https://www.avient.com/news/polyone-announces-first-quarter-2015-results
April 30, 2015
https://www.avient.com/sites/default/files/resources/Investor%2520Presentation%2520Mar19.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
M A R C H 2 0 1 9
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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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
Injuries per 100 Workers
Spartech
Acquisition
1.3
1.1 1.1
0.85
0.65
0.57
0.54
0.97
0.84
0.74 0.74
0.69
0.51
2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018
PolyOne Corporation 6
P O L Y O N E
2 0 1 8 R E V E N U E | $ 3 . 5 B I L L I O N
Transportation
17%
Industrial
15%
Consumer
12%
Packaging
11%
Wire & Cable
10%
Appliance
5%
United States
57%
Europe
16%
Asia
10%
Latin
America
10%
Canada
7%
Distribution
35%
Performance Products &
Solutions 19%
Specialty
Engineered
Materials
17%
Color
Additives &
Inks 29%
Segment End Market Geography
Building &
Construction
11%
Electrical &
Electronics
6%
Healthcare
13%
2009 2010 2011 2012 2013 2014 2015 2016* 2017* 2018
$2.43
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
9
$0.13
$0.68
$0.82
$1.00
$1.31
$1.80
$1.96
$2.06
$2.21
2006 2018
ROIC** 5.0% 14.1%
Operating Income
% of Sales
Color, Additives &
Inks
1.7% 15.1%
Specialty Engineered
Materials
1.1% 11.2%
Performance
Products
& Solutions
4.3% 10.0%
Distribution 2.6% 5.6%
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 5-7%
Double acquired
margins
Lean Six Sigma
commercial excellence
531
710
130
164
504
663
2014 2018
R&D / Technical Marketing Sales
PolyOne Corporation 9
Increased commercial headcount
+ 34%
+ 26%
+ 32%
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
Sustained revenue increases led
by organic business
$2.9 $2.9
$3.2
$3.5
2015 2016 2017 2018
Total
+ 9%
Organic
+ 5%
Revenue in billions of $
Total
+ 10%
Organic
+ 7%
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
110% increase in leads (from 6,000 to 12,700) 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
24
2014 2018
Inside sellers
$11M
$109M
2014 2018
Inside sales/digital revenue
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 12
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 13
Customization
55%
M&A
30%
Innovation
Pipeline
15%
Innovation comes from Research & Development Spend
Vitality Index
12%
35%
2006 2018
$20
$56
2006 2018
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 14
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 15
PrototypeFrame
Opportunity
Scale-up & Test
Market
Build
Business Case
Commercial
Launch
(since 2017)
Phase 1 Phase 2 Phase 3 Phase 4 Phase 5
6
11
4
4
3
2
28 0
5
10
7
2
5
5
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 16
C O M P O S I T E S R E F R E S H E R
PolyOne Corporation 17
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
2019
18
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 19
W A T E R C R A F TR A I L H E A V Y T R U C K
F I B E R - L I N E H I G H L I G H T S
PolyOne Corporation 20
$100M
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Customer
Value
Fiber-Line
Fiber Processing
Capabilities
Polymer Formulation
Capabilities
P O L Y O N E A P P L I C A T I O N S I N F I B E R O P T I C C A B L E S
PolyOne Corporation 21
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F I B E R O P T I C A L G R O W T H D R I V E R S
PolyOne Corporation 22
5G Networks
10x
8x
5G vs. 4G
PolyOne Corporation 23
Safety Technology Geography Service FinancialPeople
8-10% with
ability to double
I N V E S T - T O - G R O W M & A S T R A T E G Y
PolyOne Corporation 24
Capture
sourcing
synergies
Cross-sell
& blend
technology
8-10%
operating
margins
I N V E S T - T O - G R O W M & A P L A Y B O O K
Protect
customers
Retain
employees
Implement LSS to
drive efficiency
improvements
Innovate with
combined
portfolio
Safety
First!
Leverage
PolyOne’s
global reach
Phase 1
Phase 2
Phase 3
18-20%
operating
margins
Invest in
commercial
resources
I N V E S T - T O - G R O W P R O O F O F P E R F O R M A N C E
PolyOne Corporation 25
Commercial
Resources
Operating
Income
($ in millions)
Operating
Margins
243
340
At Acquisition Today
$36
$96
At Acquisition Today
11%
20%
At Acquisition Today
Established Acquisitions
(> 7 years)
+ 40% + 165% + 900 bps
I N V E S T - T O - G R O W D R I V I N G T H E F U T U R E
PolyOne Corporation 26
Commercial
Resources
Operating
Income
($ in millions)
Operating
Margins
138
181
251
At Acquisition Today Goal
$23 $25
$70
At Acquisition Today Goal
7%
8%
18-20%
At Acquisition Today Goal
Recent Acquisitions
PolyOne Corporation 27
Average
Company Size
# of
Possibilities
Rationale
$200M
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S T R O N G P I P E L I N E
D R I V E N B Y F R A G M E N T E D M A R K E T
$0
$150
$300
$450
$600
$750
$900
2011 2012 2013 2014 2015 2016 2017 2018
$890M
R E T U R N I N G C A S H T O S H A R E H O L D E R S
O V E R $ 1 . 2 B I L L I O N S I N C E 2 0 1 1
PolyOne Corporation
$0.16
$0.20
$0.24
$0.32
$0.40
$0.48
$0.54
$0.70
$0.78
2011 2012 2013 2014 2015 2016 2017 2018 2019 2020
3-Year Dividend Plan
Cumulative Share Repurchases Increasing Annual Dividend
28
6.3%
14.1%
16-17%
2009 2018 Updated Expectations
R O I C D R I V E S S H A R E H O L D E R R E T U R N
PolyOne Corporation 29
PolyOne Corporation 30
W H Y I N V E S T I N P O L Y O N E ?
https://www.avient.com/sites/default/files/2021-04/existencia-y-represnentacion-avient-colombia-sas.pdf
Sin núm del 30 de septiembre de 2019,
Página 7 de 11
Cámara de Comercio de Bogotá
Sede Virtual
CERTIFICADO DE EXISTENCIA Y REPRESENTACIÓN LEGAL
Fecha Expedición: 12 de abril de 2021 Hora: 13:04:47
Recibo No.
La verificación se puede realizar de manera
ilimitada, durante 60 días calendario contados a partir de la fecha de su expedición.
--------------------------------------------------------------------------------------------------
inscrito el 30 de Octubre de 2019 , bajo el No. 02520353 del libro
IX, Macias Lozada Cenia del Pilar renunció al cargo de Miembro de la
Junta Directiva Primer Renglón Suplente de la sociedad de la
referencia, con los efectos señalados en la sentencia c-621/03 de la
Corte Constitucional.
https://www.avient.com/sites/default/files/2024-10/Terms%26Conditions - Brazil English %26 Portuguese.pdf
Buyer must give Seller
written notice of the existence of each claim
involving Product (whether based in
contract, breach of warranty, negligence,
strict liability, other tort or otherwise)
within the earlier of thirty (30) days after
receipt of the quantity of Product forming
the basis for the claim or applicable shelf-
-‐life expiration, if any.
O
Comprador deverá notificar por escrito o
Vendedor quanto à existência de qualquer
defeito envolvendo o Produto (seja com base no
contrato, violação de garantia, negligência,
responsabilidade objetiva, ato ilícito ou
qualquer outro) no prazo de até 30 (trinta) dias
a contar do recebimento da quantidade devida
do Produto, justificando a reivindicação ou,
caso haja, a expiração do seu prazo de validade.
https://www.avient.com/sites/default/files/2022-04/Sustainable Material Answers_ Recycled PET 2022.pdf
They should contain at least
25% recycled plastic in their manufacture by 2025 (for PET bottles), and
30% by 2030 (for all bottles).
https://www.avient.com/sites/default/files/2021-12/Chemically Resistant Materials Whitepaper.pdf
Plastics Engineering 2015, 71 (10), 30–36.
https://www.avient.com/sites/default/files/2022-08/Environmental Stress Cracking Resistance _ESCR_ Design Guide %281%29.pdf
Wall Thickness (mm)
C
o
o
li
n
g
T
im
e
(
S
e
c
)
40
35
30
25
20
15
10
5
0
0 1 2 3 4
ABS
PC
Nylon 6/6
FIGURE 1 - Wall thickness vs . cooling
time of various plastics
FIGURE 2 - Designing for
wall thickness changes
FIGURE 3 - Internal and external
radius guidelines
FIGURE 4 - Coring for tight radius design
ESCR Design Guide 2
CONTOUR
Where possible, contouring the products’
exterior form, as shown in Figure 5, can help to
eliminate pooling of fluids .
https://www.avient.com/sites/default/files/2021-05/2021-colormatrix-quick-guide-to-liquid-color_0.pdf
POLYMER/CARRIER COMPATIBILITY IN PET
100
90
80
70
60
50
40
30
20
% light
transmission
at 500 nm
Process window is opened up
allowing greater process capability
Carrier A:
ColorMatrix advanced
carrier technology (current)
Carrier B:
Early-mid 2000s
Carrier C:
Pre-2000s
% dose
4.53.5 4.03.02.52.01.51.00.50
HOW LIQUID HELPS
Expertly formulated liquid color systems can deliver significant benefits and greater long-
term value in use than alternative colorant systems for an ever expanding range of product
applications and production processes.
https://www.avient.com/sites/default/files/2021-05/2021-colormatrix-quick-guide-to-liquid-color.pdf
POLYMER/CARRIER COMPATIBILITY IN PET
100
90
80
70
60
50
40
30
20
% light
transmission
at 500 nm
Process window is opened up
allowing greater process capability
Carrier A:
ColorMatrix advanced
carrier technology (current)
Carrier B:
Early-mid 2000s
Carrier C:
Pre-2000s
% dose
4.53.5 4.03.02.52.01.51.00.50
HOW LIQUID HELPS
Expertly formulated liquid color systems can deliver significant benefits and greater long-
term value in use than alternative colorant systems for an ever expanding range of product
applications and production processes.
https://www.avient.com/sites/default/files/2021-09/neu-sales-terms-and-conditions.9-16-212.pdf
Buyer
must give Seller written notice of the existence of each claim
involving Product (whether based in contract, breach of
warranty, negligence, strict liability, other tort or otherwise)
within the earlier of thirty (30) days after receipt of the quantity
of Product forming the basis for the claim or applicable shelf-
life expiration, if any.