https://www.avient.com/sites/default/files/2023-06/AVNT June IR Conferences w_Non GAAP Recs.pdf
Microsoft PowerPoint - AVNT June IR Conferences_6.1.2023 1130AM AVIENT CORPORATION I N V E S T O R P R E S E N T A T I O N (NYSE: AVNT) J U N E 2 0 2 3 DISCLAIMER Forward-Looking Statements Certain statements contained in or incorporated by reference into this presentation constitute “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995.
They use words such as "will," “anticipate,” “estimate,” “expect,” “project,” “intend,” “plan,” “believe” and other words and terms of similar meaning in connection with any discussion of future operating or financial condition, performance and/or sales.
GUIDANCE (TOTAL COMPANY) 12 14.8% 15.8% Guidance Actual Adjusted EBITDA Margin % Better-than-expected margins driven by: • Resilient demand for composites and sustainable solutions which improved mix of higher margin applications • Deceleration of raw material inflation • Cost reduction activities Q1 EBITDA BRIDGE (TOTAL COMPANY) 13 $ millions CAI: Price / Mix 19) Inflation (4) SEM: Price / Mix 6) Inflation (4) Net Price Benefit 17) Wage and Energy Inflation (13) Cost Reductions 8) FX (6) Q1 2023 Actual $134) Adjusted EBITDA Q1 2022 Pro Forma $ 176) Demand (48) • Weak demand conditions in-line with previous expectations • Pricing continues to cover inflation of raw materials, wages and energy U.S. & Canada 40% EMEA 38% Asia 17% Latin America 5% Q1 2023 SEGMENT, END MARKET AND GEOGRAPHY GEOGRAPHY REVENUESEGMENT FINANCIALS Consumer 18% Packaging 23% Healthcare 7% Industrial 16% Building and Construction 10% Defense 6%Telecommunications 4% Energy 5% END MARKET REVENUE (1) Total company sales and adjusted EBITDA of $846M and $134M, respectively, include intercompany sales eliminations and corporate costs $537M $91M $310M $64M Sales EBITDA Specialty Engineered Materials Color Additives and Inks $134M$846M (1) 14 Transportation 11% Q1 2023 SALES BY REGION Yo Y C H A N G E ( E X C L .
https://www.avient.com/investors/financials/consensus-earnings-estimates
Review the estimates of arithmetic mean earnings, mean recommendation and mean future five-year growth rate from analysts who cover Avient Corporation and publish on First Call.
https://www.avient.com/sites/default/files/2023-05/AVNT Q1 2023 Earnings Presentation.pdf
AVIENT CORPORATION F I R S T Q U A R T E R 2 0 2 3 R E S U L T S (NYSE: AVNT) M AY 3 , 2 0 2 3 DISCLAIMER Forward-Looking Statements Certain statements contained in or incorporated by reference into this presentation constitute “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995.
They use words such as "will," “anticipate,” “estimate,” “expect,” “project,” “intend,” “plan,” “believe” and other words and terms of similar meaning in connection with any discussion of future operating or financial condition, performance and/or sales.
GUIDANCE (TOTAL COMPANY) 7 14.8% 15.8% Guidance Actual Adjusted EBITDA Margin % Better-than-expected margins driven by: • Resilient demand for composites and sustainable solutions which improved mix of higher margin applications • Deceleration of raw material inflation • Cost reduction activities Q1 EBITDA BRIDGE (TOTAL COMPANY) 8 $ millions CAI: Price / Mix 19) Inflation (4) SEM: Price / Mix 6) Inflation (4) Net Price Benefit 17) Wage and Energy Inflation (13) Cost Reductions 8) FX (6) Q1 2023 Actual $134) Adjusted EBITDA Q1 2022 Pro Forma $ 176) Demand (48) • Weak demand conditions in-line with previous expectations • Pricing continues to cover inflation of raw materials, wages and energy U.S. & Canada 40% EMEA 38% Asia 17% Latin America 5% Q1 2023 SEGMENT, END MARKET AND GEOGRAPHY GEOGRAPHY REVENUESEGMENT FINANCIALS Consumer 18% Packaging 23% Healthcare 7% Industrial 16% Building and Construction 10% Defense 6%Telecommunications 4% Energy 5% END MARKET REVENUE (1) Total company sales and adjusted EBITDA of $846M and $134M, respectively, include intercompany sales eliminations and corporate costs $537M $91M $310M $64M Sales EBITDA Specialty Engineered Materials Color Additives and Inks $134M$846M (1) 9 Transportation 11% Q1 2023 SALES BY REGION Yo Y C H A N G E ( E X C L .
https://www.avient.com/sites/default/files/resources/AVNT Fermium Conference - May 2023 w NonGAAP Recs.pdf
Microsoft PowerPoint - AVNT Fermium Conference - May 2023 AVIENT CORPORATION I N V E S T O R P R E S E N T A T I O N (NYSE: AVNT) M AY 4 , 2 0 2 3 H O S T E D B Y : DISCLAIMER Forward-Looking Statements Certain statements contained in or incorporated by reference into this presentation constitute “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995.
They use words such as "will," “anticipate,” “estimate,” “expect,” “project,” “intend,” “plan,” “believe” and other words and terms of similar meaning in connection with any discussion of future operating or financial condition, performance and/or sales.
GUIDANCE (TOTAL COMPANY) 11 14.8% 15.8% Guidance Actual Adjusted EBITDA Margin % Better-than-expected margins driven by: • Resilient demand for composites and sustainable solutions which improved mix of higher margin applications • Deceleration of raw material inflation • Cost reduction activities Q1 EBITDA BRIDGE (TOTAL COMPANY) 12 $ millions CAI: Price / Mix 19) Inflation (4) SEM: Price / Mix 6) Inflation (4) Net Price Benefit 17) Wage and Energy Inflation (13) Cost Reductions 8) FX (6) Q1 2023 Actual $134) Adjusted EBITDA Q1 2022 Pro Forma $ 176) Demand (48) • Weak demand conditions in-line with previous expectations • Pricing continues to cover inflation of raw materials, wages and energy U.S. & Canada 40% EMEA 38% Asia 17% Latin America 5% Q1 2023 SEGMENT, END MARKET AND GEOGRAPHY GEOGRAPHY REVENUESEGMENT FINANCIALS Consumer 18% Packaging 23% Healthcare 7% Industrial 16% Building and Construction 10% Defense 6%Telecommunications 4% Energy 5% END MARKET REVENUE (1) Total company sales and adjusted EBITDA of $846M and $134M, respectively, include intercompany sales eliminations and corporate costs $537M $91M $310M $64M Sales EBITDA Specialty Engineered Materials Color Additives and Inks $134M$846M (1) 13 Transportation 11% Q1 2023 SALES BY REGION Yo Y C H A N G E ( E X C L .
https://www.avient.com/resource-center/knowledge-base/article/creating-circular-composites-challenges-and-opportunities-polymer-materials-engineers?sust%5B0%5D=1133
Let's explore some of the key means and outcomes of achieving circularity within the composites industry.
Means to a More Circular End
https://www.avient.com/resource-center/knowledge-base/article/material-solutions-expanding-ev-charging-infrastructure?sust%5B0%5D=1165
That means new challenges for manufacturers in finding materials to meet those needs in producing safe and easy-to-use stations.
Lastly, molded-in color (MIC) metallics offer a means of eliminating paint resulting in reduced VOCs and fewer processing steps for energy savings and a lower carbon footprint.
https://www.avient.com/resource-center/knowledge-base/article/material-solutions-expanding-ev-charging-infrastructure?ind%5B0%5D=6601
That means new challenges for manufacturers in finding materials to meet those needs in producing safe and easy-to-use stations.
Lastly, molded-in color (MIC) metallics offer a means of eliminating paint resulting in reduced VOCs and fewer processing steps for energy savings and a lower carbon footprint.
https://www.avient.com/resource-center/knowledge-base/article/creating-circular-composites-challenges-and-opportunities-polymer-materials-engineers
Let's explore some of the key means and outcomes of achieving circularity within the composites industry.
Means to a More Circular End
https://www.avient.com/resource-center/knowledge-base/article/changing-regulations-ivdr
This means that an estimated 80-90% of all IVD applications will need the NB evaluation as compared to 10-20% under the original IVD Directive
All of this can mean potential challenges for a manufacturer resulting in greater risk of not meeting IVDR requirements, ultimately prohibiting participation in European markets.
https://www.avient.com/resource-center/knowledge-base/article/securing-supplies-medical-plastic-solutions?pname%5B0%5D=17814
For the plastics used in these medical applications, this can mean compliance with the relevant chapters of the International Organization for Standardization (ISO), the United States Pharmacopeia Class VI (USP VI) the European Pharmacopeia (EP 3.1), and the International Conference on Harmonization (ICH Q3D) standards and guidelines.
For healthcare companies, it means the selected custom colorant or functional additive can be procured from the Mevopur site most conveniently located for the converter, reducing the risk of supply disruption that can be caused by cross-border trade restrictions.
Having multiple sites also means there is always a backup site producing to the same high-quality standards.