https://www.avient.com/sites/default/files/2023-05/LFT - Blower Vac - Application Snapshot_BU Draft_3.pdf
https://www.avient.com/sites/default/files/2021-04/onflex-s-garden-hose-hand-grip-case-study.pdf
https://www.avient.com/sites/default/files/resources/POL%2520CFA%2520IR%2520Presentation%2520w%2520non%2520GAAP%252011%252019%25202013.pdf
Use of Non-GAAP Measures
Page 3
-150.00%
-50.00%
50.00%
150.00%
250.00%
350.00%
PolyOne S&P 500
Page 4
All time high of
$32.32
October 21st, 2013
• 16 consecutive quarters of
double digit EPS growth
• 42% CAGR adjusted EPS
expansion 2006-2012
• YTD stock price has increased
56% versus 22% growth in the
S&P
• Six fold increase in market cap:
$0.5b $3.0b
Strategy and Execution Drive Results
PP&S
15%
Specialty
60%
Distribution
25%
0.12
0.27 0.21
0.13
0.68
0.82
1.00
2.50
$0.00
$0.25
$0.50
$0.75
$1.00
$1.25
$1.50
$1.75
$2.00
$2.25
$2.50
2006 2007 2008 2009 2010* 2011* 2012* 2015
Target
A
dj
us
te
d
Ea
rn
in
gs
P
er
S
ha
re
Appliance
6%
Building &
Construction
13%
Wire & Cable
9%
Electrical &
Electronics
4%
Consumer
9%
Packaging
18%
Industrial
10%
Misc.
5%
HealthCare
9%
Transportation
16%
Textiles
1%
United
States
70%
Europe
14%
Canada
8%
Asia
5%
Latin
America
3%
2012 Revenues: $4.0 Billion*
End Markets*
2012 Revenues: $4.0 Billion*
EPS
Page 5
* Pro Forma includes FY2012 results for Spartech (11/03/12 YE) and Glasforms & excludes discontinued operations
PolyOne
At A Glance
* Restated to exclude discontinued operations
Old
PolyOne Transformation
*Operating Income excludes corporate charges and special items
2%
34%
43%
63%
65-
75%
0%
20%
40%
60%
80%
100%
2005 2008 2010 YTD 2013 2015
%
o
f O
pe
ra
ti
ng
In
co
m
e*
JV's PP&S Distribution Specialty
Specialty OI $5M $46M $87M $153M Target
Mix Shift Highlights Specialty Transformation
2015
Target
Page 6
2006 YTD 2013 2015
Where we were Where we are
Organic Consolidated
Target
1) Operating Income %
Specialty:
Global Color, Additives & Inks 1.7% 12.8% 12.8% 12 – 16%
Global Specialty Engineered
Materials 1.1% 10.8% 8.9% 12 – 16%
Designed Structures & Solutions — — 5.0% 8 – 10%
Performance Products &
Solutions 5.5% 8.0% 8.2% 9 – 12%
Distribution 2.6% 6.1% 6 – 7.5%
2) Specialty Platform % of
Operating Income 6.0% 63% 65 – 75%
3) ROIC* (after-tax) 5.0% 9.4% 15%
4) Adjusted EPS Growth N/A 28%
Double Digit
Expansion
Proof of Performance & 2015 Goals
*ROIC is defined as TTM adjusted OI divided by the sum of average debt and equity over a 5 quarter period
Page 7
*Percentage of Specialty Platform revenue from products introduced in last five years
19.5%
44.0%
2006 Q3 2013
$20.3
$46.6
2006 TTM
Q3'13
14.3%
31.0%
2006 Q3 2013
Research & Development
Spending
Specialty Platform
Vitality Index Progression*
Innovation Drives Earnings Growth
($ millions)
Specialty Platform
Gross Margin %
Page 8
We are Experts in Polymer Science and Formulation
Polymer Science
Formulation
Chemistry
Processing
Inputs
Base Resins
Additives
Modifiers
Colorants
Specialized
Polymer Materials,
Services, and Solutions
Expertise
Satisfied
Consumers
PolyOne Customer
Innovative
Products & Services
Marketplace Demands
Performance Requirements
Value Drivers
Page 9
Positioned for Strong Growth
2015 Target
Rev: $5B
Adj.
https://www.avient.com/sites/default/files/2022-11/Avient Announces Third Quarter 2022 Results.pdf
The company noted that GAAP EPS includes special items (Attachment 3).
See Attachment 3 for a definition and summary of special items.
See Attachment 3 for a definition and summary of special items.
https://www.avient.com/sites/default/files/2021-03/avient-antitrust-2021-update-turk-a4.pdf
Potansiyel Antitröst Endişe
Kaynağı Alanlar
1.
Bu
nedenle rakiplerle gereksiz iletişim kurmaktan kaçının.
3.
Rakiplerden başka türlü bilgi
(özellikle de fiyat bilgisi) edinmeyin.
4.
https://www.avient.com/sites/default/files/2021-03/avient-antitrust-2021-update-pol-a4.pdf
Potencjalne obszary
zainteresowania w ramach
antymonopolu
1.
Unikaj
nawet pozorów takiej zgody oraz okoliczności, w
których takie porozumienia mogłyby wystąpić.
3.
Nie uzyskuj w inny
sposób informacji (w szczególności informacji o
cenach) bezpośrednio od konkurentów.
4.
https://www.avient.com/sites/default/files/2024-12/PKE grades for Powersports Application Bulletin.pdf
APPLICATION BULLETIN
IMPROVED CHEMICAL RESISTANCE
Engineered polyketone delivers excellent performance against aggressive chemicals, like H2SO4 for
batteries (Figure 1), and performs similarly to nylon against typical chemicals tested in powersports,
such as gasoline* (Figure 2).
Gasoline - 30% glass-filled (GF) grade, dry as molded (DAM), room temperature
Testing methodology is an adaptation from ASTM D543
• Reapply freshly soaked gauze pad every 24 hours to prevent from drying out
• Repeat for a total of 72 hours
• Tensile properties recorded
*Chemical resistance data for DEET, motor oil, glass cleaner, and sunscreen available upon request
KEY CHARACTERISTICS
Figure 1
Figure 2
3.34
3.84
3.63
1.96
2.21
0.99
3.43
3.86 3.93
1.76
3.49
2.01
3.26
3.66 3.74
1.45
1.06 0.989
2.98
3.99
3.41
1.41
1.07
0.88
0
0.5
1
1.5
2
2.5
3
3.5
4
4.5
30% LGF PKE 30% LGF PA6 30% LGF PA66 30% SGF PKE 30% SGF PA6 30% SGF PA66
Ft
-lb
/in
Notched Izod Impact
ASTM D256
23C DAM 23C Conditioned -40C DAM -40C Conditioned
1.47
1.37 1.37
0
0.2
0.4
0.6
0.8
1
1.2
1.4
1.6
Glass-Filled PKE Glass-Filled PA6 Glass-Filled PA66
g/
cm
3
Density of Polyketone vs Nylon
ASTM D792
LESS MOISTURE ABSORPTION THAN NYLON
30% Short Glass Fiber (SGF) Comparison
Moisture uptake, environmental chamber 62% RH, 70°C
SIMILAR DENSITY TO NYLON
ASTM D792
COMPARABLE AND CONSISTENT IMPACT PERFORMANCE*
Notched Izod Impact (ASTM D256) of LGF and SGF for DAM and
Conditioned Materials
*3,000 hr weathering data available upon request
KEY CHARACTERISTICS
1.844.4AVIENT
www.avient.com
Copyright © 2024, Avient Corporation.
https://www.avient.com/sites/default/files/2021-07/avnt-q2-2021-earnings-release.pdf
Eastern Time on July 30, 2021.
3
*Pro Forma
The company acquired the Clariant Masterbatch business (“CMB”) on July 1, 2020 (the
“Acquisition Date”).
To access, dial 1-855-859-2056 (domestic) or 1-404-537-3406
(international) and provide conference ID number 2587092.
See Attachment 3 for a definition and summary of special items.
https://www.avient.com/sites/default/files/2021-03/avient-antitrust-2021-update-rus-a4.pdf
По этой причине
избегайте ненужных контактов с конкурентами.
3.
Избегайте даже видимости такого рода
соглашений, а также ситуаций, в которых они
могут возникнуть.
3.
Запрещается иным образом
получать информацию (в частности, о цене)
непосредственно от конкурентов.
4.
https://www.avient.com/sites/default/files/2021-03/avient-antitrust-2021-update-czech-a4.pdf
Aktualizováno: únor 2021
Globální
antimonopolní
zásady společnosti
Avient
Obsah
Přehled zásad 1
Een Overzicht van de Amerikaanse Přehled antimonopolních zákonů USA 1
Porušení antimonopolních zákonů 3
Oblasti potenciálně dotčené antimonopolní problematikou 3
Závěr 5
Hlášení možných porušení 6
Horká linka pro etiku společnosti Avient 6
Ochrana před odvetou 6
Antimonopolní kontrolní seznam 7
Rychlé rady: Antimonopolní zásady CO DĚLAT a CO NEDĚLAT 9
Návod k dodržování předpisů
Společnost Avient se zavázala podporovat spravedlivou
hospodářskou soutěž a svobodné podnikání na
trhu.
Vyhněte se
i pouhému zdání takové dohody a vyhněte se
situacím, kdy by takové dohody mohly nastat.
3.
Nesnažte se žádným způsobem
získat přímo od konkurentů informace (zejména o
cenách).
4.