James Hardie Investor Day 2024
DAY TWO | MONDAY, JUNE 24TH | NEW YORK
© 2023 Warner Bros. Discovery, Inc. or its subsidiaries and affiliates. All trademarks are the property of their respective owners. All rights reserved.
Cautionary Note on Forward-Looking Statements
Cautionary note on forward-looking statements
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 indication 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 2024, 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; 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.
All amounts are in US Dollars, unless otherwise noted
Use of non-GAAP financial information;
Australian equivalent terminology
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 slides titled "Non-GAAP Financial Measures" included in 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 slides titled "Non-GAAP Financial Measures" included in this Management Presentation.
2 | JAMES HARDIE INVESTOR DAY | |
2024 | ||
Formalities
Attendance
Presentations
Welcome Bags
Charging Your Items
Badges & Groups
Agenda
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JAMES HARDIE INVESTOR DAY 2024
Agenda: Day Two
DAY TWO | MONDAY, JUNE 24TH | NEW YORK
Registration/Breakfast at Pendry Hotel | All |
Logistics Overview | Joe Ahlersmeyer |
Welcome | Aaron Erter, CEO |
Finance Strategic Priorities | Rachel Wilson, CFO |
Global Operations Strategic Priorities | Ryan Kilcullen |
9:00am Break for 5min | |
ESG Roadmap | Jill Kolling |
Innovation Strategic Priorities | Joe Liu |
Long-Term North America Aspirations | Aaron Erter, CEO |
Q&A | All |
~10:15am Travel to Field Visit #1 | |
Field Visit #1 | All |
Travel to Lunch | |
Lunch | All |
Repair & Remodel Panel | John Madson |
~3:30pm Travel to Field Visit #2 | |
Field Visit #2 | All |
Travel | |
Dinner at Yankee Stadium | All |
Travel to Pendry Hotel | |
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JAMES HARDIE INVESTOR DAY 2024
Zero Harm
Stay Together as a Group
Utilize Safety Equipment When Provided (E.g., Hard Hats, etc.)
WATER
Stay Hydrated and Leverage Facilities as Needed
EXIT |
Please be Aware of Your Surroundings and Identify the Nearest Emergency Exit
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JAMES HARDIE INVESTOR DAY 2024
What The Best Are Made Of
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JAMES HARDIE INVESTOR DAY 2024
Aaron Erter
CHIEF EXECUTIVE OFFICER
© 2023 Warner Bros. Discovery, Inc. or its subsidiaries and affiliates. All trademarks are the property of their respective owners. All rights reserved.
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JAMES HARDIE INVESTOR DAY 2024
Our Continuing Evolution
This evolution is designed to build an even greater future for James Hardie and its people
FROM
A focus on what we do
Growth above all else
A top-down approach
Behaviors that only reflect what we are
TO
A focus on why we do what we do
Defining the kind of company we want to be
A collaborative and inclusive environment
Values that guide who we are and how we act
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JAMES HARDIE INVESTOR DAY 2024
Embracing Our Future Remains Rooted In Our Purpose
PURPOSE | VISION | MISSION |
Building a Better Future | To inspire how communities design, |
for AllTM | build, and grow today and tomorrow. |
Be the most respected and sought after building materials brand in the world.
VALUES
Honor Our | Collaborate | Do the | Be Bold and | Embrace Our |
Commitments | for Greatness | Right Thing | Progressive | Diversity |
SUPPORTED BY OUR
FOUNDATIONAL
IMPERATIVES
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JAMES HARDIE INVESTOR DAY 2024
The James Hardie Strategy
Homeowner Focused, Customer and Contractor Driven
Strategic
Initiatives
1 | Profitably grow and take share |
where we have the right to win | |
2 | Bring our customers high |
valued, differentiated solutions | |
3 | Connect and influence all the |
participants in the customer |
value chain
Supported by Our Foundational Imperatives
Zero | Hardie |
Operating | |
Harm | |
System | |
ESG | Our |
People | |
Enabled by
Customer Integration
Innovative Solutions
Brand of Choice
Global Capacity
Expansion
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JAMES HARDIE INVESTOR DAY 2024
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Disclaimer
James Hardie Industries plc published this content on 24 June 2024 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 24 June 2024 09:12:27 UTC.