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    Shaurya Visen • Bank of America

    Shaurya Visen's questions to James Hardie Industries PLC (JHX) leadership

    Shaurya Visen's questions to James Hardie Industries PLC (JHX) leadership • Q4 2025

    Question

    Shaurya Visen from Bank of America asked for more details on recent homebuilder agreements and whether the complementary nature of AZEK's products is creating incremental traction with customers.

    Answer

    CEO Aaron Erter responded that the recent wins are the culmination of a long-term strategy focused on the top 200 homebuilders. He noted that most agreements are multiyear and include both hard siding and trim, and that the future combination with AZEK presents a tremendous forward-looking opportunity.

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    Shaurya Visen's questions to James Hardie Industries PLC (JHX) leadership • Q1 2025

    Question

    Shaurya Visen of Bank of America questioned the confidence in the significant second-half volume increase implied by guidance and asked if Q1 Primary Demand Growth (PDG) was near the 4% target.

    Answer

    CEO Aaron Erter reiterated confidence in the full-year guidance range, stating that hitting the higher end would require volumes the company has achieved before. He firmly declined to provide quarterly PDG figures, restating the company's policy to only discuss PDG on an annual basis.

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