https://www.avient.com/sites/default/files/2024-12/AVNT Investor Day 2024 Presentation.pdf
You can identify these statements by the fact that they do not relate strictly to historic or current facts.
Moving up the value chain, and expanding addressable market size by providing materials solutions in select and prioritized areas MARKETS TECHNOLOGY CUSTOMER SCALE Copyright © .
All Rights Reserved 2024 57 ...and doing our part INDUSTRY SUSTAINABILITY STANDARDS ESG * RATINGS PERFORMANCE 1 2 5 17th INDUSTRY SUSTAINABILITY STANDARDS ESG * RATINGS PERFORMANCE 1 2 5 17th Copyright © .
https://www.avient.com/knowledge-base/article/avoid-these-three-mistakes-get-most-color
Why it’s a mistake: Solid and liquid colorants each have certain applications where they make the most sense in terms of coloring effects, efficiency, and results.
Treating the equipment needed for coloring as an afterthought or as a one-size-fits-all solution
The specifics on sizing depend on the applications themselves as well as the size of processing machinery.
https://www.avient.com/knowledge-base/article/traceability-recycled-polyester-and-polyamide-textiles
What are tracers, and how do they work?
Taggants can be used for different materials and different industries.
https://www.avient.com/sites/default/files/2020-08/silcosperse-lm-product-bulletin-v2.pdf
KEY CHARACTERISTICS • Provides laser marking options of silicone materials • Eliminates the needs for etching and embossing • Faster and cleaner than pad printing • High contrast, permanent markings • Mechanical properties of the silicone matrix are maintained • Compatible with various types of lasers • Chemically resistant • Available in pre-colored or natural MARKETS AND APPLICATIONS Silcosperse LM Laser Marking additive dispersions are suitable for a variety of applications within industries such as: • Consumer Goods • Electronics • Healthcare • Industrial • Transportation • Wire & Cable Typical applications and purposes include: • Traceability, UPC bar-coding, branding • Unique Device Identification (UDI), medical device ID’s • Serialization for pharmaceutical packaging • Safety taggants & equipment • Automotive components • Wire & cable part numbers or gauge size www.avient.com Copyright © 2020, Avient Corporation.
Values reported as “typical” or stated without a range do not state minimum or maximum properties; consult your sales representative for property ranges and min/max specifications.
You have the responsibility to conduct full-scale end-product performance testing to determine suitability in your application, and you assume all risk and liability arising from your use of the information and/or use or handling of any product.
https://www.avient.com/sites/default/files/resources/PolyOne%2520IR%2520Presentation%2520-%2520Gabelli%2520%2526%2520Co%2520Specialty%2520Chemicals%2520Conference.pdf
They are based on management’s expectations that involve a number of business risks and uncertainties, any of which could cause actual results to differ materially from those expressed in or implied by the forward-looking statements.
Use of Non-GAAP Measures 4POLYONE CORPORATION FORMULATION EXPERTISE SERVICE INNOVATION Expertise in Polymer Materials, Services and Solutions OEMs Brand Owners Processers Assemblers IQ Design Labs InVisiOSM Color Services LSS Customer First Specialty products & services driving customer value What We Do 5POLYONE CORPORATION PolyOne At a Glance 2017 Revenue – $3.2 billion Performance Products & Solutions 21% PolyOne Distribution 34% Specialty Engineered Materials 19% Color Additives & Inks 26% United States 59% Europe 14% Latin America 9% Canada 8% Asia 10% $0.13 $0.68 $0.82 $1.00 $1.31 $1.80 $1.96 $2.06 $2.21 2009 2010 2011 2012 2013 2014 2015 2016* 2017 Transportation 18% Consumer 12% Healthcare 11% Packaging 11% Industrial 16% Building & Construction 12% Wire & Cable 9% Electrical & Electronics 6% Appliance 5% *Recast for DSS in discontinued operations 6POLYONE CORPORATION 2% 43% 76% 0% 20% 40% 60% 80% 100% 2005 2010 2017 % o f O pe ra tin g In co m e* *Operating Income excludes corporate charges and special items Specialty OI $5M $87M $280M JV’s Performance Products & Solutions Specialty MixDistribution Mix Shift Highlights Specialty Transformation Distribution and Contract Manufacturing Businesses 7POLYONE CORPORATION Consistently Deliver Double Digit Annual EPS Growth *ROIC is defined as TTM adjusted OI after tax divided by the sum of average debt and equity less cash over a 5 quarter period Proof of Performance 2020 Platinum Vision 20%+ 20%+ 12 - 14% 6.5 – 7.5% 15% 2006 2017 2020 “Where we were” “Where we are” Platinum Vision ROIC* 5.0% 14.0% Operating Income % of Sales Color, Additives & Inks 1.7% 15.5% Specialty Engineered Materials 1.1% 12.5% Performance Products & Solutions 5.5% 10.7% Distribution 2.6% 6.3% 8POLYONE CORPORATION $50 $116 $0 $40 $80 $120 $160 $200 2012 2014 2016 2018 10.8% 11.3% 10.0% 11.0% 12.0% 13.0% 14.0% 15.0% 2012 2014 2016 2017 2020 Platinum Vision *ROIC is defined as TTM adjusted OI after tax divided by the sum of average debt and equity less cash over a 5 quarter period Free Cash Flow and Improving Returns Free Cash Flow (in millions) ROIC* $200 - $220 14.0% $143 12.9% 15.0% 9POLYONE CORPORATION $767M Returning Cash to Shareholders $0 $150 $300 $450 $600 $750 2011 2012 2013 2014 2015 2016 2017 Since 2011, we have returned over $950 million to shareholders $767M Cumulative Share Repurchases (in millions) $0.16 $0.20 $0.24 $0.32 $0.40 $0.48 $0.58 $0.70 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 3-Year Dividend Plan Increasing Annual Dividend 10POLYONE CORPORATION Expanding our sales, marketing, and technical capabilities Investing in operational and LSS initiatives ~60 - 70% of capital expenditures fund growth initiatives Organic Growth Acquisitions Share Repurchases Dividends Targets that expand our: • Specialty offerings • End market presence • Geographic breadth Growth synergies Adjacent material solutions Repurchased 2.0 million shares in 2017 Repurchased 20.8 million shares since early 2013 6.5 million shares are available for repurchase under the current authorization Increased annual dividend by 30% to $0.70 per share, representing the eighth consecutive year of dividend growth Expect to increase annual dividend 60% or more cumulatively over next three years Free Cash Flow and Strong Balance Sheet Fund Investment / Shareholder Return 11POLYONE CORPORATION *Specialty Platform revenue from products introduced in last five years Vitality Index Progression* 12% 38% 2006 2017 Target ≥ 35% Innovation Drives Earnings Growth $20 $52 2006 2017 Research & Development Spend ($ millions) Total Specialty Addressable Market of over $2.6 Billion (10 Projects) (10 Projects) ($500 million) (19 Projects) ($1.4 billion) Innovation Pipeline Potential Frame Opportunity Prototype Scale-up and Test Market Commercial Launch $500 Million $1.4 Billion $700 Million Phase 5Phase 4Phase 3Phase 2Phase 1 Build Business Case 12POLYONE CORPORATION 2017 2021 Key Innovation Growth Platforms Composites Barrier Additive Technology Fiber Colorants Flame Retardant Polymers Increasing regulatory drive for halogen replacements $400m addressable market Drive to prevent oxygen, light and UV rays from affecting contents in PET packaging, extending shelf life $200m addressable market 60% of world fiber consumption is synthetic, need to simplify manufacturing and eliminate waste $300m addressable market Polymer formulation and process engineering create a pipeline for next generation materials Drive to replace aluminum and steel with plastics without compromising on strength Total Sales ($millions) 2017 2021 2017 2021 2017 2021 13POLYONE CORPORATION Providing LSS services to small/medium sized customers – have trained over 30 customers in LSS methodology Providing Industrial design and color services to small/medium sized customers On time delivery above 95% Strengthening Relationships: Customer First Through World-Class Service 14POLYONE CORPORATION Addressable market exceeds $40 billion Strong performance demonstrates that our strategy and execution are working Megatrends and emerging opportunities align with strengths Innovation and services provide differentiation, incremental pricing power and competitive advantage Strategic reinvestment for growth while returning cash to shareholders Strong and proven management team driving growth and performance Why Invest In PolyOne?
Non-GAAP financial measures have limitations as analytical tools and should not be considered in isolation from, or solely as alternatives to, financial measures prepared in accordance with GAAP.
https://www.avient.com/sites/default/files/2021-10/information-systems-use-policy-final-9.1.2021.pdf
Users have no right or expectation of privacy in Avient’s Information Systems, to the extent allowed by applicable law.
Any Users found to have violated this Policy may be subject to legal action by Avient, third parties, and/or governmental entities.
Examples of Information Systems include, but are not limited to, computer equipment (PCs, printers, copiers, monitors), storage media (USB-devices, data disks/cards, cloud storage/applications), cell and desk phones, internet access, internet servers, and operating systems.
https://www.avient.com/sites/default/files/2020-10/2020-gravi-tech-design-guide-.pdf
There are different guidelines to follow for each.
Do not have the ejectors stroke 5 times if the part falls off the core on the second stroke • Cushion – The cushion should be set to be 10% of the shot size - This can be increased or decreased by changing the shot size and transfer position by the same amount - i.e.
The screw can be broken down into a few different sections, each having a specific goal in the process.
https://www.avient.com/industries/transportation/automotive/automotive-electronics
Learn how Stat-Tech material makes the difference in automotive ADAS sensors, cameras and ECU housings
Learn how Therma-Tech material makes the difference in automotive adas sensors, cameras and ECUs
Connectors & Components
https://www.avient.com/sites/default/files/2020-11/syncure-xlpe-processing-guide.pdf
PROCESSING GUIDE Syncure™ XLPE GENERAL EXTRUSION GUIDELINES Syncure™ systems are two-part, polyethylene based, moisture crosslinkable compounds for wire and cable insulation.
Values reported as “typical” or stated without a range do not state minimum or maximum properties; consult your sales representative for property ranges and min/max specifications.
You have the responsibility to conduct full-scale end-product performance testing to determine suitability in your application, and you assume all risk and liability arising from your use of the information and/or use or handling of any product.
https://www.avient.com/industries/transportation/advanced-mobility/user-interfaces
It’s so easy because sophisticated electronics manufacturers do the hard part so well.
Connectors & Components