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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 June 2024
1-15240
(Commission File Number)
JAMES HARDIE INDUSTRIES plc
(Translation of registrant’s name into English)
1st Floor, Block A
One Park Place
Upper Hatch Street, Dublin 2, D02, FD79, 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



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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;
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.
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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 20 May 2024, 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; 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.


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EXHIBIT INDEX
 
Exhibit No. Description
Notice of Investor Day - Day One Materials
2024 Investor Day - Day One Slides
Notice of Investor Day - Day Two Materials
2024 Investor Day - Day Two Slides
Update - Notification of buy-back - JHX
Notification of cessation of securities - JHX
Change in substantial holding

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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:   28 June 2024
By:  /s/ Aoife Rockett
 
Aoife Rockett
 
Company Secretary

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EXHIBIT INDEX
 
Exhibit No. Description
Notice of Investor Day - Day One Materials
2024 Investor Day - Day One Slides
Notice of Investor Day - Day Two Materials
2024 Investor Day - Day Two Slides
Update - Notification of buy-back - JHX
Notification of cessation of securities - JHX
Change in substantial holding
7
Document
Exhibit 99.1
http://api.rkd.refinitiv.com/api/FilingsRetrieval3/.79609233.0001159152-24-000023image_0.jpg.ashx
James Hardie Industries plc
1st Floor, Block A
One Park Place
Upper Hatch Street, Dublin 2,
D02 FD79, Ireland

T: +353 (0) 1 411 6924
F: +353 (0) 1 479 1128


21 June 2024
The Manager
Company Announcements Office
Australian Securities Exchange Limited
20 Bridge Street
SYDNEY NSW 2000

Dear Sir/Madam
JHX Investor Day 2024 Presentation – Day 1
JHX Reiterates First Quarter and Fiscal Year 2025 Guidance
James Hardie today released its Investor Day 2024 Presentation – Day 1 Materials. This event is being held in Washington D.C. on Friday, 21 June 2024.
Copies of this document are available on James Hardie’s Investor Relations website at ir.jameshardie.com.au.    
Today, James Hardie reiterates First Quarter and Fiscal Year 2025 Guidance that was provided to the market on 21 May 2024;
Guidance for the first quarter of fiscal year 2025; includes:
North American volumes to be in the range of 745 million to 775 million standard feet
North American EBIT margin to be in the range of 30% to 32%
Adjusted Net Income to be in the range of US$155 million to US$175 million
Guidance for the full fiscal year 2025; includes:
North American volumes to be in the range of 2,950 million to 3,150 million standard feet vs FY24 3,054 million standard feet
North American EBIT margin to be in the range of 29% to 31%
Adjusted Interest, net: US$25 million to US$29 million vs FY24 US$24.3 million
http://api.rkd.refinitiv.com/api/FilingsRetrieval3/.79609233.0001159152-24-000023image_1.jpg.ashxJames Hardie Industries plc is a limited liability company incorporated in Ireland with its registered office at
1
st Floor, Block A, One Park Place, Upper Hatch Street, Dublin 2, D02 FD79, Ireland.
Directors: Anne Lloyd (Chairperson, USA), Peter-John Davis (Aus), Persio Lisboa (USA), Renee Peterson (USA),
John Pfeifer (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

                    


Adjusted Effective Tax Rate: 23.5% to 24.5% vs FY24 23.0%
Adjusted Net Income to be in the range of US$630 million to US$700 million
For the full year FY25, we expect to spend a total of approximately US$500 to US$550 million in capital expenditures.
James Hardie’s guidance is based on current estimates and assumptions and is subject to several known and unknown uncertainties and risks.


Yours faithfully
James Brennan-Chong
Director of Investor Relations and Market Intelligence
This announcement has been authorized for release by the CEO Mr. Aaron Erter

ex9922024investorday-day
James Hardie Investor Day 2024 DAY ONE | FRIDAY, JUNE 21ST | WASHINGTON D.C. © 2023 Warner Bros. Discovery, Inc. or its subsidiaries and affiliates. All trademarks are the property of their respective owners. All rights reserved. Exhibit 99.2


 
2 JAMES HARDIE INVESTOR DAY 2024 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.


 
3 JAMES HARDIE INVESTOR DAY 2024 Formalities Attendance Presentations Welcome Bags Charging Your Items Badges & Groups Agenda


 
4 JAMES HARDIE INVESTOR DAY 2024 Agenda: Day One DAY ONE | FRIDAY, JUNE 21ST | WASHINGTON D.C. Registration/Breakfast at Sheraton Reston All Logistics Overview James Brennan-Chong Welcome Aaron Erter, CEO People Strategic Priorities Farhaj Majeed APAC John Arneil Europe Christian Claus 9:00am Break for 5min North America Sean Gadd Dream Builder Chad Fredericksen Day One Wrap-Up Aaron Erter, CEO Q&A All 10:15am Break for 45min Dream Builder Workshop All Lunch All New Construction Panel John Madson Travel to Field Visit Field Visit All Travel to Hotel Reception at Sheraton Reston All Dinner at Sheraton Reston All


 
5 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 Travel to Field Visit #2 Field Visit #2 All Travel Dinner at Yankee Stadium All Travel to Pendry Hotel


 
6 JAMES HARDIE INVESTOR DAY 2024 Zero Harm EXIT WATER Stay Together as a Group Utilize Safety Equipment When Provided (E.g., Hard Hats, etc.) Stay Hydrated and Leverage Facilities as Needed Please be Aware of Your Surroundings and Identify the Nearest Emergency Exit


 
7 JAMES HARDIE INVESTOR DAY 2024 What The Best Are Made Of


 
8 JAMES HARDIE INVESTOR DAY 2024 © 2023 Warner Bros. Discovery, Inc. or its subsidiaries and affiliates. All trademarks are the property of their respective owners. All rights reserved. Aaron Erter CHIEF EXECUTIVE OFFICER


 
9 JAMES HARDIE INVESTOR DAY 2024 Goals For The Two Days “In the Field” Experience the James Hardie Value Proposition What it means to be “Homeowner Focused, Customer and Contractor Driven ” How we Activate Our Purpose


 
10 JAMES HARDIE INVESTOR DAY 2024 World’s #1 Producer and Marketer of High-Performance Fiber Cement Siding ~5K Employees Worldwide1 Standard Feet of Volume1 Globally~4Bn US Market Capitalization2 1. As of March 31st, 2024 2. Market data as of June 17th, 2024 3. Bloomberg Finance, LP 135+ Years James Hardie: Snapshot ASX: JHX; NYSE: JHX A Total Shareholder Return3 0% 50% 100% 150% 200% 250% 300% Since September 2022 5-Year 10-Year James Hardie ASX 200 S&P 500 $21Bn $14Bn


 
11 JAMES HARDIE INVESTOR DAY 2024 James Hardie Global Reach Net Sales US $482 million +7% vs FY23 EBIT US $45 million +70% vs FY23 EUROPE EBIT US $166 million +16% vs FY23 Net Sales US $563 million +4% vs FY23 APAC Net Sales US $2.9 billion +4% vs FY23 EBIT US $921 million +20% vs FY23 NORTH AMERICA Operating Sites: 19 | R&D Centers: 3 GLOBALLY Manufacturing Facilities Research and Development Net Sales US $3.9 billion +4% vs FY23 Adjusted EBIT US $941 million +21% vs FY23 FY24 GROUP RESULTS 74% 14% 12% US APAC EUROPE Net Sales By Region


 
12 JAMES HARDIE INVESTOR DAY 2024 Embracing Our Future Remains Rooted In Our Purpose PURPOSE Building a Better Future for AllTM VISION To inspire how communities design, build, and grow today and tomorrow. MISSION Be the most respected and sought after building materials brand in the world. VALUES SUPPORTED BY OUR FOUNDATIONAL IMPERATIVES Honor Our Commitments Collaborate for Greatness Do the Right Thing Be Bold and Progressive Embrace Our Diversity


 
13 JAMES HARDIE INVESTOR DAY 2024 Activating Our Purpose Building a Better Future for All Helping kids build the strength of character to weather a lifetime of new challenges Helping America’s Heroes by Providing Mortgage-free Homes Supporting our Veterans and First Responders with Hardie Honors HABITAT STRONG Building efficient, resilient housing for a changing climate $1.85Bn1 Invested in Local Communities Copyright 2023 Tunnel to Towers Foundation. All Rights Reserved. 1. James Hardie FY23 Sustainability Report


 
14 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 Harm Hardie Operating System ESG Our People Enabled by Customer Integration Innovative Solutions Brand of Choice Global Capacity Expansion


 
15 JAMES HARDIE INVESTOR DAY 2024 Executive Leadership Team (ELT) CEO Aaron Erter Chicago CFO Rachel Wilson Chicago Chief HR Officer (CHRO) Farhaj Majeed Chicago President North America Sean Gadd Chicago President APAC John Arneil Sydney President Europe Christian Claus Düsseldorf EVP Global Operations Ryan Kilcullen Chicago Chief Information Officer (CIO) James Johnson Chicago VP ESG/ Chief Sustainability Officer Jill Kolling Chicago VP Head of Transformation Stephen Balsavich Chicago Chief Technology Officer (CTO) Joe Liu Chicago VP Corporate Communications Joel Wasserman Chicago Chief Legal Counsel Tim Beastrom Chicago


 
16 JAMES HARDIE INVESTOR DAY 2024 US Housing Fundamentals Support Long-Term Growth 1. Zonda analysis of US Census Bureau data; 20-40 Years Old defined as “heavy siding remodel years” 2. John Burns Research and Consulting, LLC, June 2024 Opportunity for Material Conversion and Long-Term Profitable Share Gain ~35 Million Homes Aged 20 to 40 Years Old1 (Single-Family Portion +23% vs. ’19) Housing Stock Aging Into Prime Remodeling Years 35M~ U.S. Housing is Currently Undersupplied by ~2.1M Units2 Cumulative Undersupply of US Housing 2.1M~ Repair & Remodel New Construction


 
17 JAMES HARDIE INVESTOR DAY 2024 People Strategic Priorities FARHAJ MAJEED CHIEF HUMAN RESOURCES OFFICER Building a Better Future for All


 
18 JAMES HARDIE INVESTOR DAY 2024 People Strategic Priorities Building a Better Future for All TM by focusing on what we can control supported by our strategic foundations. Elevating HR to be a Strategic Business Partner An Enabler for Growth Strengthen the Foundation: Design an HR strategy to inform the future vision of HR, establish an operating model to build efficiency in service delivery, and elevate talent systems and methodology in succession planning Build and Transform: Transform the function to accelerate business strategy, driving the transition of the HR function from administrative to a strategic partner Enable and Unlock Sustained Strategic Growth: Serve as an integrated enabler and partner in growth of the business, focusing on opportunities to enhance and build continued efficiency in the business and within the HR function


 
19 JAMES HARDIE INVESTOR DAY 2024 People Strategy: Core Pillars Strategic People Drivers Build an organization designed with James Hardie Strategy at its center and deliver HR functional excellence Organizational Agility Build a robust and sustainable talent pool enabled by a strong leadership and development capability Great Talent Bring the James Hardie Purpose, Vision, Mission and Values to life to enable and unlock our best Winning Culture Progress to Date Enhanced HR Operating Model Established Annual Global Employee Engagement Survey Optimized Talent and Succession Planning Defined the HR Roadmap Aligned Compensation Framework to Global Strategy Activated Global Diversity, Equity, & Inclusion Goals


 
20 JAMES HARDIE INVESTOR DAY 2024 Activating Our Strategy: Organizational Agility Global Initiatives Pillar Objective: Build an organization designed with James Hardie Strategy at its center and deliver HR functional excellence Job Architecture HR Transformation Functional Organization Design Establish a global job architecture to serve as the standard infrastructure for the human capital and financial practices that drive the business Optimize HR technology solutions and implement additional technologies to centralize and standardize employee data, increase self-service options, and improve reporting capabilities Leverage industry best practices to define the optimal Organization Design to elevate service delivery and optimize business functionality


 
21 JAMES HARDIE INVESTOR DAY 2024 Activating Our Strategy: Great Talent Global Initiatives Learning & Development Strategy: Grow@Hardie Development Month Talent Assessment and Succession Planning James Hardie University Launch development month, focusing on learning and professional development opportunities across a variety of topics and experience modalities​ Enhance the Global Talent Management process to enable the strategic placement of the right people in the right roles at the right time Create a learning culture at James Hardie by establishing: *Learning Philosophy *Learning Facility *Learning Solutions *Learning Structure Pillar Objective: Build a robust and sustainable talent pool enabled by a strong leadership and development capability


 
22 JAMES HARDIE INVESTOR DAY 2024 Activating Our Strategy: Winning Culture Global Initiatives Wellbeing Strategy Hardie Heartbeat Launch a global wellbeing strategy, inclusive of a comprehensive suite of programs, initiatives, and education resources, with an intentional focus on mental health support Enhance survey to include leadership effectiveness and inclusion index scores, add optional demographics questions and predetermined post survey accountability ESPP Established an Employee Stock Purchase Plan (ESPP) to enable employees to have a greater ownership in the success of the company DEIB Understanding Diversity, Equity, Inclusion and Belonging (DEIB) fuels our culture and business, executing on representation and belonging goals so James Hardie better reflects the communities we serve and feeds an inclusive and equitable culture Pillar Objective: Bring the James Hardie Purpose, Vision, Mission and Values to life to enable and unlock our best


 
23 JAMES HARDIE INVESTOR DAY 2024 Building a Better Future For All As we transform as an organization, bring our People Strategy to life, and embark on this journey of innovation and enhancement, we will drive success by maintaining: “Purpose” Focused Remain grounded in our James Hardie Purpose & Vision, making decisions that enable HR to be a strategic business partner that supports business growth and delivers an enhanced people experience Holistic Participation Collaborate with cross-functional James Hardie stakeholders to ensure connection and project success as we strive to deliver consistent outcomes and positive customer experiences for the long term Sustainable Progress Design with simplicity and standardization at the center, execute with excellence, and have a continuous improvement mindset, while celebrating success both big and small


 
24 JAMES HARDIE INVESTOR DAY 2024 APAC JOHN ARNEIL PRESIDENT APAC


 
25 JAMES HARDIE INVESTOR DAY 2024 APAC Snapshot John Arneil President APAC Net Sales A $856 million +9% vs FY23 EBIT A $253 million +21% vs FY23 APAC North America and Europe Operating Sites: 3 | R&D Centers: 1 APAC Manufacturing Facilities Research and Development 635 778 787 FY21 FY22 FY23 FY24 856 NET SALES A$ millions 177 217 209 FY21 FY22 FY23 FY24 253 ADJUSTED EBIT A$ millions 992 EMPLOYEES1 FY24 SEGMENT NET SALES % of total (in USD) FY24 SEGMENT EBIT % of total (in USD) 28.0% 28.0% 26.5% 29.5% ADJUSTED EBIT MARGIN (%) 1. Average number of employees for Fiscal Year 2024 14% 15%


 
26 JAMES HARDIE INVESTOR DAY 2024 APAC Strategic Priorities Building a Better Future for All TM by focusing on what we can control supported by our strategic foundations. Profitable Share Gain: Defend and Grow our strong category share of core products in Single-Family New Construction, Multi-Family New Construction, and Alterations & Additions with an emphasis on leveraging our right to win and customer integration Innovation: Accelerate growth against masonry via product and business model innovation Accelerate Material Conversion: Drive material conversion by changing the way homeowners remodel and builders build through demand creation and Co-Creation Homeowner Focused, Customer and Contractor Driven


 
27 JAMES HARDIE INVESTOR DAY 2024 Profitable Share Gain in ANZ 0 500 1,000 1,500 2,000 2,500 Single- Family Multi- Family A&A Total A $ m ill io n ANZ Siding Opportunity1 JH ANZ Sales Competitive Fiber Cement & Timber Masonry/Other ▪ ANZ is primarily a New Construction market ▪ Opportunity to win against competitive fiber cement, timber, and masonry Defend and Grow in Exterior Cladding A$ 2.2Bn ANZ Siding Opportunity 1. FY23 Management Estimate, includes only Australia and New Zealand (ANZ) siding (excludes our interiors business, Philippines business, and accessories) 2. A&A refers to “Alterations & Additions” Defend and Grow our strong category share of core products in Single-Family New Construction, Multi-Family New Construction, and Alterations & Additions with an emphasis on leveraging our right to win and customer integration 2


 
28 JAMES HARDIE INVESTOR DAY 2024 Accelerate Material Conversion Through Demand Creation Customer Builder/ Contractor Homeowners Modern Forecast Cause Marketing Customer Marketing Trade Marketing Sponsorships & Influencers Brand of Choice Homeowner Focused, Customer and Contractor Driven


 
29 JAMES HARDIE INVESTOR DAY 2024 Accelerate Material Conversion Through Co-Creation Stage #1 Buy-In Align on growth plan with builder leadership and gain stakeholder alignment Stage #2 Where to Play & How to Win Identify consumer needs and design/construction methodology to support Stage #3 Collaborate on New Product Development Develop architectural drawings/designs, construction details and implementation plans C o -C re a ti o n P ro c e s s


 
30 JAMES HARDIE INVESTOR DAY 2024 Hardie Oblique Cladding Axon CladdingLinea Weatherboard Stria Cladding Hardie Brushed Concrete Cladding Hardie Fine Texture Cladding Accelerate Growth Against Masonry Via Product & Business Model Innovation P ro d u c t In n o v a ti o n


 
31 JAMES HARDIE INVESTOR DAY 2024 Europe CHRISTIAN CLAUS PRESIDENT EUROPE


 
32 JAMES HARDIE INVESTOR DAY 2024 Europe Snapshot Christian Claus President Europe Net Sales €445 million +3% vs FY23 EBIT €42 million +65% vs FY23 FY24 SEGMENT NET SALES % of total (in USD) FY24 SEGMENT EBIT % of total (in USD) Europe North America and APAC Operating Sites: 5 | R&D Centers: 1 EUROPE Manufacturing Facilities Research and Development 12% 4% 445 NET SALES € millions 36 54 25 FY21 FY22 FY23 FY24 42 ADJUSTED EBIT € millions 10.4% 12.9% 5.8% 9.3% 351 421 432 FY21 FY22 FY23 FY24 ADJUSTED EBIT MARGIN (%) 1. Average number of employees for Fiscal Year 2024 1,043 EMPLOYEES1


 
33 JAMES HARDIE INVESTOR DAY 2024 Europe Strategic Priorities Building a Better Future for All TM by focusing on what we can control supported by our strategic foundations. Fiber Cement Growth: Build foundation for long-term high value product growth, namely panel, via our high quality, low-cost value proposition, specifically targeting project specifiers and architects Fiber Gypsum Growth: Focused growth on high value product solutions with Therm25 flooring and improve core fiber gypsum business by leveraging our value proposition HOS Integration: Execute critical initiatives via Hardie Operating System to drive continuous improvement in our plants, and operational efficiency across our commercial business Customer, Builder, Contractor and Architect Focused


 
34 JAMES HARDIE INVESTOR DAY 2024 Fiber Cement Façade (High Value Product) ▪ Panel: Focus against Competitive Fiber Cement (CFC) and High Pressure Laminate (HPL) ▪ Plank: Focus against Competitive Fiber Cement (CFC) and Wood Fiber Gypsum ▪ Floor: Therm25 (High Value Product) opportunity against Wet Screed ▪ Wall: Timber frame market for Interior Walls Europe Siding & Interiors Opportunity Grow High Value Products in Fiber Cement and Fiber Gypsum 0 200 400 600 800 1,000 1,200 1,400 1,600 FC Plank FC Panel Fiber Cement Total Fiber Gypsum Total E U € m ill io n EU Siding & Interiors Opportunity1 JH EU Sales CFC Wood HPL Other €2.8Bn Europe Siding & Interiors Opportunity Build foundation for long-term high value product growth 1. FY23 Management Estimate, includes only Fiber Cement siding, and Fiber Gypsum interiors.


 
35 JAMES HARDIE INVESTOR DAY 2024 Leveraging Our Value Proposition to Support Our Strategic Priorities Fiber Cement Value Proposition FC Panel ▪ Affordable, high-performance solution ▪ Non-combustible ▪ Low maintenance backed by 15-year warranty FC Plank ▪ 20%+ faster installation ▪ Most natural look and aesthetics ▪ Low maintenance backed by 15-year warranty Therm25 Flooring ▪ 100% Dry Solution ▪ Workable after 24hrs ▪ Low Installation Height from 35mm Fiber Gypsum Wall ▪ Single layer construction ▪ Superior fire protection ▪ Thermal efficiency Fiber Gypsum Value Proposition


 
36 JAMES HARDIE INVESTOR DAY 2024 Support Strategic Execution Through Demand Creation Architect Lead Campaigns Trade Marketing Contractor Events Architect Events Local Campaigns Brand of Choice Builder/ Contractor Customer Customer, Builder, Contractor and Architect Focused


 
37 JAMES HARDIE INVESTOR DAY 2024 North America SEAN GADD PRESIDENT NORTH AMERICA


 
38 JAMES HARDIE INVESTOR DAY 2024 North America Snapshot Sean Gadd President North America Net Sales US $2.9 billion +4% vs FY23 EBIT US $921 million +20% vs FY23 FY24 SEGMENT NET SALES % of total (in USD) FY24 SEGMENT EBIT % of total (in USD) 74% 81% North America APAC and Europe Operating Sites: 11 | R&D Centers: 1 NORTH AMERICA Manufacturing Facilities Research and Development 3,337 EMPLOYEES1 FY21 FY22 FY23 FY24 2,040 2,551 2,788 2,891 NET SALES US$ millions FY21 FY22 FY23 FY24 588 741 768 921 ADJUSTED EBIT US$ millions 1. Average number of employees for Fiscal Year 2024 28.8% 29.1% 27.5% 31.9% ADJUSTED EBIT MARGIN (%)


 
39 JAMES HARDIE INVESTOR DAY 2024 Products for all Components of the Home and Category Segments Products and Home Coverage Products and Category Segments Full Wrap Solution to Drive Material Conversion Hardie® Trim


 
40 JAMES HARDIE INVESTOR DAY 2024 Value Proposition: Trusted Protection 1. Hardie® siding complies with ASTM E136 as a noncombustible cladding and is recognized by fire departments across the U.S. including Marietta, GA, Flagstaff, AZ and Orange County, CA. Fiber cement fire resistance does not extend to applied paints or coatings, which may be damaged or char when exposed to flames. Water ResistanceFire Resistance1 Pest Damage Resistant Watch the Fire Demonstration video Watch the Dimensional Stability video Watch the Woodpecker Testimonial video


 
41 JAMES HARDIE INVESTOR DAY 2024 Value Proposition: Personalized Design & Long-Lasting Beauty Personalized Design Long-Lasting Beauty © 2023 Warner Bros. Discovery, Inc. or its subsidiaries and affiliates. All trademarks are the property of their respective owners. All rights reserved.


 
42 JAMES HARDIE INVESTOR DAY 2024 - 2,000 4,000 6,000 8,000 10,000 12,000 New Construction Repair & Remodel Total V o lu m e - M M S F US Siding Opportunity1 Fiber Cement Vinyl & Wood Other Long Runway for Growth Through Material Conversion US Siding Opportunity 1. NAHB Home Innovation 2022 + James Hardie CY22 reported volumes, Total assumes James Hardie 90% category share. ▪ Opportunity in R&R to win against vinyl and other wood-look substrates ▪ New Construction remains a significant opportunity for material conversion US Siding Opportunity ~$10Bn ~10Bnsf Accelerate growth in key end markets by driving material conversion.


 
43 JAMES HARDIE INVESTOR DAY 2024 ▪ Fiber Cement has Increased its Share of Primary Cladding, Gaining Share from Vinyl, Brick and Wood ▪ Ample Opportunity for Further Share Gain in New Construction ▪ Expect Fiber Cement to overtake Vinyl in Future Years underpinned by a commitment to 4%+ PDG Consistent Fiber Cement Share Gains in New Construction Material Share of Primary Cladding1 1. US Census Bureau (Characteristics of New Housing, 2023; Single-Family Completions) 0 5 10 15 20 25 30 35 40 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 % o f h o m e s +9% Share Gain Vinyl Fiber Cement -12% Share Loss Strong Track Record of Material Conversion with Significant Runway Insights on New Construction Market


 
44 JAMES HARDIE INVESTOR DAY 2024 North America Strategic Priorities Building a Better Future for All TM by focusing on what we can control supported by our strategic foundations. Repair & Remodel: Accelerate growth in key end markets, such as the Northeast and Midwest, by driving material conversion through full wrap solutions with contractors and homeowners against vinyl, and other competitive wood-look hard siding New Construction: Deliver full wrap solutions to defend our robust position and grow share with national and regional single-family builders, through our aligned value chain with our customers and installers Accelerate Profitable Share Gain: Increase demand through an integrated full wrap solution segment commercial approach, including targeted marketing, across the entire value chain Homeowner Focused, Customer and Contractor Driven


 
45 JAMES HARDIE INVESTOR DAY 2024 Accelerate growth in key end markets, such as the Northeast and Midwest, by driving material conversion through full wrap solutions with contractors and homeowners against vinyl, and other competitive wood-look hard siding ▪ Superior Curb Appeal and Performance ▪ Customer Integration and Amplification: One-to-Many Grow and Enable Our Contractor Base Optimize Installation Homeowner Demand Creation ▪ Personalized Home Visualization ▪ Integrated Marketing Campaign - Localized neighborhood marketing - Jobsite amplification ▪ Targeted Customer Dream Builder Events ▪ Contractor Alliance® Program (CAP) - Increase Number of Pitchers - Enable Current Contractor Business Growth - Better Value and Profitability to Contractor ▪ Expand Addressable Opportunity - Scale Installation Network Base ▪ Safety, Quality, and Efficiency Training ▪ Superior and Localized Business Support - Facilitate Ease of Adoption - Installation Innovation / Support Repair & Remodel


 
46 JAMES HARDIE INVESTOR DAY 2024 ▪ Product Portfolio: Right Product for Right Price Point Superior Value Proposition ▪ Localized Manufacturing ▪ Efficient and Integrated Supply Chains ▪ Builder Business Support - Design - Sales and Marketing - Installation Specialized Support ▪ Account Management with Big Builders ▪ Customer Integration and Amplification: One-to-Many ▪ Extend Focus to Fragmented Builders Defend & Extend New Construction Deliver full wrap solutions to defend our robust position and grow share with national and regional single-family builders, through our aligned value chain with our customers and installers ▪ Trusted Product Performance and Durability ▪ Best-in-class Product Warranty


 
47 JAMES HARDIE INVESTOR DAY 2024 Accelerate Profitable Share Gain Through Demand Creation Customer Builder/ Contractor Homeowners National Advertising Cause Marketing Homeowner Marketing Trade Marketing Local Marketing Texas Tough Brand of Choice Homeowner Focused, Customer and Contractor Driven


 
48 JAMES HARDIE INVESTOR DAY 2024 Industry Leading Investment MASS-MEDIA SOCIAL Industry Leading Demand Creation TARGETED MEDIA SEARCH JamesHardie.com VISUALIZATION NFL and the NFL shield design are registered trademarks of the National Football League.


 
49 JAMES HARDIE INVESTOR DAY 2024 48 JAMES HARDIE INVESTOR DAY 2024 Accelerate Profitable Share Gain Through Demand Creation Customer Builder/ Contractor Homeowners National Advertising Cause Marketing Homeowner Marketing Trade Marketing Local Marketing Texas Tough Brand of Choice Homeowner Focused, Customer and Contractor Driven Enhanced Approach to Consistently Drive 4%+ PDG Marketing for Growth ▪ Balanced Approach Across the Value Chain ▪ Increase in Efficiency of Spend ▪ Robust Consumer Insights & Proactive Testing Driving Demand Through James Hardie Brand Strength Homeowner Focused, Customer and Contractor Driven Increasing our aided brand awareness by +7 points Driving website traffic up +109% Delivering an increase in qualified leads by +31% CAP Membership growth of +20% to >6,000 Strong Early Results in FY24


 
50 JAMES HARDIE INVESTOR DAY 2024 Homeowner Focused, Customer and Contractor Driven Accelerate Profitable Share Gain Through Demand Creation Homeowners Superior Long- Lasting Beauty Great Path-to-Purchase Experience Premium Brand with Trusted Protection & Warranty Builder/ Contractor Best-In-Class Demand Creation and Local Marketing Support Optimize Installation Best-in-Class Integrated Business Support Customer Best-In-Class Demand Creation Premium Quality Products Best-in Class Integrated Business Support Including Localized Manufacturing


 
51 JAMES HARDIE INVESTOR DAY 2024 Day One Wrap-Up AARON ERTER CHIEF EXECUTIVE OFFICER


 
52 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 Harm Hardie Operating System ESG Our People Enabled by Customer Integration Innovative Solutions Brand of Choice Global Capacity Expansion


 
53 JAMES HARDIE INVESTOR DAY 2024 US Housing Fundamentals Support Long-Term Growth 1. Zonda analysis of US Census Bureau data; 20-40 Years Old defined as “heavy siding remodel years” 2. John Burns Research and Consulting, LLC, June 2024 Opportunity for Material Conversion and Long-Term Profitable Share Gain ~35 Million Homes Aged 20 to 40 Years Old1 (Single-Family Portion +23% vs. ’19) Housing Stock Aging Into Prime Remodeling Years 35M~ U.S. Housing is Currently Undersupplied by ~2.1M Units2 Cumulative Undersupply of US Housing 2.1M~ Repair & Remodel New Construction


 
54 JAMES HARDIE INVESTOR DAY 2024 Day One Q&A AARON ERTER CHIEF EXECUTIVE OFFICER


 
55 JAMES HARDIE INVESTOR DAY 2024 Thank You!


 
56 JAMES HARDIE INVESTOR DAY 2024 Non-GAAP Financial Measures Financial Measures – GAAP Equivalents This document contains the financial statement line item EBIT, which is considered to be non-GAAP, but is consistent with the term used by Australian companies. Because we prepare our consolidated financial statements under GAAP, the equivalent GAAP financial Statement line item description used in our consolidated financial statements is Operating income (loss). EBIT – Earnings before interest and tax EBIT margin – EBIT margin is defined as EBIT as a percentage of net sales Definitions ASP – Average net sales price per msf ("ASP") – Total net sales of fiber cement and fiber gypsum products, excluding accessory sales, divided by the total volume of products sold Working Capital – The working capital calculation used in our cash provided by operating analysis includes the change in: (1) Accounts and other receivables, net; (2) Inventories; and (3) Accounts payable and accrued liabilities. ROCE - Return on Capital Employed; calculated as Adjusted EBIT / Adjusted Gross Capital Employed mmsf – sales volume in million square feet, where a square foot is defined as a standard square foot of 5/16” thickness msf – sales volume in thousand square feet, where a square foot is defined as a standard square foot of 5/16” thickness


 
57 JAMES HARDIE INVESTOR DAY 2024 Non-GAAP Financial Measures Non-GAAP Financial Information Derived from GAAP Measures Adjusted EBIT US$ Millions FY24 FY23 EBIT 767.4$ 741.4$ Asbestos: Asbestos adjustments loss 151.7 37.0 AICF SG&A expenses 1.6 1.4 Asset Impairment - greenfield site 20.1 - Adjusted EBIT 940.8$ 779.8$ North America Segment Adjusted EBIT and EBIT Margin US$ Millions FY24 FY23 FY22 FY21 North America Fiber Cement Segment EBIT 921.1$ 767.5$ 741.2$ 585.5$ Restructuring expenses - - - 2.5 North America Fiber Cement Segment Adjusted EBIT 921.1$ 767.5$ 741.2$ 588.0$ North America Fiber Cement Segment net sales 2,891.4 2,787.6 2,551.3 2,040.2 North America Fiber Cement Segment Adjusted EBIT margin 31.9% 27.5% 29.1% 28.8%


 
58 JAMES HARDIE INVESTOR DAY 2024 Non-GAAP Financial Measures Asia Pacific Segment Adjusted EBIT and EBIT Margin A$ Millions FY24 FY23 FY22 FY21 Asia Pacific Fiber Cement Segment EBIT 252.7A$ 208.8A$ 217.4A$ 172.4A$ Restructuring expenses - - - 4.9 Asia Pacific Fiber Cement Segment Adjusted EBIT 252.7A$ 208.8A$ 217.4A$ 177.3A$ Asia Pacific Fiber Cement Segment net sales 856.3 787.0 777.7 635.2 Asia Pacific Fiber Cement Segment Adjusted EBIT margin 29.5% 26.5% 28.0% 28.0% Europe Building Products Segment Adjusted EBIT and EBIT Margin € Millions FY24 FY23 FY22 FY21 Europe Building Products Segment EBIT 41.5€ 25.2€ 54.2€ 31.4€ Restructuring expenses - - - 4.5 Europe Building Products Segment Adjusted EBIT 41.5€ 25.2€ 54.2€ 35.9€ Europe Building Products Segment net sales 444.5 431.8 420.5 350.6 Europe Building Products Segment Adjusted EBIT margin 9.3% 5.8% 12.9% 10.4% Non-GAAP Financial Information Derived from GAAP Measures


 
Document
Exhibit 99.3
http://api.rkd.refinitiv.com/api/FilingsRetrieval3/.79609233.0001159152-24-000023image_01.jpg.ashx
James Hardie Industries plc
1st Floor, Block A
One Park Place
Upper Hatch Street, Dublin 2,
D02 FD79, Ireland

T: +353 (0) 1 411 6924
F: +353 (0) 1 479 1128


24 June 2024
The Manager
Company Announcements Office
Australian Securities Exchange Limited
20 Bridge Street
SYDNEY NSW 2000

Dear Sir/Madam
JHX Investor Day 2024 Presentation – Day Two
Announces Aspirational Goal Of ~25 Million Homes With James Hardie Siding By 2035
Shares Long-Term Financial Value Creation Framework
Announces Increased Share Buyback Program
James Hardie today released its Investor Day 2024 Presentation – Day Two Materials. This event is being held in New York, NY on Monday, 24 June 2024. Copies of this document are available on James Hardie’s Investor Relations website at ir.jameshardie.com.au.    

Speaking to the company’s long-term aspirations, James Hardie CEO Aaron Erter said, “Over the last two decades, James Hardie products have improved the aesthetics and durability of 11+ million homes in North America. The underlying fundamentals of our end markets have never been more supportive of long-term growth. Enabled by our strategy of being Homeowner Focused, Customer and Contractor Driven™, we can aspire to more than double our presence in the market in the coming decade to ~25 million homes with James Hardie.”
Mr. Erter went on to discuss certain financial implications of this goal:
“Our ability to expand the reach of our products through capitalizing on underlying market growth and the material conversion opportunity, coupled with gaining share through our superior value proposition across the value chain allows us to aspire to double-digit revenue growth over the long-term”.
http://api.rkd.refinitiv.com/api/FilingsRetrieval3/.79609233.0001159152-24-000023image_11.jpg.ashxJames Hardie Industries plc is a limited liability company incorporated in Ireland with its registered office at
1
st Floor, Block A, One Park Place, Upper Hatch Street, Dublin 2, D02 FD79, Ireland.
Directors: Anne Lloyd (Chairperson, USA), Peter-John Davis (Aus), Persio Lisboa (USA), Renee Peterson (USA),
John Pfeifer (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

                    


To support capturing the opportunity inherent in these long-term aspirations:
oThe company expects to increase nameplate capacity to ~8bnsf from ~5.3bnsf, including Prattville sheet machines 3 and 4, subject to ongoing market conditions.
oThe James Hardie Board has approved to proceed with a Brownfield expansion at the Cleburne facility in Texas. This project will add 600 million standard feet of capacity through the addition of two sheet machines. On completion, the expanded Cleburne site will operate with five sheet machines with nameplate capacity of ~1.2 billion standard feet.
James Hardie CFO Rachel Wilson said, “The aspirations laid out today illustrate that we are a growth company, but we are also grounded as an organization around delivering profitable growth, sustaining our strong returns on capital and generating attractive returns to shareholders.”
Specifically, management announced the following financial aspirations:
oTo expand North America EBITDA margins by 500bps+ versus the FY24 baseline.
oTo triple the company’s North American adjusted EBITDA versus the FY24 baseline.
Today, James Hardie also announced that its Board has approved a US$50 million increase to its existing share buyback program. The company can now purchase up to US$300 million of common stock as part of this program. As of 24 June 2024, US$225 million has been utilized, leaving a remaining authorization of US$75 million.

Yours faithfully
Joe Ahlersmeyer, CFA
Vice President, Investor Relations
This announcement has been authorized for release by the CEO Mr. Aaron Erter


ex9942024investorday-day
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. Exhibit 99.4


 
2 JAMES HARDIE INVESTOR DAY 2024 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.


 
3 JAMES HARDIE INVESTOR DAY 2024 Formalities Attendance Presentations Welcome Bags Charging Your Items Badges & Groups Agenda


 
4 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


 
5 JAMES HARDIE INVESTOR DAY 2024 Zero Harm EXIT WATER Stay Together as a Group Utilize Safety Equipment When Provided (E.g., Hard Hats, etc.) Stay Hydrated and Leverage Facilities as Needed Please be Aware of Your Surroundings and Identify the Nearest Emergency Exit


 
6 JAMES HARDIE INVESTOR DAY 2024 What The Best Are Made Of


 
7 JAMES HARDIE INVESTOR DAY 2024 © 2023 Warner Bros. Discovery, Inc. or its subsidiaries and affiliates. All trademarks are the property of their respective owners. All rights reserved. Aaron Erter CHIEF EXECUTIVE OFFICER


 
8 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 TO A focus on what we do A focus on why we do what we do Growth above all else Defining the kind of company we want to be A top-down approach A collaborative and inclusive environment Behaviors that only reflect what we are Values that guide who we are and how we act


 
9 JAMES HARDIE INVESTOR DAY 2024 Embracing Our Future Remains Rooted In Our Purpose PURPOSE Building a Better Future for AllTM VISION To inspire how communities design, build, and grow today and tomorrow. MISSION Be the most respected and sought after building materials brand in the world. VALUES SUPPORTED BY OUR FOUNDATIONAL IMPERATIVES Honor Our Commitments Collaborate for Greatness Do the Right Thing Be Bold and Progressive Embrace Our Diversity


 
10 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 Harm Hardie Operating System ESG Our People Enabled by Customer Integration Innovative Solutions Brand of Choice Global Capacity Expansion


 
11 JAMES HARDIE INVESTOR DAY 2024 Executive Leadership Team (ELT) CEO Aaron Erter Chicago CFO Rachel Wilson Chicago Chief HR Officer (CHRO) Farhaj Majeed Chicago President North America Sean Gadd Chicago President APAC John Arneil Sydney President Europe Christian Claus Düsseldorf EVP Global Operations Ryan Kilcullen Chicago Chief Information Officer (CIO) James Johnson Chicago VP ESG/ Chief Sustainability Officer Jill Kolling Chicago VP Head of Transformation Stephen Balsavich Chicago Chief Technology Officer (CTO) Joe Liu Chicago VP Corporate Communications Joel Wasserman Chicago Chief Legal Counsel Tim Beastrom Chicago


 
12 JAMES HARDIE INVESTOR DAY 2024 Finance Strategic Priorities RACHEL WILSON CHIEF FINANCIAL OFFICER


 
13 JAMES HARDIE INVESTOR DAY 2024 Finance Strategic Priorities Building a Better Future for All TM by focusing on what we can control supported by our strategic foundations. Effective Strategic Partnership: Solution seeker to support our regional businesses to successfully execute our Global Strategy and meet our regional goals Capital Stewardship: Disciplined management of Capital Deployment to efficiently and effectively return value to shareholders Target Delivery: Results and growth minded organization that consistently delivers on short and long-term financial and KPI commitments No Space Between Say and Do


 
14 JAMES HARDIE INVESTOR DAY 2024 Controlling the Controllable Repair & Remodel Market Growth Non-Controllables New Construction Market Growth Raw Material Costs$ Controllables Primary Demand Growth (PDG) Value-Based Pricing SG&A + CapEx$ HOS Savings


 
15 JAMES HARDIE INVESTOR DAY 2024 Controllables Primary Demand Growth (PDG) Value-Based Pricing SG&A + CapEx$ HOS Savings How We Control the Controllables 1. Proven Track Record of Long-Term Profitable Share Gain 2. Target 4% PDG in NA & APAC and Growth of High Value Products in Europe 3. Outperform the Market Through Cycles Material Share of Primary Cladding1 Material Share of Primary Cladding1 1. US Census Bureau (Characteristics of New Housing, 2023; Single-Family Completions) 0 5 10 15 20 25 30 35 40 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 % o f h o m e s +9% Share Gain Vinyl Fiber Cement -12% Share Loss 1. US Census Bureau (Characteristics of New Housing, 2023; Single-Family Completions)


 
16 JAMES HARDIE INVESTOR DAY 2024 Controllables Primary Demand Growth (PDG) Value-Based Pricing SG&A + CapEx$ HOS Savings How We Control the Controllables 1. Superior Value Proposition Enables ▪ Consistent Annual Price Increases ▪ Channel Support from Homeowner to Customer & Contractor 2. Factors That Influence Average Selling Price ▪ Geographic & End-Market Performance ▪ Product Mix 725 745 814 912 941 0 250 500 750 1,000 FY20 FY21 FY22 FY23 FY24 North America Fiber Cement ASP (US$ per msf)


 
17 JAMES HARDIE INVESTOR DAY 2024 Controllables Primary Demand Growth (PDG) Value-Based Pricing SG&A + CapEx$ HOS Savings How We Control the Controllables 1. Driving Profitable Growth ▪ Demand Creation ▪ Contractor Alliance Program ▪ Customer Integration 2. Scaling for Growth ▪ People ▪ HOS Initiatives ▪ Capacity Investment 0% 5% 10% 15% 20% 0 250 500 750 FY20 FY21 FY22 FY23 FY24 S G & A % o f S a le s U S $ m il li o n s Group SG&A Leading Indicators ▪ Brand Awareness ▪ New Contractors ▪ Lead Generation Tangible Progress ▪ Talent Development ▪ HOS Savings Progress ▪ ROCE


 
18 JAMES HARDIE INVESTOR DAY 2024 Controllables Primary Demand Growth (PDG) Value-Based Pricing SG&A + CapEx$ HOS Savings How We Control the Controllables HOS Progress in FY24 Cumulative Procurement Savings and R&D Value Improvement Cumulative HMOS Savings Cumulative Working Capital Improvement Investing in HOS to Generate Current and Future Savings $31M $100M FY24-26 Goal $52M $60M FY24-26 Goal $31M $100M FY24-26 Goal


 
19 JAMES HARDIE INVESTOR DAY 2024 Strong Financial Performance in FY24 Global Net Sales Global Adjusted Net Income Full Year Operating Cash Flow Global Adjusted EBIT Margin % ~$4Bn $708M 23.9% $914M Record Full Year Global Net Sales, Adjusted Net Income, Adjusted EBIT Margin, and Operating Cash Flow +4%1 +17%1 +330 bps1 +50%1 1. All changes presented are versus the prior Fiscal Year


 
20 JAMES HARDIE INVESTOR DAY 2024 2025 Guidance Adjusted Net Income North America Volume North America EBIT Margin US$ 630 – 700m 2,950 – 3,150 mmsf 29% – 31% US$ 155 – 175m 745 – 775 mmsf 30% – 32% Reiterating Q1 and Full-Year FY25 Guidance Q1 FY25 Full-Year FY25


 
21 JAMES HARDIE INVESTOR DAY 2024 Capital Allocation Framework Invest in Organic Growth Maintain Flexible Balance Sheet ▪ $958.2 million of liquidity at 31 March 2024 ▪ 0.67x leverage ratio at 31 March 2024 ▪ Strong liquidity position to navigate all market conditions Deploy Excess Capital to Shareholders ▪ Increase share buyback program to $300 million Positioned for M&A to: ▪ Accelerate our Strategy ▪ Increase our Value Proposition ▪ Create Long-Term Financial Value


 
22 JAMES HARDIE INVESTOR DAY 2024 Incentives Are Aligned to Our Purpose, Mission, Vision, and Values APAC EUROPE NORTH AMERICA FY25-27 FY25-27 FY25-27 Zero Harm DART ≤0.07 ≤0.43 ≤0.70 Profitable Growth Profitable Share Gain PDG: 4% HVP: 15% PDG: >4% EBIT Margin % >29% >14% >30% Hardie Operating System By FY27 vs FY23 Baseline HOS Savings1 $160M Working Capital Improvement $100M Innovation Commercial-in-confidence metrics for products and process efficiencies People & Culture Embed Purpose, Vision, Mission, and Values Employee Engagement: Survey, People Leadership Score, Succession Planning with IDPs, James Hardie University, and Recognition Platform Align Org. design with company strategy Drive improvement in Inclusion & Diversity HR Technology Roadmap ESG ESG Goals By FY26 By 2030 By 2035 30% gender diversity (senior leadership) 25% gender diversity in mgmt 30% underrepresented minorities in mgmt (U.S. Only) 42% absolute reduction in Scope 1+2 Greenhouse Gas Emissions compared to CY21 baseline Recycle an additional 20M cubic feet of water per year compared to CY19 baseline Zero manufacturing waste to landfill Note: Table is a summary of the LTI as disclosed on page 48 of James hardie 2024 Annual Report on Form 20-F 1. Includes R&D Value Improvement, HMOS, and Procurement savings


 
23 JAMES HARDIE INVESTOR DAY 2024 A Growth Company Responsible Corporate Citizenship Demand Creation Brand of Choice Strong Cash Generation & Balance Sheet Attractive Returns Premium Products and Services 10% 14%3x 45% Global Net Sales 10 Year CAGR1 Global Adj. ROCE Avg. FY20-FY24 Global Operating Cash Flow 3 Year Avg FY24 vs FY142 Global Adj. Net Income 10 Year CAGR1 Innovative Solutions Localized Manufacturing Experienced Management Team Hardie Operating System “HOS” 1. CAGR for the time period FY14 to FY24 2. Comparison of average Global Operating Cash Flow FY22-FY24 and FY12-FY14 Homeowner Focused, Customer and Contractor Driven


 
24 JAMES HARDIE INVESTOR DAY 2024 Global Operations Strategic Priorities RYAN KILCULLEN EXECUTIVE VICE PRESIDENT, GLOBAL OPERATIONS


 
25 JAMES HARDIE INVESTOR DAY 2024 Global Capacity Footprint Ryan Kilcullen EVP, Global Operations 19 PLANTS Operating Sites: 19 | R&D Centers: 3 GLOBALLY Manufacturing Facilities Research and Development 4,679 MMSF OF NORTH AMERICA NAMEPLATE CAPACITY1 669 MMSF OF APAC NAMEPLATE CAPACITY1 1,184 MMSF OF EUROPE NAMEPLATE CAPACITY1 1. Capacity as of March 31st, 2024


 
26 JAMES HARDIE INVESTOR DAY 2024 Homeowner Focused, Customer and Contractor Driven HMOS Continuous Improvement: Engaging our people & leveraging our global scale to deliver consistent value improvement Global Capacity Expansion: Enabling profitable growth by efficiently adding capacity to our global network & building on our local supply chain advantage Advanced Manufacturing Strategy: Building capabilities to create step-change improvements in our manufacturing process utilizing best-in-class methodologies Zero Harm: Continuing to drive world class performance by creating a culture with a conviction that every incident is preventable Building a Better Future for All TM by focusing on what we can control supported by our strategic foundations. Global Operations Strategic Priorities


 
27 JAMES HARDIE INVESTOR DAY 2024 Continuing our Journey to World Class Manufacturing via Lean HMOS provides a framework to support our journey from the world’s best fiber cement manufacturer to a world class manufacturer LEAN Journey ‘19 ‘19 2020 - 2023 2024+


 
28 JAMES HARDIE INVESTOR DAY 2024 Opportunity for Continued Operational Gains via HMOS in North America ▪ Demonstrated track record of continuous improvement via HMOS ✓ Net Hours ✓ RTY ✓ Rate (New focus in FY25) FY19 FY24 Best-in- Class RTY Progression FY19 FY24 Best-in- Class Net Hours Progression FY19 FY24 Best-in- Class Rate Progression (% Design Rate) ▪ Opportunity for continued gains in OEE to industry best-in-class ▪ Investing in internal capabilities & external experts to initiate our Advanced Manufacturing strategy


 
29 JAMES HARDIE INVESTOR DAY 2024 Our Localized Manufacturing Enables Efficiency Throughout Our Supply Chain Localized Manufacturing Close Proximity to Our Customers ▪ 67% of Product Deliveries Are Within 500 miles of our Plants1 Efficient Supply Chains ▪ 81% of Raw Materials Sourced Within 150 Miles of our Plants1 Investing in, and Supporting Our Communities ▪ Contributed $1.85bn In Economic Value in Communities Where we Operate1 NA Manufacturing Footprint 500 Miles James Hardie Facility 1. James Hardie FY23 Sustainability Report


 
30 JAMES HARDIE INVESTOR DAY 2024 Prattville Mega Site Sheet Machine 3 & 4 Expansion Key Strategic Enabler of Profitable Growth Commissioning execution for FY25 Delivery Focused manufacturing lines & high scale approach PRATTVILLE – JUNE 2018 PRATTVILLE – FEBRUARY 2024 4 1.2B 600 Approx. Sheet machines Standard Feet of Capacity Employees Integrated Safety Plan & Execution Team


 
31 JAMES HARDIE INVESTOR DAY 2024 Location PRATTVILLE, AL CLEBURNE, TX CRYSTAL CITY, MO Future Development (Brown or Greenfield) Development Brownfield Brownfield Greenfield Status1 Sheet Machines 2 → 4 3 → 5 Up to 4 Nameplate Capacity2 1.2 Bnsf 1.2 Bnsf Up to 1.2 Bnsf Strategic Link Focused Manufacturing New Construction Opportunity Centrally Located North American Capacity: Mega Sites Long-Term Capacity to Support Material Conversion and Profitable Share Gain 1. “Status” diagram refers to progress in completion of number of Sheet Machines at each location 2. 1 Sheet Machine =~300 mmsf in nameplate capacity


 
32 JAMES HARDIE INVESTOR DAY 2024 Aligning Capacity to Support Material Conversion and Profitable Share Gain Foundational Culture of Zero Harm HMOS Continuous Improvement Through HOS Advanced Manufacturing Focus Aligned Global Capacity Expansion Building a Better Future For All


 
33 JAMES HARDIE INVESTOR DAY 2024 ESG Roadmap JILL KOLLING CHIEF SUSTAINABILITY OFFICER


 
34 JAMES HARDIE INVESTOR DAY 2024 ESG: A Finish Without End No Report 2018 2021 2022 2022 Hired first Chief Sustainability Officer 2021 Published 1st Sustainability Report 2023 2023 Selected as ECO Actions Partner by Home Depot and Published 3rd Sustainability Report Zero Harm Communities Planet Innovation JILL KOLLING Chief Sustainability Officer


 
35 JAMES HARDIE INVESTOR DAY 2024 Reducing Emissions 42% absolute reduction in Scope 1+2 greenhouse gas emissions by 2030, compared to CY21 baseline, and work towards net zero by 2050 Reduce the CO2 impact of our products through implementation of our Low Carbon Cement Technology Roadmap Saving Water Recycle an additional 20M cubic feet of water per year by 2030, compared to CY19 baseline Minimizing Waste Zero manufacturing waste to landfill by 2035 Increasing Diversity 30% gender diversity in senior leadership by FY26 25% gender diversity in management by FY26 30% underrepresented minorities in management by FY26 (U.S. only) Prioritizing Safety Continuously improve our Zero Harm culture, processes and systems Our Commitments We Aim to be an Industry Leader


 
36 JAMES HARDIE INVESTOR DAY 2024 Building a Culture of Sustainability ▪ Integrating into HMOS ▪ Driving accountability with internal goals and metrics ▪ Incorporating in key decision- making processes ▪ Building internal awareness through Sustainability in Action EMISSIONS 42% absolute reduction in Scope 1+2 greenhouse gas emissions by 2030 WATER Recycle an additional 20M cubic feet of water per year by 2030, compared to CY19 baseline WASTE Zero manufacturing waste to landfill by 2035 Sustainability in Action at James Hardie We frequently recognize individual and group contributions to make James Hardie a more sustainable organizationEurope North America APAC


 
37 JAMES HARDIE INVESTOR DAY 2024 Assumed Business-as-Usual Emission Growth to 2030 Offset by: ▪ Grid decarbonization ▪ Use of renewable electricity ▪ Natural Gas efficiency ▪ Zero Coal Pathway to Achieving our Emission Goals in 2030 In Support of Net Zero by 2050 Greenhouse Gas Emissions – Levers to Target in 2030 1,200,000 800,000 600,000 400,000 200,000 CY21 Scope 1 + 2 GHG Emissions Assumed BAU emission growth to CY30 Grid decarbonization Use of renewable electricity Natural gas efficiency Switch equipment to electric Zero coal in operations Gap to goal Target emissions in CY30 M T C O z e 1,000,000


 
38 JAMES HARDIE INVESTOR DAY 2024 Cut cradle to gate carbon footprint in half by FY29+ Reducing Product Carbon Footprint Product manufacturing Potential savings from reaching our Scope 1+2 GHG emissions reduction goal Product manufacturing Potential savings from our Low Carbon Cement Technology Roadmap Current Carbon Footprint 2030 Ambition overall reduction 50% Hardie® Plank HZ10 Cradle-to-Gate Carbon Footprint G re e n h o u s e G a s E m is s io n s ( k g C O 2 e )/ m 2


 
39 JAMES HARDIE INVESTOR DAY 2024 Building a Better Future For All 46 JAMES HARDIE INVESTOR DAY 2024 Value Proposition: Trusted Protection 1. Hardie® siding complies with ASTM E136 as a noncombustible cladding and is recognized by fire departments across the U.S. including Marietta, GA, Flagstaff, AZ and Orange County, CA. Fiber cement fire resistance does not extend to applied paints or coatings, which may be damaged or char when exposed to flames. Water ResistanceFire Resistance1 Pest Damage Resistant Watch the Fire Demonstration video Watch the Dimensional Stability video Watch the Woodpecker Testimonial video Supported by our Value Proposition of Trusted Protection James Hardie Products Meet the Challenges of a Changing World… Our Products are: Engineered for Climate® Resilient Low Maintenance Hardie® fiber cement products are built to withstand the harshest weather conditions and resist fires1, floods and other natural disasters The Hardie Zone System provides siding with specific performance for the climate where the product is being used Hardie® siding and trim products are low maintenance so homeowners can spend more time enjoying their home …And we are Being Recognized for our Continued Efforts in Sustainability The Home Depot selected James Hardie as one of its first partners in its Eco Actions Partner Program. This distinction is a recognition of our efforts to enhance our sustainability practices and our active ongoing work to make cleaner, safer and more sustainable products and manufacturing processes. 2023 – Named ECO Actions Partner by the Home Depot Selected by Green Builder Media’s team as a 2024 Eco Leader. This accolade demonstrates, that James Hardie, in the opinion of Green Builder Media, is one of the industry’s leading-edge sustainability companies. 2024 – Selected as 2024 Eco Leader by Green Builder 1. Hardie® siding complies with ASTM E136 as a noncombustible cladding and is recognized by fire departments across the U.S. including Marietta, GA, Flagstaff, AZ and Orange County, CA. Fiber cement fire resistance does not extend to applied paints or coatings, which may be damaged or char when exposed to flames.


 
40 JAMES HARDIE INVESTOR DAY 2024 JOE LIU CHIEF TECHNOLOGY OFFICER Innovation Strategic Priorities


 
41 JAMES HARDIE INVESTOR DAY 2024 R&D Footprint Joe Liu Chief Technology Officer 3 GLOBAL R&D CENTERS 167 EMPLOYEES1 Operating Sites: 19 | R&D Centers: 3 GLOBALLY Manufacturing Facilities Research and Development 1. Average number of employees for Fiscal Year 2024


 
42 JAMES HARDIE INVESTOR DAY 2024 Global Innovation Strategic Priorities Building a Better Future for All TM by focusing on what we can control supported by our strategic foundations. Homeowner Focused, Customer and Contractor Driven Accelerate Material Conversion: Prioritized growth programs aligned to the regional focuses on material conversion and profitable share gain Strengthen Our Core: Robust pipeline of programs to support and enhance the core businesses, from value improvement to sustainable raw materials Develop New Platforms: Address mega-trends and increase design flexibility for homeowners, architects and builders in terms of look and use


 
43 JAMES HARDIE INVESTOR DAY 2024 ▪ Enhanced aesthetics ▪ Next Generation Performance Innovate With ColorPlus® ▪ Enhanced Aesthetics & Performance Increase Trim Attachment ▪ Product and Accessories ▪ Install Tools and Processes Optimize Installation Accelerate Material Conversion Prioritized Growth Programs Aligned to The Regional Focus On Material Conversion and Profitable Share Gain


 
44 JAMES HARDIE INVESTOR DAY 2024 ▪ Sustainable Raw Materials Enable ESG ▪ Recycled Material Usage Strengthen Our Core ▪ Re-formulation ▪ Process Optimization Value Improvement Through HOS Low Carbon Cement Innovation ▪ Phased Roadmap Execution ▪ Leveraging Partnerships Robust Pipeline of Programs To Support and Enhance The Core Businesses


 
45 JAMES HARDIE INVESTOR DAY 2024 Develop New Platforms That Address Mega-Trends Megatrends Aesthetics Mixed Materials & Design Labor Shortages Affordable Housing Optimize Installation ▪ Textures and Profiles ▪ Coatings ▪ Joining Systems and Accessories ▪ Holistic Designs ▪ Product and Technology Road Mapping ▪ System/Solution Approach


 
46 JAMES HARDIE INVESTOR DAY 2024 A Culture of Innovation That Supports Global Strategy 40+ Years Of Innovation And Capacity Growth In North America 1980 – Invented Fiber Cement 1989 – First North America Plant in Fontana, CA 1994 – Plant City, FL 1996 – Developed Low Density Technology 1997 – Cleburne, TX 1998 – Tacoma 1, WA 1998 – Hardie® Soffit, Shingle, & Backer 1999 – Peru, IL 2000 – Hardie® Trim HLD 2001 – Summerville, SC 2001 – Waxahachie, TX 2002 – Extrusion Technology 2003 – Hardie® Backer EZ Grid® 2004 – ColorPlus® Technology 2004 – Reno, NV 2005 – Pulaski, VA 2006 – MoldBlock® Technology 2007 – Hardie® Artisan Plank 2009 – Engineered for Climate (HZ5 and HZ10) HardieZone Climate Map 2015 – Hardie® Trim (NT3) 2017 – Tacoma 2, WA 2018 – ColorPlus® Dream Collection 2019 – Hardie® Backer with HydroDefense® 2020 – Prattville, AL 2022 – Hardie® Architectural Collection 2022 – Magnolia Home | James Hardie Collection 2023 – Westfield, MA ColorPlus® Finishing Line


 
47 JAMES HARDIE INVESTOR DAY 2024 Value Proposition: Trusted Protection 1. Hardie® siding complies with ASTM E136 as a noncombustible cladding and is recognized by fire departments across the U.S. including Marietta, GA, Flagstaff, AZ and Orange County, CA. Fiber cement fire resistance does not extend to applied paints or coatings, which may be damaged or char when exposed to flames. Water ResistanceFire Resistance1 Pest Damage Resistant Watch the Fire Demonstration video Watch the Dimensional Stability video Watch the Woodpecker Testimonial video


 
48 JAMES HARDIE INVESTOR DAY 2024 Fire Resistance Video1 1. Hardie® siding complies with ASTM E136 as a noncombustible cladding and is recognized by fire departments across the U.S. including Marietta, GA, Flagstaff, AZ and Orange County, CA. Fiber cement fire resistance does not extend to applied paints or coatings, which may be damaged or char when exposed to flames.


 
49 JAMES HARDIE INVESTOR DAY 2024 © 2023 Warner Bros. Discovery, Inc. or its subsidiaries and affiliates. All trademarks are the property of their respective owners. All rights reserved. North America Long-Term Aspirations AARON ERTER CHIEF EXECUTIVE OFFICER


 
50 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 Harm Hardie Operating System ESG Our People Enabled by Customer Integration Innovative Solutions Brand of Choice Global Capacity Expansion


 
51 JAMES HARDIE INVESTOR DAY 2024 US Housing Fundamentals Support Long-Term Growth 1. Zonda analysis of US Census Bureau data; 20-40 Years Old defined as “heavy siding remodel years” 2. John Burns Research and Consulting, LLC, June 2024 Opportunity for Material Conversion and Long-Term Profitable Share Gain ~35 Million Homes Aged 20 to 40 Years Old1 (Single-Family Portion +23% vs. ’19) Housing Stock Aging Into Prime Remodeling Years 35M~ U.S. Housing is Currently Undersupplied by ~2.1M Units2 Cumulative Undersupply of US Housing 2.1M~ Repair & Remodel New Construction


 
52 JAMES HARDIE INVESTOR DAY 2024 - 2,000 4,000 6,000 8,000 10,000 12,000 New Construction Repair & Remodel Total V o lu m e - M M S F US Siding Opportunity1 Fiber Cement Vinyl & Wood Other Long Runway for Growth Through Material Conversion US Siding Opportunity 1. NAHB Home Innovation 2022 + James Hardie CY22 reported volumes, Total assumes James Hardie 90% category share. ▪ Opportunity in R&R to win against vinyl and other wood-look substrates ▪ New Construction remains a significant opportunity for material conversion US Siding Opportunity ~$10Bn ~10Bnsf Accelerate growth in key end markets by driving material conversion.


 
53 JAMES HARDIE INVESTOR DAY 2024 A Track Record of Material Conversion: 11+ Million Homes and Counting 0 2 4 6 8 10 12 2000 2005 2010 2015 2020 M il li o n s o f H o m e s ( C u m u la ti v e ) 1. 28 billion standard feet of exterior siding sold between CY00 and CY23. Average siding intensity for a full wrap home 2,500sqft. Conceptual coverage of 11+ million homes. A History of Profitable Share Gain Driven by our Value Proposition and Superior Product Solutions 45 Billion Standard Feet of Total Volume Sold Since 2000 28 Billion Standard Feet1 of Siding


 
54 JAMES HARDIE INVESTOR DAY 2024 Hardie: A Virtuous Cycle to Deliver Long-Term Value Creation Demand C reatio n M a te ri al C onversion Long Term Value Creation Profitable Share Gain Over The Long-Term Supporting the Growth of Our Partners Create Demand Across The Customer Value Chain Provide Customers With Innovative Product Solutions That They Want Brand of Choice Customer Builder/Contractor Homeowners Homeowner Focused, Customer and Contractor Driven Texas Tough S p o n s o rs h ip s C a u s e M a rk e ti n g H o m e o w n e r M a rk e ti n g T ra d e M a rk e ti n g L o c a l M a rk e ti n g R et a il ▪ Customer Integration – CPFR ✓ Right Products, Right Place, Right Time ▪ Dream Builder ✓ Interactive, In-Person Events ▪ Contractor Alliance Program ✓ Lead sharing, Dedicated Support and Co-Branding Unrivaled Support Localized Manufacturing1 ▪ Close Proximity to Our Customers ✓ 67% of Product Deliveries Are Within 500 miles of our Plants ▪ Efficient Supply Chains ✓ 81% of Raw Materials Sourced Within 150 Miles of our Plants ▪ Investing in, and Supporting Our Communities ✓ Contributed $1.85bn In Economic Value in Communities Where we Operate NA Manufacturing Footprint 500 Miles JH Facility Homeowner Focused, Customer and Contractor Driven U n riv aled Support Innovativ e S o lu ti o n s Exterior Design Superior Durability Low-Maintenance Trusted Brand Unrivaled Business Support Localized Manufacturing Product Solutions Magnolia Home by James Hardie Hardie® Shingle Siding Hardie® Soffit Panels Hardie Architectural Collection Aspyre® by James Hardie Hardie® Trim Boards Cemplank® Lap Siding Hardie® Panel Vertical Siding Hardie® Plank Lap Siding Value Proposition Material Share of Primary Cladding Source: US Census Bureau (Characteristics of New Housing, 2023; Single-Family Completions) 0 5 10 15 20 25 30 35 40 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 % o f h o m e s +9% Share Gain Vinyl Fiber Cement -12% Share Loss


 
55 JAMES HARDIE INVESTOR DAY 2024 James Hardie North America Aspirations 1. Conceptual number of cumulative homes with Hardie® siding in North America based on total sales volumes and housing intensity of 2,600 sqft of siding per home Accelerate Material Conversion Support Growth With High-Return Capacity Create Long-Term Financial Value 1 8Bnsf Total Future Nameplate Capacity 3x Adjusted EBITDA ~


 
56 JAMES HARDIE INVESTOR DAY 2024 Foundations & Moats Builder/Contractor Focused Lean Customer Focused Homeowner Focused, Customer & Contractor Driven ESG – HOS – Our People Accelerating Material Conversion Last 10+ Years Product Focused Next 10+ Years Building Solutions Focused Zero Harm Fiber Cement Superior Siding Cumulative Number of Homes with James Hardie Siding 0 5 10 15 20 25 2015 2020 2025 2030 2035 M il li o n s o f H o m e s © 2023 Warner Bros. Discovery, Inc. or its subsidiaries and affiliates. All trademarks are the property of their respective owners. All rights reserved. 1. Conceptual number of cumulative homes with Hardie® siding in North America based on total sales volumes and housing intensity of 2,600 sqft of siding per home


 
57 JAMES HARDIE INVESTOR DAY 2024 Support Growth With High-Return Capacity Implies Approx. +10 Sheet Machines (inclusive of ~6 sheet machines already approved to proceed by the Board of Directors1) To Meet 25 Million Homes by 2035 Conceptual Investment ▪ Cost of One Sheet Machine: ~$250M ▪ Cost of Ten Sheet Machines: ~$2.5Bn2 ▪ Capacity Adds are Consistent With Achieving LTI Targets for Return on Capital Employed Driven by: ▪ Brown and Greenfield capacity additions • Scale creates capital & resource efficiency ▪ HOS improvements • Increased capacity through network wide gains in Overall Equipment Efficiency (RTY, Hours, Rate) 8Bnsf 1. See slide 31 for details on recently approved capacity additions. Management estimates the average nameplate capacity of a sheet machine to be ~300 mmsf. The calculated annual nameplate capacity is based on management’s historical experience with our production process and is calculated assuming continuous operation, 24 hours per day, seven days per week, producing 5/16” medium density product at a targeted operating speed. No accepted industry standard exists for the calculation of our fiber cement, manufacturing facility nameplate, design and utilization capacities. 2. In 2024 US$ Total Nameplate Capacity Needed ~


 
58 JAMES HARDIE INVESTOR DAY 2024 North America Top Line Growth Framework Market Growth Outperforming Our Markets Average Net Sales Price Long-Term1 Revenue Growth 1. Over time, we aim to deliver double-digit revenue growth during periods of underlying market growth. Long-Term Growth Supported by Underlying Fundamentals Our Strategy Enables Commitment to Outperform in any Market Capitalizing on a Strong Value Proposition ~Low Single-Digits % 4%+ Primary Demand Growth ~Mid-Single Digits % Accelerating the Top Line to Deliver on our Financial Growth Aspirations Double-Digit %


 
59 JAMES HARDIE INVESTOR DAY 2024 North America Margin Expansion Delivering Strong Margins in Our FY25 Outlook: ▪ Raw Material Pressure ▪ Scaling for Growth Expanding Margins over the Long-Term ▪ Unique Value Proposition ▪ Innovative Product Solutions ▪ Operating Leverage ▪ HOS Savings Managing the Risks to Profitability ▪ Inflation Beyond our Assumptions ▪ Market Volatility 29-31% ~35% 15% 20% 25% 30% 35% FY19 FY20 FY21 FY22 FY23 FY24 FY25 Guide Long-Term Aspiration North American Adjusted EBIT Margins


 
60 JAMES HARDIE INVESTOR DAY 2024 North America Financial Aspirations Significant Underlying Margin Expansion 500bps+ of EBITDA Margin Expansion 1. Adjusted ROCE = Adjusted Operating Income / Gross Capital Employed less Adjusting Items 2. Incorporates management estimates for double-digit sales growth supported by capacity additions and underlying profitability improvements leading to ~40% EBITDA margins. Net of current and incremental depreciation, this also results in ~35% EBIT margins. $ $ $ $ $+500bps Deliver Long-Term Profitable Growth Triple North America Adjusted EBITDA23x High Incremental Returns on Capacity Additions Enhance our Adjusted ROCE1 Accelerate the Top- Line To Deliver on our Financial Aspirations Double-Digit Long-Term Revenue Growth Double- Digit Revenue Growth


 
61 JAMES HARDIE INVESTOR DAY 2024 T R U S T E D P R O T E C T I O N • L O N G - L A S T I N G B E A U T Y North America Aspiration: “25 by 35” By 2035 1. Conceptual number of cumulative homes with Hardie® siding in North America based on total sales volumes and housing intensity of 2,600 sqft of siding per home 2 5 Million Homes 1 © 2023 Warner Bros. Discovery, Inc. or its subsidiaries and affiliates. All trademarks are the property of their respective owners. All rights reserved.


 
62 JAMES HARDIE INVESTOR DAY 2024 Q&A AARON ERTER CHIEF EXECUTIVE OFFICER


 
63 JAMES HARDIE INVESTOR DAY 2024 Thank You!


 
64 JAMES HARDIE INVESTOR DAY 2024 Non-GAAP Financial Measures Financial Measures – GAAP Equivalents This document contains the financial statement line item EBIT, which is considered to be non-GAAP, but is consistent with the term used by Australian companies. Because we prepare our consolidated financial statements under GAAP, the equivalent GAAP financial Statement line item description used in our consolidated financial statements is Operating income (loss). EBIT – Earnings before interest and tax EBIT margin – EBIT margin is defined as EBIT as a percentage of net sales Definitions ASP – Average net sales price per msf ("ASP") – Total net sales of fiber cement and fiber gypsum products, excluding accessory sales, divided by the total volume of products sold Working Capital – The working capital calculation used in our cash provided by operating analysis includes the change in: (1) Accounts and other receivables, net; (2) Inventories; and (3) Accounts payable and accrued liabilities. ROCE - Return on Capital Employed; calculated as Adjusted EBIT / Adjusted Gross Capital Employed mmsf – sales volume in million square feet, where a square foot is defined as a standard square foot of 5/16” thickness msf – sales volume in thousand square feet, where a square foot is defined as a standard square foot of 5/16” thickness


 
65 JAMES HARDIE INVESTOR DAY 2024 Non-GAAP Financial Measures Adjusted EBIT US$ Millions FY24 FY23 FY22 FY21 FY20 EBIT 767.4$ 741.4$ 682.6$ 472.8$ 342.5$ Asbestos: Asbestos adjustments loss 151.7 37.0 131.7 143.9 58.2 AICF SG&A expenses 1.6 1.4 1.3 1.2 1.7 Asset Impairment - greenfield site 20.1 - - - - Restructuring expenses - - - 11.1 84.4 Adjusted EBIT 940.8$ 779.8$ 815.6$ 629.0$ 486.8$ Adjusted EBIT margin US$ Millions FY24 FY23 Adjusted EBIT 940.8$ 779.8$ Net sales 3,936.3 3,777.1 Adjusted EBIT margin 23.9% 20.6% Adjusted net income US$ Millions FY24 FY23 Net income 510.2$ 512.0$ Asbestos: Asbestos adjustments loss 151.7 37.0 AICF SG&A expenses 1.6 1.4 AICF interest income, net (9.0) (4.2) Asset Impairment - greenfield site 20.1 - Tax adjustments1 32.9 59.3 Adjusted net income 707.5$ 605.5$ 1 Includes tax adjustments related to the amortization benefit of certain US intangible assets, asbestos, and other tax adjustments Non-GAAP Financial Information Derived from GAAP Measures


 
66 JAMES HARDIE INVESTOR DAY 2024 Non-GAAP Financial Measures Adjusted Return on Capital Employed ("Adjusted ROCE") US$ Millions FY24 FY23 FY22 FY21 FY20 Numerator Adjusted EBIT 940.8$ 779.8$ 815.6$ 629.0$ 486.8$ Denominator Gross capital employed (GCE) 2,382.8 1,816.5 1,653.9 1,780.8 1,753.7 Adjustment to GCE 1 (673.9) (184.8) (56.4) (193.6) (195.5) Adjusted gross capital employed 1,708.9$ 1,631.7$ 1,597.5$ 1,587.2$ 1,558.2$ Adjusted Return on Capital Employed 55% 48% 51% 40% 31% US$ Millions FY24 FY23 FY22 FY21 FY20 FY19 FY18 FY17 FY16 FY15 FY14 North America Fiber Cement Segment EBIT 921.1$ 767.5$ 741.2$ 585.5$ 429.3$ 382.5$ 381.9$ 343.9$ 352.2$ 290.0$ 235.1$ Restructuring and product line discontinuation expenses - - - 2.5 41.2 5.4 - - - - - North America Fiber Cement Segment Adjusted EBIT 921.1$ 767.5$ 741.2$ 588.0$ 470.5$ 387.9$ 381.9$ 343.9$ 352.2$ 290.0$ 235.1$ North America Fiber Cement Segment net sales 2,891.4 2,787.6 2,551.3 2,040.2 1,816.4 1,676.9 1,578.1 1,493.4 1,335.0 1,224.7 1,083.6 North America Fiber Cement Segment Adjusted EBIT margin 31.9% 27.5% 29.1% 28.8% 25.9% 23.1% 24.2% 23.0% 26.4% 23.7% 21.7% North America Fiber Cement Segment Adjusted EBIT and EBIT Margin 1 Calculated as Total Assets minus Current Liabilities as reported in our financial results; adjusted by: (i) excluding balance sheet items related to legacy issues (such as asbestos adjustments), dividends payable and deferred taxes; (ii) adding back asset impairment charges in the relevant period, unless otherwise determined by the remuneration committee; (iii) deducting all greenfield construction-in-progress, and any brownfield construction-in-progress projects involving capacity expansion that are individually greater than US$20 million, until such assets reach commercial production and are transferred to the fixed asset register and assets held for sale; and (iv) proceeds from the Term Loan A not currently employed (FY24). Non-GAAP Financial Information Derived from GAAP Measures


 
ex995update-notification
Appendix 3C - Notification of buy-back Appendix 3C - Notification of buy-back 1 / 5 Announcement Summary Name of entity JAMES HARDIE INDUSTRIES PLC Announcement type Update announcement Type of update Date of this announcement 24/6/2024 Reason for update To increase the total maximum amount of shares/CUFS that James Hardie intends to buy back under the buy-back program. ASX Security code and description of the class of +securities the subject of the buy-back JHX : CHESS DEPOSITARY INTERESTS 1:1 The type of buy-back is: Refer to next page for full details of the announcement On market buy-back Notification of change in details of buy-back Exhibit 99.5


 
Appendix 3C - Notification of buy-back Appendix 3C - Notification of buy-back 2 / 5 Part 1 - Entity and announcement details 1.1 Name of entity JAMES HARDIE INDUSTRIES PLC We (the entity named above) provide the following information about our buy-back. 1.2 Registration number type ARBN Registration number 097829895 1.3 ASX issuer code JHX 1.4 The announcement is 1.4a Type of update 1.4b Reason for update To increase the total maximum amount of shares/CUFS that James Hardie intends to buy back under the buy-back program. 1.4c Date of initial notification of buy-back 9/11/2023 1.4d Date of previous announcement to this update 21/6/2024 1.5 Date of this announcement 24/6/2024 1.6 ASX Security code and description of the class of +securities the subject of the buy-back JHX : CHESS DEPOSITARY INTERESTS 1:1 Notification of change in details of buy-back Update/amendment to previous announcement


 
Appendix 3C - Notification of buy-back Appendix 3C - Notification of buy-back 3 / 5 Part 2 - Type of buy-back 2.1 The type of buy-back is: On market buy-back


 
Appendix 3C - Notification of buy-back Appendix 3C - Notification of buy-back 4 / 5 Part 3 - Buy-back details Part 3A - Details of +securities, price and reason 3A.1 Total number of +securities on issue in the class of +securities to be bought back 433,801,115 3A.4 Does the entity intend to buy back a minimum number of +securities 3A.5 Does the entity intend to buy back a maximum number of securities 3A.5a Maximum number of securities proposed to be bought back 9,031,829 3A.6 Name of broker or brokers who will offer to buy back +securities on the entity's behalf Broker name: Barrenjoey Markets Pty Limited 3A.9 Are the +securities being bought back for a cash consideration? 3A.9a Is the price to be paid for +securities bought back known? 3A.9a.1 In what currency will the buy-back consideration be paid? AUD - Australian Dollar Part 3B - Buy-back restrictions and conditions 3B.1 Does the buy-back require security holder approval? No No Yes Yes No


 
Appendix 3C - Notification of buy-back Appendix 3C - Notification of buy-back 5 / 5 Part 3C - Key dates On-market buy-back 3C.2 Proposed buy-back start date 13/11/2023 3C.3 Proposed buy-back end date 31/10/2024 Part 3D - Other Information 3D.1 Any other information the entity wishes to notify to ASX about the buy-back JH intends to buy back up to an aggregate total of US$300m of its shares/CUFS (approx. US$225m already purchased and US$150m cancelled with US$75m to be cancelled by 24 June 2024). Based on a closing market price on ASX of A$46.83 and an A$/US$ exchange rate of 0.6668 (at 21 June 2024) equating to a max of 2,401,826 ordinary shares/CUFS, a buy-back total of US$75m. The final max number of shares/CUFS will depend on market price and exchange rate movements over the buy-back period.


 
ex996notificationofcessa
Appendix 3H - Notification of cessation of securities Appendix 3H - Notification of cessation of securities 1 / 4 Announcement Summary Entity name JAMES HARDIE INDUSTRIES PLC Announcement Type New announcement Date of this announcement Wednesday June 26, 2024 Details of +securities that have ceased ASX +security code Security description Number of +securities that have ceased The +securities have ceased due to Date of cessation JHX CHESS DEPOSITARY INTERESTS 1:1 2,387,600 Cancellation pursuant to an on-market buy-back 24/06/2024 Refer to next page for full details of the announcement Exhibit 99.6


 
Appendix 3H - Notification of cessation of securities Appendix 3H - Notification of cessation of securities 2 / 4 Part 1 - Announcement Details 1.1 Name of +Entity JAMES HARDIE INDUSTRIES PLC We (the entity named above) provide the following information about our issued capital. 1.2 Registered Number Type ARBN Registration Number 097829895 1.3 ASX issuer code JHX 1.4 The announcement is 1.5 Date of this announcement 26/6/2024 New announcement


 
Appendix 3H - Notification of cessation of securities Appendix 3H - Notification of cessation of securities 3 / 4 Part 2 - Details of +equity securities or +debt securities that have ceased ASX +Security Code and Description JHX : CHESS DEPOSITARY INTERESTS 1:1 Quoted +equity securities or +debt securities that have ceased Number of securities that have ceased 2,387,600 Reason for cessation Cancellation pursuant to an on-market buy-back Date of cessation 24/6/2024 Is the entity paying any consideration for the cessation? In what currency is the consideration being paid? AUD - Australian Dollar Total consideration paid or payable for the securities AUD 112,812,829.000000000000 Any other information the entity wishes to notify to ASX about the cessation? Yes


 
Appendix 3H - Notification of cessation of securities Appendix 3H - Notification of cessation of securities 4 / 4 Part 3 - Issued capital following changes Following the cessation of the +securities the subject of this notification, the issued capital of the entity will comprise: The figures in parts 3.1 and 3.2 below are automatically generated and may not reflect the entity's current issued capital if other Appendix 2A, Appendix 3G or Appendix 3H forms are currently with ASX for processing. 3.1 Quoted +equity securities and +debt securities (total number of each +class of +securities quoted on ASX) ASX +security code and description Total number of +securities on issue JHX : CHESS DEPOSITARY INTERESTS 1:1 431,413,515 3.2 Unquoted +equity securities (total number of each +class of +equity securities issued but not quoted on ASX) ASX +security code and description Total number of +securities on issue JHXAK : RESTRICTED STOCK UNIT 2,784,151 JHXAL : OPTION EXPIRING 03-NOV-2027 EX $33.05 269,221 Note: the figures stated in the tables above are used to calculate the total market capitalisation of the entity published by ASX from time to time. The table will not include those classes of +securities that have ceased or lapsed in their entirety in ASX records before the announcement date described in Q1.5, even if the entity has advised ASX of a change to that class of +security in Part 2 of this form.


 
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James Hardie Industries plc 1st Floor, Block A, One Park Place, Upper Hatch Street, Dublin 2, D02 FD79, Ireland T: +353 (0) 1 411 6924 F: +353 (0) 1 479 1128 James Hardie Industries plc is a limited liability company incorporated in Ireland with its registered office at 1st Floor, Block A, One Park Place, Upper Hatch Street, Dublin 2, D02 FD79, Ireland. Directors: Anne Lloyd (Chairperson, USA), Peter-John Davis (Aus), Persio Lisboa (USA), Renee Peterson (USA), John Pfeifer (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 26 June 2024 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 copy of the substantial holding notice received by James Hardie on 25 June 2024. Regards Aoife Rockett Company Secretary This announcement has been authorised for release by the Company Secretary, Ms Aoife Rockett. Exhibit 99.7


 
James Hardie Industries plc Group Company Secretary Second Floor, Europa House Harcourt Centre Harcourt Street Dublin 2, D02 WR20 Ireland 25 June 2024 Dear Sir/Madam Re: Disclosure of ceasing to be a substantial holder Pursuant to Section 1048 and/or Section 1050 of the Companies Act 2014 (“the Act”), Bennelong Funds Management Group Pty Ltd (and its Subsidiaries and Affiliates1 as listed in Annexure A) (“BFMG”) discloses a change in notifiable interest in James Hardie Industries plc (“the Company”). As per the previous notification provided to the Company on 21 November 2023, BFMG held a notifiable interest in James Hardie Industries plc Chess Depositary Interests (“CDIs”) of 3.97% ordinary share capital. This figure was based on a holding of 17,389,710 shares and a total of 437,772,838 shares on issue. As at 22 April 2024, BFMG ceased to hold a notifiable interest in James Hardie Industries plc CDIs with 2.90% ordinary share capital. This figure is based on a holding of 12,592,426 shares and a total of 433,784,634 shares on issue on 22 April 2024. Yours sincerely Jeff Phillips Company Secretary 1 For the purposes of this Notice and pursuant to s 608(3) of the Corporations Act 2001 (Cth), ‘Affiliates’ means any body corporate or managed investment scheme in which the Group’s voting power is over 20% or which is controlled by the Group.


 
Annexure A Subsidiaries BennBridge Ltd (Company Number 10480050) Bennelong Funds Management Ltd (ACN 111 214 085) Affiliates 4D Infrastructure Pty Ltd (ACN 604 979 259) Bennelong Australian Equity Partners Pty Ltd (ACN 131 665 122) Bennelong Long Short Equity Management Pty Ltd (ACN 118 724 173) Quay Global Investors Pty Ltd (ACN 163 911 859) Skerryvore Asset Management LLP (OC429371) Touchstone Asset Management Pty Ltd (ACN 605 911 519)