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James Hardie Industries Community
ASX:JHX Community
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James Hardie Industries
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James Hardie Industries
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Prattville Expansion And Key Partnerships Will Strengthen Future Market Position In Construction
Key Takeaways Strategic partnerships and high-value product targeting drive market share expansion and potential revenue growth across key regions. Capacity expansion and HOS enhancements aim to optimize efficiency and profitability amid high material costs, supporting potential sales growth.
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AU$36.16
FV
15.7% undervalued
intrinsic discount
16.42%
Revenue growth p.a.
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narrative
James Hardie Industries
AN
AnalystLowTarget
Consensus Narrative from 16 Analysts
Sustainable Trends And Regulatory Costs Will Squeeze Profit Margins
Key Takeaways Regulatory changes, sustainability trends, and emerging green technologies threaten long-term demand for legacy fiber cement products, increasing costs and compressing margins. Shifts in construction methods and heavy reliance on cyclical housing markets restrict growth opportunities and expose the company to revenue volatility.
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AU$25.12
FV
21.4% overvalued
intrinsic discount
16.10%
Revenue growth p.a.
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1 day ago
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James Hardie Industries
AN
AnalystHighTarget
Consensus Narrative from 16 Analysts
Urbanization And Sustainability Will Reshape The Exterior Market
Key Takeaways The company is well-positioned for rapid revenue growth and greater market share by leveraging recent acquisitions, integrated salesforce, and strategic partnerships. Product innovation, supply chain strength, and favorable housing trends drive pricing power, margin expansion, and sustained growth across global markets.
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AU$53.91
FV
43.4% undervalued
intrinsic discount
26.68%
Revenue growth p.a.
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1 day ago
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Your Valuation for
JHX
JHX
James Hardie Industries
Your Fair Value
AU$
Current Price
AU$30.50
11.2% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
7b
2015
2018
2021
2024
2025
2027
2030
Revenue US$7.2b
Earnings US$626.5m
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