JAMES HARDIE INDUSTRIES PLC (JHX)
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JHX - JAMES HARDIE INDUSTRIES PLC

FNArena Sector : Building Products & Services
Year End: March
GICS Industry Group : Materials
Index: ASX50 | ASX100 | ASX200 | ASX300 | ALL-ORDS

James Hardie Industries is a global building materials company and the largest global manufacturer of fibre cement products. Founded in 1888 it first listed on the Sydney Stock Exchange in 1951. It is now dual-listed on the Australian and New York Stock Exchanges. Management operates from Chicago, Illinois, USA.

LAST PRICE CHANGE +/- CHANGE % VOLUME

$45.73

30 Jul
2021

-0.430

OPEN

$46.00

-0.93%

HIGH

$46.12

678,327

LOW

$45.48

TARGET
$46.442 1.6% upside
Franking for last dividend paid out: 0%
OTHER COMPANIES IN THE SAME SECTOR
ABC . BKW . BLD . CSR . WGN . FBR . MGH . SFC . ACF . FBU . RWC . ITG . JLG . SRG . BRI .
FNARENA'S MARKET CONSENSUS FORECASTS
JHX: 1
Title FY22
Forecast
FY23
Forecast
EPS (cps) 168.2 xxx
DPS (cps) 96.3 xxx
EPS Growth N/A xxx
DPS Growth N/A xxx
PE Ratio 27.2 xxx
Dividend Yield 2.1% xxx
Div Pay Ratio(%) 57.3% xxx
This company reports in USD.
All estimates have been converted into AUD by FNArena at present FX values.

Dividend yield today if purchased 3 years ago: 0.00%

DIVIDEND YIELD CALCULATOR

Dividend Yield Today On Last Actual Payout :

0.00

Estimated Dividend Growth
(Average Of Past Three Years)

 %

Amount Invested

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Past performance is no guarantee for the future. Investors should take into account that heavy swings in share price or exceptional circumstances (a la 2009) can have a significant impact on short term calculations and averages

Last ex-div: 18/02 - 67.94c (0%)

HISTORICAL DATA ARE ALL IN AUD
Copyright © 2021 FactSet UK Limited. All rights reserved
Title 201620172018201920202021
EPS Basic xxxxxxxxxxxxxxx82.7
DPS All xxxxxxxxxxxxxxx89.9
Sales/Revenue xxxxxxxxxxxxxxx4,060.7 M
Book Value Per Share xxxxxxxxxxxxxxx313.5
Net Operating Cash Flow xxxxxxxxxxxxxxx1,085.3 M
Net Profit Margin xxxxxxxxxxxxxxx9.03 %

EPS Basic

DPS All

Sales/Revenue

Book Value Per Share

Net Operating Cash Flow

Net Profit Margin

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EXPERT VIEWS
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Sentiment Indicator

0.6

No. Of Recommendations

6
BROKER DATE RATING RECOMMENDATION TARGET PRICE % TO REACH TARGET COMMENTARY

Ord Minnett

xx/xx/xxxx

2

xxxxxxxxxx

$xx.xx

xx.xx%

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Morgan Stanley

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Macquarie

xx/xx/xxxx

1

xxxxxxxxxx

$xx.xx

xx.xx%

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Citi

03/06/2021

3

Neutral

$42.30

-7.50%

The construction industry is experiencing a period of meaningful commodity price inflation, explains Citi. While the spike in costs may be transitory, it's felt current levels will likely underpin higher housing inflation for at least the nine months through to March quarter 2022.

The broker thinks the ability to offset this via price rises and cost savings will be limited, driving margin pressure. It's estimated an additional 5% increase in raw material costs would equate to an average -10% earnings (EBIT) headwind to FY22 estimates.

The biggest earnings risk in the sector is to James Hardie Industries, given the majority of materials is purchased on the spot market. The Neutral rating and $42.30 target price are maintained.

FORECAST
Citi forecasts a full year FY22 dividend of 95.26 cents and EPS of 169.33 cents.
Citi forecasts a full year FY23 dividend of 111.91 cents and EPS of 199.44 cents.

UBS

xx/xx/xxxx

1

xxx

$xx.xx

xx.xx%

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Credit Suisse

xx/xx/xxxx

3

xxxxxxx

$xx.xx

xx.xx%

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JHX STOCK CHART