James Hardie Industries plc (NYSE:JHX) Q4 2022 Earnings Conference Call May 16, 2022 6:30 PM ET

Company Participants

Harold Wiens – Interim Chief Executive Officer

Sean Gadd – North America President

Jason Miele – Chief Financial Officer

Conference Call Participants

Peter Steyn – Macquarie

Keith Chau – MST Marquee

Andrew Scott – Morgan Stanley

Simon Thackray – Jeffries

Peter Wilson – Credit Suisse

Lisa Huynh – JPMorgan

Daniel Kang – CLSA

Sam Seow – Citi

Lee Power – UBS

Brook Campbell-Crawford – Barrenjoey

David Pace – Greencape Capital

Anderson Chow – Jarden

Paul Quinn – RBC

Simon Thackray – Jeffries

Operator

Thank you for standing by and welcome to the James Hardie Q4 FY 2022 Results Call. All participants are in a listen-only mode. There will be a presentation followed by a question-and-answer session. [Operator Instructions]

I would now like to hand the conference over to Mr. Harold Wiens, Interim Chief Executive Officer. Please go ahead.

Harold Wiens

Hello, everyone, and welcome to our fourth quarter and full year fiscal year 2022 earnings call. I'm Harold Wiens, Interim CEO of James Hardie. On Page 2, you'll see our standard cautionary note on forward-looking statements. Please note that this presentation does contain forward-looking statements and also the use of non-GAAP financial information.

Let's move on to Page 3, where you will see our agenda and speakers for today. I'm proud to be joined by our CFO, Jason Miele; and our North America President, Sean Gadd. Today, we'll start the presentation with a brief update on the significant transformation James Hardie has undertaken. Jason will then discuss the fourth quarter and full year financial results. And then Sean will provide an update on our North American strategic focus and how he and his team plan to deliver a strong fiscal year 2023. Finally, Jason will return to conclude with the discussion on guidance.

Let's turn to Page 5. Our strategy remains unchanged and we expect it to continue to drive profitable growth globally. It is embedded across all three regions and all 5,000 of our team members. Underlying our strategy is our commitment to Zero Harm and ESG. Our strategy starts with focus and strong execution around our three foundational initiatives, which are LEAN manufacturing, customer engagement and partnership and of course supply chain integration. Over the last three years, it is these three foundational strategic initiatives that drove our transformation. With these initiatives now fully embedded in our company, we're now focused on continuing to drive profitable growth globally through the following three strategic initiatives.