven Australian asbestos-related personal injury and death claims;
•expectations concerning the adequacy of the company’s warranty provisions and estimates for future warranty-related costs;
•statements regarding the company’s ability to manage legal and regulatory matters (including but not limited to product liability, environmental, intellectual property and competition law matters) and to resolve any such pending legal and regulatory matters within current estimates and in anticipation of certain third-party recoveries; and
•statements about economic or housing market conditions in the regions in which we operate, including but not limited to, the levels of new home construction and home renovations, unemployment levels, changes in consumer income, changes or stability in housing values, the availability of mortgages and other financing, mortgage and other interest rates, housing affordability and supply, the levels of foreclosures and home resales, currency exchange rates, and builder and consumer confidence.
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 intended to identify forward-looking statements but are not the exclusive means of identifying such statements. Readers are cautioned not to place undue reliance on these forward-looking statements and all such forward-looking statements are qualified in their entirety by reference to the following cautionary statements.
3
Forward-looking statements are based on the Company’s current expectations, estimates and assumptions and because forward-looking statements address future results, events and conditions, they, by their very nature, involve inherent risks and uncertainties, many of which are unforeseeable and beyond the Company’s control. Such known and unknown risks, uncertainties and other factors may cause actual results, performance or other achievements to differ materially from the anticipated results, performance or achievements expressed, projected or implied by these forward-looking statements. These factors, some of which are discussed under “Risk Factors” in Section 3 of the Form 20-F filed with the Securities and Exchange Commission on 17 May 2022, include, but are not limited to: all matters relating to or arising out of the prior manufacture of products that contained asbestos by current and former Company subsidiaries; required contributions to AICF, any shortfall in AICF funding and the effect of currency exchange rate movements on the amount recorded in the Company’s financial statements as an asbestos liability; compliance with and changes in tax laws and treatments; competition and product pricing in the markets in which the Company operates; the consequences of product failures or defects; exposure to environmental, asbestos, putative consumer class action or other legal proceedings; general economic and market conditions; the supply and cost of raw materials; possible increases in competition and the potential that competitors could copy the Company’s products; compliance with and changes in environmental and health and safety laws; risks of conducting business internationally; compliance with and changes in laws and regulations; currency exchange risks; dependence on customer preference and the concentration of the Company’s customer base; dependence on residential and commercial construction markets; the effect of adverse changes in climate or weather patterns; use of accounting estimates; risk and uncertainties arising out of the COVID-19 public health crisis, including the impact of COVID-19 on our business, sales, results of operations and financial condition and all other risks identified in the Company’s reports filed with Australian, Irish and US securities regulatory agencies and exchanges (as appropriate). The Company cautions you that the foregoing list of factors is not exhaustive and that other risks and uncertainties may cause actual results to differ materially from those referenced in the Company’s forward-looking statements. Forward-looking statements speak only as of the date they are made and are statements of the Company’s current expectations concerning future results, events and conditions. The Company assumes no obligation to update any forward-looking statements or information except as required by law.
4
EXHIBIT INDEX
| Exhibit No. | Description | |||||||
| Substantial Holding Notice | ||||||||
| JHX Presentation Announcement | ||||||||
| JHX Investor Day 2022 Presentation Day 1 | ||||||||
| Appendix 3Y - N Stein | ||||||||
| Appendix 3Y - P Lisboa | ||||||||
| Appendix 3Y - A Lloyd | ||||||||
| Appendix 3Y - R Rodriguez | ||||||||
| JHX Presentation Announcement | ||||||||
| JHX Investor Day 2022 Presentation Day 2 | ||||||||
| JHX Annual General Meeting Notification | ||||||||
5
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
| James Hardie Industries plc | ||||||||
| Date: 19 September 2022 | By: /s/ Joseph C. Blasko | |||||||
Joseph C. Blasko | ||||||||
General Counsel, Chief Compliance Officer and Company Secretary | ||||||||
6
EXHIBIT INDEX
| Exhibit No. | Description | |||||||
| Substantial Holding Notice | ||||||||
| JHX Presentation Announcement | ||||||||
| JHX Investor Day 2022 Presentation Day 1 | ||||||||
| Appendix 3Y - N Stein | ||||||||
| Appendix 3Y - P Lisboa | ||||||||
| Appendix 3Y - A Lloyd | ||||||||
| Appendix 3Y - R Rodriguez | ||||||||
| JHX Presentation Announcement | ||||||||
| JHX Investor Day 2022 Presentation Day 2 | ||||||||
| JHX Annual General Meeting Notification | ||||||||
7
EXHIBIT 99.1
James Hardie Industries plc
Europa House 2nd Floor,
Harcourt Centre
Harcourt Street, Dublin 2,
D02 WR20, Ireland
T: +353 (0) 1 411 6924
F: +353 (0) 1 479 1128
9 September 2022
The Manager
Company Announcements Office Australian
Securities Exchange Limited
20 Bridge Street
SYDNEY NSW 2000
Dear Sir/Madam
Substantial Holding Notice
As required under ASX Listing Rule 3.17.3 please see attached a copy of the substantial holding notice received by James Hardie on 8 September 2022.
Regards
Joseph C. Blasko
General Counsel & Company Secretary
This announcement has been authorised for release by the General Counsel and Company Secretary, Mr Joseph C. Blasko.
James Hardie Industries plc is a limited liability company incorporated in Ireland with its registered office at Europa House 2nd Floor, Harcourt Centre, Harcourt Street, Dublin 2, D02 WR20, Ireland.
Directors: Michael Hammes (Chairman, USA), Anne Lloyd (Deputy Chairperson, USA), Peter-John Davis (Aus), Persio Lisboa (USA), Rada Rodriguez (Sweden),
Suzanne B. Rowland (USA), Nigel Stein (UK), Harold Wiens (USA).
Chief Executive Officer and Director: Aaron Erter (USA)
Company number: 485719
ARBN: 097 829 895
08/09/2022
James Hardie Industries PLC
Group Company Secretary
Second Floor, Europa House
Harcourt Centre
Harcourt Street
Dublin 2, D02 WR20 Ireland
Dear Sir/Madam,
Re: Disclosure of holding above 7% threshold
AustralianSuper Pty Ltd (“AustralianSuper”) has a relevant share capital holding (as defined in Section 1047 of the Companies Act 2014) in James Hardie Industries PLC which requires disclosure under Section 1048 and/or Section 1050 of the Companies Act 2014, further particulars of which are set out below.
As at 02 September 2022, there was an aggregated interest in James Hardie Industries PLC Chess Depository Interests of 7.01% ordinary share capital. This was based on 31,055,856 shares held and a total of 443,000,471 total voting shares. A previous announcement of 6.99% interest in relevant share capital based on a total of 446,395,895 total voting shares was disclosed on 29 July 2021 for value date 23 July 2021.
Subsequently on 06 September 2022, there was an aggregated interest in James Hardie Industries PLC Chess Depository Interests of 7.06% ordinary share capital. This was based on 31,657,083 shares held and a total of 448,376,376 class shares outstanding. A previous announcement of 6.99% interest in relevant share capital based on a total of 444,368,782 class shares outstanding was disclosed on 05 August 2021 for value date 28 July 2021.
Yours faithfully
Andrew Lazar
Principal, Investments Compliance & Regulatory Advisory
The Registered holder of all shares is:
JP Morgan Nominees Australia Limited
85 Castlereagh Street, Sydney NSW 2000
Date | Number of CDIs held | % held | ||||||
02/09/2022 | 31,055,856 | 7.01% | ||||||
06/09/2022 | 31,657,083 | 7.06% | ||||||
EXHIBIT 99.2
James Hardie Industries plc Europa House 2nd Floor, Harcourt Centre Harcourt Street, Dublin 2, D02 WR20, Ireland T: +353 (0) 1 411 6924 F: +353 (0) 1 479 1128 | |||||
12 September 2022
The Manager
Company Announcement Office
Australian Securities Exchange Limited
20 Bridge Street
SYDNEY NSW 2000
Dear Sir/Madam
JHX Investor Day 2022 Presentation – Day 1
James Hardie today released its Investor Day 2022 Presentation – Day 1 materials. The event is being held in New York, NY on Monday, 12 September 2022.
Copies of this document are available on James Hardie’s investor relations website at
https://ir.jameshardie.com.au/.
Yours faithfully
James Brennan-Chong
Director of Investor Relations and Market Intelligence
This announcement has been authorized for release by the CFO
James Hardie Industries plc is a limited liability company incorporated in Ireland with its registered office at
Europa House 2nd Floor, Harcourt Centre, Harcourt Street, Dublin 2, D02 WR20, Ireland.
Europa House 2nd Floor, Harcourt Centre, Harcourt Street, Dublin 2, D02 WR20, Ireland.
Directors: Michael Hammes (Chairman, USA), Anne Lloyd (Deputy Chairperson, USA),
Peter-John Davis (Aus), Persio Lisboa (USA), Rada Rodriguez (Sweden),
Suzanne B. Rowland (USA), Nigel Stein (UK), Harold Wiens (USA).
Chief Executive Officer and Director: Aaron Erter (USA)
Company number: 485719
ARBN: 097 829 895
Page 1 JHX Investor Day 2022 New York, 12-13 September 2022 – Day 1
Page 2 James Hardie Investor Day 2022 CAUTIONARY NOTE ON FORWARD-LOOKING STATEMENTS This Management Presentation includes financial measures that are not considered a measure of financial performance under generally accepted accounting principles in the United States (GAAP). These financial measures are designed to provide investors with an alternative method for assessing our performance from on-going operations, capital efficiency and profit generation. Management uses these financial measures for the same purposes. These financial measures are or may be non-GAAP financial measures as defined in the rules of the U.S. Securities and Exchange Commission and may exclude or include amounts that are included or excluded, as applicable, in the calculation of the most directly comparable financial measures calculated in accordance with GAAP. These non-GAAP financial measures should not be considered to be more meaningful than the equivalent GAAP measure. Management has included such measures to provide investors with an alternative method for assessing its operating results in a manner that is focused on the performance of its ongoing operations and excludes the impact of certain legacy items, such as asbestos adjustments. Additionally, management uses such non-GAAP financial measures for the same purposes. However, these non- GAAP financial measures are not prepared in accordance with GAAP, may not be reported by all of the Company’s competitors and may not be directly comparable to similarly titled measures of the Company’s competitors due to potential differences in the exact method of calculation. For additional information regarding the non-GAAP financial measures presented in this Management Presentation, including a reconciliation of each non-GAAP financial measure to the equivalent GAAP measure, see the slide titled “Non-GAAP Financial Measures” included in the Appendix to this Management Presentation. In addition, this Management Presentation includes financial measures and descriptions that are considered to not be in accordance with GAAP, but which are consistent with financial measures reported by Australian companies, such as operating profit, EBIT and EBIT margin. Since the Company prepares its Consolidated Financial Statements in accordance with GAAP, the Company provides investors with definitions and a cross-reference from the non-GAAP financial measure used in this Management Presentation to the equivalent GAAP financial measure used in the Company’s Consolidated Financial Statements. See the section titled “Non-GAAP Financial Measures” included in the Appendix to this Management Presentation. CAUTIONARY NOTE ON FORWARD-LOOKING STATEMENTS USE OF NON-GAAP FINANCIAL INFORMATION; AUSTRALIAN EQUIVALENT TERMINOLOGY This Management Presentation contains forward looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. 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 on Forms 20-F and 6-K, in its annual reports to shareholders, in media releases and other written materials and in oral statements made by the Company’s officers, directors or employees to analysts, institutional investors, representatives of the media and others. 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 intended to identify forward-looking statements but are not the exclusive means of identifying such statements. These forward-looking statements are based upon management's current expectations, estimates, assumptions, beliefs and general good faith evaluation of information available at the time the forward-looking statements were made concerning future events and conditions. Readers are cautioned not to place undue reliance on any forward-looking statements or rely upon them as a guarantee of future performance or results or as an accurate indications of the times at or by which any such performance or results will be achieved Forward-looking statements are necessarily subject to risks, uncertainties and other factors, many of which are unforeseeable and beyond the Company’s control. Many factors could cause actual results, performance or achievements to be materially different from those expressed or implied in this Management Presentation, including, among others, the risks and uncertainties set forth in Section 3 “Risk Factors” in James Hardie’s Annual Report on Form 20-F for the year ended 31 March 2022, which include, but are not necessarily limited to risks such as changes in general economic, political, governmental and business conditions globally and in the countries in which the Company does business, including the impact of COVID-19; changes in interest rates; changes in inflation rates; changes in exchange rates; the level of construction generally; changes in cement demand and prices; changes in raw material and energy prices; changes in business strategy and various other factors. Should one or more of these risks or uncertainties materialize, or should underlying assumptions prove incorrect, actual results may vary materially from those described herein. James Hardie assumes no obligation to update or correct the information contained in this Management Presentation except as required by law.
Page 3 James Hardie Investor Day 2022 FORMALITIES Zero Harm Venue Layout Welcome Bags WiFi Network: JamesHardie Password: Investor2022 Charging Your Items Meals / Experience Groups Agenda Balcony level Lower level Fro n t o f Stage Fro n t o f Stage Exit Exit Se atin g Se atin g Lifts Lifts
Page 4 James Hardie Investor Day 2022 AGENDA – DAY 1 ZIEGFELD BALLROOM Day 1 – Monday, September 12th Breakfast 7:45-8:30 AM All Logistics Overview 8:30-8:45 AM James Brennan-Chong CEO Overview 8:45-9:15 AM Aaron Erter Zero Harm and ESG 9:15-9:30 AM Ryan Kilcullen / Jill Kolling Q&A 9:30-10:00 AM All Break 10:00-10:30 AM All North America Overview 10:30-11:30 AM Sean Gadd Q&A 11:30-12:00 PM Sean Gadd Lunch 12:00-1:30 PM All Northeast & Midwest R&R 1:30-2:00 PM Chad Fredericksen Customer 2:00-2:20 PM John Madson Contractor 2:20-2:40 PM Chad Fredericksen Q&A 2:40-3:00 PM All Break 3:00-3:30 PM All Homeowner 3:30-3:40 PM Sean Gadd It’s Possible™ 3:40-4:00 PM Atousa Ghoreichi Magnolia 4:00-4:20 PM Atousa Ghoreichi Visualization 4:20-4:35 PM Chad Fredericksen North America Closing 4:35-4:45 PM Sean Gadd Q&A 4:45-5:00 PM All Happy Hour 5:00-6:30 PM All Dinner 6:30-9:00 PM All
Page 5 James Hardie Investor Day 2022 AGENDA – DAY 2 ZIEGFELD BALLROOM Day 2 – Tuesday, September 13th Breakfast 7:00-8:00 AM All APAC 8:00-9:15 AM John Arneil & Travis Johnson Q&A 9:15-9:30 AM All Experience Session #1 9:30-10:00 AM Breakout Groups Break 10:00-10:15 AM All Europe 10:15-11:15 AM Tobias Bennerscheidt & Henning Risse Q&A 11:15-11:30AM All Experience Session #2 11:30AM-12:00 PM Breakout Groups Lunch 12:00-1:15 PM All Global Innovation 1:15-2:15 PM Joe Liu & Alan Miller Q&A 2:15-2:30 PM All Experience Session #3 2:30-3:00 PM Breakout Groups Break 3:00-3:15 PM All Global Capacity 3:15-4:00 PM Ryan Kilcullen Q&A 4:00-4:15 PM All Closing with CEO & CFO 4:15-4:45 PM Aaron Erter & Jason Miele Q&A 4:45-5:00 PM All Happy Hour 5:00-6:30 PM All Dinner 6:30-9:00 PM All
Page 6 INVESTOR DAY 2022 – CEO AARON ERTER
Page 7 James Hardie Investor Day 2022 FULL YEAR FISCAL YEAR 2023 GUIDANCE Management reaffirms full year FY23 Adjusted Net Income1 guidance of: US$730 million and US$780 million a 22% increase at the mid point relative to FY22 North America Guidance – Full Year FY23 Net Sales Growth 18+% growth versus FY22 EBIT margin 28-32% James Hardie’s guidance is based on current estimates and assumptions and is subject to a number of known and unknown uncertainties and risks, including those related to the COVID-19 pandemic and set forth in our Q1 FY23 Media Release in “Forward-Looking Statements.” 1 Fiscal Year 2022 and 2023 Adjusted Net Income excludes asbestos related expenses and adjustments.
Page 8 James Hardie Investor Day 2022 WHO AM I? 8
Page 9 James Hardie Investor Day 2022 WHO AM I? Driven sustained profitable growth Developed deep experience in new business development and commercialization Demonstrated passion and experience in building consumer-centric and brand led growth organizations Developed insight driven innovation organizations Integrated customer focused supply chain organizations Managed diverse global businesses
Page 10 James Hardie Investor Day 2022 WHY JAMES HARDIE? ✓ Great Reputation Within the Industry ✓ Experienced & Talented Team ✓ First Class and Committed Board ✓ Strong Cash Position ✓ Tremendous Growth Opportunities ✓ My Experience is Aligned to Accelerate Value
Page 11 James Hardie Investor Day 2022 RIGHT GLOBAL STRATEGY TO DELIVER GROWTH Market to Homeowners to Create Demand Penetrate and Drive Profitable Growth in Existing and New Segments Commercialize Global Innovations by Expanding Into New Categories Continued Execution and Expansion of Foundational Initiatives: i) LEAN Manufacturing ii) Customer Engagement iii) Supply Chain Integration 1 2 3 Zero Harm & ESG
Page 12 James Hardie Investor Day 2022 MY FOCUS Being in the field with our customers and team members Successfully executing on our commitments Developing a diverse world-class team rooted in respect and teamwork Driving Profitable growth
Page 13 James Hardie Investor Day 2022 WHAT TO EXPECT? Consumer Focused Customer & Trade Driven
Page 14
ZERO HARM AND ESG
Page 16 James Hardie Investor Day 2022 ZERO HARM UPDATE AND ESG – PRESENTERS Jill Kolling VP ESG and Chief Sustainability Officer Ryan Kilcullen EVP Global Operations
Page 17 James Hardie Investor Day 2022 AGENDA Investor Day 2022 – Zero Harm and ESG Topic Presenter Zero Harm Update Ryan Kilcullen ESG Update Jill Kolling
ZERO HARM UPDATE Ryan Kilcullen, EVP Operations
Page 19 Our conviction that every incident is preventable
Page 20 James Hardie Investor Day 2022 JH ZERO HARM Building better safety systems is at the heart of James Hardie’s Zero Harm program. Safety is embedded in our corporate culture 24/7 across our global operations.
Page 21 James Hardie Investor Day 2022 Leadership Commitment – APAC Safety Day ZERO HARM IN ACTION Changing our behaviours is key for our transformation towards Zero Harm Operator Engagement
Page 22 James Hardie Investor Day 2022 ZERO HARM IN ACTION Sales Fleet Office BEFORE AFTER Pre- Acquisition Today EU In ci d e n t Tr e n d Total Company Zero HarmGlobal Replication of Best Practices
ESG UPDATE Jill Kolling, VP ESG & Chief Sustainability Officer
Page 24 James Hardie Investor Day 2022 HISTORY OF ESG AT JAMES HARDIE 2018 2020 2021 2022 No Report
Page 25 James Hardie Investor Day 2022 OUR PILLARS James Hardie’s sustainability strategy integrates our global strategy for value creation and operational performance. It focuses on our four key pillars of Communities, Environment, Innovation and Zero Harm.
Page 26 James Hardie Investor Day 2022
Page 27 James Hardie Investor Day 2022 FY22 HIGHLIGHTS – ELIMINATING COAL After 50 years, the coal boiler at our Carole Park facility in Queensland, Australia was shut down In March. In its place are two new natural gas boilers. Asia Pacific joins North America as a coal-free region as we continue our commitment to transition away from coal.
Page 28 James Hardie Investor Day 2022 FY22 HIGHLIGHTS – RECYCLING AND REUSING WASTE In our waste takeback program in Europe, we salvage trim cuttings from our customers and bring them back to our fiber gypsum plants to recycle into new Fermacell® fiber gypsum boards. In Texas, we signed a multi-year contract with a local company for a proprietary beneficial reuse of waste from our Cleburne and Waxahachie fiber cement plants.
Page 29 James Hardie Investor Day 2022 FY22 HIGHLIGHTS – INCLUSION AND DIVERSITY Our I&D program focuses on culture, employee engagement, employee capabilities, hiring practices, and growing and developing talent in the organization. We prioritize inclusion in the workplace so our employees feel they have a voice and are comfortable doing their best work.
Page 30 James Hardie Investor Day 2022 FY22 HIGHLIGHTS – IMPACTING LOCAL ECONOMIES James Hardie builds value by contributing to local economies through capital expenditure at our plants and by investing in our employees, in local ecosystems and across our supplier base.
Page 31 James Hardie Investor Day 2022 CONTINUING OUR ESG JOURNEY • Building out a global ESG team • Continue to evolve our ESG reporting • Incorporate customer and consumer insights • Gain a better understanding of our upstream and downstream carbon footprint • Develop a more strategic approach to social sustainability • Revisit our goals
Q&A
30 MINUTE BREAK
Page 34 INVESTOR DAY 2022 – NORTH AMERICA
Page 35 James Hardie Investor Day 2022 PRESENTERS Sean Gadd President North America Chad Fredericksen VP North America Professional Channel John Madson VP North America Sales Atousa Ghoreichi SVP North America Marketing, PR, and Communications
Page 36 James Hardie Investor Day 2022 AGENDA Investor Day 2022 – North America Topic Presenter North America Overview Sean Gadd Built for Growth Why We Win Regional Approach Q&A Lunch Northeast & Midwest Repair & Remodel Chad Fredericksen Customer John Madson Contractor Chad Fredericksen Q&A / Break Homeowner Sean Gadd It’s Possible™ Atousa Ghoreichi Magnolia Atousa Ghoreichi Visualization Chad Fredericksen North America Closing Sean Gadd Q&A
Page 37 NORTH AMERICA: OVERVIEW Sean Gadd, President North America
Page 38 James Hardie Investor Day 2022 NORTH AMERICA – SUMMARY Proven track record as a growth company James Hardie fiber cement proven to deliver high value We want to win in all regions and all segments Accelerate sustainable profitable growth in Northeast and Midwest Repair & Remodel market
Page 39 NORTH AMERICA: BUILT FOR GROWTH
Page 40 James Hardie Investor Day 2022 VOLUME AND NET SALES GROWTH 0 500 1,000 1,500 2,000 2,500 3,000 FY 0 0 FY 0 1 FY 0 2 FY 0 3 FY 0 4 FY 0 5 FY 0 6 FY 0 7 FY 0 8 FY 0 9 FY 1 0 FY 1 1 FY 1 2 FY 1 3 FY 1 4 FY 1 5 FY 1 6 FY 1 7 FY 1 8 FY 1 9 FY 2 0 FY 2 1 FY 2 2 N et S al e s – U S$ m ill io n - 500 1,000 1,500 2,000 2,500 3,000 3,500 FY 0 0 FY 0 1 FY 0 2 FY 0 3 FY 0 4 FY 0 5 FY 0 6 FY 0 7 FY 0 8 FY 0 9 FY 1 0 FY 1 1 FY 1 2 FY 1 3 FY 1 4 FY 1 5 FY 1 6 FY 1 7 FY 1 8 FY 1 9 FY 2 0 FY 2 1 FY 2 2 vo lu m es - m m sf NA Total Volume (mmsf) NA Net Sales (US$ Millions) 20 Year Performance ↑ 3.1x vs 2002 6% CAGR Volume ↑5.7x vs 2002 9% CAGR Net Sales 10 Year Performance ↑ 2.4x vs 2012 9% CAGR Volume ↑3.1x vs 2012 12% CAGR Net Sales
Page 41 James Hardie Investor Day 2022 DRIVING PROFITABLE MIX THROUGH FULL WRAP SOLUTIONS & COLORPLUS® TECHNOLOGY ColorPlus® and Trim Volume has Grown from 88 mmsf in FY02, to 412 mmsf in FY12 to 1,273 mmsf in FY22 0 500 1,000 FY 0 0 FY 0 1 FY 0 2 FY 0 3 FY 0 4 FY 0 5 FY 0 6 FY 0 7 FY 0 8 FY 0 9 FY 1 0 FY 1 1 FY 1 2 FY 1 3 FY 1 4 FY 1 5 FY 1 6 FY 1 7 FY 1 8 FY 1 9 FY 2 0 FY 2 1 FY 2 2 V o lu m e - m m sf ColorPlus® Trim 20 Year Volume Performance 21% CAGRColorPlus® 12% CAGRTrim 10 Year Volume Performance 10% CAGRColorPlus® 14% CAGRTrim ColorPlus® Technology and Trim Volume (mmsf)
Page 42 James Hardie Investor Day 2022 PENETRATING REPAIR & REMODEL SEGMENT 0 500 1,000 1,500 2,000 2,500 3,000 3,500 0 200 400 600 800 1,000 1,200 1,400 1,600 1,800 2,000 20 0 0 20 01 20 02 20 03 20 04 20 05 20 06 20 07 20 08 20 09 20 10 20 11 20 12 20 13 20 14 20 15 20 16 20 17 20 18 20 1 9 20 20 20 21 JH t o ta l v o lu m es - '0 0 0 m m sf SF s ta rt s - '0 0 0 SF starts JH total volumes 0 50 100 150 200 250 300 350 400 2 0 0 0 2 0 0 1 2 0 0 2 2 0 0 3 2 0 0 4 2 0 0 5 2 0 0 6 2 0 0 7 2 0 0 8 2 0 0 9 2 0 1 0 2 0 1 1 2 0 1 2 2 0 1 3 2 0 1 4 2 0 1 5 2 0 1 6 2 0 1 7 2 0 1 8 2 0 1 9 2 0 2 0 2 0 2 1 Average SF starts JH total volumes Successfully Penetrating Repair & Remodel While Continuing to Win Market Share Volume vs SF Housing Starts Indexed Volume vs SF Housing Starts
Page 43 James Hardie Investor Day 2022 LONG TERM PROFITABILITY 0 100 200 300 400 500 600 700 800 FY 0 0 FY 0 1 FY 0 2 FY 0 3 FY 0 4 FY 0 5 FY 0 6 FY 0 7 FY 0 8 FY 0 9 FY 1 0 FY 1 1 FY 1 2 FY 1 3 FY 1 4 FY 1 5 FY 1 6 FY 1 7 FY 1 8 FY 1 9 FY 2 0 FY 2 1 FY 2 2 U S$ m ill io n 20 Year Performance ↑7.6x vs 2002 11% CAGR Adjusted EBIT 10 Year Performance ↑4.6x vs 2012 16% CAGR Adjusted EBIT Sustainable Profitable Growth Adjusted EBIT
Page 44 James Hardie Investor Day 2022 BUILT FOR GROWTH 9% 10 Year Volume CAGR 10 Year Net Sales CAGR 10 Year Adjusted EBIT CAGR 16%12%
Page 45 NORTH AMERICA: WHY WE WIN
Page 46 James Hardie Investor Day 2022 Exterior Design ✓ Curb Appeal James Hardie Value Proposition Superior Durability ✓ Resistance to Fire & Weather Low Maintenance ✓ Full Wrap Solution Trusted Brand ✓ On Over 10 Million Homes Unrivaled Business Support
Page 47 James Hardie Investor Day 2022 WHY WE WIN AGAINST THE COMPETITION Vinyl Wood Other FC ▪ Exterior Design ▪ Superior Durability ▪ Low Maintenance with a refresh solution ▪ Affordable based on value ▪ Superior Durability ▪ Low Maintenance ▪ Design − Full range of products ▪ Superior Support and Tools ▪ Trusted Brand ▪ Engineered for Climate™ ▪ Technology ▪ Representation, Support, and Tools ▪ Diversified Segments
Page 48 James Hardie Investor Day 2022 FULL WRAP SOLUTION We Manufacture High Performance Fiber Cement Building Solutions
Page 49 James Hardie Investor Day 2022 GROWTH THROUGH INNOVATION & CAPACITY EXPANSION Midwest & Northeast MountainPNW Mid South Carolinas South East Tacoma – 1998 Reno – 2004 Peru – 2000 Prattville - 2021 Summerville – 2002 Cleburne – 1997 Fontana – 1989 Southwest Manufacturing location Pulaski – 2005 South Central Waxahachie – 2001 Plant City – 1994 Peru Trim – 2004 Tacoma 2 – 2018
Page 50 NORTH AMERICA: REGIONAL APPROACH
Page 51 James Hardie Investor Day 2022 REGIONAL MAP Midwest & Northeast Mountain Southwest South Central PNW Carolinas Mid South South East
Page 52 James Hardie Investor Day 2022 VOLUME OVERVIEW FY22 Exteriors By Product Exteriors 88% Interiors 12% High Value Hardie® Exteriors 68% High Value Hardie® Exteriors w/ColorPlus® Technology 22% High Value Innovation 1% 1. JH Estimates Cemplank® 9% Repair & Remodel 65% New Construction 35% FY22 Exteriors vs Interiors By End Market1 We Are Now 65% Repair & Remodel
Page 53 James Hardie Investor Day 2022 NORTH AMERICA 2021 EXTERIOR CLADDING MARKET New ConstructionRepair & RemodelTotal Market R&R 60% New Construction 40% Wood 31% Other 11% Vinyl 34% Masonry 8% Stucco 6%9% Fiber Cement Wood 31% Stucco 17% Fiber Cement 25% Vinyl 15% Other, 2% Masonry 26% Significant Opportunity for Sustainable Profitable Growth 1 Per NAHB Home Innovation survey that measures total square feet volume including waste of all external cladding materials going on the side of homes in calendar year 2021, does not include Trim and Soffit
Page 54 James Hardie Investor Day 2022 PACIFIC NORTHWEST OVERVIEW Region: Pacific Northwest Standard: Fiber cement, 56% of New Construction Market Background: ▪ 4 side Architecture ▪ Moving to Modern Our Approach: Defend with Primed Full Wrap, penetrate modern with Aspyre® and Hardie® Architectural Collection 4% of R&R 4% of NC 1 Per NAHB Home Innovation survey that measures total square feet volume including waste of all external cladding materials going on the side of homes in calendar year 2021, does not include Trim and Soffit 2 US Census Pacific Northwest Market as a % of Total US Market1 % of Homes >40 Years or Older2 63%
Page 55 James Hardie Investor Day 2022 SOUTHWEST OVERVIEW Region: Southwest Standard: Stucco, 57% of New Construction Market Background: ▪ Mediterranean look Our Approach: Win with Primed full wrap everywhere, with separate focus on Southern California Coast and Northern California with Aspyre. Opportunity to win Modern with Hardie® Architectural Collection 13% of R&R 11% of NC Southwest Market as a % of Total US Market1 % of Homes >40 Years or Older2 49% 1 Per NAHB Home Innovation survey that measures total square feet volume including waste of all external cladding materials going on the side of homes in calendar year 2021, does not include Trim and Soffit 2 US Census
Page 56 James Hardie Investor Day 2022 MOUNTAIN OVERVIEW Region: Mountain Standard: Wood, 37% of New Construction Market Background: ▪ Denver is largest market ▪ 4 side Architecture ▪ Consolidated builder market Our Approach: Win with Primed Full Wrap 4% of R&R 7% of NC Mountain Market as a % of Total US Market1 % of Homes >40 Years or Older2 46% 1 Per NAHB Home Innovation survey that measures total square feet volume including waste of all external cladding materials going on the side of homes in calendar year 2021, does not include Trim and Soffit 2 US Census
Page 57 James Hardie Investor Day 2022 CAROLINAS OVERVIEW Region: Carolinas Standard: Vinyl, Fiber Cement (both ~30% of New Construction); Vinyl, 36% of R&R Market Background: ▪ Largest ColorPlus® market ▪ Consolidated builder market 4 Sided Architecture Our Approach: ColorPlus® Technology 7% of R&R 12% of NC Carolinas Market as a % of Total US Market1 % of Homes >40 Years or Older2 76% 1 Per NAHB Home Innovation survey that measures total square feet volume including waste of all external cladding materials going on the side of homes in calendar year 2021, does not include Trim and Soffit 2 US Census
Page 58 James Hardie Investor Day 2022 SOUTHEAST OVERVIEW Region: Southeast Standard: Stucco, 36% of New Construction; Fiber Cement Market Background: ▪ Atlanta very consolidated 4 Side Architecture ▪ Florida: Stucco liability Our Approach: Defend with Primed in Atlanta, and grow in Florida with Full Wrap ColorPlus® Technology and Hardie® Architectural Collection 10% of R&R 19% of NC Southeast Market as a % of Total US Market1 % of Homes >40 Years or Older2 1 Per NAHB Home Innovation survey that measures total square feet volume including waste of all external cladding materials going on the side of homes in calendar year 2021, does not include Trim and Soffit 2 US Census 51%
Page 59 James Hardie Investor Day 2022 MID SOUTH OVERVIEW Region: Mid South Standard: Brick, 33% of New Construction Market Background: ▪ Fairly fragmented ▪ High paint costs on the coast Our Approach: Exteriors with ColorPlus® Technology on the coast and Primed Full Wrap everywhere else 5% of R&R 6% of NC Mid South Market as a % of Total US Market1 % of Homes >40 Years or Older2 50% 1 Per NAHB Home Innovation survey that measures total square feet volume including waste of all external cladding materials going on the side of homes in calendar year 2021, does not include Trim and Soffit 2 US Census
Page 60 James Hardie Investor Day 2022 SOUTH CENTRAL OVERVIEW Region: South Central Standard: Brick/Masonry, 37% of New Construction Market Background: ▪ Historical ordinance for 80% masonry until 2018 ▪ Region moving to 4 Sided Architecture Our Approach: Win with Primed Full Wrap, penetrating new Masonry opportunity in New Construction 12% of R&R 20% of NC South Central Market as a % of Total US Market1 % of Homes >40 Years or Older2 50% 1 Per NAHB Home Innovation survey that measures total square feet volume including waste of all external cladding materials going on the side of homes in calendar year 2021, does not include Trim and Soffit 2 US Census
Page 61 James Hardie Investor Day 2022 NORTHEAST AND MIDWEST OVERVIEW Region: Northeast & Midwest Standard: Vinyl, 39% of R&R (Fiber Cement 7% of R&R) Market Background: ▪ Old Housing Stock primarily with Vinyl and Wood siding ▪ Northeast is 4 side Architecture ▪ Predominantly wood look Our Approach: Exteriors with ColorPlus® Technology Full Wrap market development 45% of R&R 23% of NC Northeast & Midwest Markets as a % of Total US Market1 % of Homes >40 Years or Older2 70% 1 Per NAHB Home Innovation survey that measures total square feet volume including waste of all external cladding materials going on the side of homes in calendar year 2021, does not include Trim and Soffit 2 US Census Sustainable Profitable Growth Opportunity in Repair & Remodel for James Hardie Fiber Cement
Page 62 Q&A
Page 63 90 MINUTE LUNCH
Page 64 NORTH AMERICA: NORTHEAST AND MIDWEST R&R Chad Fredericksen, VP North America Pro Channel
Page 65 James Hardie Investor Day 2022 NORTHEAST AND MIDWEST REPAIR & REMODEL – SUMMARY The Repair & Remodel market in the Northeast and Midwest is a Sustainable Profitable Growth Opportunity James Hardie has industry leading capabilities across the entire Repair & Remodel value chain Our integrated and aligned value chain enables our key customers and contractors to capture a disproportionate share of demand helping them and us make more money
Page 66 James Hardie Investor Day 2022 WHAT IT TAKES TO TURN A DREAM INTO A REALITY Expertise Material Labor CONTRACTOR Supply Service Education CUSTOMER COMPLETED RE-SIDE Home Inspiration Investment HOMEOWNER
Page 67 James Hardie Investor Day 2022 INDUSTRY LEADING CAPABILITIES ACROSS THE ENTIRE VALUE CHAIN Past 15 years Past 3 years Today CUSTOMER CONTRACTOR HOMEOWNER
Page 68 James Hardie Investor Day 2022 CONNECTING THE VALUE CHAIN TO DRIVE GROWTH Ensuring our Customers capture a disproportionate amount of the demand created and become the force multiplier CUSTOMER CONTRACTOR HOMEOWNER
Page 69 NORTH AMERICA: CUSTOMER John Madson, VP North America Sales
Page 70 James Hardie Investor Day 2022 CUSTOMER – KEY TAKEAWAYS We are better aligned with our customers today than ever before Our customers are motivated to support us as they make more money per transaction selling James Hardie than competitive products The customer interacts with every contractor and can communicate the James Hardie value proposition to them at scale
Page 71 James Hardie Investor Day 2022 HOW JAMES HARDIE DELIVERS WHAT THE CUSTOMER VALUES CUSTOMER Organic growth Higher value products Efficient working capital utilization THE CUSTOMER CARES ABOUT Defined as any building materials supplier. Their customers include; R&R contractors, siding installers, and residential builders.
Page 72 James Hardie Investor Day 2022 HOW JAMES HARDIE DELIVERS WHAT THE CUSTOMER VALUES ORGANIC GROWTH HIGHER VALUE PRODUCTS EFFICIENT WORKING CAPITAL Superior demand creation Innovation LEAN inventory management Broad product portfolio C u st o m e r N e e d JH V al u e C re at io n
Page 73 James Hardie Investor Day 2022 HOW JAMES HARDIE DELIVERS WHAT THE CUSTOMER VALUES INTEGRATED APPROACH Executive Leadership Executive Leadership CUSTOMER Associates Associates Functional Groups Senior Leaders Senior Leaders Functional Groups SHARED GOALS ENABLEMENT Guarantee alignment at every level of each organization. Establish and drive mutually beneficial goals from CEO to associates. Training, enablement tools, and consistent communication to drive execution and success relative to shared goals. Associate Trainings Consistent Communication Tools for Enablement
Page 74 James Hardie Investor Day 2022 CUSTOMER – SUMMARY We are better aligned with our customers today than ever before Our customers are motivated to support us as they make more money per transaction selling James Hardie than competitive products The customer has a broad reach to contractors and can communicate the JH value prop to them at scale
Page 75 NORTH AMERICA: CONTRACTOR Chad Fredericksen, VP North America Pro Channel
Page 76 James Hardie Investor Day 2022 THE R&R CONTRACTOR – SUMMARY Empower contractors to make more revenue and profit selling James Hardie over competitors Expand the number of contractors that sell James Hardie through our customer partnerships Retain the contractors by continually adding value to them through our Contractor Alliance Program
Page 77 James Hardie Investor Day 2022 JAMES HARDIE CAPABILITY – UNDERSTANDING THE CONTRACTOR Defined as any residential contractor who sells and produces an exterior cladding replacement project. The contractor’s customer is the homeowner. R&R CONTRACTOR Sell more projects Increase the price of projects Increase efficiency THERE ARE THREE WAYS A CONTRACTOR CAN MAKE MORE MONEY
Page 78 James Hardie Investor Day 2022 JAMES HARDIE VALUE PROPOSITION TO CONTRACTORS SELL MORE PROJECTS INCREASE THE PRICE INSTALL MORE EFFICIENTLY High quality consumer leads Marketing support Higher value product portfolio Sales training and in home sales tools Proprietary install efficiency training Installation aids and support CONTRACTOR ALLIANCE PROGRAM C o n tr ac to r N e e d JH V al u e C re at io n
Page 79 James Hardie Investor Day 2022 CONTRACTOR PROFITABILITY | MOST VALUABLE ASSET IS TIME 1 2 3 40 Hours Per Week 50 Working Weeks a Year 3 Installers Per Crew 6,000 Man-hours Per Year It is better for a contractor to deploy their finite labor resources to a James Hardie project than a market standard project R&R Contractor’s Siding Installation Crew
Page 80
Page 81 James Hardie Investor Day 2022 ALIGNING CUSTOMERS AND CONTRACTORS | FROM – TO FROM: CUSTOMER CONTRACTOR
Page 82 James Hardie Investor Day 2022 ALIGNING CUSTOMERS AND CONTRACTORS | FROM – TO TO: CUSTOMER CONTRACTOR HOMEOWNER
Page 83 James Hardie Investor Day 2022 EXPANDING CONTRACTOR ALLIANCE PROGRAM MEMBERSHIP Growth of Contractor Alliance Program membership in the Northeastern United States over time. *Representative of total Contractor Alliance Program membership in the Northeastern US, shown semi-annually. Push Pull It’s Possible™ Campaign | Events 2016 Today
Page 84 James Hardie Investor Day 2022 THE R&R CONTRACTOR – SUMMARY Empower contractors to make more revenue and profit selling James Hardie over competitors Expand the number of contractors that sell James Hardie through our customer partnerships Retain the contractors by continually adding value to them through our Contractor Alliance Program
Page 85 Q&A
Page 86 30 MINUTE BREAK
Page 87 NORTH AMERICA: HOMEOWNER Sean Gadd, President North America
Page 88 James Hardie Investor Day 2022 HOW JAMES HARDIE DELIVERS WHAT THE HOMEOWNER VALUES HOMEOWNER Exterior appeal and design Superior durability Low maintenance THE HOMEOWNER CARES ABOUT
Page 89 James Hardie Investor Day 2022 THE HOMEOWNER – SUMMARY We have researched and drawn insights into the pain points of the Homeowner’s path to purchase Our 360 degree Marketing Strategy to the Homeowner is working We have specific programs and tools to alleviate the homeowner pain points and improve their path to purchase
Page 90 James Hardie Investor Day 2022 360 DEGREE MARKETING PROGRAM DELIVERED SIGNIFICANT RESULTS IN FY22 1.4 M New Web Sessions +505% YoY 33K Marketing Leads +209% YoY 6K Sales Leads +102% YoY ▪ Targeted 3 Key Metros in the Northeast in FY22 ▪ 360 Degree Marketing Campaign1 Driving Homeowners to Engage with James Hardie and our Customers 1 Statistics are for the period of May 2021 – March 2022 compared to pcp and are for the three targeted metro areas. Marketing campaign began in May 2021. 2 Management calculation based on comparative growth of ColorPlus® customer sales volume for single family segment between July 2021 and February 2022, compared to pcp, in targeted campaign markets, as compared to non-targeted markets. Equals Increased Demand in FY22 ▪ Demand in 3 Target Regions Outpaced our Other ColorPlus® Technology Markets +11%2 Volume
Page 91 James Hardie Investor Day 2022 IMPROVING THE HOMEOWNER’S PATH TO PURCHASE Idea Decision Start Complete CUSTOMER CONTRACTOR HOMEOWNER Value Chain Typical Path to Purchase
Page 92 James Hardie Investor Day 2022 WE ARE ENHANCING HOW WE CONNECT TO THE HOMEOWNER Improving & Expanding Marketing Program Building Trust Via Magnolia Collaboration Developing Visualization Tool Augmenting Retail Presence
Page 93 NORTH AMERICA: HOMEOWNER – IT’S POSSIBLE™ Atousa Ghoreichi, SVP North America Marketing
Page 94 James Hardie Investor Day 2022 THE HOMEOWNER: IT’S POSSIBLE™ – SUMMARY We have taken learnings from this first year to inform and enhance the program moving forward Building a consumer brand is a journey and results of the year one launch are promising Given the positive results to date, we are expanding our focus to 3 new key target metros in the Northeast and Midwest
Page 95 James Hardie Investor Day 2022 THIS IS WHAT SUCCESS LOOKS LIKE May - June 2021 May - June 2022 Sessions ↑197% May - June 2021 May - June 2022 New Users ↑202% May - June 2021 May - June 2022 Leads ↑132% Source: JH Estimates
Page 96
Page 97 James Hardie Investor Day 2022 IT’S POSSIBLE™ 1.0 EVOLVES TO 2.0 It’s Possible™ 1.0 Launched • Boston • Philadelphia • NY Tri-State Added New Data and Creative Formats • Added New Data partners • Launched new formats on Meta, Pinterest, Nextdoor, and Houzz Expanded Audience • Christine • The Power Couple • The Project Home Buyer • The Empty Nester Added New Markets • Washington DC • Chicago • Minneapolis Magnolia Launch • Biggest product launch ever • Visualization Tool May 2021 May 2022 June 2022 July 2022 August 2022 Added New Creative Optimized based on data and analytics
Page 98 James Hardie Investor Day 2022 STRATEGIC MEDIA PILLARS IN FY23 LEVERAGE MEDIA & DATA INNOVATION BUILD UPON EARLIER SUCCESS AUDIENCE SEGMENTATION & PERSONALIZATION CHRISTINE(S) ARE READY TO BUY
Page 99 James Hardie Investor Day 2022 BUILDING UPON OUR WINNING FORMULA 360 Marketing Communications Homeowner at Center of Attention Drive to Website Capture the Lead Expanded Audience Optimize Ad Campaigns Initiate Path To Purchase Lead Capture & Nurture
Page 100 James Hardie Investor Day 2022 GROWING OUR AUDIENCE THE POWER COUPLE The Dreamer, the Doer CHRISTINE THE PROJECT HOME BUYER Taking on the next project THE EMPTY NESTER The Retired, Downsizer
Page 101 James Hardie Investor Day 2022 REFRESHED CREATIVE TO DRIVE FURTHER ENGAGEMENT
Page 102 James Hardie Investor Day 2022 INSPIRING WITH DESIGN, REASSURING WITH DURABILITY
Page 103 James Hardie Investor Day 2022 INSPIRING WITH DESIGN, REASSURING WITH DURABILITY
Page 104 James Hardie Investor Day 2022 MAXIMIZING VIDEO ACROSS TV, INFLUENCERS & ORGANIC CHANNELS Lead Gen TV Spot Influencer Stories Exterior Design Week
Page 105 James Hardie Investor Day 2022 EXPANSION OF MARKETING PROGRAM COVERING MAJORITY OF NE/MW MARKET Boston Tri-State Philadelphia Metro DC Metro Source: 2022 Nielsen Data Chicagoland Minneapolis Saint Paul Expanding 360 Marketing Program Expanded Focus Initial Focus Expanding to 3 New Metro Areas Covers the 6 Largest Metro Areas In Northeast and Midwest
Page 106 James Hardie Investor Day 2022 Q1 PERFORMANCE SUMMARY Year over year, overall lead volume was up around 33% in Q1 for Epicenter FY23. Paid Search (search) has grown 4x YoY and made up 78% of total Q1 leads. Display (ad banners) exceeded Q1 forecasted leads at 105%
Page 107 NORTH AMERICA: HOMEOWNER – MAGNOLIA Atousa Ghoreichi, SVP North America Marketing
Page 108 James Hardie Investor Day 2022 THE HOMEOWNER: MAGNOLIA – SUMMARY Joanna Gaines helps build credibility with homeowners around design, while Chip builds credibility around contractor choice Chip and Joanna Gaines, and the significant reach of Magnolia will help drive awareness of James Hardie and allow us to sell more full-wrap ColorPlus® Technology finished products Together they provide trust and credibility about James Hardie fiber cement
Page 109 James Hardie Investor Day 2022
Page 110 James Hardie Investor Day 2022 110 Contents are confidential and subject to disclosure and insider trading considerations
Page 111
Page 112 James Hardie Investor Day 2022
Page 113 James Hardie Investor Day 2022 ~18+ Total Months ~11+ ~4+ ~3+
Page 114 James Hardie Investor Day 2022 114 JH CONFIDENTIAL Why Collaborate? • Fixer Upper: #1 Show on HGTV • Led to their own TV Network, Magnolia, launched in January • National partnership with Target • 30,000 weekly visitors to The Silos (Magnolia Land in Waco, TX) • More than 35 million followers across social channels
Page 115
Page 116 James Hardie Investor Day 2022
Page 117 James Hardie Investor Day 2022 MAGNOLIA 360 MEDIA CHANNEL OVERVIEW Social Display/Video Search Partners Print
Page 118 James Hardie Investor Day 2022 LANDING PAGE: JAMESHARDIE.COM/MAGNOLIA Desktop Mobile
Page 119 James Hardie Investor Day 2022 MAGNOLIA BUZZ: EXAMPLES
Page 120 James Hardie Investor Day 2022 MAGNOLIA BUZZ: PEOPLE MAGAZINE “In an interview with PEOPLE, Joanna explains the reason why she loves partnering with James Hardie. ‘We drive by the homes we did 20 years ago down by Baylor University, and those were all Hardie-sided homes. This is truly a product that we've believed in for 20 years,’ she says. She adds that working with James Hardie was ‘a match made in heaven,’ and that she and Chip felt ‘honored’ to be collaborating with the company.” – People
Page 121 James Hardie Investor Day 2022 MAGNOLIA BUZZ 42 Media Placements 1.5 B+ Potential Audience
Page 122 NORTH AMERICA: HOMEOWNER – VISUALIZATION Chad Fredericksen, VP North America Pro Channel
Page 123 James Hardie Investor Day 2022 THE HOMEOWNER: VISUALIZATION – SUMMARY The visualization tool is a simple 3 step process that allows homeowners to experiment with different designs and connect them directly with a contractor Visualization is an invaluable tool to help inspire homeowners to reach their vision and better communicate that vision to contractors We are currently collaborating with an industry leading visualization provider to bring homeowner visions to life
Page 124 James Hardie Investor Day 2022 THE IMPORTANCE OF VISUALIZATION Most consumers will re-side their home once to twice in a lifetime. Visualization is an invaluable tool that can help inspire them to reach their vision and better communicate that vision to a contractor who will bring it to life.
Page 125 James Hardie Investor Day 2022 THE PROCESS Consumer takes photos of their home. Experiments with different product profiles and colors on their home. Can connect to an aligned James Hardie contractor.
Page 126 James Hardie Investor Day 2022 REPLICATE THE EXPERIENCE AT SCALE THROUGH TECHNOLOGY Currently collaborating with an industry leading visualization provider. Actively testing the effect visualization can have on inspiring the consumer and empowering them to communicate their vision to the contractor, resulting in a better experience for both. Live on JamesHardie.com
Page 127 James Hardie Investor Day 2022 THE HOMEOWNER: VISUALIZATION – SUMMARY The visualization tool is a simple 3 step process that allows homeowners to experiment with different designs and connect them directly with a contractor Visualization is an invaluable tool to help inspire homeowners to reach their vision and better communicate that vision to contractors We are currently collaborating with an industry leading visualization provider to bring homeowner visions to life
Page 128 James Hardie Investor Day 2022 James Hardie – Maximizing value & profit across the entire Repair & Remodel value chain CONNECTING THE VALUE CHAIN TO DRIVE PROFITABLE GROWTH CUSTOMER CONTRACTOR HOMEOWNER
Page 129 NORTH AMERICA: CLOSING Sean Gadd, President North America
Page 130 James Hardie Investor Day 2022 CUSTOMER CONTRACTOR HOMEOWNER NORTH AMERICA – SUMMARY Proven track record as a growth company James Hardie fiber cement proven to deliver high value Ability to win in all regions and all segments Accelerate sustainable profitable growth in Northeast and Midwest Repair & Remodel market 12%9% 16% 10 Year Volume CAGR 10 Year Net Sales CAGR 10 Year Adj. EBIT CAGR Midwest & Northeast Mountain Southwest South Central PNW Carolinas Mid South South East Boston Tri-State Philadelphia Metro DC Metro Chicagoland Minneapolis Saint Paul
Page 131 Q&A
Page 132 END OF DAY 1
Page 133 JHX Investor Day 2022 New York, 12-13 September 2022 – Day 1
Classification: James Hardie Collaborate EXHIBIT 99.4 Appendix 3Y Change of Director’s Interest Notice | ||
Rule 3.19A.2
Appendix 3Y
Change of Director’s Interest Notice
Information or documents not available now must be given to ASX as soon as available. Information and documents given to ASX become ASX’s property and may be made public.
Introduced 30/09/01 Amended 01/01/11
Name of entity | James Hardie Industries plc | ||||
ARBN | 097 829 895 | ||||
We (the entity) give ASX the following information under listing rule 3.19A.2 and as agent for the director for the purposes of section 205G of the Corporations Act.
| Name of Director | Nigel STEIN | ||||
| Date of last notice | 16 June 2022 | ||||
+ See chapter 19 for defined terms. | ||
01/01/2011 Appendix 3Y Page 1
Classification: James Hardie Collaborate Appendix 3Y Change of Director’s Interest Notice | ||
Part 1 - Change of director’s relevant interests in securities
In the case of a trust, this includes interests in the trust made available by the responsible entity of the trust
Note: In the case of a company, interests which come within paragraph (i) of the definition of “notifiable interest of a director” should be disclosed in this part.
| Direct or indirect interest | Direct | ||||
Nature of indirect interest (including registered holder) Note: Provide details of the circumstances giving rise to the relevant interest. | Interest in ordinary shares/CUFS of James Hardie Industries plc held in the form of American Depository Receipts (ADRs). The ADRs are issued by Deutsche Bank Trust Company Americas. | ||||
Date of change | 9 September 2022 | ||||
No. of securities held prior to change | •Indirect interest in 3,400 ordinary shares/CUFS. The registered holder is Pershing Securities Limited and they are held on account for beneficial owner, Nigel Stein. •Direct interest in 1,475 ADRs, equivalent to a holding of 1,475 ordinary shares/CUFS. | ||||
| Class | ADRs. ADRs trade on the NYSE in the United States and one ADR is equivalent to one ordinary share/CUFS. | ||||
| Number acquired | 322 ADRs, equivalent to a holding of 322 ordinary shares/CUFS. | ||||
| Number disposed | Nil | ||||
Value/Consideration Note: If consideration is non-cash, provide details and estimated valuation | US$7,972.72 | ||||
| No. of securities held after change | Current relevant interest is: •Indirect interest in 3,400 ordinary shares/CUFS. The registered holder is Pershing Securities Limited and they are held on account for beneficial owner, Nigel Stein. •Direct interest in 1,797 ADRs, equivalent to a holding of 1,797 ordinary shares/CUFS. | ||||
Nature of change Example: on-market trade, off-market trade, exercise of options, issue of securities under dividend reinvestment plan, participation in buy-back | Issuance of ADRs pursuant to the terms of the James Hardie 2020 Non-Executive Director Equity Plan. | ||||
+ See chapter 19 for defined terms. | ||
Appendix 3Y Page 2 01/01/2011
Classification: James Hardie Collaborate Appendix 3Y Change of Director’s Interest Notice | ||
Part 2 – Change of director’s interests in contracts
Note: In the case of a company, interests which come within paragraph (ii) of the definition of “notifiable interest of a director” should be disclosed in this part.
| Detail of contract | Not applicable | ||||
Nature of interest | Not applicable | ||||
Name of registered holder (if issued securities) | Not applicable | ||||
| Date of change | Not applicable | ||||
No. and class of securities to which interest related prior to change Note: Details are only required for a contract in relation to which the interest has changed | Not applicable | ||||
| Interest acquired | Not applicable | ||||
| Interest disposed | Not applicable | ||||
Value/Consideration Note: If consideration is non-cash, provide details and an estimated valuation | Not applicable | ||||
| Interest after change | Not applicable | ||||
Part 3 – +Closed period
Were the interests in the securities or contracts detailed above traded during a +closed period where prior written clearance was required? | No | ||||
| If so, was prior written clearance provided to allow the trade to proceed during this period? | Not applicable | ||||
| If prior written clearance was provided, on what date was this provided? | Not applicable | ||||
+ See chapter 19 for defined terms. | ||
01/01/2011 Appendix 3Y Page 3
Classification: James Hardie Collaborate EXHIBIT 99.5 Appendix 3Y Change of Director’s Interest Notice | ||
Rule 3.19A.2
Appendix 3Y
Change of Director’s Interest Notice
Information or documents not available now must be given to ASX as soon as available. Information and documents given to ASX become ASX’s property and may be made public.
Introduced 30/09/01 Amended 01/01/11
Name of entity | James Hardie Industries plc | ||||
ARBN | 097 829 895 | ||||
We (the entity) give ASX the following information under listing rule 3.19A.2 and as agent for the director for the purposes of section 205G of the Corporations Act.
| Name of Director | Persio LISBOA | ||||
| Date of last notice | 22 June 2022 | ||||
+ See chapter 19 for defined terms. | ||
01/01/2011 Appendix 3Y Page 1
Classification: James Hardie Collaborate Appendix 3Y Change of Director’s Interest Notice | ||
Part 1 - Change of director’s relevant interests in securities
In the case of a trust, this includes interests in the trust made available by the responsible entity of the trust
Note: In the case of a company, interests which come within paragraph (i) of the definition of “notifiable interest of a director” should be disclosed in this part.
| Direct or indirect interest | Direct | ||||
Nature of indirect interest (including registered holder) Note: Provide details of the circumstances giving rise to the relevant interest. | Interest in ordinary shares/CUFS of James Hardie Industries plc held in the form of American Depository Receipts (ADRs). The ADRs are issued by Deutsche Bank Trust Company Americas. The registered holder is Merrill Lynch Pierce Fenner, & Smith. | ||||
Date of change | 9 September 2022 | ||||
No. of securities held prior to change | •Indirect interest in 9,684 ADRs, equivalent to a holding of 9,684 ordinary shares/CUFS. The registered holder is Merrill Lynch Pierce Fenner, & Smith and they are held on account for the beneficial owner, Persio Lisboa. •Direct interest in 3,638 ADRs, equivalent to a holding of 3,638 ordinary shares/CUFS. | ||||
| Class | ADRs. ADRs trade on the NYSE in the United States and one ADR is equivalent to one ordinary share/CUFS. | ||||
| Number acquired | 658 ADRs, equivalent to a holding of 658 ordinary shares/CUFS. | ||||
| Number disposed | Nil | ||||
Value/Consideration Note: If consideration is non-cash, provide details and estimated valuation | US$16,292.08 | ||||
| No. of securities held after change | Current relevant interest is: •Indirect interest in 9,684 ADRs, equivalent to a holding of 9,684 ordinary shares/CUFS. The registered holder is Merrill Lynch Pierce Fenner, & Smith and they are held on account for the beneficial owner, Persio Lisboa. •Direct interest in 4,296 ADRs, equivalent to a holding of 4,296 ordinary shares/CUFS. | ||||
Nature of change Example: on-market trade, off-market trade, exercise of options, issue of securities under dividend reinvestment plan, participation in buy-back | Issuance of ADRs pursuant to the terms of the James Hardie 2020 Non-Executive Director Equity Plan. | ||||
+ See chapter 19 for defined terms. | ||
Appendix 3Y Page 2 01/01/2011
Classification: James Hardie Collaborate Appendix 3Y Change of Director’s Interest Notice | ||
Part 2 – Change of director’s interests in contracts
Note: In the case of a company, interests which come within paragraph (ii) of the definition of “notifiable interest of a director” should be disclosed in this part.
| Detail of contract | Not applicable | ||||
Nature of interest | Not applicable | ||||
Name of registered holder (if issued securities) | Not applicable | ||||
| Date of change | Not applicable | ||||
No. and class of securities to which interest related prior to change Note: Details are only required for a contract in relation to which the interest has changed | Not applicable | ||||
| Interest acquired | Not applicable | ||||
| Interest disposed | Not applicable | ||||
Value/Consideration Note: If consideration is non-cash, provide details and an estimated valuation | Not applicable | ||||
| Interest after change | Not applicable | ||||
Part 3 – +Closed period
Were the interests in the securities or contracts detailed above traded during a +closed period where prior written clearance was required? | No | ||||
| If so, was prior written clearance provided to allow the trade to proceed during this period? | Not applicable | ||||
| If prior written clearance was provided, on what date was this provided? | Not applicable | ||||
+ See chapter 19 for defined terms. | ||
01/01/2011 Appendix 3Y Page 3
EXHIBIT 99.6 Appendix 3Y Change of Director’s Interest Notice | ||
Rule 3.19A.2
Appendix 3Y
Change of Director’s Interest Notice
Information or documents not available now must be given to ASX as soon as available. Information and documents given to ASX become ASX’s property and may be made public.
Introduced 30/09/01 Amended 01/01/11
Name of entity | James Hardie Industries plc | ||||
ARBN | 097 829 895 | ||||
We (the entity) give ASX the following information under listing rule 3.19A.2 and as agent for the director for the purposes of section 205G of the Corporations Act.
| Name of Director | Anne LLOYD | ||||
| Date of last notice | 16 June 2022 | ||||
| + See chapter 19 for defined terms. | ||
01/01/2011 Appendix 3Y Page 1
Appendix 3Y Change of Director’s Interest Notice | ||
Part 1 - Change of director’s relevant interests in securities
In the case of a trust, this includes interests in the trust made available by the responsible entity of the trust
Note: In the case of a company, interests which come within paragraph (i) of the definition of “notifiable interest of a director” should be disclosed in this part.
| Direct or indirect interest | Direct | ||||
Nature of indirect interest (including registered holder) Note: Provide details of the circumstances giving rise to the relevant interest. | Interest in ordinary shares/CUFS of James Hardie Industries plc held in the form of American Depository Receipts (ADRs). The ADRs are issued by Deutsche Bank Trust Company Americas. | ||||
| Date of change | 9 September 2022 | ||||
| No. of securities held prior to change | •Indirect interest in 18,000 ADRs, equivalent to a holding of 18,000 ordinary shares/CUFS. The ADRs are issued by Deutsche Bank Trust Company Americas. The registered holder is Pershing LLC and they are held on account for the beneficial owners, Anne Lloyd and Steven Lloyd. •Direct interest in 385 ADRs, equivalent to a holding of 385 ordinary shares/CUFS. | ||||
| Class | ADRs. ADRs trade on the NYSE in the United States and one ADR is equivalent to one ordinary share/CUFS. | ||||
| Number acquired | 233 ADRs, equivalent to a holding of 233 ordinary shares/CUFS. | ||||
| Number disposed | Nil | ||||
Value/Consideration Note: If consideration is non-cash, provide details and estimated valuation | US$5,769.08 | ||||
| No. of securities held after change | Current relevant interest is: •Indirect interest in 18,000 ADRs, equivalent to a holding of 18,000 ordinary shares/CUFS. The ADRs are issued by Deutsche Bank Trust Company Americas. The registered holder is Pershing LLC and they are held on account for the beneficial owners, Anne Lloyd and Steven Lloyd. •Direct interest in 618 ADRs, equivalent to a holding of 618 ordinary shares/CUFS. | ||||
Nature of change Example: on-market trade, off-market trade, exercise of options, issue of securities under dividend reinvestment plan, participation in buy-back | Issuance of ADRs pursuant to the terms of the James Hardie 2020 Non-Executive Director Equity Plan. | ||||
+ See chapter 19 for defined terms. | ||
Appendix 3Y Page 2 01/01/2011
Appendix 3Y Change of Director’s Interest Notice | ||
Part 2 – Change of director’s interests in contracts
Note: In the case of a company, interests which come within paragraph (ii) of the definition of “notifiable interest of a director” should be disclosed in this part.
| Detail of contract | Not applicable | ||||
Nature of interest | Not applicable | ||||
Name of registered holder (if issued securities) | Not applicable | ||||
| Date of change | Not applicable | ||||
No. and class of securities to which interest related prior to change Note: Details are only required for a contract in relation to which the interest has changed | Not applicable | ||||
| Interest acquired | Not applicable | ||||
| Interest disposed | Not applicable | ||||
Value/Consideration Note: If consideration is non-cash, provide details and an estimated valuation | Not applicable | ||||
| Interest after change | Not applicable | ||||
Part 3 – +Closed period
Were the interests in the securities or contracts detailed above traded during a +closed period where prior written clearance was required? | No | ||||
| If so, was prior written clearance provided to allow the trade to proceed during this period? | Not applicable | ||||
| If prior written clearance was provided, on what date was this provided? | Not applicable | ||||
| + See chapter 19 for defined terms. | ||
01/01/2011 Appendix 3Y Page 3
Classification: James Hardie Collaborate EXHIBIT 99.7 Appendix 3Y Change of Director’s Interest Notice | ||
Rule 3.19A.2
Appendix 3Y
Change of Director’s Interest Notice
Information or documents not available now must be given to ASX as soon as available. Information and documents given to ASX become ASX’s property and may be made public.
Introduced 30/09/01 Amended 01/01/11
Name of entity | James Hardie Industries plc | ||||
ARBN | 097 829 895 | ||||
We (the entity) give ASX the following information under listing rule 3.19A.2 and as agent for the director for the purposes of section 205G of the Corporations Act.
| Name of Director | Rada RODRIGUEZ | ||||
| Date of last notice | 16 June 2022 | ||||
+ See chapter 19 for defined terms. | ||
01/01/2011 Appendix 3Y Page 1
Classification: James Hardie Collaborate Appendix 3Y Change of Director’s Interest Notice | ||
Part 1 - Change of director’s relevant interests in securities
In the case of a trust, this includes interests in the trust made available by the responsible entity of the trust
Note: In the case of a company, interests which come within paragraph (i) of the definition of “notifiable interest of a director” should be disclosed in this part.
| Direct or indirect interest | Direct | ||||
Nature of indirect interest (including registered holder) Note: Provide details of the circumstances giving rise to the relevant interest. | Interest in ordinary shares/CUFS of James Hardie Industries plc held in the form of American Depository Receipts (ADRs). The ADRs are issued by Deutsche Bank Trust Company Americas. | ||||
| Date of change | 9 September 2022 | ||||
| No. of securities held prior to change | •Direct interest in 1,554 ADRs, equivalent to a holding of 1,554 ordinary shares/CUFS. | ||||
| Class | ADRs. ADRs trade on the NYSE in the United States and one ADR is equivalent to one ordinary share/CUFS. | ||||
| Number acquired | 344 ADRs, equivalent to a holding of 344 ordinary shares/CUFS. | ||||
| Number disposed | Nil | ||||
Value/Consideration Note: If consideration is non-cash, provide details and estimated valuation | US$8,517.44 | ||||
| No. of securities held after change | Current relevant interest is: •Direct interest in 1,898 ADR’s, equivalent to a holding of 1,898 ordinary shares/CUFS. | ||||
Nature of change Example: on-market trade, off-market trade, exercise of options, issue of securities under dividend reinvestment plan, participation in buy-back | Issuance of ADRs pursuant to the terms of the James Hardie 2020 Non-Executive Director Equity Plan. | ||||
+ See chapter 19 for defined terms. | ||
Appendix 3Y Page 2 01/01/2011
Classification: James Hardie Collaborate Appendix 3Y Change of Director’s Interest Notice | ||
Part 2 – Change of director’s interests in contracts
Note: In the case of a company, interests which come within paragraph (ii) of the definition of “notifiable interest of a director” should be disclosed in this part.
| Detail of contract | Not applicable | ||||
Nature of interest | Not applicable | ||||
Name of registered holder (if issued securities) | Not applicable | ||||
| Date of change | Not applicable | ||||
No. and class of securities to which interest related prior to change Note: Details are only required for a contract in relation to which the interest has changed | Not applicable | ||||
| Interest acquired | Not applicable | ||||
| Interest disposed | Not applicable | ||||
Value/Consideration Note: If consideration is non-cash, provide details and an estimated valuation | Not applicable | ||||
| Interest after change | Not applicable | ||||
Part 3 – +Closed period
Were the interests in the securities or contracts detailed above traded during a +closed period where prior written clearance was required? | No | ||||
| If so, was prior written clearance provided to allow the trade to proceed during this period? | Not applicable | ||||
| If prior written clearance was provided, on what date was this provided? | Not applicable | ||||
+ See chapter 19 for defined terms. | ||
01/01/2011 Appendix 3Y Page 3
EXHIBIT 99.8
James Hardie Industries plc Europa House 2nd Floor, Harcourt Centre Harcourt Street, Dublin 2, D02 WR20, Ireland T: +353 (0) 1 411 6924 F: +353 (0) 1 479 1128 | |||||
13 September 2022
The Manager
Company Announcement Office
Australian Securities Exchange Limited
20 Bridge Street
SYDNEY NSW 2000
Dear Sir/Madam
JHX Investor Day 2022 Presentation – Day 2
James Hardie today released its Investor Day 2022 Presentation – Day 2 materials. The event is being held in New York, NY on Tuesday, 13 September 2022.
Copies of this document are available on James Hardie’s investor relations website at
https://ir.jameshardie.com.au/.
Yours faithfully
James Brennan-Chong
Director of Investor Relations and Market Intelligence
This announcement has been authorized for release by the CFO
James Hardie Industries plc is a limited liability company incorporated in Ireland with its registered office at
Europa House 2nd Floor, Harcourt Centre, Harcourt Street, Dublin 2, D02 WR20, Ireland.
Europa House 2nd Floor, Harcourt Centre, Harcourt Street, Dublin 2, D02 WR20, Ireland.
Directors: Michael Hammes (Chairman, USA), Anne Lloyd (Deputy Chairperson, USA),
Peter-John Davis (Aus), Persio Lisboa (USA), Rada Rodriguez (Sweden),
Suzanne B. Rowland (USA), Nigel Stein (UK), Harold Wiens (USA).
Chief Executive Officer and Director: Aaron Erter (USA)
Company number: 485719
ARBN: 097 829 895
Page 1 JHX Investor Day 2022 New York, 12-13 September 2022 – Day 2
Page 2 James Hardie Investor Day 2022 CAUTIONARY NOTE ON FORWARD-LOOKING STATEMENTS This Management Presentation includes financial measures that are not considered a measure of financial performance under generally accepted accounting principles in the United States (GAAP). These financial measures are designed to provide investors with an alternative method for assessing our performance from on-going operations, capital efficiency and profit generation. Management uses these financial measures for the same purposes. These financial measures are or may be non-GAAP financial measures as defined in the rules of the U.S. Securities and Exchange Commission and may exclude or include amounts that are included or excluded, as applicable, in the calculation of the most directly comparable financial measures calculated in accordance with GAAP. These non-GAAP financial measures should not be considered to be more meaningful than the equivalent GAAP measure. Management has included such measures to provide investors with an alternative method for assessing its operating results in a manner that is focused on the performance of its ongoing operations and excludes the impact of certain legacy items, such as asbestos adjustments. Additionally, management uses such non-GAAP financial measures for the same purposes. However, these non- GAAP financial measures are not prepared in accordance with GAAP, may not be reported by all of the Company’s competitors and may not be directly comparable to similarly titled measures of the Company’s competitors due to potential differences in the exact method of calculation. For additional information regarding the non-GAAP financial measures presented in this Management Presentation, including a reconciliation of each non-GAAP financial measure to the equivalent GAAP measure, see the slide titled “Non-GAAP Financial Measures” included in the Appendix to this Management Presentation. In addition, this Management Presentation includes financial measures and descriptions that are considered to not be in accordance with GAAP, but which are consistent with financial measures reported by Australian companies, such as operating profit, EBIT and EBIT margin. Since the Company prepares its Consolidated Financial Statements in accordance with GAAP, the Company provides investors with definitions and a cross-reference from the non-GAAP financial measure used in this Management Presentation to the equivalent GAAP financial measure used in the Company’s Consolidated Financial Statements. See the section titled “Non-GAAP Financial Measures” included in the Appendix to this Management Presentation. CAUTIONARY NOTE ON FORWARD-LOOKING STATEMENTS USE OF NON-GAAP FINANCIAL INFORMATION; AUSTRALIAN EQUIVALENT TERMINOLOGY This Management Presentation contains forward looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. 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 on Forms 20-F and 6-K, in its annual reports to shareholders, in media releases and other written materials and in oral statements made by the Company’s officers, directors or employees to analysts, institutional investors, representatives of the media and others. 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 intended to identify forward-looking statements but are not the exclusive means of identifying such statements. These forward-looking statements are based upon management's current expectations, estimates, assumptions, beliefs and general good faith evaluation of information available information at the time the forward-looking statements were made concerning future events and conditions. Readers are cautioned not to place undue reliance on any forward-looking statements or rely upon them as a guarantee of future performance or results or as an accurate indications of the times at or by which any such performance or results will be achieved Forward-looking statements are necessarily subject to risks, uncertainties and other factors, many of which are unforeseeable and beyond the Company’s control. Many factors could cause actual results, performance or achievements to be materially different from those expressed or implied in this Management Presentation, including, among others, the risks and uncertainties set forth in Section 3 “Risk Factors” in James Hardie’s Annual Report on Form 20-F for the year ended 31 March 2022, which include, but are not necessarily limited to risks such as changes in general economic, political, governmental and business conditions globally and in the countries in which the Company does business, including the impact of COVID-19; changes in interest rates; changes in inflation rates; changes in exchange rates; the level of construction generally; changes in cement demand and prices; changes in raw material and energy prices; changes in business strategy and various other factors. Should one or more of these risks or uncertainties materialize, or should underlying assumptions prove incorrect, actual results may vary materially from those described herein. James Hardie assumes no obligation to update or correct the information contained in this Management Presentation except as required by law.
Page 3 James Hardie Investor Day 2022 AGENDA – DAY 2 ZIEGFELD BALLROOM Day 2 – Tuesday, September 13th Breakfast 7:00-8:00 AM All APAC 8:00-9:15 AM John Arneil & Travis Johnson Q&A 9:15-9:30 AM All Experience Session #1 9:30-10:00 AM Breakout Groups Break 10:00-10:15 AM All Europe 10:15-11:15 AM Tobias Bennerscheidt & Henning Risse Q&A 11:15-11:30AM All Experience Session #2 11:30-12:00 PM Breakout Groups Lunch 12:00-1:15 PM All Global Innovation 1:15-2:15 PM Joe Liu & Alan Miller Q&A 2:15-2:30 PM All Experience Session #3 2:30-3:00 PM Breakout Groups Break 3:00-3:15 PM All Global Capacity 3:15-4:00 PM Ryan Kilcullen Q&A 4:00-4:15 PM All Closing with CEO 4:15-4:45 PM Aaron Erter Q&A 4:45-5:00 PM All Happy Hour 5:00-6:30 PM All Dinner 6:30-9:00 PM All
Page 4 INVESTOR DAY 2022 – APAC
Page 5 James Hardie Investor Day 2022 APAC – PRESENTERS Travis Johnson Director – Commercial Australia John Arneil General Manager APAC
Page 6 James Hardie Investor Day 2022 AGENDA Investor Day 2022 – APAC Topic Presenter APAC Overview John Arneil Value Chain John Arneil Homeowner John Arneil Contractor/Builder Travis Johnson Customer Travis Johnson Summary John Arneil
Page 7 James Hardie Investor Day 2022 APAC – SUMMARYJUST BEGUN Strong base business built over 40+ years in fiber cement with significant fiber cement market share and category share Significant growth opportunities exist in all our APAC regions We have the insight led innovation, consumer marketing focus, proven market development model and deep customer integration in place for sustained profitable growth
Page 8 INVESTOR DAY 2022 – APAC: OVERVIEW John Arneil, General Manager - APAC
Page 9 James Hardie Investor Day 2022 APAC – A SUSTAINABLE PROFITABLE GROWTH BUSINESS Drive Profitable Global Growth Market to Homeowners to Create Demand Penetrate and Drive Profitable Growth in Existing and New Segments Commercialize Global Innovations by Expanding Into New Categories Continued Execution and Expansion of Foundational Initiatives: i) LEAN Manufacturing ii) Customer Engagement iii) Supply Chain Integration 1 2 3 Zero Harm & ESG 8% 10% 10 Year CAGR Net Sales 10 Year CAGR EBIT$
Page 10 James Hardie Investor Day 2022 APAC – STRONG SHARE IN ALL APAC MARKETS WITH ROOM TO GROW Sources: BIS Oxford New Dwellings, BIS Oxford Additions, Reclad and Render Australia New Zealand Philippines QUEENSLAND+ 29% FC share NSW+ 21% FC share VICTORIA+ 19% FC share PHILIPPINES+ 61% FC share FC Gypsum Plywood SF + R&R Market Size 118m m2/a NEW ZEALAND+ 32% FC share FC Wood Look Brick Render
Page 11 James Hardie Investor Day 2022 Region How APAC – A CLEAR, TARGETED GAME PLAN FOR GROWTH 1. Queensland - Australia - Hamptons/Coastal – Axon™, Linea™ - Modern - Hardie™ Architectural Collection - R&R interiors – Secura™ 2. New Zealand - Modern timber – Oblique™, Linea™, Axon™ - Modern design - Hardie™ Architectural Collection 4. Philippines - Moldblock – HardieFlex® NEXGEN • Leverage strong position for adjacent modern construction • Increase penetration for full R&R offering • Drive design homeowners want • JH Market-Led Innovation - HardieFlex® NEXGEN re-set 3. NSW and Victoria - Australia - Modern - Hardie™ Architectural Collection Hamptons/Coastal – Axon™, Linea™ - R&R interiors – Secura™ • Transform large brick and render markets • Increase penetration for full R&R offering
Page 12 James Hardie Investor Day 2022 ANZ – DESIGN TRENDS FAVORABLE TO HIGH VALUE GROWTH FY22 Future 23% JH share 33% JH share Market share growth from Innovation and Consumer Marketing Clear Path to 33% Market Share Sources: BIS Oxford New Dwellings, BIS Oxford Additions, Reclad and Render HAMPTONS / COASTAL MODERN CONVENTIONAL Lo o k P ro d u ct • Hardie Axon Cladding • Hardie Linea Cladding • Hardie Stria Cladding Hardie Architectural Collection • Hardie Fine Texture Cladding • Hardie Sea Drift Cladding • Hardie Oblique Cladding • Hardie Axon Cladding • Hardie Linea Cladding • Hardie Stria Cladding Market 23% JH 15% Market 46% JH 6% Market 31% JH 2% Hardie Fine Texture Cladding Sh ar e
Page 13 James Hardie Investor Day 2022 APAC PRODUCT OVERVIEW JH Core Products JH High Value Interiors JH High Value Exteriors JH Innovation Hardie™ Fine Texture Cladding Linea™Weatherboard Stria™ Cladding Matrix™ Cladding Axon™ Cladding Oblique™ Cladding Hardie™ Flex Eaves and Cladding Hardie™ Plank EasyLap™ Panel Villaboard™ Lining Secura™ Interior Flooring Secura™ Exterior Flooring Hardie™ Groove Lining
Page 14 James Hardie Investor Day 2022 Hardie™ Architectural Collection – unlocking single storey and lowers of double storey Hardie™ Fine Texture Cladding – well positioned in modern uppers and against render ANZ – INNOVATION FOCUS ON FURTHER UNLOCKING MODERN LOOK
Page 15 James Hardie Investor Day 2022 Hardie™ Oblique™ - proven in NZ - validated in AU - refined and ready to scale ANZ - EXPANDING OBLIQUE™ TO AUSTRALIA
Page 16 James Hardie Investor Day 2022 ANZ – DRIVING A HIGH VALUE PRODUCT MIX WITH CUSTOMERS Before After ANZ Product Mix FY22 FY23 Projected Future State JH Core JH High Value Interiors JH High Value Exteriors JH Innovation
Page 17 APAC: VALUE CHAIN OVERVIEW John Arneil, General Manager - APAC
Page 18 James Hardie Investor Day 2022 ANZ – HOW WE GET TO MARKET Marketing Directly to Homeowners Partnering With Customers Working Closely With Contractors/Builders Supporting Architects and Designers
Page 19 James Hardie Investor Day 2022 ANZ – HOW WE INFLUENCE ACROSS THE VALUE CHAIN DesignerExperienced Contractor/Builder Renovating / Additions Small-Medium Builder SF New Construction Architect Force Multiplier via Perfect Store JH 1:1 JH 1:Many Design Led Volume Builder SF Knock Down Rebuild Customer Builder Architect/ Designer Homeowner Inexperienced Contractor/Builder
Page 20 INVESTOR DAY 2022 – APAC: INFLUENCING HOMEOWNER John Arneil, General Manager - APAC
Page 21
Page 22 James Hardie Investor Day 2022 ANZ – HOW WE INFLUENCE ACROSS THE VALUE CHAIN DesignerExperienced Contractor/Builder Renovating / Additions SF New Construction Architect JH 1:Many SF Knock Down Rebuild Customer Builder Architect/ Designer Homeowner Inexperienced Contractor/Builder
Page 23 James Hardie Investor Day 2022 ANZ – CONSUMER MARKETING TO DRIVE GROWTH Commercialise Global Innovations Hardie™ Architectural Collection 1 Connect the Value Chain Hardie™ Fine Texture Cladding 2 Market to Homeowners to Create Demand (PULL) High Value Exteriors 3 • NEW textures to unlock single storey and lowers of double storey • Shoppable & curated collection of profiles and textures to drive full modern Hardie™ exteriors • Lay foundation to scale future innovation • Hardie™ Home Guide digital platform & retail experience • Connect R&R funnel from Christine to Builder to Customer • “Purposeful Modern Home Design” campaign in key geographies • Amplify “The Block” partnership • Accelerate her path to purchase and generate leads • Insight-led with Christine at the Centre
Page 24 James Hardie Investor Day 2022 AU – PURPOSEFUL MODERN DESIGN CAMPAIGN IN-MARKET Paid Social PostsDigital BVOD Targeted Digital Media Digital Retargeting Assets Modern Look Book
Page 25 James Hardie Investor Day 2022 ANZ – BUILD OUT AND AMPLIFY A VIRTUAL SHOWROOM FOR MODERN HOMES
Page 26 James Hardie Investor Day 2022 CAMPAIGN METRICS (topline findings only) Key campaign metrics across the funnel (Homeowners only) MESSAGE Main message takeaways BRAND IMPACT Brand funnel health 9 in 10 Persuade – more interested to shop JH 9 in 10 Motivate - more interested to renovate or build 3 in 4 Homeowners recall seeing the “Its Possible” campaign ✓ Design vision possible ✓ Improves street appeal ✓ Wide variety of options ✓ Brand I trust IMPACT ~ +30% increase in JH brand ‘most preferred’ brand in exterior cladding ~ +10% Increase in ‘consider JH cladding brand above others’ Source: AU Global brand tracker (H&P), n=500 Homeowners. wave April ‘21, wave 2 March ‘22 AU - CAMPAIGN PERFORMANCE AND IMPACT
Page 27 James Hardie Investor Day 2022 AU – THE BLOCK 2022 Source: Nine Entertainment Co >2021 saw 11.4 million viewers (40%+ of AU population) High proportion of audience is Christine: 55% aged 25-54 60% women Eastern seaboard audience location: 82% NSW, QLD, VIC and 76% metro.
Page 28
Page 29 APAC: DRIVING DEMAND IN SFNC WITH THE BUILDER Travis Johnson, Director - Commercial Australia
Page 30 James Hardie Investor Day 2022 ANZ – 1:1 Small-Medium Builder Architect JH 1:1 Design Led Volume Builder Customer Builder Architect/ Designer Homeowner
Page 31 James Hardie Investor Day 2022 Coral HomesABN Group Rawson Homes Metricon NXT Building Group ANZ – DRIVING DEMAND WITH BUILDERS Transforming the Way Australia Builds
Page 32 James Hardie Investor Day 2022 Meeting the needs of the consumer Using experts to create market leading Full HardieTM exteriors Maximise the benefits of lightweight cladding – speed, cost Project management – removing switching barriers Takes insight selling beyond converting current to co-creating new home ranges together ANZ – 1:1 CO-CREATION WITH TOP 20 SFNC BUILDER
Page 33 APAC: ENABLING OUR CUSTOMERS TO DRIVE GROWTH WITH BUILDERS Travis Johnson, Director - Commercial Australia
Page 34 James Hardie Investor Day 2022 ANZ – INFLUENCING THE CUSTOMER AND BUILDER VIA THE PERFECT STORE Experienced Contractor/Builder Small-Medium Builder Force Multiplier via Perfect Store Customer Builder Architect/ Designer Homeowner Inexperienced Contractor/Builder
Page 35 James Hardie Investor Day 2022 ANZ – THE PERFECT STORE Small Builder Architect/ Designer Perfect Store is the James Hardie™ customer blueprint on How to Win
Page 36 James Hardie Investor Day 2022 ANZ – KEEPING CUSTOMERS STOCKED WITH THE RIGHT RANGE IS OUR #1 PRIORITY RIGHT RANGE Collaborate Planning and Forecasting Keeping customers stocked Set the Range Set Min & Max Stock Levels Forecast Sales Demand Place Forward Orders Check and Adjust Right Range to the Right Customer at the Right Time
Page 37 James Hardie Investor Day 2022 Right Displays - NEW Modern Look Displays ANZ – SIMPLIFYING THE SELECTION PROCESS THROUGH THE RIGHT DISPLAY
Page 38 James Hardie Investor Day 2022 Right Displays - Cubby Displays Right Displays – Façade Displays ANZ – NEW MODERN LOOK DISPLAYS
Page 39 James Hardie Investor Day 2022 Right Events - Hardie™ containers 10,000 builders targeted across FY23 ANZ – SCALABLE EXECUTION OF PUSH WITH CUSTOMERS Right Events - Mobile Construction Clinics Trailers
Page 40 APAC: SUMMARY John Arneil, General Manager - APAC
Page 41 James Hardie Investor Day 2022 APAC – SUMMARYJUST BEGUN Strong base business built over 40+ years in fiber cement with significant fiber cement market share and category share Significant growth opportunities exist in all our APAC regions We have the insight led innovation, consumer marketing focus, proven market development model and deep customer integration in place for sustained profitable growth
Page 42 Q&A
Page 43 EXPERIENCE SESSION #1
Page 44 15 MINUTE BREAK
Page 45 INVESTOR DAY 2022 – EUROPE
Page 46 James Hardie Investor Day 2022 PRESENTERS Henning Risse Sales Director – Europe Tobias Bennerscheidt Director Marketing & Segments – Europe
Page 47 James Hardie Investor Day 2022 AGENDA Investor Day 2022 – Europe Topic Presenter Europe Overview Tobias Bennerscheidt Fiber Gypsum Growth Henning Risse Fiber Cement Growth Tobias Bennerscheidt
Page 48 James Hardie Investor Day 2022 EUROPE – SUMMARY Europe’s long term ambition remains unchanged at €1 billion in Net Sales and 20+% EBIT Margin Clear path to €500 million of Fiber Gypsum Net Sales with proven track record Two key Fiber Cement growth opportunities to take a significant step toward €500 million in Fiber Cement Net Sales
Page 49 James Hardie Investor Day 2022 EUROPE – LONG TERM AMBITION UNCHANGED € 1.0 Bn 20+% Revenue EBIT Margin
Page 50 EUROPE: OVERVIEW Tobias Bennerscheidt, Director Marketing & Segments
Page 51 James Hardie Investor Day 2022 EUROPE LONG TERM AMBITION UNCHANGED: € 1BILLION NET SALES AT 20+% MARGIN As first presented June 25th, 2018 Drive Profitable Global Growth Europe Path to € 1BN at 20+% Margin Market to Homeowners to Create Demand Penetrate and Drive Profitable Growth in Existing and New Segments Commercialize Global Innovations by Expanding Into New Categories Continued Execution and Expansion of Foundational Initiatives: i) LEAN Manufacturing ii) Customer Engagement iii) Supply Chain Integration 1 2 3 Zero Harm & ESG
Page 52 James Hardie Investor Day 2022 EUROPE LONG TERM AMBITION ON TRACK THROUGH FIRST FOUR FISCAL YEARS 276 286 287 293 306 306 323 357 44 34 56 43 59 46 74 65 320 320 343 336 365 352 397 422 FY19 Roadmap FY19 Actual FY20 Roadmap FY20 Actual FY21 Roadmap FY21 Actual FY22 Roadmap FY22 Actual Historical Europe Net Sales Original €1Bn Roadmap vs. Actuals (€ Millions) Fiber Gypsum (€ M) Fiber Cement (€ M) Last 4 years To Reach €500M by FY29 Fiber Cement 20% CAGR 34% CAGR Fiber Gypsum 7% CAGR 5% CAGR Total 9% CAGR 13% CAGR
Page 53 EUROPE: FIBER GYPSUM GROWTH Henning Risse, Sales Director – Europe
Page 54 James Hardie Investor Day 2022 CLEAR PATH TO €500 MILLION IN FIBER GYPSUM NET SALES ▪ 2004-17: 5.4% Net Sales CAGR ▪ Last 4 years; 7% Net Sales CAGR with clear, proven strategy to get to €500 million in Net Sales ▪ Focus on key growth segments: − Renovation segment − Pre-fabrication segment ▪ Demand generation program for high-margin products 286 293 306 357 FY19 FY20 FY21 FY22 Historical Fiber Gypsum Net Sales (€ Millions) Pre-fabrication construction in Germany
Page 55 James Hardie Investor Day 2022 FIBER GYPSUM PRODUCT SUMMARY Product Wall Board for Pre-Fabrication Wall Board for Dry Lining fermacell® Large Format Wall Boards Pre-Fabrication Application fermacell® Tapered Edge Wall Boards Dry-Lining Application Application Flooring Elements for Renovation fermacell® Flooring Element Renovation Application
Page 56 James Hardie Investor Day 2022 SELECTED GROWTH OPPORTUNITIES IN FIBER GYPSUM Pre-Fabrication Timber Frame Market (€ M) Value Proposition 1. One layer vs. two layer 2. Fire protection (A2 rated) 3. Price and supply reliability vs. OSB JHEU PB+OSB OtherOther FG ∑ 410~ € M JHEU Other Dry Screed Wet screedOther FG Value Proposition 1. Fast – continue working after 24h 2. 100% dry solution 3. Low installation height – from 20mm Germany Sweden Source: B+L Market data, JHEU Research, Timber Frame Market Excluding France & United Kingdom due to low share of pre-fabrication construction Addressable Flooring Renovation Market (€ M) Sw it ze rl an d ∑ 440~ € MB e N e Lu x C ze ch R e p u b lic A u st ri a P o la n d Germany France U n it e d K in gd o m B e N e Lu x Sw it ze rl an d A u st ri a C ze ch R e p u b lic P o la n d
Page 57 James Hardie Investor Day 2022 LAUNCH OF FLOORING INNOVATION TO ENABLE GROWTH IN NEW APPLICATIONS * Source: JH Research ▪ Main Fiber Gypsum product for renovation is fermacell® flooring ▪ In the past JHEU did not offer a competitive solution for underfloor heating ▪ Roughly 50% of renovations in Germanic region include an underfloor heating solution* New fermacell® Therm 25 is a thin, fast and dry solution for underfloor heating launched in Germanic region, and additional countries to follow in FY23 First Therm 25 reference project (Germany) Opening new markets for fermacell thanks to innovations
Page 58 James Hardie Investor Day 2022 EUROPE – FIBER GYPSUM SUMMARY Clear path to €500 million of Fiber Gypsum Net Sales with proven track record of >5% CAGR Two substantial growth opportunities in Pre-Fabrication and Flooring New innovation (Therm25) for significant under floor heating market
Page 59 EUROPE: FIBER CEMENT GROWTH Tobias Bennerscheidt, Director Marketing & Segments
Page 60 James Hardie Investor Day 2022 INNOVATION BUILDING THE PATH TO €500 MILLION IN FIBER CEMENT NET SALES Fiber Cement Plank: €120 - €150 Million in Net Sales (from FY22 Net Sales of €38 Million) Fiber Cement Panel: €180 - €230 Million in Net Sales (from FY22 Net Sales of €4 Million) ▪ Fiber Cement Backer/Accessories: €50 - €75 Million in Net Sales (from FY22 Net Sales of €23 Million) ▪ Additional innovation, existing and new market penetration, and shift into adjacencies will enable us to reach Net Sales of €500 million and beyond Two key Fiber Cement growth opportunities to take a significant step toward €500 million in Fiber Cement Net Sales
Page 61 James Hardie Investor Day 2022 LAP SIDING AND INTERLOCK SIDING
Page 62 James Hardie Investor Day 2022 SIGNIFICANT FIBER CEMENT GROWTH POTENTIAL IN PLANK MARKET Plank Growth Strategy Deliver Full Plank portfolio with innovation of Hardie® VL Plank product Win Category Share vs Competitive Fiber Cement Enter the largest Plank market in Europe – Sweden Win Market Share as the Fiber Cement category leader vs. wood 1 Source: freedonia (2020), JH research Long term ambition: 120-150 Million € in Net Sales Lap Siding is 1/3, and Interlock is 2/3 of the Plank market* U n it e d K in gd o m Sweden WoodJH Competitive FC Other European Plank Market ∑ ~ €660 Million Fr an ce G e rm an y D e n m ar k B e N e Lu x R e st o f Eu ro p e 2 3 4
Page 63 James Hardie Investor Day 2022 HARDIE® VL PLANK – WINNING CATEGORY SHARE ▪ At least 20% faster installation ▪ Most natural wood look ▪ IP protected ▪ Durability and low maintenance: − James Hardie proven Fiber Cement substrate − ColorPlus® Technology ▪ 15 year warranty – better than competitors *source: JH research Winning Share vs Fiber Cement Competition
Page 64
Page 65 James Hardie Investor Day 2022 SOCIAL MEDIA STRATEGY DRIVING INSTALLER LEAD GENERATION… More than 3,000 installer leads generated in the three months from May-July 2022 Gut. Einfach. Schnell. Hardie® VL Plank Fassadenverkleidungen. Überzeugen Sie sich und Ihre Kunden mit einem kostenlosen Muster. JAMESHARDIE.COM Jetzt Gratis-Muster bestellen. Mehr dazu Easy. Fast. Better. Hardie VL facade cladding wins you over with a remarkably genuine cedar finish in six colours. JAMESHARDIE.COM Secure a free sample to wow your clients. Order no Bestill varepover i dag. Du far en gratis sompisto til en vaerdi af 5.000kr. Ved din forste ordre pa 50m2 eller mere. JAMESHARDIE.COM Gratis Hardie VL Plank … Angebot nu
Page 66 James Hardie Investor Day 2022 Execution of push/pull strategy: converting installer leads into sales for our customers ...TURNING THESE LEADS INTO BUSINESS TOGETHER WITH CUSTOMERS…
Page 67 James Hardie Investor Day 2022 …LEADING TO NEW PROJECTS WITH HARDIE® VL PLANK IN EUROPE Switzerland United Kingdom Netherlands Germany Hardie® VL Plank helped drive Fiber Cement growth of 41% in FY22 over FY21
Page 68 Hardie® Panel
Page 69 James Hardie Investor Day 2022 Source: freedonia (2020), JH-Research SIGNIFICANT GROWTH OPPORTUNITY IN EUROPEAN PANEL MARKET ▪ Large addressable market of ~€1.6 Billion annually ▪ Fiber Cement is a proven and accepted technology in this market with ~20-22% market share ▪ HPL with ~10-15% market share; being removed and/or banned from certain markets due to flammability concerns ▪ Market has begun to shift to textured aesthetics ▪ Market demanding high fire rated products U n it e d K in gd o m JH Other FC MetalHPL Stone Panel Other European Panel Market ∑ ~ € 1.6 Billion Fr an ce G e rm an y Sc an d in av ia It al y N e th e rl an d s Rest of Europe
Page 70 James Hardie Investor Day 2022 JAMES HARDIE RIGHT TO WIN IN EUROPEAN PANEL MARKET ▪ World leader in Fiber Cement – entering a market with high Fiber Cement acceptance ▪ James Hardie Fiber Cement with A2 Fire rating ▪ James Hardie offers the low cost solution, delivering cost savings to the project ▪ James Hardie can deliver superior textured aesthetics ▪ James Hardie medium density fiber cement manufacturing capability enabling low cost leadership cannot be matched in Europe JHEU Long term ambition: 180- 230 Million € in Net Sales
Page 71 James Hardie Investor Day 2022 LAUNCHING HARDIE® ARCHITECTURAL PANEL IN EUROPE IN SEPTEMBER 2022 Hardie® Architectural Panel project (Worcester, UK) Design Flexibility A choice of ‘Smooth Sand’ or ‘Brushed Concrete’1 textures will enable you to build modern, contemporary designs. A2 Fire Rating James Hardie™ is the global leader of fiber cement products. We offer A2, s1-d0 rated cladding, backed by an industry leading 15-year warranty. Affordable Performance A smart, cost effective solution for every project, giving you style, quality and A2 fire rating at a great price. 1. Brushed Concrete is the European name for Hardie® Architectural Collection Sea Grass
Page 72 James Hardie Investor Day 2022 LEVERAGING INSIGHTS TO DEVELOP TEXTURES FOR THE PANEL MARKET
Page 73 James Hardie Investor Day 2022 A2 FIRE RATED James Hardie products are A2 rated, meeting the required standards in each country we operate in UK fire safety regulations have banned combustible materials in high rise projects over 18 meters1 We anticipate similar regulatory fire safety requirements throughout Europe Essen, Germany, Feb 2022 London, UK, Jun 2017 1. UK Government: https://www.gov.uk/government/news/government-bans-combustible-materials-on-high-rise-homes
Page 74 James Hardie Investor Day 2022 LOWEST ON THE WALL COST 100 ~107 ~115 ~116 ~118 ~125 100 105 110 115 120 125 130 James Hardie A Rated Metal B Rated High Pressure Laminate B Rated Stone Panel A Rated Competitive Fiber Cement A Rated Metal A Rated O n T h e W al l C o st – In d ex e d t o 1 0 0 Comparison of Total On The Wall Cost of Panel Applications 1. JH Research estimate – varies across regions within Europe We are the Low Cost Solution for a Large Market Opportunity in Panel Applications
Page 75 James Hardie Investor Day 2022 EUROPE – FIBER CEMENT SUMMARY Proven capability to launch innovation successfully (Hardie® VL Plank) Two key Fiber Cement growth opportunities to take significant step toward €500 million in Fiber Cement Net Sales New innovation Hardie® Architectural Panel to unlock largest Fiber Cement opportunity in Europe (Panel)
Page 76 James Hardie Investor Day 2022 EUROPE – SUMMARY Europe’s long term ambition remains unchanged at €1 billion in Net Sales and 20+% EBIT Margin Clear path to €500 million of Fiber Gypsum Net Sales with proven track record Two key Fiber Cement growth opportunities to take a significant step toward €500 million in Fiber Cement Net Sales
Page 77 Q&A
Page 78 EXPERIENCE SESSION #2
Page 79 75 MINUTE LUNCH
Page 80 INVESTOR DAY 2022 – GLOBAL INNOVATION
Page 81 James Hardie Investor Day 2022 GLOBAL INNOVATION – PRESENTERS Dr. Joe Liu Chief Technology Officer Dr. Alan Miller Director, Global Innovation - Europe
Page 82 James Hardie Investor Day 2022 AGENDA Investor Day 2022 – Global Innovation Topic Presenter Innovation Approach Joe Liu Global Technologies and Capabilities Joe Liu Innovation Driving Future Growth Alan Miller
Page 83 James Hardie Investor Day 2022 GLOBAL INNOVATION – SUMMARY Targeted innovation approach driven by mega trends and customer insights that inform our innovation process James Hardie has the capability to deliver innovations through our Global technologies and unique capabilities that help enable innovation with market valued features Innovation is critical to driving profitable growth in all current markets as well as potential new markets
Page 84 GLOBAL INNOVATION: INNOVATION APPROACH Joe Liu, Chief Technology Officer
Page 85 James Hardie Investor Day 2022 INNOVATION - A CRITICAL ELEMENT TO OUR STRATEGY Innovation is important to help continue to drive Profitable Global Growth Drive Profitable Global Growth
Page 86 James Hardie Investor Day 2022 OUR INNOVATION – CONTINUES TO BUILD ON GLOBAL MEGA TRENDS Mixed Design Implications JH Positioning and Plans ▪ Need for increased productivity ▪ On-the-wall cost challenge ▪ Need for quality materials made to last Mega Trends ▪ Pre-finished color and textures ▪ Systems approach to solutions ▪ Fiber cement recognized for cost effective performance, durability & low maintenance ▪ Shortage of urban housing; Building up instead of out ▪ Increased pollution, use of virgin resources, waste ▪ Solutions for Multi-Family, Single Family, and Repair & Remodel ▪ Sustainability focus in raw materials, products, and manufacturing processes ▪ Homeowners desire multiple textures, profiles, colors ▪ Increased builder and trade complexity ▪ Innovation roadmap delivering curated portfolio of looks, formats, textures to gain share from other cladding types and materials Labor Shortages Affordable Housing Urbanization Mixed Design & Materials
Page 87 James Hardie Investor Day 2022 OUR INNOVATION – CONSUMER-FOCUSED & CUSTOMER-DRIVEN WITH THE INSIGHTS Early Discovery Idea/Concept Feasibility Development Implementation Launch • Trends/Foresights • Needs, pain points, gaps in Mkt & End- User journeys • Short and longer-term concepts/refinements • Value propositions based on both technologies & Stakeholder needs • Prioritize most appealing concepts based on operating windows • Feasible product & system definition • Product, Price, Positioning • Further improvements / refinements before launch • Optimize go-to-market for pull through from end-users and consumers Insights from all key stakeholders throughout the entire Innovation process James Hardie Insights to Innovation process
Page 88 James Hardie Investor Day 2022 In n o va ti o n N ew P la tf o rm s C o re P ro d u ct s Extend Current Expand Adjacent Markets Growing our business across the product portfolio OUR PORTFOLIO OF INNOVATION COVERS BOTH CORE & NEW PLATFORMS (Examples) FC: Fiber Cement FG: Fiber Gypsum FG - Under-floor heating FC – Wood-look exteriors FC – High value interiors platform FC – Hardie® Architectural Collection
Page 89 GLOBAL INNOVATION: TECHNOLOGIES AND CAPABITILITIES Joe Liu, Chief Technology Officer
Page 90 James Hardie Investor Day 2022 OUR GLOBAL TECHNOLOGIES & ENABLERS – DELIVER INNOVATION TO MEET MARKET NEEDS Surfaces & Aesthetics Joining Systems Materials Technology Process Design & Technology Coatings Analytical Labs Composites Insights to Innovation Intellectual Property Application Engineering
Page 91 James Hardie Investor Day 2022 GLOBAL TECHNOLOGY CASE STUDY – SURFACES & AESTHETICS Consumer / Customer Insights Surfaces & Aesthetics Platform Commercialization Design Capability Modeling Capability Texture Creation Insight Sessions / Process Cycle time for developing a new texture has reduced from 6 months to 6 weeks Long-term Strategic Roadmap in Place
Page 92 James Hardie Investor Day 2022 OUR CAPABILITIES – ARE ALIGNED AND LEVERAGED TO DELIVER GROWTH OUTCOMES Functional Capabilities New Platforms Core Products EXTERIORS INTERIORS Fiber Gypsum NA Core APAC Core EU Core Insights to Innovation Surfaces ✓ ✓ ✓ ✓ ✓ Coatings ✓ ✓ ✓ Joining Systems ✓ ✓ ✓ ✓ ✓ Composites ✓ ✓ ✓ Materials Technology Process Design & Technology Analytical Labs Intellectual Property Application Engineering
Page 93 GLOBAL INNOVATION: INNOVATION DRIVING FUTURE GROWTH Alan Miller, Director, Global Innovation - Europe
Page 94 James Hardie Investor Day 2022 ALIGNING MEGA TRENDS AND OUR CAPABILITIES TO DELIVER INNOVATION Mega Trends Our Technologies & Capabilities Hardie™ Architectural Collection Therm25 Under-floor Heating
Page 95 James Hardie Investor Day 2022 UNLOCKING THE MODERN LOOK WITH HARDIE ACHITECTURAL COLLECTION APAC NA EU
Page 96 James Hardie Investor Day 2022 TRANSFORMING THE UNDER-FLOOR HEATING MARKET IN EUROPE WITH THERM25 Customers/Contractor Home-owner ▪ More profitable vs. wet screed ▪ Less time needed ▪ Fast – Wet screed takes 28 days to dry ▪ Dry – No moisture damages The Innovation: Replacing traditional wet screed process with easy & fast dry FG product The Benefits: Benefits to every stakeholders in the value chain
Page 97 James Hardie Investor Day 2022 GLOBAL INNOVATION – SUMMARY Targeted innovation approach driven by mega trends and customer insights that inform our innovation process James Hardie has the capability to deliver innovations through our Global technologies and unique capabilities that help enable innovation with market valued features Innovation is critical to driving profitable growth in all current markets as well as potential new markets
Page 98 Q&A
Page 99 EXPERIENCE SESSION #3
Page 100 15 MINUTE BREAK
Page 101 INVESTOR DAY 2022 – GLOBAL CAPACITY
Page 102 James Hardie Investor Day 2022 PRESENTER Ryan Kilcullen EVP Operations
Page 103 James Hardie Investor Day 2022 AGENDA Investor Day 2022 – Global Capacity Topic Presenter JH Operational Advantage Ryan Kilcullen Global Capacity Expansion Strategy Ryan Kilcullen
Page 104 James Hardie Investor Day 2022 GLOBAL CAPACITY – SUMMARYUN Operational scale advantage centered around a network of strategically located plants near our customers & inputs A culture of continuous improvement with clear strategies to enhance our capabilities We have a global capacity expansion strategy to enable the profitable growth plans in all three regions
Page 105 GLOBAL CAPACITY: JH OPERATIONAL ADVANTAGE Ryan Kilcullen, EVP Operations
Page 106 James Hardie Investor Day 2022 GLOBAL MANUFACTURING & ENGINEERING CAPABILITIES World Leader in Fiber Cement • 14 fiber cement factories globally, 5 fiber gypsum factories in EU • 28 installed fiber cement sheet machines globally • 10 installed ColorPlus® lines in North America • Protected capabilities enabling unique product differentiation EU APAC North America Industry Leading Expertise • 3 Innovation and R&D centers across the globe • 100+ engineers in our central teams • Regional centers of excellence in Lean manufacturing • 3,000+ global manufacturing employees
Page 107 James Hardie Investor Day 2022 JH MANUFACTURING ADVANTAGE Agile Manufacturing Network High Value Product Capabilities & Scale2 3FC Manufacturing Scale Advantage Significant scale advantage (throughput) in our sheet machine technology 1 Internal capabilities to continue to advance our FC process technology Flexible lines allow us to produce a range of products on each sheet machine ColorPlus® manufacturing scale advantage while enabling full offering Specialized Trim, Soffit, & Shingle manufacturing Hardie® Backer Board Delivering wide range of high value products with industry leading manufacturing scale advantage
Page 108 James Hardie Investor Day 2022 JH SUPPLY CHAIN ADVANTAGE Strategically located network of plants1 2 3 • Raw material availability enables proximity to our customers with a local supply chain Responsive to regional shifts in demands • Network footprint enables highly efficient & fast plant/customer sourcing adjustments Scale enables high degree of customer choice while maintaining logistical efficiencies • Able to service customers of all sizes with the right balance of product choice & supply chain efficiency *Represents James Hardie North America manufacturing locations and largest North America customer locations.
Page 109 James Hardie Investor Day 2022 CONTINUOUS IMPROVEMENT OPPORTUNITIES REMAIN LARGE Hardie® Manufacturing Operating System Similar opportunities exist in: • Total Site Yield (on-going) • Sheet Machine Speed (planned, not started) • Post-Autoclave Operations & Process Automation (not started) Integrated Supply Chain We have clear strategies to drive continuous improvement in our operations to add to our competitive advantage HMOS Delivered $215M in savings FY20 – FY22 Building on our Supply Chain Advantage with digital transformation that further integrates us with the customer Pre-HMOS Today Future Potential Sh e e t M ac h in e N e t H o u rs
Page 110 James Hardie Investor Day 2022 OPERATIONAL ADVANTAGES SUMMARY James Hardie is the world leader in fiber cement & embraces continuous improvement. Flexible supply chain that can quickly & efficiently respond to shifts in demand Network of plants that is strategically located near our Customers & inputs Culture of continuous improvement with clear strategies to enhance our capabilities Significant scale advantage in our Fiber Cement operations
Page 111 GLOBAL CAPACITY: GLOBAL CAPACITY EXPANSION STRATEGY Ryan Kilcullen, EVP Operations
Page 112 James Hardie Investor Day 2022 AN INTEGRATED STRATEGY TO ENABLE PROFITABLE GROWTH Zero Harm foundation 1 Key pillars of Global Capacity Expansion strategic plan: Global organization created to leverage JH & partner capabilities 2 Data driven best practice focus in people, process, & systems 3 High category share regions: bias to always invest ahead of demand 4 Management systems in place to continuously check & adjust5 Build assets with financial returns inline with historical JH results6 Data Driven Best Practices Consistent Asset Performance Global Scale & Partners Build Ahead of Demand PDCA Mindset Zero Harm Our Global Capacity Expansion plan will enable profitable growth in all regions & build on impressive JH ROCE outcomes
Page 113 James Hardie Investor Day 2022 GLOBAL CAPACITY EXPANSION North America Capacity Expansion − Prattville Trim finishing (Q2 FY23) − Massachusetts ColorPlus® finishing (Q4 FY23) − Brownfield expansion in Prattville, sheet machines #3 & #4 (Q3 FY24) − Greenfield expansion in USA (FY26) APAC Capacity Expansion − Carole Park brownfield expansion (Q3 FY23) − Greenfield expansion in Melbourne (FY26) Europe Capacity Expansion − Fiber Gypsum brownfield expansion in Orejo, Spain (Q4 FY24) − Fiber Cement greenfield expansion (FY26) Delayed, planning to continue Progressing against original plan New capacity Existing facility
Page 114 James Hardie Investor Day 2022 NORTH AMERICA CAPACITY EXPANSION New capacity Existing facility North America Capacity Expansion − Prattville Trim finishing (Q2 FY23) − Massachusetts ColorPlus® finishing (Q4 FY23) − Brownfield expansion in Prattville, sheet machines #3 & #4 (Q3 FY24) − Greenfield expansion in USA (FY26) Q2 FY23 Prattville HLD Trim Finishing Westfield ColorPlus® Finishing Prattville Sheet Machines 3 & 4 Q4 FY23 Q3 FY24 High Value Product Capability HZ10 Trim 3 rd Specialized Trim Line Current N. America Capacity Summary: • Nameplate FC Capacity: 4,626 mmsf • Number of FC Sheet Machines: 21 • Number of ColorPlus® Lines: 10 High Value Product Capability ColorPlus® 11 th ColorPlus Line Fiber Cement Capacity Nameplate: 600mmsf 22 nd & 23 rd FC Sheet Machines
Page 115 James Hardie Investor Day 2022 APAC CAPACITY EXPANSION APAC Capacity Expansion − Carole Park brownfield expansion (Q3 FY23) − Greenfield expansion in Melbourne (Q1 FY26) New capacity Existing facility Q3 FY23 Q1 FY26 Carole Park Fiber Cement Brownfield APAC Fiber Cement Greenfield Current APAC Capacity Summary: • Nameplate FC Capacity: 612 mmsf • Number of FC Sheet Machines: 7 Fiber Cement Capacity Nameplate: 59mmsf Expansion of Existing FC Plant Fiber Cement Capacity Nameplate: 240mmsf 8 th Sheet Machine APAC Greenfield Investment Approach: • Acquired land and building infrastructure for 2+ FC sheet machines • Phase 1 (referenced above) will deliver 1 FC sheet machine & product capabilities to continue high value product mix shift
Page 116 James Hardie Investor Day 2022 EUROPE CAPACITY EXPANSION New capacity Existing facility Europe Capacity Expansion − Fiber Gypsum brownfield expansion in Orejo, Spain (Q4 FY24) − Fiber Cement greenfield expansion (FY26+) Q4 FY24 FY26+ EU Fiber Cement Greenfield Orejo Fiber Gypsum Brownfield Current EU Capacity Summary: • Nameplate FG Capacity: 1,143 mmsf • Number of FG Production Lines: 5 • Nameplate FC Capacity: 0 mmsf EU Greenfield Investment Approach: • Project is in final stages of land acquisition • Site planned to have multi-phase expansion capabilities, with Phase 1 (shown above) delivering 1 FC sheet machine (similar to APAC) • Current FC demand in EU is sourced from N. America plants Fiber Gypsum Capacity Nameplate: 252mmsf 6 th Fiber Gypsum Line Fiber Cement Capacity Nameplate: 300mmsf 1 st FC Sheet Machine
Page 117 James Hardie Investor Day 2022 GLOBAL CAPACITY TIMELINES Prattville Fiber Cement 3 & 4 Prattville Trim Finishing Westfield ColorPlus® Finishing NA Fiber Cement Greenfield EU Fiber Cement Greenfield Melbourne Fiber Cement Greenfield Carole Park Fiber Cement Brownfield Orejo Fiber Gypsum Brownfield FY23 FY25FY24 FY26+ Prattville Finishing Q2 FY23 Westfield Finishing Q4 FY23 Prattville 3 & 4 Sheet Machines Q3 FY24 NA Greenfield Expansion FY26+ Orejo Brownfield Expansion Q4 FY24 EU Greenfield Expansion FY26+ Carole Park Brownfield Expansion Q3 FY23 Melbourne Greenfield Expansion FY26 Current planning target, subject to market conditions Committed delivery date
Page 118 James Hardie Investor Day 2022 GLOBAL CAPACITY EXPANSION SUMMARY We have a fully integrated plan to deliver capacity ahead of demand while leveraging our vast, global capacities. We have a management system in place to continuously monitor the timing requirements of our capacity adds. We will continue to adjust when needed We have built a global organization to leverage the vast experience of our teams & partners to ensure efficient replication of best practices We have a global capacity expansion strategy to enable the profitable growth plans in all three regions
Page 119 James Hardie Investor Day 2022 GLOBAL CAPACITY – SUMMARYUN Operational scale advantage centered around a network of strategically located plants near our customers & inputs A culture of continuous improvement with clear strategies to enhance our capabilities We have a global capacity expansion strategy to enable the profitable growth plans in all three regions
Page 120 Q&A
Page 121 CLOSING: WHY JAMES HARDIE? Aaron Erter, CEO
Page 122 James Hardie Investor Day 2022 CONTROL WHAT WE CAN CONTROL We are navigating market uncertainty We will control what we can control We plan to win regardless of market conditions We will accelerate and expand our competitive advantages
Page 123 James Hardie Investor Day 2022 RIGHT GLOBAL STRATEGY TO DELIVER GROWTH Market to Homeowners to Create Demand Penetrate and Drive Profitable Growth in Existing and New Segments Commercialize Global Innovations by Expanding Into New Categories Continued Execution and Expansion of Foundational Initiatives: i) LEAN Manufacturing ii) Customer Engagement iii) Supply Chain Integration 1 2 3 Zero Harm & ESG
Page 124 James Hardie Investor Day 2022 Page 5 Our conviction that every incident is preventable ZERO HARM & ESG UNDERPIN THE GLOBAL STRATEGY Page 11 James Hardie Investor Day 2022 OUR PILLARS James Hardie’s sustainability strategy integrates our global strategy for value creation and operational performance. It focuses on our four key pillars of Communities, Environment, Innovation and Zero Harm. Zero Harm is a Foundational, Non Negotiable element of our Global Culture Our sustainability strategy integrates our global strategy for value creation and operational performance
Page 125 James Hardie Investor Day 2022 APAC PROVEN SUSTAINABLE PROFITABLE GROWTH IN EVERY REGION… 12% 16%North America 10 Year Net Sales CAGR 10 Year Adj. EBIT CAGR 8% 10% 10% 81%Europe 1 1 1. Europe values are based on 3 Year CAGR since acquisition (FY22 vs FY19)
Page 126 James Hardie Investor Day 2022 …WITH SIGNIFICANT GROWTH OPPORTUNITIES IN ALL 3 REGIONS… We Want to Win in All Regions Northeast & Midwest R&R Represents Largest Opportunity APAC North America Europe Significant Market Share Growth Opportunity in ANZ €660 M Plank Market €1.6 Bn Panel Market U n it e d K in gd o m Sweden WoodJH Competitive FC Other European Plank Market ∑ ~ €660 Million Fr an ce G e rm an y D e n m ar k B e N e Lu x R e st o f Eu ro p e Plank U n it ed K in gd o m JH Other FC MetalHPL Stone Panel Other European Panel Market ∑ ~ € 1.6 Billion Fr an ce G er m an y Sc an d in av ia It al y N et h er la n d s Rest of Europe Panel FY22 Future Repair & Remodel 65% New Construction 35%
Page 127 James Hardie Investor Day 2022 …A STRATEGY TO DELIVER GROWTH IN EACH REGION… APAC North America Europe CUSTOMER CONTRACTOR HOMEOWNER Small Builder Architect/ Designer North America Value Chain Perfect Store in ANZ Fiber Cement and Fiber Gypsum in Europe
Page 128 James Hardie Investor Day 2022 …& THE RIGHT ENABLERS TO PROPEL GROWTH Market Driven Global Innovation Global Capacity Expansion 51% Adj. ROCE1 Full Wrap Solutions and ColorPlus® Hardie™ Architectural Collection in Multi Family North America Hardie™ Architectural Collection APAC Europe Proven Execution of Innovation: Marketing to Homeowners in North America and APAC 1. FY22 Adjusted ROCE Mega Trends Our Technologies & Capabilities Hardie™ Architectural Collection Therm25 Under-floor Heating
Page 129 James Hardie Investor Day 2022 CREATING GLOBAL VALUE Global Net Sales 10 Year CAGR Global Adj. ROCE2 Avg. FY19-FY22 Global Adj. Net Income 10 Year CAGR 11% Global Operating Cash Flow 3 Year Avg FY22 vs FY121 3x 15%38% 1. Comparison of average Global Operating Cash Flow FY20-FY22 and FY10-FY12 2. From FY22 20-F Page 186, FY22 Adj. ROCE of 51.1%
Page 130 James Hardie Investor Day 2022 WHY JHX? Strong Growth Opportunities Emerging Homeowner-Focused Brand Innovative Product Pipeline Integrated Localized Supply Chain Multi-Segment Focus Experienced Management Team Strong Balance Sheet & Cash Generation Attractive Returns Premium Product Portfolio Responsible Corporate Citizen Homeowner Focused, Customer & Contractor Driven
Page 131
Page 132 North America APAC Europe THANK YOU North America
Page 133 Q&A
Page 134 END OF DAY 2
Page 135 JHX Investor Day 2022 New York, 12-13 September 2022 – Day 2
EXHIBIT 99.10
James Hardie Industries plc
Europa House 2nd Floor,
Harcourt Centre
Harcourt Street, Dublin 2,
D02 WR20, Ireland
T: +353 (0) 1 411 6924
F: +353 (0) 1 479 1128
15 September 2022
The Manager
Company Announcements Office
Australian Securities Exchange Limited
20 Bridge Street
SYDNEY NSW 2000
Dear Sir/Madam
The 2022 Annual General Meeting of James Hardie Industries plc (James Hardie) will be held on Thursday, 3 November 2022 at 9:00pm (Dublin time) / Friday, 4 November 2022 at 8:00am (Sydney time) in James Hardie’s Corporate Headquarters, The Cork Room, Europa House, 2nd Floor, Harcourt Centre (Block 9), Harcourt Street, Dublin 2, D02 WR20, Ireland and simultaneously via teleconference.
Security holders wishing to (a) place an item on the agenda of the AGM must submit a request in accordance with Articles 53(b) and 53(c) of James Hardie’s Articles of Association, or (b) make a director nomination must submit a request in accordance with Article 111 (b)(ii) of James Hardie’s Articles of Association, in each case by either:
•Delivering a hard copy of the request to James Hardie’s registered office:
Europa House, 2nd Floor
Harcourt Centre, Harcourt Street
Dublin 2, D02 WR20, Ireland; or
•Emailing a soft copy of the request to: investor.relations@jameshardie.com.au.
The closing date for receipt of nominations from persons wishing to be considered for election as a director of James Hardie is Thursday, 22 September 2022.
James Hardie Industries plc is a limited liability company incorporated in Ireland with its registered office at
Europa House 2nd Floor, Harcourt Centre, Harcourt Street, Dublin 2, D02 WR20, Ireland.
Europa House 2nd Floor, Harcourt Centre, Harcourt Street, Dublin 2, D02 WR20, Ireland.
Directors: Michael Hammes (Chairman, USA), Anne Lloyd (Deputy Chairperson, USA),
Peter-John Davis (Aus), Persio Lisboa (USA), Rada Rodriguez (Sweden),
Suzanne B. Rowland (USA), Nigel Stein (UK), Harold Wiens (USA).
Chief Executive Officer and Director: Aaron Erter (USA)
Company number: 485719
ARBN: 097 829 895
Regards
Joseph C. Blasko
General Counsel & Company Secretary
This announcement has been authorised for release by the General Counsel and Company Secretary, Mr Joseph C. Blasko.