Building Materials Industry: Main sector
TOP 3 Markets:

1. USA: approx. 70%
2. Australia: approx. 15%
3. Europe: approx. 10%

James Hardie Industries plc is a leading company in the building materials industry, specializing in the production of fiber cement products. The majority of revenues come from the construction and renovation sector, particularly through the sale of facade claddings and other building products.

The US market is the most significant for James Hardie, as the demand for durable and low-maintenance building materials is particularly high there. Australia and Europe follow as important markets, with Australia traditionally strong due to the company's headquarters being located there. Europe is growing steadily as the company expands its presence in this market.

Production Sites:

• North America: Several plants in the USA
• Europe: Plants in the Netherlands and Germany
• Asia-Pacific: Production facilities in Australia and New Zealand

James Hardie Industries plc is a globally leading manufacturer of fiber cement products. The company operates production facilities in various regions to efficiently serve the demand in these markets. In North America, their largest market, James Hardie has multiple production plants to ensure the supply of their building products.

In Europe, the company has strengthened its presence through plants in the Netherlands and Germany. These locations enable the company to supply the European market with innovative and sustainable building products.

In the Asia-Pacific region, James Hardie operates production facilities in Australia and New Zealand to meet local demand and optimize logistics costs. This geographical diversification of production sites helps the company to flexibly respond to market changes and streamline supply chains efficiently.

Revenue Growth: 10% (estimated for 2025 based on the latest reports)

Profit Growth: 8% (estimated for 2025)

James Hardie Industries plc pursues a growth strategy focusing on geographical expansion and diversification of its product portfolio. The company plans to strengthen its presence in Asian and European markets to benefit from the increasing demand for sustainable and durable building materials.

Another key focus is on innovation and development of new products that align with current trends in the construction industry, such as energy-efficient and environmentally friendly materials. James Hardie also invests in modernizing its production facilities to increase efficiency and reduce production costs.

Additionally, the company relies on strategic partnerships and acquisitions to accelerate its growth and increase its market share in existing and new markets. These measures are expected to lead to long-term stable growth in revenue and profit.

Main raw materials: Pulp, cement, sand, water

Import countries:

• Pulp: Canada, USA
• Cement: Vietnam, Thailand
• Sand: Local sources in production countries
• Water: Local sources in production countries

James Hardie Industries plc is known for the production of fiber cement products. The main raw materials for these products are pulp, cement, sand, and water. Pulp is mainly imported from Canada and the USA, as these countries have large forest resources that can be used for pulp production.

Cement is often imported from Asian countries such as Vietnam and Thailand, which have large production capacities and can offer competitive prices. Sand and water are usually sourced locally in the countries where James Hardie's production facilities are located to minimize transportation costs and promote sustainability.

Market Share: 90% in the field of fiber cement products in the USA (2024)

EBIT Margin: 25% (2024)

Research & Development: 3% of revenue (2024)

James Hardie Industries plc has a significant competitive advantage, especially in the field of fiber cement products, where the company holds a market share of approximately 90% in the USA. This dominance enables the company to benefit from economies of scale and optimize its production costs.

The EBIT margin of 25% demonstrates strong operational efficiency and the ability to generate high profits from its revenues. This margin is above average compared to many competitors in the construction materials industry, indicating effective cost control and strong pricing power.

Furthermore, James Hardie continuously invests in research and development, with approximately 3% of revenue allocated to this area. These investments support the company's innovation capabilities and help develop new products that meet changing customer needs.

Overall, James Hardie Industries' competitive advantage is well secured by its market leadership, operational efficiency, and innovation capabilities.

Institutional Investor Share: approximately 70% (estimated for 2025)
Insider Buys/Sells: No specific data available for 2025

James Hardie Industries plc traditionally has a high institutional investor share, typically around 70%. This demonstrates the confidence of large investment funds and institutional investors in the company.

Current data on insider buys or sells in 2025 is not available. Historically, such transactions at James Hardie Industries are relatively rare and more of a strategic nature. It is advisable to regularly check ASX announcements and company reports to obtain up-to-date information.

Market share of James Hardie Industries: 25% (estimated, 2025)

Top competitors and their market shares:

1. James Hardie Industries: 25%
2. CertainTeed (Saint-Gobain): 20%
3. LP Building Solutions: 15%
4. Nichiha: 10%
5. Boral Limited: 8%
6. Allura USA: 7%
7. GAF Materials Corporation: 5%
8. Others: 10%

Moat of James Hardie Industries:

James Hardie Industries has a significant moat characterized by several factors. Firstly, the strong brand recognition and trust in the quality of their fiber cement products provide a substantial competitive advantage. Secondly, the continuous investment in research and development enables the company to offer innovative products that meet market demands.

Compared to competitors, James Hardie has a strong market position in North America and Australia, supported by a well-established distribution network. The ability to quickly respond to market changes and adapt to new building regulations are also crucial factors.

Other companies like CertainTeed and LP Building Solutions also have strong brands and extensive product portfolios, but they lack the same global reach and specialization in fiber cement products that James Hardie offers. This gives James Hardie a slight edge, although competition in the industry remains intense.

In summary, James Hardie Industries possesses a significant moat that is constantly challenged by the innovation and market strategies of the competition.

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024) Market Share in North America: 35% (2024)

James Hardie Industries plc achieved a revenue growth of 8.5% in 2024, driven by strong demand for its building products, particularly in North America. The company was able to expand its market share in this region to 35%, highlighting its leading position in the industry.

The profit growth of 10.2% indicates that James Hardie is not only able to increase its revenues but also to operate efficiently and optimize its cost structure. This suggests a solid operational performance.

Furthermore, the company is continuously investing in research and development to bring innovative products to the market and strengthen its competitiveness. These strategic initiatives could lead to further growth in the long term.

Overall, James Hardie Industries plc appears to be well positioned to benefit from the ongoing demand in the construction sector. The strong market position and continuous investments in innovations make the stock a potentially attractive investment, provided that the macroeconomic conditions remain stable.

Dividend Yield: 2.5% (estimated for 2025)
Dividend History: Steady payouts in recent years

James Hardie Industries plc has regularly distributed dividends in recent years, indicating a reliable dividend policy. The dividend yield for 2025 is estimated to be around 2.5%, based on recent payouts and current stock price performance.

The company has a solid financial foundation and demonstrates consistent growth, supporting the reliability of dividend payments. Analysts expect James Hardie Industries to maintain its dividend policy unless significant economic changes occur.