https://www.avient.com/sites/default/files/resources/PolyOne%2520IR%2520Presentation%2520-%2520Morgan%2520Stanley%2520Conference.pdf
POLYONE I N V E S T O R P R E S E N T A T I O N J U N E 2 0 1 8 FORWARD LOOKING STATEMENTS PolyOne Corporation 2 In this presentation, statements that are not reported financial results or other historical information are “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995.
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 23 Commercial Resources Operating Income ($ in millions) Operating Margins 243 335 At Acquisition Today $36 $90 At Acquisition Today 11% 20% At Acquisition Today Established Acquisitions (> 7 years) + 40% + 150% + 900 bps I N V E S T - T O - G R O W D R I V I N G T H E F U T U R E PolyOne Corporation 24 Commercial Resources Operating Income ($ in millions) Operating Margins 113 144 206 At Acquisition Today Goal $16 $18 $60 At Acquisition Today Goal 7% 8% 18-20% At Acquisition Today Goal Recent Acquisitions (< 2 years) PolyOne Corporation 25 Average Company Size # of Possibilities Rationale 250 • Local to regional footprint • Niche technology focus • Concentrated customer base $50M–$200M 150 • Regional to global footprint • 1–3 specialty technologies • Diversified customer base >$200M 30 • Global footprint with local service • Diverse specialty technologies • Highly diversified customer & market portfolio 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 2011 2012 2013 2014 2015 2016 2017 2018 $809M 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 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 $0.58 $0.70 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 3-Year Dividend Plan Cumulative Share Repurchases (In millions) Increasing Annual Dividend 26 6.3% 14.0% 15.0% 16-17% 2009 2017 Platinum Vision 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 27 PolyOne Corporation 28 W H Y I N V E S T I N P O L Y O N E ?
Tax adjustments include the net tax expense/benefit from one-time income tax items, the set-up or reversal of uncertain tax position reserves and deferred income tax valuation allowance adjustments.
https://www.avient.com/news/polyone-acquires-specialty-assets-accella-performance-materials
The acquired Accella technology portfolio complements our existing specialty business, and expands our presence in fast-growing end markets that are aligned with key megatrends.”
Our invest-to-grow integration playbook is one we have historically executed with great success.
About PolyOne
https://www.avient.com/investor-center/news/polyone-hold-first-quarter-2017-conference-call
The replay will be available for one week, beginning at
PolyOne
PolyOne
https://www.avient.com/investor-center/news/polyone-hold-second-quarter-2016-conference-call
The replay will be available for one week, beginning at
PolyOne
PolyOne
https://www.avient.com/investor-center/news/polyone-hold-first-quarter-2016-conference-call
The replay will be available for one week, beginning at
PolyOne
PolyOne
https://www.avient.com/investor-center/news/polyone-board-elects-robert-abernathy-director
a medical technology company specializing in eliminating pain, speeding recovery and preventing infections for healthcare providers and patients worldwide.
PolyOne
PolyOne
https://www.avient.com/news/polyone-designs-led-lighting-innovations-flame-retardant-polymer-solutions
PolyOne is exhibiting in booth 535 at Strategies in Light 2018, a premier exhibition showcasing the latest in innovative technologies, products and services for the LED and SSL lighting markets.
About PolyOne
To access PolyOne’s news library online, please go to www.polyone.com/news
https://www.avient.com/news/polyone-showcases-its-expertise-and-comprehensive-medical-polymers-and-colorants-portfolio-mdm-west-2018
ANAHEIM, Calif. – February 6, 2018 – At Medical Design and Manufacturing (MD&M) West this week, PolyOne is highlighting its extensive portfolio of polymers and colorants for the healthcare industry while also featuring the experts who stand behind the technology.
PolyOne Distribution:
About PolyOne
https://www.avient.com/news/create-packaging-gets-noticed-new-impress-high-gloss-metallic-effect-colorants-polyone
PolyOne is showcasing packaging made with Impress technology at Science & Innovation Exhibition Area (Hall11.3, Stand R41) from May 16-19 at Chinaplas in Guangzhou.
About PolyOne
PolyOne Corporation, with 2016 revenues of $3.3 billion, is a premier provider of specialized polymer materials, services and solutions.
To access PolyOne’s news library online, please go to www.polyone.com/news
https://www.avient.com/investor-center/news/polyone-announces-leadership-appointments
PolyOne's
PolyOne
Breakthrough technologies that minimize wastewater and improve the recyclability of materials and packaging across a spectrum of end uses