https://www.avient.com/sites/default/files/resources/PolyOne%2520IR%2520Presentation%2520-%2520Jefferies%2520Conference%2520-%25208%253A7%253A2018.pdf
Investor Day
P O L Y O N E
I N V E S T O R
P R E S E N T A T I O N
A U G U S T 2 0 1 8
F O R W A R D L O O K I N G S T A T E M E N T S
PolyOne Corporation 2
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U S E O F
N O N - G A A P
M E A S U R E S
PolyOne Corporation 3
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•
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V I S I O N
PolyOne Corporation 4
To be the world’s
premier provider of
specialized polymer
materials, services and
solutions
C O R E
V A L U E S
P E R S O N A L
V A L U E S
Honesty IntegrityRespect
Operational
Excellence
Commercial
Excellence
Specialization
Globalization
Collaboration ExcellenceInnovation
To be the world’s
premier provider of
specialized polymer
materials, services
and solutions
S A F E T Y F I R S T
PolyOne Corporation 5
1.3
1.1 1.1
0.85
0.65
0.57
0.54
0.97
0.84
0.74 0.74
0.69
0.57
2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
YTD
Injuries per 100 Workers
Spartech
Acquisition
PolyOne Corporation 6
P O L Y O N E
2 0 1 7 R E V E N U E | $ 3 . 2 B I L L I O N
Transportation
18%
Industrial
16%
Consumer
12%
Packaging
11%
Healthcare
11%
Wire & Cable
9%
Appliance
5%
United States
59%
Europe
14%
Asia
10%
Latin
America
9%
Canada
8%
PolyOne
Distribution
34%
Performance Products &
Solutions 21%
Specialty
Engineered
Materials
19%
Color
Additives &
Inks 26%
Segment End Market Geography
Building &
Construction
12%
Electrical &
Electronics
6%
2009 2010 2011 2012 2013 2014 2015 2016* 2017*
P R O O F O F P E R F O R M A N C E
C O N S E C U T I V E
Y E A R S
PolyOne Corporation 7
8
$0.13
$0.68
$0.82
$1.00
$1.31
$1.80
$1.96
$2.06
$2.21
2006 2017
“Where we were” “Where we are”
ROIC** 5.0% 14.0%
Operating Income
% of Sales
Color, Additives & Inks 1.7% 15.5%
Specialty Engineered
Materials
1.1% 12.1%
Performance Products
& Solutions
4.3% 10.7%
Distribution 2.6% 6.3%
A D J U S T E D E P S E X P A N S I O N
S U S T A I N A B L E P A T H T O D O U B L E - D I G I T E P S G R O W T H
PolyOne Corporation 8
P E O P L E P R O D U C T S P L A N E T P E R F O R M A N C E
Double digit
annual EPS
growth
strategic acquisitions
Innovate
600K-1M
commercial
resources 6-8%
Double acquired
margins
Lean Six Sigma
commercial excellence
531
689130
157
504
633
2014 Q2 2018
R&D / Technical Marketing Sales
PolyOne Corporation 9
Increased commercial headcount
+ 28%
+ 18%
+ 23%
Generating opportunities
35%
25%
1,000
$1.0B
Enhancing efficiency
8%
20%
I N V E S T M E N T I N C O M M E R C I A L R E S O U R C E S D R I V I N G G R O W T H
Lead
Specialists
T H E E V O L V I N G C U S T O M E R R E L A T I O N S H I P
PolyOne Corporation 10
Expanded Path
Traditional Path
Strategic Accounts/
Field Sales
Business
Development
Customer
Service
Web and Social
Media
Inside Sales
PolyOne Corporation 11
Investments in digital and dedicated inside sales to
improve customer experience
80% increase in leads (from 6,000 to 11,000) driven
by website, phone, and online chat
E X P A N D E D P A T H
A D D I N G C U S T O M E R T O U C H P O I N T S
4
21
2014 2017
Inside sellers
$11M
$88M
2014 2017
Inside sales/digital revenue
N E W R E S O U R C E S F U E L I N G T H E F U T U R E
PolyOne Corporation 12
P O L Y O N E
S A L E S
F U N N E L
+34%
2014
$3.0 billion
2017
$4.0 billion
A L I G N I N G W I T H T R E N D S F O R G R O W T H
T R A N S P O R T A T I O N P A C K A G I N G H E A L T H C A R E C O N S U M E R
PolyOne Corporation 13
Facilitate
alternative
energy
solutions
Light-
weighting
Reduce
packaging
materials
Improve
recyclability
Reduce
spread of
infection
I N N O V A T I O N
PolyOne Corporation 14
Customization
55%
M&A
30%
Innovation
Pipeline
15%
Innovation comes from Research & Development Spend
Vitality Index
12%
38%
2006 2017
$20
$52
2006 2017
Transformational
Adjacent
Core
3 H O R I Z O N S O F D E V E L O P M E N T
PolyOne Corporation 15
Market
Technical
I N N O V A T I O N
I N N O V A T I O N P I P E L I N E
PolyOne Corporation 16
PrototypeFrame
Opportunity
Scale-up & Test
Market
Build
Business Case
Commercial
Launch
(since 2015)
Phase 1 Phase 2 Phase 3 Phase 4 Phase 5
8
5
6
2 1
15 4
10
5
11
4
5
7
Breakthrough
Platform
Derivative
F L A M E
R E T A R D A N T
P O L Y M E R S
A D V A N C E D
C O M P O S I T E S
B A R R I E R
M A T E R I A L S
C O L O R A N T
T E C H N O L O G I E S
T H E R M O P L A S T I C
E L A S T O M E R S
I N N O V A T I O N S P O T L I G H T :
C O M P O S I T E S
PolyOne Corporation 17
C O M P O S I T E S R E F R E S H E R
PolyOne Corporation 18
Fiber
Polymer
Composite
S T R A T E G I C I N V E S T M E N T H I S T O R Y
Thermoplastic Composites
Long Fiber Reinforced Thermoplastics
Continuous Fiber Thermosets
Long Fiber Reinforced Thermoplastics
Continuous Fiber Thermosets
2012 2015 20162009 2011 2018
PolyOne Corporation 19
C O M P O S I T E S I N T R A N S P O R T A T I O N
PolyOne Corporation 20
W A T E R C R A F TR A I L H E A V Y T R U C K
PolyOne Corporation 21
Safety Technology Geography Service FinancialPeople
8-10% with
ability to double
I N V E S T - T O - G R O W M & A S T R A T E G Y
PolyOne Corporation 22
Capture
sourcing
synergies
Cross-sell
& blend
technology
8-10%
operating
margins
I N V E S T - T O - G R O W M & A P L A Y B O O K
Protect
customers
Retain
employees
Implement LSS to
drive efficiency
improvements
Innovate with
combined
portfolio
Safety
First!
https://www.avient.com/sites/default/files/2025-01/Securities Trading Policy %282024%29 Final.pdf
Sanders
By Phone: (440) 930-1318 or
By E-Mail: Amy.Sanders@Avient.com
Jamie Beggs
By Phone: (440) 930-3574 or
By E-Mail: Jamie.Beggs@Avient.com
mailto:Amy.Sanders@Avient.com
mailto:Jamie.Beggs@Avient.com
Revised: December 20, 2024
ANNEX C
The following list illustrates examples of types of information that may be considered Inside
Information, if not yet available to the public:
Ø Unpublished monthly, quarterly or annual financial information, statements or reports for the
Company or its subsidiaries;
Ø Proposed mergers, acquisitions and divestitures;
Ø Proposed new security issues;
Ø Liquidity or cash problems;
Ø Changes in earnings, dividends or other financial information;
Ø Pending patents or new products;
Ø Credit history;
Ø Information concerning significant changes in the business or personal lives of senior-level
management;
Ø The existence of and risks associated with significant threatened or pending litigation;
Ø Significant regulatory proceedings and governmental investigations involving the Company;
Ø Significant cybersecurity incidents involving the Company; and
Ø Awareness that the Company or management’s expectations regarding Company performance
differ significantly from analysts’ expectations.
https://www.avient.com/sites/default/files/2025-04/Corporate Governance Guidelines. March 2025 - Final and Approved version.pdf
The Board administers its risk oversight function directly and through its committees.
8
The Board has delegated specific risk oversight responsibility to the committees of the
Board as follows: (i) the Audit Committee oversees risks related to the Company’s
financial statements, financial reporting processes, internal controls, information
technology, and cybersecurity; (ii) the Compensation Committee oversees risks related to
the Company’s compensation programs; (iii) the Governance and Corporate
Responsibility Committee oversees risks related to the Company’s programs, policies,
and practices related to certain sustainability and governance matters, including a review
of reports on corporate responsibility and/or sustainability published by the Company;
and (iv) the Environmental, Health and Safety Committee oversees risks related to safety,
health, physical security, environmental, and product stewardship matters.
https://www.avient.com/sites/default/files/2024-12/Terms and Conditions of Sale for France %28French Translation%29.pdf
Interruption de la production.
Le Vendeur ne sera soumis à aucune responsabilité ou dommage en cas de retard
d'exécution ou de non-exécution résultant notamment d'un incendie, d'une inondation, de la glace,
d'une catastrophe naturelle, d'une pandémie, d'une grève, d'un lock-out, d'une pénurie de main-
d'œuvre, d'un conflit ou d'un trouble du travail, d'un accident, d'une émeute, d'un acte d'autorité
gouvernementale, d'un cas de force majeure, d'une guerre, d'un acte de terrorisme (y compris le
cyberterrorisme et les attaques par ransomware), ou d'autres éventualités et/ou circonstances
échappant à son contrôle raisonnable et interférant avec la production, l'approvisionnement, le
transport ou la consommation des produits ou la fourniture de toute matière première utilisée à cet
effet, ou si l'exécution est contraire à, ou constitue une violation de, toute réglementation, loi ou
exigence d'une autorité gouvernementale reconnue, et les quantités ainsi affectées peuvent être
éliminées par le Vendeur du présent contrat sans responsabilité ni dommages-intérêts pour le
Vendeur, mais le présent contrat n'est pas affecté pour le reste.
https://www.avient.com/sites/default/files/resources/PolyOne%25202017%2520Proxy%2520Statement.PDF
He is also Chairman and Chief Executive Offiff cer of
Tesoro Logistics LP, a NYSE-listed master limited partnership
that owns, operates and develops crude oil and refinff ed
products and logistics assets, since April 2011.
Patterson served in leadership roles at Novelis,
Inc., an aluminum rolled products manufacff turer, and SPX
Corporation, a multi-industry manufacff turer and developer,
afteff r starting his career at Arthur Andersen LLP.
Preete
Executive Vice President, Chief Strategy Offiff cer forff Monsanto
Company, a leading global provider of technology-based
solutions and agricultural products that improve farm
productivity att nd food quality,tt since 2010.
https://www.avient.com/sites/default/files/2020-07/avient-abac-english-200720.pdf
subject=
4
Red flags to watch out for include:
• The third party is located or doing business in a
country with high levels of corruption
• A customer, supplier, or third party
• Objects to contractual representations regarding
compliance with ABAC Laws
• Seeks a contract limiting competition
• Divides a purchase into a group of smaller
purchases, to avoid approvals required by
government or Avient management
• Is owned or managed by a government official or
someone closely related to an official
• Asks for off-book or cash adjustments in price
• Is unwilling to provide details necessary for
Avient to perform due diligence
• A supplier or other third party
• Requests payment to a personal or offshore bank
account
• Lacks experience with product, field, industry, or
qualified staff
• Objects to a detailed statement of work
Accounting and Record Keeping
Requirements
Under most ABAC Laws, Avient and its affiliates must keep
accurate and detailed books and records and maintain an
adequate system of internal controls.
https://www.avient.com/sites/default/files/2024-05/3b - Corporate Governance Guidelines.Draft Feb. 2024.v1.2.Revised.4-16-24.Final_.pdf
The Board has delegated specific risk oversight responsibility to the committees of the
Board as follows: (i) the Audit Committee oversees risks related to the Company’s
financial statements, financial reporting processes, internal controls, information
technology, and cybersecurity; (ii) the Compensation Committee oversees risks related to
the Company’s compensation programs; (iii) the Governance and Corporate
Responsibility Committee oversees risks related to the Company’s programs, policies,
and practices related to certain sustainability and governance matters, including a review
of the Company’s Sustainability Report; and (iv) the Environmental, Health and Safety
Committee oversees risks related to safety, health, physical security, environmental, and
product stewardship matters.
https://www.avient.com/sites/default/files/resources/Novel_Thermoplastic_elastomers_for_overmolding_applications.pdf
INTRODUCTION
In the last decade, overmolding thermoplastic elastomers (TPEs) onto rigid substrates has been an exploding
trend in product differentiation in various consumer applications(1).
https://www.avient.com/sites/default/files/resources/Universal_Polyamide_Overmold_Thermoplastic_Elastomer.pdf
INTRODUCTION
In the last decade, overmolding thermoplastic elastomers (TPEs) onto rigid substrates has been a
exploding trend in product differentiation in various consumer applications(1).
https://www.avient.com/sites/default/files/2023-07/Avient_CodeConduct_2023_Canada.pdf
Vous devez vous présenter au travail dans un état qui
vous permet d’accomplir vos tâches de façon sécuritaire
et productive.
La production
de rapports financiers fiables et exhaustifs en temps
opportun est également une exigence afin qu’Avient soit
en conformité avec les lois et règlements.
Les processus de production de rapports financiers de
l’Entreprise comprennent des contrôles comptables
internes qui sont conçus pour produire des rapports
financiers et d’autres informations financières de manière
fiable.