JHX james hardie industries plc

Ann: Investor Call Script, page-10

  1. 11,730 Posts.
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    Its a good deal.
    AZEK doesnt trade below 40x and price to cashflow would indicate purchasing the asset sub 35 p/e would be impossible due to its underlying profit growth,

    Will add $1.5b revenue and $150m NPAT to the business almost instantly then strip out synergy costs and margin improvement over 2-3 years and this could easily churn far more than current profit growth.

    Its a good acquisition.
 
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(20min delay)
Last
$38.77
Change
-1.150(2.88%)
Mkt cap ! $16.66B
Open High Low Value Volume
$39.32 $39.61 $38.62 $153.7M 3.944M

Buyers (Bids)

No. Vol. Price($)
1 2475 $38.75
 

Sellers (Offers)

Price($) Vol. No.
$38.78 300 1
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Last trade - 16.10pm 17/06/2025 (20 minute delay) ?
JHX (ASX) Chart
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