Investor Presentaiton
OVERALL SIDING NEW CONSTRUCTION / R&R MARKET
100%
Share of Total
Siding & Trim Market
Share of Addressable
Siding & Trim Market
(~$13B market size, excluding shed)
(~$10B market size, excluding shed)
Addressable Market (Excluding Shed) $10B
5%
3%
3%
■ Other
6%
90%
7%
■Metal
7%
Company
80%
11%
Approximate Share
of Addressable
Siding & Trim
Market
% Revenue Share of
Primary Market
■Masonry
12%
3%
70%
5%
■ Brick
Wood
27%
Very fragmented
5%
60%
Stucco
22%
9%
Vinyl
22%
3-4 major
manufacturers
50%
■Polymer Composite
~90% of fiber
16%
JamesHardie
-20%
■Cellular PVC
40%
cement
22%
Engineered Wood
30%
LP BUILDING
17%
SOLUTIONS
-10%
-85% of
engineered wood
■ Vinyl
20%
10%
■Fiber Cement
27%
20%
■Wood
0%
% of Total Manufacturer Revenue ($M)
% of Total Manufacturer Revenue ($M)
Long runway to gain market share from wood and vinyl,
aiming to secure it before fiber cement does
Source: 2022 Principia Report (share calculated using Principia data and Company estimates) PAGE 16View entire presentation