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Fibre cement maker James Hardie to defend itself against investors' lawsuit over forecast

Published by Global Banking & Finance Review

Posted on June 8, 2026

2 min read

· Last updated: June 8, 2026

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James Hardie to defend class action in Australia over alleged forecast breaches

Overview of the Class Action Lawsuit and Company Response

Background of the Lawsuit

June 9 (Reuters) - James Hardie Industries said on Tuesday it would defend itself against a class action lawsuit filed in an Australian court alleging breaches related to the fibre cement maker's earnings forecast.

Details of the Proceedings

The proceeding has been brought on behalf of investors who acquired interests in certain James Hardie securities between May 21 and August 19 last year, the company said in a statement.

The case alleged that James Hardie may have breached certain provisions under the country's corporate, regulatory and consumer laws relating to statements on its future financial performance measures mentioned in the period above.

Company's Position

The company said it is in compliance with its disclosure obligations, and will defend itself against the proceedings.

Media Reports and Further Allegations

Local Media Coverage

On Monday, a local media report said a lawsuit has been filed against James Hardie to investigate if it failed to disclose adverse conditions affecting its North American fibre cement business before August 20, 2025.

Forecast Adjustments Under Scrutiny

The case will also consider if James Hardie should have corrected or withdrawn its 2026 earnings forecast to the end of March 31, the report said.

James Hardie’s Financial Forecasts

2026 Earnings Forecast

Last year in May, James Hardie said it expected low single-digit growth in total adjusted operating earnings in 2026.

North American Market Outlook

For its biggest market North America, it forecast low single-digit growth in net sales and an earnings before interest, taxes, depreciation and amortisation margin of 35%.

The company's North America fibre cement business is now part of its Siding & Trim division.

(Reporting by Sherin Sunny in Bengaluru; Editing by Subhranshu Sahu)

Key Takeaways

  • The lawsuit covers investors who bought James Hardie securities between May 20 and August 18, 2025, claiming the company misrepresented demand and inventory levels in its North America Fibre Cement segment (bespc.com).
  • Investors allege that despite internal knowledge of inventory destocking by April/May 2025, James Hardie continued to portray the segment as strong and inventory as 'normal' until its August 19 disclosure of a 12% sales decline (bespc.com).
  • Share price plunged over 34% after the August 19 revelation, triggering the lawsuit; the company has confirmed it will defend itself vigorously in court (bespc.com).

References

Frequently Asked Questions

What is the lawsuit against James Hardie about?
The lawsuit alleges James Hardie breached obligations related to its financial forecast, impacting investors.
Who filed the class action lawsuit against James Hardie?
The lawsuit was filed in an Australian court on behalf of investors holding James Hardie securities.
Which period does the lawsuit cover?
The class action covers investors who acquired interests between May 21 and August 19 last year.
How has James Hardie responded to the lawsuit?
James Hardie stated it will defend itself against the class action lawsuit in court.

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