James Hardie Industries plc (NYSE:JHX) Q4 2023 Earnings Conference Call May 15, 2023 6:30 PM ET

Corporate Participants

Aaron Erter - Chief Executive Officer

Jason Miele - Chief Financial Officer

Conference Call Participants

Niraj Shah - Goldman Sachs

Keith Chau - MST Marquee

Lee Power - UBS

Peter Steyn - Macquarie

Lisa Huynh - JPMorgan

Andrew Scott - Morgan Stanley

David Pace - Greencape

Simon Thackray - Jefferies

Brook Campbell-Crawford - Barrenjoey

Harry Saunders - E&P

Paul Quinn - RBC Capital Markets

Shaurya Visen - Bank of America

Operator

Thank you for standing by, and welcome to James Hardie Fourth Quarter Fiscal Year 2023 Results Briefing. Today's briefing is hosted by James Hardie CEO, Mr. Aaron Erter; and CFO, Mr. Jason Miele. [Operator Instructions] After the Q&A, I'll turn it back to Mr. Erter for closing remarks.

I would now like to hand the conference over to James Hardie's CEO, Mr. Aaron Erter. Please go ahead, sir.

Aaron Erter

Thank you, operator. Good morning and good evening to everyone. I'm Aaron Erter, CEO of James Hardie, and I would like to welcome all of you to our fourth quarter fiscal year 2023 briefing.

Turning to Page 2. You will see our standard cautionary note on forward-looking statements. Please note that the presentation today does contain forward-looking statements and the use of non-GAAP financial information. Also, except where we explicitly state otherwise during our prepared remarks, all references to monetary amounts should be assumed to be in U.S. dollars.

On Page 3, you will see our agenda for today. I'm joined by our CFO, Jason Miele. For today's call, I will start by providing an operations and strategy update. Jason will then discuss our full year and fourth quarter fiscal year 2023 financial results, and I will return to discuss our fiscal year 2024 guidance, outlook and provide a brief closing. We will then open it up for questions.

Before we begin, I would like to take this opportunity to thank all of our employees around the world who remain focused on safely delivering the highest quality products and services to our customer partners. Our employees truly represent the very best in our industry and consistently enable our superior value proposition. I feel fortunate to work with each and every one of them.

Let's start on Page 5 with a look back at fiscal year '23. Last quarter, you heard me talk about our team's focus on controlling what we can control and managing decisively. And when I reflect on our fiscal year '23 results, that is exactly what we did. I'm really proud of what this team delivered. The true test of a team is how you perform through adversity. And I think our team has done an outstanding job.