https://www.avient.com/sites/default/files/2023-05/AVNT Q1 2023 Earnings Presentation.pdf
Each of such adjustments
has not yet occurred, are out of Avient’s control and/or cannot be reasonably predicted.
GUIDANCE
( T O TA L C O M PA N Y )
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
( T O TA L C O M PA N Y )
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 2 023 SA LES BY R EGI ON
Y o Y C H A N G E ( E X C L .
https://www.avient.com/sites/default/files/2021-09/cai-biopolymers-brochure-2021.pdf
Certified bodies (Din Certo, TÜV Austria)
have approved laboratories to carry out the
relevant tests.
Reach out to Avient experts to learn more about
color possibilities and process performance while
complying with increasingly rigorous legislations.
https://www.avient.com/sites/default/files/2020-11/outdoor-industry-overview-brochure.pdf
Lightweighting for the “Pack It In, Pack It Out”
Enthusiast
When every ounce counts and energy conservation
is key, you want to make equipment that is as light
as possible but strong and reliable.
Help your riders get
the most out of their investments AND the ride—
consider polymers to replace metal for the win-win.
https://www.avient.com/sites/default/files/2022-03/Sustainability ESG Disclosures_Global Chemical Mgt Policy.pdf
Evaluating safer alternatives to substances of very high concern (SVHC) and striving to reduce or
phase out these substances within our products
https://www.avient.com/sites/default/files/2021-10/avnt-q3-2021-earnings-presentation_0.pdf
Each of such adjustments has not yet occurred, are out of the Company's control and/or cannot be reasonably predicted.
This
innovation drives performance and is
reflective of consistent, strategic
investments in technology and people
Clariant Color business
acquired July 1, 2020
1
1
2
3
5
7
7
7
9
10
30
40
14
25
13
22
35
9
19
13
18
41
Current Additional share needed to reach 2025 target
B R A N D O W N E R S C O M M I T T E D TO I N C R E A S I N G
U S E O F R E C YC L E D M AT E R I A L S
8
Brand Owner 1
Brand Owner 3
Brand Owner 2
Brand Owner 7
Brand Owner 4
Brand Owner 10
Brand Owner 6
Brand Owner 11
Brand Owner 5
Brand Owner 8
Brand Owner 9
Brand Owner 12
Brand Owner 13
Percent recycled plastic used:
(examples and not exhaustive)
(1)
(1) Latest year reported.
https://www.avient.com/sites/default/files/2023-08/Avient General Purchase Conditions.pdf
Opportunity to inspect
9.1 Supplier shall ensure that Avient or its
nominee has the opportunity to inspect the
Goods or the manufacturing process of the
Goods and/or any place where the Services or
part thereof may be carried out.
9.2 Supplier shall diligently and continuously
control and test the quality of the Goods and
Services as well as the operations during
manufacturing, storage and delivery.
Indemnification and Liability
13.1 Supplier will indemnify, defend, and
hold harmless Avient, its officers, directors,
employees, agents, successors, assigns,
customers and other vendors, and their
respective present and future directors, officers,
employees and agents from and against all
liabilities, damages, claims, losses, costs, fees,
expenses, penalties and injuries of any kind or
nature (including court costs and reasonable
attorneys’ and experts’ fees), arising out of or
resulting in any way from: 1) Any breach by
Supplier or a Supplier contractor/agent of any
representation, warranty or obligation under the
Agreement; 2) Any product liability and/or
Avient Terms and Conditions of Purchase for Goods and/or Services
product safety issue(s) related to the Goods; 3)
Personal injury or death related to the Goods
and/or Services hereunder; 3) Any loss or
damage to property attributable to the Goods or
Services; 4) Any negligent act, omission or willful
misconduct of Supplier or a or Supplier
contractor/agent; and 5) The failure of Supplier’s
Goods or Services to comply with all
international, state, federal and local laws, rules
and regulations.
Upon the request of Avient,
Supplier shall deliver promptly to Avient
certificates of insurance made out by the
applicable insurer(s) or their authorized agents
for the insurance required under this Section
(the “Required Insurance”) and for any material
policy amendments thereto.
https://www.avient.com/sites/default/files/resources/Terms%2520and%2520Conditions%2520of%2520Sale%2520for%2520Mexico%2520%2528English%2520and%2520Spanish%2520Language%2520Version%2529.pdf
Buyer
assumes all risk of patent infringement by reason of
any use Buyer makes of the Product in combination
with other substances or in the operation of any
process, and all infringement arising out of Seller’s
compliance with Buyer’s designs, specifications or
instructions, and Buyer shall defend, indemnify and
hold Seller harmless from and against the same.
Buyer assumes all risks and liabilities
arising out of unloading, discharge, storage, handling
and use of the Product, or arising out of compliance or
non-compliance with federal, state, municipal or local
laws and regulations governing or controlling such
activity, except to the extent, if any, attributable to
Seller’s gross negligence or willful misconduct.
Buyer
will indemnify, defend and hold Seller harmless
against any and all liability arising out of or in any way
connected with Buyer’s failure to disseminate such
information, including without limitation, liability for
injury, sickness, death and property damage, and costs
of investigation, litigation and reasonable attorney’s
fees.
11.
https://www.avient.com/sites/default/files/2022-06/2021_CDP Supplier Engagement Rating_Avient.pdf
To find
out more about category weightings, please download the ‘CDP Supplier Engagement Rating Methodology'.
https://www.avient.com/products/polymer-colorants
Your products deserve to stand out from the crowd.
https://www.avient.com/industries/healthcare/medical-packaging/diagnostic-kits
The materials should also ensure that the devices are more durable, providing a convenient and effective solution for patients who prefer to carry out diagnostic tests in their own homes.