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?
Platform operating income mix percentage 2005Y* 2008Y* 2010Y* 2013Y 2014 Q1 Global Specialty Engineered Materials $ 0.4 $ 17.6 $ 49.7 $ 57.2 $ 18.3 Global Color, Additives and Inks 4.3 28.1 37.7 104.0 30.4 Designed Structures and Solutions - - - 33.4 11.2 Specialty Platform $ 4.7 $ 45.7 $ 87.4 $ 194.6 $ 59.9 Performance Products and Solutions 75.7 31.3 54.0 56.0 16.0 Distribution 19.5 28.1 42.0 63.3 17.2 SunBelt Joint venture 91.9 28.6 18.9 - - Corporate (51.5) (425.1) (27.7) (82.4) (36.7) Operating income (loss) GAAP $ 140.3 $ (291.4) $ 174.6 $ 231.5 $ 56.4 Less: Corporate operating expense 51.5 425.1 27.7 82.4 36.7 Operating income excluding Corporate $ 191.8 $ 133.7 $ 202.3 $ 313.9 $ 93.1 Specialty platform operating mix percentage 2% 34% 43% 62% 64% * Historical results include the Resin and Specialty Coatings businesses within the Performance Products and Solutions segment.
https://www.avient.com/sites/default/files/2020-10/wire-cable-1-pager.pdf
Specialty Engineered Materials Wire & Cable Avient is here to help you consistently meet your flame retardant wire & cable product specification challenges head on.
https://www.avient.com/sites/default/files/resources/Application%2520Bulletin%2520Resilience%2520HC.pdf
RESILIENCE™ HC OUTPERFORMS COMPETING POLYMERS Design engineers are increasingly looking more frequently for better chemical resistance properties in rigid device housings to combat the effects of disinfectants.
https://www.avient.com/sites/default/files/2020-10/trilliant-xr-product-bulletin.pdf
This pure metal replacement solution can be customized to meet specific density requirements, formulated to meet a broad modulus range, and engineered to meet complex design specifications.
https://www.avient.com/sites/default/files/2022-03/Trilliant HC Electrically Conductive Formulations for Pipette Tips Application Bulletin.pdf
That’s where our material experts and design engineers can help.
https://www.avient.com/sites/default/files/2021-04/gravi-tech-pipe-system-valve-case-study.pdf
They are formulated using select metallic fillers and engineered thermoplastic resins to achieve the specific gravity of different metals, while providing the design flexibility and processing ease of conventional thermoplastics.
https://www.avient.com/sites/default/files/2023-01/Maxxam REC Recycled Polyolefin Formulations Product Bulletin.pdf
KEY CHARACTERISTICS • Formulated with 25–100% recycled resin from PIR & PCR sources • Reduces waste and supports the circular economy • Achieves equivalent performance to standard polyolefin formulations • Can be recycled at end of life • Provides good stiffness, durability, impact resistance and UV stability • Enables customized performance characteristics depending on application need MARKETS AND APPLICATIONS Maxxam REC Polyolefins are suitable for use across many industries and applications where traditional polyolefin materials are used, including: • Transportation - HVAC systems, engine guards, battery housings, flame retardant applications • Industrial - Structural parts, furniture • Consumer - Household appliances, personal care items, packaging, office supplies, food contact applications • Electrical and Electronic – Housings, buttons, junction boxes SUSTAINABILITY BENEFITS • Formulated with 25–100% recycled resin from PIR and/or PCR sources • Reduces waste and supports the circular economy • Reduces carbon footprint • Can be recycled at end of life PRODUCT BULLETIN CHARACTERISTICS UNITS Maxxam REC RS5200-5029 C BLACK X2 Maxxam REC MX5200-5036 HS I BLACK Maxxam REC MX5200-5037 RS HS I BLACK Maxxam REC MX5200-5038 RS HS I BLACK Maxxam REC MX5200-5039 RS HS I BLACK Filler/ Reinforcement – Unfilled Unfilled 20% Mineral 40% Mineral 30% Glass Fiber Recycled Content – 95% PCR 97% PIR 75% PIR 55% PIR 65% PIR Density (ISO 1183) g/ccm 0.93 0.95 1.09 1.28 1.15 Tensile Modulus (ISO 527-1) MPa 1250 950 1500 2150 4250 Tensile Stress (ISO 527-2) MPa 25 175 10 15 50 Tensile Strain Break (ISO 527-2) % >20 >80 >30 17 4.5 Charpy Notched (ISO 179) kJ/m 3 8 5 4 11 TECHNICAL PERFORMANCE CHARACTERISTICS UNITS Maxxam REC RS5200-5026 RS NHFR BLACK 70 Maxxam REC FR H8 V2 BLACK RG 70 Maxxam REC L6 GF/30 H BLACK T RG 70 Maxxam REC MX5200-5027 RS HS BLACK RG Maxxam REC MX5200-5028 RS HS BLACK RG Maxxam REC C10 H-UV AS EP RG BLACK 70 Filler/ Reinforcement – 30% Glass Fiber Unfilled 30% Glass Fiber 30% Glass Fiber 40% Talcum Unfilled Recycled Content – 37% PIR 90% PIR 55% PIR 35% PIR 50% PIR 25% PIR Density (ISO 1183) g/ccm 1.42 0.950 1.13 1.15 1.23 1.03 Tensile Modulus (ISO 527-1) MPa 8250 1300 6100 6400 – 700 Tensile Stress (ISO 527-2) MPa 71.0 30.0 70.0 70.0 28.0 15.0 Notched Izod (ISO 180) kJ/m – 4.0 10 5.8 2.7 No Break Flame Rating @ 1.6mm thickness (UL 94) – V-0 V-2 HB HB HB HB TECHNICAL PERFORMANCE Copyright © 2023, Avient Corporation.
https://www.avient.com/sites/default/files/2023-02/Gravi-Tech BIO Bio-Based Formulations Product Bulletin.pdf
Gravi-Tech™ BIO Bio-Based Formulations Gravi-Tech™ BIO bio-based formulations are density modified engineered polymers that contain partially bio-based resin from renewable plant sources.
https://www.avient.com/sites/default/files/2022-02/ColorMatrix Triple A Brochure.pdf
ColorMatrix’s Triple A™ scavenging technology is engineered to minimize and control AA levels during PET processing and during the life of the product.
https://www.avient.com/sites/default/files/2023-09/Color _ Additive Masterbatches for E_E Application Bulletin_A4.pdf
OnColor™ UL 94 Colorants* • More than 2,000 recognized concentrates available worldwide in all color options • HB rating for most of PP, PS, ABS, PC/ABS, PBT, PA, PA-GF, TPU generic resins • V-0, V-1, V-2 and 5VA/5VB ratings for more than 200 specific engineering resins • Master file of recognized concentrates with scope of use accessible in the UL product finder • Development of custom products for specific resins upon request • Compliance Letters available for REACH and RoHS Cesa™ Flame Retardant Additives for Glow Wire • Fire performance in line with different levels of Glow Wire temperatures (IEC 60695-2-12) • Let-Down Ratio adjustable to reach different levels of Glow Wire temperatures • Non-halogen (in accordance with IEC 61249- 2-21) and non-HBCD** solutions • Wide range of solutions adapted to different polymers (PP, PS, PC) • Color and flame retardants can be combined in one product • Compliance Letters available for REACH and RoHS APPLICATION BULLETIN * Solutions also sold as Renol™ UL 94 Colorants APPLICATION POLYMER GWFI TEMPERATURE TYPICAL LET-DOWN RATIO CONTENT HIPS 750–960°C 5–10% Non-HBCD flame retardant** PC 850–960°C 2–4% Non-halogen in accordance with IEC 61249-2-21 PP homopolymer 850–960°C 4% Non-halogen in accordance with IEC 61249-2-21 PP copolymer 850–960°C 4–8% Antioxidant - metal deactivator ** Non-HBCD means that Hexabromocyclododecane (HBCD) is neither used as starting material during the mixing phase of our products nor intentionally added during production, but it cannot be excluded that it is not present at level of ubiquitous traces in any of the raw materials used in manufacturing of our products.