https://www.avient.com/sites/default/files/resources/POL%2520IR%2520Presentation%2520-%2520KeyBanc%2520Conference%2520w%2520nonGAAP.pdf
S&P 500
-150%
-50%
50%
150%
250%
350%
450%
550%
POL S&P 500
All time high of
$43.34
July 1st, 2014
PolyOne Corporation Page 9
2006 2014 YTD 2015
“Where we were” “Where we are” Target
1) Operating Income %
Specialty:
Global Color, Additives & Inks 1.7% 15.2% 12 – 16%
Global Specialty Engineered
Materials
1.1% 11.8% 12 – 16%
Designed Structures & Solutions -- 7.1% 8 – 10%
Performance Products &
Solutions
5.5% 8.0% 9 – 12%
Distribution 2.6% 6.0% 6 – 7.5%
2) Specialty Platform % of
Operating Income
6.0% 66% 65 – 75%
3) ROIC* 5.0% 9.9% 15%
4) Adjusted EPS Growth N/A 40%
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
(Est. in 2012)
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
Prototype Frame
Opportunity
Scale-up &
Test Market
Build
Business Case
Commercial
Launch
Phase
1
Phase
2
Phase
3
Phase
4
Phase
5
4
11
5
10
6
9
3 4 2
15
9
1
10
4
Breakthrough
Platform
Derivative
A Rich Pipeline of Opportunity*
Number of Projects 25 14 19 17 18 93
Addressable Market
($ millions)
TBD TBD $800 $450 $450 $1,700
*Pipeline as of May 29, 2014 as presented during our Innovation Day
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 June 30, 2014
Debt Maturities & Pension Funding – 6/30/14
Net Debt / EBITDA* = 1.8x
$48
$317
$600
$0
$100
$200
$300
$400
$500
$600
$700
$800
2015 2020 2023
Debt Maturities
As of June 30, 2014
($ millions)
Coupon Rates: 7.500% 7.375% 5.250%
** includes US-qualified pension plans only *TTM 6/30/2014
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 1.8 million shares in
Q2 2014
Repurchased 8.2 million
shares since early 2013
11.8 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
PolyOne Core Values
Innovation
Collaboration
Excellence
PolyOne Corporation Page 17
The New PolyOne: A Specialty Growth Company
Why Invest In PolyOne?
Strong past performance demonstrates that our strategy and
execution are working
Megatrends and emerging opportunities align with our strengths
Innovation and services provide differentiation, incremental pricing
power, and competitive advantage
Strong and proven management team driving growth and
performance
Addressable market exceeds $40 billion
Schedule I
Reconciliation of Non-GAAP Financial Measures (Unaudited)
(Dollars in millions, except per share data)
Below is a reconciliation of non-GAAP financial measures to the most directly comparable measures calculated and presented
in accordance with U.S.
https://www.avient.com/sites/default/files/resources/PolyOne%25202018%2520Proxy%2520Statement.PDF
Strong balance sheet and free cash flow, as total cash
and liquidity ended the year at $244 million and
$574 million, respectively.
The CEO makes his recommendations in conjunction with the marketplace data.
Because the vote to approve Named Executive Officer compensation is advisory, there is technically no
minimum vote requirement for these proposals.
https://www.avient.com/sites/default/files/2025-02/Hammerhead FR Panel eBook.pdf
While residential housing completions
are trending up, permits and starts are down, according to the latest
US Census Bureau data.
Our Hammerhead FR composite panels consist of specially formulated
continuous fiber reinforced thermoplastic (CFRTP) sheets bonded to a
thermoplastic foam core.
To get material samples and engineering data on Hammerhead FR flame
retardant composite panels, let’s start a conversation.
https://www.avient.com/sites/default/files/2024-09/Complet OnForce LFT Overview _ Brand Brochure.pdf
During injection molding, longer fibers align and
intertwine to form an internal skeletal network,
enabling a unique set of performance characteristics,
including:
• High strength-to-weight ratio which
facilitates metal replacement to achieve
weight reduction
• Added stiffness and strength to carry loads
while resisting creep deformation
• Increased toughness to absorb impact
forces without permanent damage
• High cyclical fatigue endurance to resist
cracking and crack propagation
• Mechanical performance that is retained
across a wide temperature range
• Improved dimensional stability with nearly
isotropic properties and low thermal
expansion
• Corrosion and chemical resistance
Long fiber composites provide a combination of stiffness, strength, and toughness performance
enhancements not available together when using other reinforcing methods, while retaining the single-
step processing simplicity of injection molding.
https://www.avient.com/sites/default/files/2024-03/2024 Proxy Statement_March.pdf
In preparing competitive market data for 2023, we drew from two independent sources.
The second independent source of data that we used to augment the peer proxy analysis was the
Consultant’s analysis of competitive market data relating to other applicable general industries.
However, because the vote to approve Named
Executive Officer compensation is advisory, there are technically no minimum vote requirements for this
proposal.
https://www.avient.com/sites/default/files/2022-08/Avient CDP_Climate_Change_Questionnaire_2022.pdf
C0.2
(C0.2) State the start and end date of the year for which you are reporting data.
Upstream leased assets
Evaluation status
Relevant, calculated
Emissions in reporting year (metric tons CO2e)
670
Emissions calculation methodology
Average data method
Percentage of emissions calculated using data obtained from suppliers or
value chain partners
100
Please explain
Upstream leased assets data includes mileage data from leased vehicles provided by
our leasing agencies of choice.
Polymers 45 Purchased polymers data, broken out by polymer type,
was obtained in weight.
https://www.avient.com/sites/default/files/2022-08/Avient Candidates Data Privacy Notice Final - Italian.pdf
Chi ha accesso ai tuoi dati personali
Data la struttura aziendale di Avient, altre società del gruppo potrebbero ricevere i tuoi dati personali al
fine di processare la tua domanda di assunzione:
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offrendo una posizione attinente;
• Altre società del gruppo i cui reparti responsabili o uffici delle risorse umane sono coinvolti
nell'elaborazione della tua candidatura;
• Avient Corporation, in quanto operatore di questa piattaforma di reclutamento;
• Fornitori di servizi tecnici che elaborano i dati per Avient Corporation.
In merito a tali modifiche verrà data adeguata comunicazione.
Data effettiva: 1 agosto, 2020
mailto:PRIVACY.OFFICER@AVIENT.COM
https://privacyportal.onetrust.com/webform/b25cf7b1-a93a-4d26-8c84-ceda4d0ae91b/e180cbe4-d1b9-49bd-b621-cb5f6a0f42cb
mailto:PRIVACY.OFFICER@AVIENT.COM
https://www.avient.com/sites/default/files/2023-06/Maxxam - EV Part - Application Snapshot.pdf
KUNSTSTOFF
SCHWANDEN
E L E C T R I C V E H I C L E P A R T
• Replace aluminum to reduce part weight and overall
weight of the electric vehicle
• Secure supply of high volume of material
• Flexible delivery
• Cost competitive
• Enabled OEM to replace metal and reduce part
weight
• Provided excellent customer service, sending
samples and technical data promptly
• Supported customer with processing queries
• Secured material supply and flexible delivery –
delivering on a specific date each month
Maxxam™ Polyolefin Formulations
KEY REQUIREMENTS
WHY AVIENT?
https://www.avient.com/sites/default/files/2022-10/Dynaflex TPE - Aqueous Battery Gasket - Application Snapshot.pdf
ENERGY
STORAGE OEM
A Q U E O U S B A T T E R Y G A S K E T
• Sealing performance from -40 to 110°F
• Ability to flow in a long, thin seal design
• Chemical resistance to a proprietary electrolyte solution
• Natural color
• Provided a chemically resistant TPE that
outperformed competitive TPE and thermoplastic
rubber in rigorous customer testing
• Offered material expertise and education to
empower an informed material decision
• Enabled OEM to model and evaluate sealing
performance via design support and data files
• Met global production needs through material
consistency and local technical support
Dynaflex™ Thermoplastic Elastomer
KEY REQUIREMENTS
WHY AVIENT?
https://www.avient.com/sites/default/files/2023-07/Avient_RY 2022 CDP Verification Opinion Declaration_07-24-23%5B30%5D.pdf
Data and information supporting the Scope 3 GHG emissions assertion were in many cases estimated rather
than historical in nature.
Level of Assurance and Qualifications:
Limited
This verification used a materiality threshold of ±5% for aggregate errors in sampled data for each of the
above indicators
GHG Verification Methodology:
Evidence-gathering procedures included, but were not limited to:
Interviews with relevant personnel of Avient and their consultant;
Review of documentary evidence produced by Avient;
Review of Avient data and information systems and methodology for collection, aggregation, analysis and
review of information used to determine GHG emissions; and
Audit of sample of data used by Avient to determine GHG emissions.
Attestation:
Scott Johnston, Lead Verifier Cody Lorentson, Technical Reviewer
Principal Consultant Program Manager
Apex Companies, LLC.