https://www.avient.com/resources/safety-data-sheets?page=832
PP FR 8-6 LMS-1000
https://www.avient.com/sites/default/files/2023-07/Nymax REC - Battery Frame - Case Study Snapshot.pdf
BOS B A T T E R Y S F R A M E • Recycled materials where possible • Non-halogen flame retardant performance to V0 rating • BOS company color RAL9004 (on visible parts) • Thermal performance for some parts • High strength at low thickness for load-bearing parts • Provided multiple polymer solutions for the battery frame including recycled nylon, thermoplastic elastomers and thermally conductive formulations • Utilized recycled nylon with up to 35% glass fiber content to provide high strength for load-bearing parts at a low thickness to minimize weight • Enabled customer to launch a new innovative battery system with a modular design for use in multiple applications – maximizing the working life of the battery Nymax™ REC Recycled Nylon Formulations and Therma-Tech™ Thermally Conductive Formulations KEY REQUIREMENTS WHY AVIENT?
https://www.avient.com/sites/default/files/2023-11/AVNT November IR Presentation.pdf
Continue fostering our Great Place to Work® culture Strategic Objectives Long Term Growth Rates Growth Drivers $340 $455 $790 $1,120 2016 2018 2020 2023E $51 $84 $212 $650 2016 2018 2020 2023E $108 $113 $231 $230 2016 2018 2020 2023E $265 $358 $726 $730 2016 2018 2020 2023E 8-12% 8-10% 8-10% 5% Sustainable Solutions Composites Healthcare Asia/Emerging Regions Profitable Growth Great Place to Work 5.4% 10.9% 16.0% 2006 2014 2023E EBITDA Margins $0.14 $1.93 $2.30 2006 2014 2023E Adjusted EPS TOP-TIER SUSTAINABILITY PERFORMANCE AND RECOGNITION Industry Sustainability Standards ESG Ratings Performance 1 3 5 5 87th 94th percentile Innovation is the lifeblood of a specialty company.
Avient reflects 2023 adjusted EBITDA guidance of $500M and estimated run-rate CAPEX of $110M. 2023E (%) 27 78 89 84 82 80 77 88 81 76 70 69 60 54 (6) Av ie nt KW R FU L PP G AV Y R PM FM C C E EC L AS H H XL H U N EM N SC L Avient Specialty Formulators Other Specialty / Chemical Companies MULTIPLE EXPANSION Source: Peer data per Bloomberg as of October 27, 2023 Note: Avient reflects 2023 adjusted EBITDA guidance of $500M and closing share price of $31.18.
Avient 2011, 2018 and 2021 multiples reflect trailing 12 months EBITDA at December 31. 28 EV / 2023E EBITDA 6.5 8.5 11.0 8.9 12.0 11.9 10.9 9.9 8.2 16.3 13.8 11.9 9.6 9.5 9.5 9.2 7.7 20 11 20 18 20 21 O ct 20 23 AV Y R PM PP G KW R FU L EC L H XL SC L AS H FM C C E H U N EM N Avient Historic Multiple Avient Specialty Formulators Other Specialty / Chemical Companies AP P E N DI X 30 Performance Additives 16% Pigments 12% TiO2 10% Dyestuffs 2% Polyethylene 11% Nylon 6% Polypropylene 5% Styrenic Block Copolymer 5% Other Raw Materials 33% ~40% hydrocarbon based (Grey shaded materials are hydrocarbon based, includes portion of “Other Raw Materials”) Non-hydrocarbon based materials 2022 pro forma results for the acquisition of Avient Protective Materials RAW MATERIAL BASKET SEGMENT DATA U.S. & Canada 40% EMEA 37% Asia 18% Latin America 5% 2022 PRO FORMA SEGMENT, END MARKET AND GEOGRAPHY GEOGRAPHY REVENUESEGMENT FINANCIALS Consumer 20% Packaging 24% Industrial 15% Building and Construction 10% Telecommunications 4% Energy 4% Defense 6% END MARKET REVENUE $2,355M $402M $1,300M $272M Sales EBITDA Specialty Engineered Materials Color Additives and Inks $592M$3,653M (1) Transportation 9% Healthcare 8% 32 (1) Total company sales and adjusted EBITDA of $3,653M and $592M, respectively, include intercompany sales eliminations and corporate costs 2022 REVENUE | $2 .4 BILLION US & Canada 34% EMEA 38% Asia 20% Latin America 8% END MARKET REGION 33 Packaging 34% Consumer 21% Healthcare 8% Industrial 15% Transportation 8% Building & Construction 11% Telecommunications 1% Energy 2% COLOR, ADDITIVES & INKS 2022 PRO FORMA REVENUE | $1 .3 BILLION US & Canada 52% EMEA 35% Asia 13% 34 Packaging 5% Consumer 19% Healthcare 8%Industrial 16% Transportation 10% Telecommunications 10% Energy 9% Defense 15% Building & Construction 8% END MARKET REGION SPECIALTY ENGINEERED MATERIALS Packaging 32% Consumer 27% Healthcare 8% Industrial 14% Building & Construction 5% Telecommunications 3% Energy 1% Defense 1% Asia (18% of sales) Transportation 9% 2022 PROFORMA AVIENT REGIONAL SALES Packaging 27% Consumer 14% Healthcare 5% Industrial 17% Building & Construction 10% Energy 5% Defense 8% EMEA (37% of sales)Transportation 11% Packaging 13% Consumer 24% Healthcare 12% Industrial 15% Building & Construction 13% Energy 5% Defense 5% US & Canada (40% of sales) Transportation 7% Packaging 56% Consumer 23% Healthcare 4% Industrial 7% Building & Construction 4% Telecommunications 1% LATAM (5% of sales) Transportation 5% Telecommunications 3% Telecommunications 6% 35 BY END MARKET Reconciliation of Non-GAAP Financial Measures (Unaudited) (Dollars in millions, except for per share data) Senior management uses comparisons of adjusted net income from continuing operations attributable to Avient shareholders and diluted adjusted earnings per share (EPS) from continuing operations attributable to Avient shareholders, excluding special items, to assess performance and facilitate comparability of results.
https://www.avient.com/resource-center?document_type=59&all=1
Therma-Tech™ provides thermal conductivity in automotive heat exchanger
Therma-Tech™ Thermally Conductive Formulations
Therma-Tech for ADAS Sensors and ECUs - Product Bulletin
https://www.avient.com/resources/safety-data-sheets?page=831
PP FR 8-6 LMS-1000
https://www.avient.com/sites/default/files/2022-05/AVNT May IR Presentation w Non GAAP Recs.pdf
You are advised to consult any further disclosures we make on related subjects in our reports on Form 10-Q, 8-K and 10-K that we provide to the Securities and Exchange Commission.
Whether an additional line at an existing manufacturing plant, or a new facility in a growing region, we ramp-up quickly and cost-efficiently. 43 Capex / Revenue 2022E (%) AVIENT IS ASSET LIGHT Avient Specialty Formulators Other Chemical/Specialty Companies 2 3 2 2 2 3 4 3 3 5 5 7 7 8 11 Av ie nt Av ie nt P F FU L KW R PP G R PM AV Y FM C H U N H XL EC L EM N C E AS H SC L Source: Peer data per Bloomberg market data as of April 21, 2022.
Source: Peer data per Bloomberg market data as of April 21, 2022 86 82 86 86 84 78 77 89 86 81 80 76 76 76 67 67 11 (12) Av ie nt Av ie nt P F FU L KW R PP G R PM AV Y FM C U N VR BN R H U N H XL EC L C E AS H EM N SC L AL B 12% 18% 16% 15% 15% 14% 14% 28% 28% 26% 25% 22% 21% 19% 16% 12% 9% 9% Av ie nt T od ay Av ie nt P F AV Y PP G KW R FU L R PM C E AL B FM C AS H EC L EM N H XL H U N SC L BN R U N VR Median: 21%Median: 15% 2022 EBITDA MARGINS VS.
https://www.avient.com/sites/default/files/2024-03/Luxury Closures Application Bulletin_Online.pdf
Incorporate recycled content – With Gravi-Tech REC grades you can add up to 98% recycled content.
Reduce the number of parts – By injection molding Gravi-Tech material, you will no longer need to assemble multiple parts to achieve added weight.
Evenly distribute the weight – Injection-moldable Gravi-Tech material provides consistent weight distribution across the packaging component.
https://www.avient.com/resources/safety-data-sheets?page=4042
Edgetek ET9600-5001 X7 natural
Edgetek ET9600-5001 X6 natural
PP FR 8-6 LMS-1000
https://www.avient.com/resources/safety-data-sheets?page=547
LT GREY
GREY
PP FR 8-6 LMS-1000
https://www.avient.com/sites/default/files/2020-08/silcosperse-ec-product-bulletin.pdf
PRODUCT BULLETIN 1.00E+00 1.00E+02 1.00E+04 1.00E+06 1.00E+08 1.00E+10 1.00E+12 1.00E+14 1.00E+16 1.00E+18 0 10 20 30 40 50 60 70 R e si si ti v it y /O h m Silcosperseä EC dosing percentage (%) CB HCR SWCNT HCR SWCNT LSR MWCNT HCR aceSurface Resistivity Silcosperse™ EC Electrically Conductive Additive Dispersions Silcosperse™ EC Electrically Conductive additive dispersions provide varying levels of electrical conductivity to silicone material.
The Silcosperse EC series is based on varying technologies, ranging from single wall carbon nano tubes (SWCNT) and multi-wall carbon nano tubes (MWCNT), to conventional grades of conductive carbon black (CB) in higher dosing percentages.
CB is also available as a European food regulation compliant grade. 0 10 20 30 40 50 60 70 1.00E+18 1.00E+16 1.00E+14 1.00E+12 1.00E+10 1.00E+08 1.00E+06 1.00E+04 1.00E+02 1.00E+00 INSULATIVE ANTISTAT DISSIPATIVE CONDUCTIVE KEY CHARACTERISTICS • Delivers a range of properties from anti-static through conductive • Achieves greater conductivity levels with lower loadings in single- and multi-wall nanotubes • Anti-static performance available at lower doses • Dark color options, such as browns, blues or reds, available at lower dosages in single-wall nanotubes • Suitable for peroxide- or platinum-cured silicone formulations MARKETS AND APPLICATIONS Silcosperse EC Electrically Conductive additive dispersions are found in a variety of markets, including transportation, energy, electrical & electronics, and the films & coatings industry.