Workflow
James Hardie(JHX)
icon
Search documents
James Hardie(JHX) - 2022 Q4 - Annual Report
2022-05-17 10:30
Exhibit 99.6 James Hardie Industries plc Consolidated Financial Statements as of and for the Year Ended 31 March 2022 F-1 James Hardie Industries plc Index | | Page | | --- | --- | | Report of Independent Registered Public Accounting Firm | F-3 | | Consolidated Balance Sheets as of 31 March 2022 and 2021 | F-5 | | Consolidated Statements of Operations and Comprehensive Income for the Fiscal Years Ended 31 | F-6 | | March 2022, 2021 and 2020 | | | Consolidated Statements of Cash Flows for the Fiscal Years En ...
James Hardie(JHX) - 2022 Q4 - Annual Report
2022-05-17 10:27
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 20-F (Mark One) ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended 31 March 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☐ SHELL COMPANY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCH ...
James Hardie(JHX) - 2022 Q4 - Earnings Call Transcript
2022-05-17 03:07
James Hardie Industries plc (NYSE:JHX) Q4 2022 Earnings Conference Call May 16, 2022 6:30 PM ET Company Participants Harold Wiens – Interim Chief Executive Officer Sean Gadd – North America President Jason Miele – Chief Financial Officer Conference Call Participants Peter Steyn – Macquarie Keith Chau – MST Marquee Andrew Scott – Morgan Stanley Simon Thackray – Jeffries Peter Wilson – Credit Suisse Lisa Huynh – JPMorgan Daniel Kang – CLSA Sam Seow – Citi Lee Power – UBS Brook Campbell-Crawford – Barrenjoey D ...
James Hardie(JHX) - 2022 Q3 - Earnings Call Transcript
2022-02-07 15:52
James Hardie Industries plc (NYSE:JHX) Q3 2022 Earnings Conference Call February 6, 2022 4:45 PM ET Company Participants Harold Wiens - Interim CEO Sean Gadd – North American President Ryan Kilcullen - Executive VP of Global Operations Jason Miele - CFO Conference Call Participants Lisa Huynh - JPMorgan Lee Power - UBS Peter Steyn - Macquarie Andrew Scott - Morgan Stanley Keith Chau - MST Marquee Peter Wilson - Credit Suisse Daniel Kang - CLSA Simon Thackray – Jefferies Sam Seow - Citi Paul Quinn - RBC Ande ...
James Hardie(JHX) - 2022 Q3 - Earnings Call Presentation
2022-02-07 13:16
Q3 FY22 MANAGEMENT PRESENTATION 7 February 2022 ) JamesHardie" James Hardie Q3 FY22 Results 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 ...
James Hardie(JHX) - 2022 Q2 - Earnings Call Transcript
2021-11-09 14:48
James Hardie Industries plc (NYSE:JHX) Q2 2022 Results Conference Call November 8, 2021 5:00 PM ET Company Participants | --- | |----------------------------------------------------| | | | | | Jack Truong - CEO | | Jason Miele - CFO | | Conference Call Participants | | Peter Steyn - Macquarie Simon Thackray - Jefferies | | Daniel Kang - CLSA | | Lee Power - UBS | | Keith Chau - MST Marquee | | Sam Seow - Citi | | Paul Quinn - RBC | | Peter Wilson - Credit Suisse | | Andrew Scott - Morgan Stanley | Operator ...
James Hardie(JHX) - 2022 Q1 - Earnings Call Transcript
2021-08-10 06:48
James Hardie Industries plc (NYSE:JHX) Q1 2022 Earnings Conference Call August 9, 2021 8:15 PM ET Company Participants | --- | --- | |-----------------------------------------------------------------------------|-------| | | | | Jack Truong – Chief Executive Officer Jason Miele – Chief Financial Officer | | | Conference Call Participants | | | Peter Steyn – Macquarie | | | Andrew Scott – Morgan Stanley | | | Lee Power – UBS | | | Lisa Huynh – Citi | | | Sophie Spartalis – Bank of America | | | Simon Thackra ...
James Hardie(JHX) - 2021 Q4 - Earnings Call Transcript
2021-05-18 19:01
James Hardie Industries plc (NYSE:JHX) Q4 2021 Earnings Conference Call May 17, 2021 7:00 PM ET Company Participants Jack Truong - CEO Jason Miele - CFO Conference Call Participants Peter Steyn - Macquarie Keith Chau - MST Marquee Brook Campbell-Crawford - JPMorgan Simon Thackray - Jefferies Australia Sophie Spartalis - Bank of America Lisa Huynh - Citi Paul Quinn - RBC Capital Markets Peter Wilson - Crédit Suisse Operator Thank you for standing by, and welcome to James Hardie's Q4 FY '21 Results Conference ...
James Hardie(JHX) - 2021 Q4 - Annual Report
2021-05-18 10:04
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 20-F (Mark One) ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended 31 March 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☐ SHELL COMPANY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCH ...
James Hardie(JHX) - 2021 Q3 - Earnings Call Transcript
2021-02-09 05:56
Financial Data and Key Metrics Changes - In Q3 FY 2021, global net sales reached $739 million, representing a 20% increase compared to the prior corresponding period [33] - Global adjusted net operating profit was $123 million, a 59% increase and an all-time record high [33] - For the first nine months of FY 2021, global net sales totaled $2.1 billion, reflecting 9% organic growth [36] - Operating cash flow for the nine months increased by 72% to $678 million, exceeding the previous full year operating cash flow by 50% [48] Business Line Data and Key Metrics Changes - In North America, net sales grew by 20% with an EBIT margin of 30% [34] - European net sales increased by 12%, with adjusted EBIT rising by 300% [43] - Asia Pacific saw a 9% increase in net sales, with an EBIT margin of 28.1% [46] Market Data and Key Metrics Changes - The North American market for repair and remodel segments is significant, with 44 million homes over 40 years old, presenting a substantial growth opportunity [25] - The company aims to penetrate the market further by marketing directly to homeowners [26] Company Strategy and Development Direction - The company is focused on three strategic initiatives: global innovation, penetrating existing and new markets, and extending the brand into a consumer brand [13][32] - The company has made significant progress in transforming into a scalable business, achieving consistent profit growth [12] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in continued strong cash generation and the appropriateness of returning capital to shareholders via special dividends [5] - The company raised its full-year FY 2021 guidance for adjusted net operating profit to between $440 million and $450 million, representing a 26% year-on-year improvement [56] Other Important Information - The company announced a special dividend of $0.70 per share, marking a return of capital to shareholders ahead of schedule [54] - The company has not received significant government assistance related to COVID-19, having returned funds received from the New Zealand government [55] Q&A Session Summary Question: How will the company measure success in enlarging target markets? - The company focuses on market-driven innovation and tailoring products to meet customer needs, with ongoing clarity expected as the strategy is executed [60] Question: How will the company gain traction with consumers in the R&R segment? - The company plans to market directly to homeowners, emphasizing curb appeal and the aesthetic possibilities of its products, with a marketing budget of $30 million to $50 million for FY 2022 [69] Question: What is the outlook on product shortages in the building materials space? - The company is closely working with customers to forecast demand and optimize production through lean manufacturing strategies [75] Question: What is driving the slowdown in the interiors business growth? - The interiors business is expected to remain in mid-single digits until further innovation is introduced [80] Question: What proportion of pulp supply is secured via long-term contracts? - Pulp prices are expected to trend upward, with the company anticipating some headwinds in FY 2022 [81] Question: What is the expected impact of freight and pulp costs on margins? - The company expects to maintain strong EBIT margins despite anticipated headwinds from pulp and freight costs [87] Question: How has the new product development been tracking? - The company reported that the acceptance of new products has been high, with significant volume growth expected [92]