https://www.avient.com/sites/default/files/resources/POL%2520IR%2520Presentation%2520Credit%2520Suisse%2520w%2520non%2520GAAP%25206%252025%25202014.pdf
S&P 500
All time high of
$42.47
June 6th, 2014
PolyOne Corporation Page 9
2006 Q1 2014 2015
“Where we were” “Where we are” Target
1) Operating Income %
Specialty:
Global Color, Additives & Inks 1.7% 13.8% 12 – 16%
Global Specialty Engineered
Materials
1.1% 11.6% 12 – 16%
Designed Structures & Solutions -- 6.5% 8 – 10%
Performance Products &
Solutions
5.5% 7.7% 9 – 12%
Distribution 2.6% 6.1% 6 – 7.5%
2) Specialty Platform % of
Operating Income
6.0% 64% 65 – 75%
3) ROIC* 5.0% 9.4% 15%
4) Adjusted EPS Growth N/A 42%
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
PolyOne Corporation Page 10
Bridge to $2.50 Adjusted EPS by 2015
2015 EPS: $2.50
2013 EPS: $1.31
Continued Gross Margin
Expansion
Mergers & Acquisitions
Spartech Accretion
Incremental Share Buybacks
Ongoing LSS Programs
(50-100 bps/yr)
Accelerated Innovation
& Mix Improvement
Several Levers to
Drive Growth
Mid Single Digit Revenue CAGR
PolyOne Corporation Page 11
Innovation Drives Earnings Growth
*Percentage of Specialty Platform revenue from products introduced in last five years
$20
$53
2006 2013
Research & Development
Spending
($ millions)
Specialty Platform
Vitality Index
Progression*
14.3%
30.7%
2006 2013
Specialty Platform
Gross Margin %
19.5%
43.0%
2006 2013
Specialty Vitality Index Target ≥ 35%
PolyOne Corporation Page 12
Healthcare
Consumer
Packaging and Additive Technology
Transportation
Unique and Innovative Solutions
https://www.dropbox.com/sh/dwe4t8aacvhb8ui/uD3p_bdglP/Presentation revise pics/GLS Beverage can closure XO 2.jpg
https://www.dropbox.com/sh/dwe4t8aacvhb8ui/-YgkycKypw/Anti-Counterfeiting release & images/GN1979.JPG
PolyOne Corporation Page 13
Megatrends Aligned with Key End Markets
Decreasing
Dependence
on Fossil
Fuels
Protecting
the
Environment
Improving
Health and
Wellness
Megatrend End Markets
Globalizing
and
Localizing
Health &
Wellness
Transportation
Packaging
Consumer
PolyOne Corporation Page 14
60%
100%
20%
30%
40%
50%
60%
70%
80%
90%
100%
2008 2014
Pension Funding**
As of March 31, 2014
Debt Maturities & Pension Funding – 3/31/14
Net Debt / EBITDA* = 1.9x
$48
$317
$600
$0
$100
$200
$300
$400
$500
$600
$700
$800
2015 2020 2023
Debt Maturities
As of March 31, 2014
($ millions)
Coupon Rates: 7.500% 7.375% 5.250%
** includes US-qualified pension plans only *TTM 3/31/2014
PolyOne Corporation Page 15
Free Cash Flow and Strong Balance Sheet
Fund Investment / Shareholder Return
$0.16
$0.20
$0.24
$0.32
$0.10
$0.20
$0.30
$0.40
2011 2012 2013 2014
Annual Dividend
Expanding our sales, marketing,
and technical capabilities
Targets that expand our:
• Specialty offerings
• End market presence
• Geographic footprint
• Operating Margin
Synergy opportunities
Adjacent material solutions
Repurchased 1.4 million shares in
Q1 2014
Repurchased 6.4 million
shares since April 2013
13.6 million shares are
available for
repurchase under the
current authorization
Organic
Growth
Acquisitions
Share
Repurchases
Dividends
Investing in operational and
LSS initiatives (including
synergy capture)
Manufacturing alignment
PolyOne Corporation Page 16
Formula for Success
Innovation
Market
Beating
Performance
Excellence in Execution
PolyOne Corporation Page 17
The New PolyOne: A Specialty Growth Company
Why Invest In PolyOne?
https://www.avient.com/sites/default/files/2021-03/avient-antitrust-2021-update-fre-a4.pdf
Politique antitrust
mondiale d’Avient
Dernière révision : Février 2021
Contenu
Présentation de la politique 1
Aperçu des lois antitrust américaines 2
Violation des lois antitrust 3
Domaines potentiellement délicats en matière de lois antitrust 4
Conclusion 6
Signalement des violations potentielles 7
Ligne d’assistance Éthique d’Avient 7
Protection contre les représailles 7
Liste de contrôle des lois antitrust 8
Référence rapide : Choses À FAIRE et À NE PAS FAIRE en matière de lois antitrust 10
Guide de conformité
Avient s’engage à promouvoir la concurrence loyale
et la libre entreprise sur le marché.
Protection contre les représailles
Toute forme de représailles à l’encontre d’un employé
qui a, de bonne foi, signalé une violation ou une
violation potentielle de la présente Politique est
strictement interdite.
Francisco Nakasato, 1700
13295-000 Itupeva Sao Paulo,
Brésil
Téléphone : +55 11 4593 9200
Europe
Siège régional Pommerloch,
Luxembourg
19 Route de Bastogne Pommer-
loch, Luxembourg, L-9638
Téléphone : +352 269 050 35
Télécopie : +352 269 050 45
www.avient.com
http://www.avient.com
Référence rapide : Choses À FAIRE et À NE PAS FAIRE en matière
de lois antitrust
Liste de contrôle des lois antitrust
Protection contre les représailles
Signalement des violations potentielles
Conclusion
Domaines potentiellement délicats en matière de lois antitrust
Violation des lois antitrust
Aperçu des lois antitrust américaines
Présentation de la politique
Ligne d’assistance Éthique d’Avient
https://www.avient.com/knowledge-base/article/strategies-manage-your-carbon-footprint
The Environmental Protection Agency (EPA) suggests that over the past 50 years, carbon emissions have increased by 90%.
https://www.avient.com/sites/default/files/2024-03/2024 Proxy Statement_March.pdf
We also made great strides in integrating our newly acquired Avient
Protective Materials ("APM") business.
Avient is fully
committed to protecting the environment by addressing climate change, conserving natural resources
and preventing pollution.
The continuing Named Executive Officers are provided with severance protection for a period of
three years (for Dr.
https://www.avient.com/sites/default/files/2024-12/Terms and Conditions of Sale for Colombia %28English and Spanish Translation%29.pdf
In development of the provisions of
Law 1581 of 2012 and other rules that regulate it, which seeks the
protection of personal data, the Buyer declares that it knows,
accepts, authorizes freely and spontaneously, so that during the
term of the contract, the Seller may compile, store, consult, use,
share, exchange, transmit and transfer the data of the Buyer and
the personal data of the persons who have a relationship with the
Buyer and that have been requested by the Seller, for the
fulfillment of the purposes of the data protection policies of the
Seller.
The parties shall comply
with all obligations arising from the protection of personal data
imposed by Colombian law and acknowledge that any omission
or direct breach of such regulations may be considered as non-
compliance.
In case Buyer is
required to disclose the information by virtue of a court order or
statutory duty, Buyer shall immediately inform Seller and
reasonably cooperate with Seller should it seek to obtain a
protective order.
https://www.avient.com/sites/default/files/resources/PolyOne%2520Terms%2520and%2520Conditions%2520of%2520sale%2520France.pdf
DATA PROTECTION
Buyer hereby agrees that any data in relation with the
business relationship between Buyer and Seller may
be processed by Seller, in compliance with applicable
laws and regulations.
15.
PROTECTION DES DONNEES
L'Acheteur accepte par les présentes que toute donnée
- 7 -
PAI-376900v1
version shall prevail against the French version.
18.
https://www.avient.com/sites/default/files/2024-03/2024 Proxy Statement %28Filed%29.pdf
We also made great strides in integrating our newly acquired Avient
Protective Materials ("APM") business.
Avient is fully
committed to protecting the environment by addressing climate change, conserving natural resources
and preventing pollution.
The continuing Named Executive Officers are provided with severance protection for a period of
three years (for Dr.
https://www.avient.com/sites/default/files/resources/Polyone%2520AR.pdf
Further performance can be delivered through an engineered thermoplastic sheet or thick film,
which may incorporate more than one resin formulation or composite in multiple layers to impart additional properties
such as gas barrier, structural integrity and lightweighting.
Nevertheless, we have management processes designed to rigorously protect our inventions and trademarks.
We cannot
assure you that our internal controls and procedures will always protect us from the reckless or criminal acts committed
by our employees or agents.
https://www.avient.com/sites/default/files/2024-03/QF-02 QMS Global Standard Response.PDF
Additionally,
personal protective equipment may be required in certain areas of the facility
https://www.avient.com/sites/default/files/2023-03/AVNT Q2 2022 Earnings Presentation - Website Version.pdf
Factors that could cause actual results to differ materially from those implied by these forward-looking statements include, but are not limited to:
• Disruptions, uncertainty or volatility in the credit markets that could adversely impact the availability of credit already arranged and the availability and cost of credit in the future;
• The effect on foreign operations of currency fluctuations, tariffs and other political, economic and regulatory risks;
• The current and potential future impact of the COVID-19 pandemic on our business, results of operations, financial position or cash flows, including without any limitation, any supply chain and logistics issues;
• Changes in polymer consumption growth rates and laws and regulations regarding plastics in jurisdictions where we conduct business;
• Fluctuations in raw material prices, quality and supply, and in energy prices and supply;
• Production outages or material costs associated with scheduled or unscheduled maintenance programs;
• Unanticipated developments that could occur with respect to contingencies such as litigation and environmental matters;
• Our ability to pay regular quarterly cash dividends and the amounts and timing of any future dividends;
• Information systems failures and cyberattacks;
• Amounts for cash and non-cash charges related to restructuring plans that may differ from original estimates, including because of timing changes associated with the underlying actions;
• Any material adverse changes in the equity and assets of Koninklijke DSM N.V.’s protective materials business (“the Dyneema Business”);
• Our ability to achieve the strategic and other objectives relating to the acquisition of the Dyneema Business and the possible sale of the Distribution business segment; and
• Other factors described in our Annual Report on Form 10-K for the year ended December 31, 2021 and our Quarterly Report on Form 10-Q for the quarterly period ended March 31, 2022 under Item 1A, “Risk Factors.”