Exhibit 99.9

 

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EUROPE OVERVIEW & ASIA PACIFIC Q&A

Mark Fisher

USA Investor/Analyst Tour – Thursday 19th September 2013


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AGENDA

Evolution of the company

Market overview

Strategy

Current position

New products runway

Summary

2


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EVOLUTION OF EUROPEAN BUSINESS

Phase SUBHEADING I: Establish a Beachhead- 2003

Build base capability (Sales, Channel)

Phase II: Build a EU Business using U.S. Products

Improve capabilities

Increase volume

Achieve profitability

Phase III: Create a True European Business

Achieve scale

Launch products developed for the European market

Today


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HOW WE OPERATE

European head office in Amsterdam

Core markets UK and France

Developing in Germany

High population & GDPs in all core markets

France 63M

UK 63M

DE 82M

Steadily growing share of timber frame

4


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HOUSING STARTS (SF & MF)

Forecasts

450

400

350

300

UK SF

250 UK MF

GE SF

200

GE MF

150 FR SF

FR MF

100

50

0

FR GE UK FR GE UK FR GE UK FR GE UK FR GE UK FR GE UK FR GE UK

2009 2010 2011 2012 2013 2014 2015

5


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MARKET OVERVIEW

UK & France markets returning

Government-led initiatives

Building systems and designs are changing

Architectural style / materials Shift

Brick share UK*

2008 95%

2013 88%

JH internal estimate

6


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STRATEGY

To aggressively drive sales growth through a unique product portfolio and establish a long-term differentiated position via JH USA current products and EU specific products

Market development

New products

Market penetration

7


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GOALS

Fiber cement market leader in core geographies

High share of sales in new products

8


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CURRENT POSITION

Developed capability to import products

Freight model not excessively punitive:

Roughly equal costs of full truck US to UK versus overland Europe

Long term goal is local value-add manufacturing

Now customizing products:

Enhances differentiation

9


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CHANGING EUROPEAN ENVIRONMENT

Architectural styles changing

Mixed facades

Availability of skilled labor

Brick-masons becoming scarce

Energy efficiency requirements

France—RT 2012

150 kwh/M? to 50 kwh/M?

Trend towards lightweight

Faster

More energy efficient

10


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HARDIE GROWTH

Well positioned:

Channel

Builders (90% of UK Top 20)

Low geographic penetration

11


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NEW PRODUCTS RUNWAY

Interior products:

HardieFloor

Structural flooring product for SF

HardieFloor QT

Structural sound flooring for MF / SF

Exterior products:

HardieStria

New cladding for MF/SF

12


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ENERGY EFFICIENCY

To meet RT2012, France MF Social needs to be “re-skinned”

Complicated system

High labor costs

Long time frames

Needs re-thinking

We have an answer

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SUMMARY

Focused approach on core markets

Changes in

Construction

Architectural style

Energy efficiency

James Hardie is well positioned to exploit this growth

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Questions?

15