https://www.avient.com/sites/default/files/AVNT Q1 2023 Earnings Press Release.pdf
Upcoming Sustainability Investor Day Commenting on the September 20th sustainability investor day, Mr.
Patterson said, “We plan to host a live webcast to highlight current demand trends for sustainable solutions and how we help our customers reach their sustainability goals.
The presentations will do a deep dive on the eight ways we approach sustainability, which include lightweighting, reduced energy use, sustainable infrastructure and human health & safety, to name a few.”
https://www.avient.com/sites/default/files/2021-06/avient-ir-presentation-june-2021-w-non-gaap-recs_0.pdf
We did so at a time when the world craves a more sustainable planet, unprecedented innovation and economic growth.
SUSTAINABILITY • Most recent Sustainability report substantially expanded disclosure on key environmental and social topics. • Aligned with leading reporting frameworks – GRI, SASB, TCFD.
Assess top 90% of supplier spend for alignment with Avient Sustainability objectives.
https://www.avient.com/sites/default/files/2021-11/avnt-november-investor-meetings.pdf
We create specialized and sustainable material solutions that transform customer challenges into opportunities, bringing new products to life for a better world.
We did so at a time when the world craves a more sustainable planet, unprecedented innovation and economic growth.
Deliver cumulative annual revenue growth from sustainable solutions portfolio of 8-12% Assess top 90% of supplier spend for alignment with Avient Sustainability objectives.
https://www.avient.com/sites/default/files/2020-11/investing-in-avient_0.pdf
We did so at a time when the world craves a more sustainable planet, unprecedented innovation and economic growth.
FUTURE GROWTH IN EXCESS OF GDP IS DRIVEN BY: Our company is positioned to sustainably grow at a rate that exceeds GDP.
These sustainable solutions make up a growing portfolio for our company, as demand for them increases across the globe.
https://www.avient.com/sites/default/files/2020-10/investing-in-avient.pdf
We did so at a time when the world craves a more sustainable planet, unprecedented innovation and economic growth.
FUTURE GROWTH IN EXCESS OF GDP IS DRIVEN BY: Our company is positioned to sustainably grow at a rate that exceeds GDP.
These sustainable solutions make up a growing portfolio for our company, as demand for them increases across the globe.
https://www.avient.com/sites/default/files/2023-07/AVNT Q2 2023 Earnings Press Release%5B43%5D.pdf
New Sustainability Report and Upcoming Sustainability Day The company also announced the release of its latest Sustainability Report, now available at www.avient.com/sustainability.
We are looking forward to sharing how and where our material science is helping customers achieve their sustainability goals and the megatrends that are underpinning the future growth of our sustainable solutions portfolio.”
Registration information to access the Sustainability Day event will be provided in a news release in advance of the event. https://www.avient.com/sustainability 3 Webcast Details Avient will host a webcast on Thursday, July 27, 2023 at 8:00 a.m.
https://www.avient.com/sites/default/files/2022-03/AVNT Mar 2022 Presentation.pdf
OUR VISION At Avient, we create specialized and sustainable material solutions that transform customer challenges into opportunities, bringing new products to life for a better world.
We create specialized and sustainable material solutions that transform customer challenges into opportunities, bringing new products to life for a better world.
We did so at a time when the world craves a more sustainable planet, unprecedented innovation and economic growth.
https://www.avient.com/sites/default/files/2022-08/AVNT Aug 2022 Presentation - Jefferies.pdf
OUR VISION At Avient, we create specialized and sustainable material solutions that transform customer challenges into opportunities, bringing new products to life for a better world.
We create specialized and sustainable material solutions that transform customer challenges into opportunities, bringing new products to life for a better world.
WHAT WE DO: MATERIAL SCIENCE 5 CUSTOM FORMULATION SUSTAINABILITY FOR A BETTER TOMORROW Revenue From Sustainable Solutions* 2016-2021 $310 205 140 80 75 45 40 20 $915M2021 Sales ($ in millions) *Avient Sustainable Solutions definitions aligned with FTC 2012 Guide for the Use of Environmental Marketing Claims (“Green Guides”) **2020 is Pro Forma to include full year of the Clariant Color business Future Growth Revenue Assumptions From Sustainable Solutions: 8 - 12% 6 S E CO N D Q UART E R 2022 RE S U LT S $122 $134 2021 2022 $0.87 $0.98 2021 2022 Q2 2022 PERFORMANCE (TOTAL COMPANY) 8 Sales Adjusted Operating Income $1,235 $1,302 2021 2022 + 5% Adjusted EPS + 10% + 13% (in millions) (in millions) (+ 10% excluding FX) (+ 16% excluding FX) (+ 20% excluding FX) Q2 2022 SEGMENT PERFORMANCE 9 CAI $624 $649 Sales ($ in millions) SEM Distribution $86 $94 Operating Income + 4% + 9% $404 $443 Sales $24 $27 Operating Income + 10% + 13% (1) $241 $244 Sales $37 $37 Operating Income + 1% Flat (+ 10% excluding FX) (+ 16% excluding FX) (+ 6% excluding FX) (+ 3% excluding FX) Q2 2021 $1,235 $122 Sustainable Solutions 17 7% 7 Healthcare 23 14% 5 Composites (ex Outdoor High Performance) 10 20% 4 Growth in Asia / LATAM 5 3% 1 Other 69 11% 5 Sub-total $1,359 10% $144 Outdoor High Performance Impact (9) (5) Wage Inflation and Overtime (7) Other Supply Chain Costs (2) Clariant Color Integration Synergies 7 Incentives, Other Employee Costs 4 FX (48) (7) Q2 2022 $1,302 5% $134 Q2 2022 SALES AND OPERATING INCOME (TOTAL COMPANY) 10 Sales Growth Rate Adjusted Operating Income$ millions Adjusted EBITDA Q2 EBITDA BRIDGE 11 Price increases more than offsets raw material and supply chain impacts Q2 2021 $ 159 Demand (29) $ millions CAI: Price / Mix 87 Inflation (58) SEM: Price / Mix 36 Inflation (24) Distribution: Price / Mix 45 Inflation (41) Net Price Benefit 45 Wage Inflation and Overtime (7) Other Supply Chain Costs (2) Clariant Color Integration Synergies 7 Incentives, Other Employee Costs 4 FX (7) Q2 2022 $ 170 China Lockdowns / Russia Impact $ (14) Outdoor High Performance (5) Transportation (5) 12 Q2 '21 Adjusted EPS 0.87$ Color, Additives and Inks 0.11 Specialty Engineered Materials 0.01 Distribution 0.03 Corporate Costs 0.01 F/X (0.05) Segment OI 0.11$ Interest Expense 0.03 Tax Rate (0.03) Q2 '22 Adjusted EPS 0.98$ Q2 EPS BRIDGE Key Updates • Provided progress on 2030 Sustainability Goals • Emphasized commitment to U.N.
https://www.avient.com/sites/default/files/2021-12/avient-investor-day-registration-details21.pdf
AVNT-2021.06.30-News Release 1 NEWS RELEASE FOR IMMEDIATE RELEASE Avient Announces Registration Details for December 9th Investor Day CLEVELAND – November 3, 2021 – Avient Corporation (NYSE: AVNT), a leading provider of specialized and sustainable material solutions, will host an Investor Day for investment professionals on Thursday, December 9, 2021, from 8:00 a.m. to 1:00 p.m., at the New York Marriott Marquis hotel.
Since our last Investor Day in 2018, we have significantly transformed the company with an increased focus on sustainable solutions,” said Robert M.
The slide presentations will be made available on this site as well, at the onset of the event. http://www.avient.com/investors 2 About Avient Avient Corporation (NYSE: AVNT), with expected 2021 revenues of $4.75 billion, provides specialized and sustainable material solutions that transform customer challenges into opportunities, bringing new products to life for a better world.
https://www.avient.com/sites/default/files/2024-03/AVNT February IR Presentation_w_Non-GAAP Recs_v2.pdf
Additionally, Adjusted EPS excludes the impact of special items and amortization expense associated with intangible assets. 2 3 AVIENT OVERVIEW OUR VISION: Creating specialized and sustainable materials solutions that transform customer challenges into opportunities, bringing new products to life for a better world 2023 Financial ResultsCompany Overview Revenue By: 9,300 Employees 102 Manufacturing Sites 20,000+ Customers Key Highlights Premier formulator of specialized and sustainable materials solutions Asset-light business model, with flexibility to adapt to customer needs Best-in-class technology and service (140+ PhDs / 2,500+ patents) History of transformation through successful M&A while consistently returning cash to shareholders Poised for continued future growth in excess of GDP $3.14B Revenue $2.36 Adjusted EPS $502M Adjusted EBITDA 16.0% Adjusted EBITDA Margins $186M Adjusted Free Cash Flow Over $1B in share buybacks since 2011 Raised dividend for 13 consecutive years, a 15% CAGR since 2011 U.S. & Canada EMEA Asia Latin America 64% 36% Specialty Engineered Materials Color Additives and Inks 41% 36% 18% 5% 7% 7% 23% 19% 9% 16% 10% 5% 4% Defense Healthcare Packaging Consumer Building & Construction Industrial Transportation Energy Telecom Geography Segment Industry 4 CREATING A WORLD-CLASS SUSTAINABLE ORGANIZATION 1. 6% annualized long term sales growth leveraging sustainable solutions, composites, healthcare and emerging regions 2.
Continue fostering our Great Place to Work® culture Strategic Objectives Long Term Growth Rates Growth Drivers $340 $455 $790 $1,135 2016 2018 2020 2023 $51 $84 $212 $645 2016 2018 2020 2023 $108 $113 $231 $230 2016 2018 2020 2023 $265 $358 $726 $725 2016 2018 2020 2023 8-12% 8-10% 8-10% 5% Sustainable Solutions Composites Healthcare Asia/Emerging Regions Profitable Growth Great Place to Work 5.4% 10.9% 16.0% 2006 2014 2023 EBITDA Margins $0.14 $1.93 $2.36 2006 2014 2023 Adjusted EPS TOP-TIER SUSTAINABILITY PERFORMANCE AND RECOGNITION Industry Sustainability Standards ESG Ratings Performance 1 2 4 87th 94th percentile 5 Avient CDP Score: A- FE BRUARY 14 , 2024 W E BCAS T P RE S E N TAT I O N DR.
ASHISH KHANDPUR PRESIDENT & CEO 7 8 PORTFOLIO TRANSFORMATION 8 7% 46% 66% 87% 100% 0% 20% 40% 60% 80% 100% 2005 2010 2015 2020 2023 % o f A dj us te d EB IT D A Commodity JVs Distribution Performance Products & Solutions Specialty Businesses Adjusted EBITDA from Specialty Applications SUSTAINABILITY AS A GROWTH DRIVER 9 LONG-TERM REVENUE GROWTH DRIVERS Sustainable Solutions Composites, Healthcare, Asia / LATAM Overlap Other 60%+ Key Growth Drivers Total Company Revenue Growth Drivers Long-Term Growth Rate Sustainable Solutions 8–12% Composites 8–10% Healthcare 8–10% Asia / LATAM 5% Other 0–2% Avient 6% END MARKET OBSERVATIONS (% OF COMPANY SALES) ENERGY 5% DEFENSE 7% TELECOMMUNICATIONS 4% HEALTHCARE 7% 10 TRANSPORTATION 10% INDUSTRIAL 16% BUILDING & CONSTRUCTION 9% CONSUMER 19% PACKAGING 23% 11 REGIONAL OBSERVATIONS (% OF COMPANY SALES) 11 US & Canada Latin America EMEA Asia 41% 36% 18% 5% Q 4 2023 RE S U LT S Q4 2023 PERFORMANCE VS.