https://www.avient.com/sites/default/files/2020-10/2019-avient-sustainability-report.pdf
Gyor, Hungary 8.
Santa Clara, Mexico 8.
Shanghai, China 38.
https://www.avient.com/news/polyone-‘driving’-advanced-polymer-solutions-future-vehicles-piae-2019
April 3, 2019
MANNHEIM, Germany – April 3, 2019 – This week at the Plastics in Automotive Engineering (PIAE) congress, PolyOne is presenting its deep portfolio of advanced polymers, colorants, and additives that help automotive manufacturers keep pace with changes in technology and consumer demand.
Color Changing Effects
OnColor™ concentrates for transparent polycarbonate create chameleon-like color changing effects for electric vehicle interiors.
https://www.avient.com/sites/default/files/2023-01/AVNT Dec 2022 Earnings Presentation.pdf
WHAT WE DO: MATERIAL SCIENCE 4 CUSTOM FORMULATION SUSTAINABILITY FOR A BETTER TOMORROW Revenue From Sustainable Solutions* 2016-2021 $310 205 140 80 75 45 40 20 $915M2021 Sales ($ in millions) *Avient Sustainable Solutions definitions aligned with FTC 2012 Guide for the Use of Environmental Marketing Claims (“Green Guides”) **2020 is Pro Forma to include full year of the Clariant Color business Future Growth Revenue Assumptions From Sustainable Solutions: 8 - 12% 5 Key Updates • Provided progress on 2030 Sustainability Goals • Emphasized commitment to U.N.
OPS) 21 Sales Adjusted EBITDA $818 $823 2021 2022 + 1% Adjusted EPS + 8% - 3% (in millions) (in millions) (+ 9% excluding FX) (+ 18% excluding FX) (+ 5% excluding FX) Q3 EBITDA BRIDGE (PRO FORMA TOTAL COMPANY) 22 Price increases more than offset raw material and supply chain impacts $ millions CAI: Price / Mix 68 Inflation (44) SEM: Price / Mix 41 Inflation (26) Net Price Benefit 39 Wage and Energy Inflation (14) Clariant Color Integration Synergies 6 Incentives, Other Employee Costs 14 FX (11) Q3 2022 $137 Adjusted EBITDA Q3 2021 $ 142 Demand (39) Q3 2022 SEGMENT PERFORMANCE 23 CAI $587 $566 Sales ($ in millions) $93 $93 EBITDA SEM Pro Forma $326 $319 Sales $70 $62 EBITDA (+ 4% excluding FX) - 4% - 2% (+ 5% excluding FX) Flat (+ 7% excluding FX) - 11% (- 7% excluding FX) $500 $585 Cont.
Sales EBITDA Specialty Engineered Materials Color Additives and Inks $585M$3,635M (1) Transportation 9% Healthcare 8% 29 C O L O R , A D D I T I V E S & I N K S 2022 REVENUE | $2 .3 B ILL ION US & Canada 35% EMEA 40% Asia 20% Latin America 5% END MARKET REGION 30 Packaging 33% Consumer 22% Healthcare 9% Industrial 15% Transportation 8% Building & Construction 11% Telecommunications 1% Energy 1% Figures represent 2022 full year estimates S P E C I A LT Y E N G I N E E R E D M AT E R I A L S 2022 PRO FORMA REVENUE | $1 .3 B ILL ION END MARKET US & Canada 50% EMEA 35% Asia 15% REGION 31 Figures represent 2022 full year estimates Packaging 5% Consumer 19% Healthcare 8%Industrial 16% Transportation 10% Telecommunications 10% Energy 9% Defense 15% Building & Construction 8% Packaging 31% Consumer 28% Healthcare 8% Industrial 13% Building & Construction 5% Telecommunications 3% Energy 2% Defense 1% Asia (20% of sales) Transportation 9% 2022 PROFORMA AVIENT REGIONAL SALES BY END MARKET Packaging 29% Consumer 13% Healthcare 5% Industrial 17% Building & Construction 11% Energy 5% Defense 7% EMEA (35% of sales) Transportation 10% Packaging 14% Consumer 23% Healthcare 11% Industrial 15% Building & Construction 12% Energy 5% Defense 7% US & Canada (40% of sales) Transportation 7% Packaging 49% Consumer 22% Healthcare 8% Industrial 9% Building & Construction 6% Telecommunications 1% LATAM (5% of sales) Transportation 5% Telecommunications 3%Telecommunications 6% Figures represent 2022 full year estimates32
https://www.avient.com/sites/default/files/2025-01/AVNT Dec 2022 Earnings Presentation Updated.pdf
WHAT WE DO: MATERIAL SCIENCE 4 CUSTOM FORMULATION SUSTAINABILITY FOR A BETTER TOMORROW Revenue From Sustainable Solutions* 2016-2021 $310 205 140 80 75 45 40 20 $915M2021 Sales ($ in millions) *Avient Sustainable Solutions definitions aligned with FTC 2012 Guide for the Use of Environmental Marketing Claims (“Green Guides”) **2020 is Pro Forma to include full year of the Clariant Color business Future Growth Revenue Assumptions From Sustainable Solutions: 8 - 12% 5 Key Updates • Provided progress on 2030 Sustainability Goals • Emphasized commitment to U.N.
OPS) 21 Sales Adjusted EBITDA $818 $823 2021 2022 + 1% Adjusted EPS + 8% - 3% (in millions) (in millions) (+ 9% excluding FX) (+ 18% excluding FX) (+ 5% excluding FX) Q3 EBITDA BRIDGE (PRO FORMA TOTAL COMPANY) 22 Price increases more than offset raw material and supply chain impacts $ millions CAI: 68Price / Mix (44)Inflation SEM: 41Price / Mix (26)Inflation 39Net Price Benefit (14)Wage and Energy Inflation 6Clariant Color Integration Synergies 14Incentives, Other Employee Costs (11)FX $137 Q3 2022 Adjusted EBITDA $ 142Q3 2021 (39)Demand Q3 2022 SEGMENT PERFORMANCE 23 CAI $587 $566 Sales ($ in millions) $93 $93 EBITDA SEM Pro Forma $326 $319 Sales $70 $62 EBITDA (+ 4% excluding FX) - 4% - 2% (+ 5% excluding FX) Flat (+ 7% excluding FX) - 11% (- 7% excluding FX) $500 $585 Cont.
Sales EBITDA Specialty Engineered Materials Color Additives and Inks $585M$3,635M (1) Transportation 9% Healthcare 8% 29 C O L O R , A D D I T I V E S & I N K S 2022 REVENUE | $2 .3 B ILL ION US & Canada 35% EMEA 40% Asia 20% Latin America 5% END MARKET REGION 30 Packaging 33% Consumer 22% Healthcare 9% Industrial 15% Transportation 8% Building & Construction 11% Telecommunications 1% Energy 1% Figures represent 2022 full year estimates S P E C I A LT Y E N G I N E E R E D M AT E R I A L S 2022 PRO FORMA REVENUE | $1 .3 B ILL ION END MARKET US & Canada 50% EMEA 35% Asia 15% REGION 31 Figures represent 2022 full year estimates Packaging 5% Consumer 19% Healthcare 8%Industrial 16% Transportation 10% Telecommunications 10% Energy 9% Defense 15% Building & Construction 8% Packaging 31% Consumer 28% Healthcare 8% Industrial 13% Building & Construction 5% Telecommunications 3% Energy 2% Defense 1% Asia (20% of sales) Transportation 9% 2022 PROFORMA AVIENT REGIONAL SALES BY END MARKET Packaging 29% Consumer 13% Healthcare 5% Industrial 17% Building & Construction 11% Energy 5% Defense 7% EMEA (35% of sales) Transportation 10% Packaging 14% Consumer 23% Healthcare 11% Industrial 15% Building & Construction 12% Energy 5% Defense 7% US & Canada (40% of sales) Transportation 7% Packaging 49% Consumer 22% Healthcare 8% Industrial 9% Building & Construction 6% Telecommunications 1% LATAM (5% of sales) Transportation 5% Telecommunications 3%Telecommunications 6% Figures represent 2022 full year estimates32
https://www.avient.com/sites/default/files/2023-02/AVNT Q4 2022 Earnings Presentation.pdf
Microsoft PowerPoint - AVNT Q4 2022 Earnings Presentation AVIENT CORPORATION F O U R T H Q U A R T E R 2 0 2 2 R E S U L T S A N D 2 0 2 3 F I N A N C I A L G U I D A N C E (NYSE: AVNT) F E B R U A RY 1 5 , 2 0 2 3 DISCLAIMER Forward-Looking Statements Certain statements contained in or incorporated by reference into this presentation constitute “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995.
GUIDANCE (TOTAL COMPANY PRO FORMA) 3 $100 $107 Guidance Pro Forma $0.33 $0.42 Guidance Pro Forma Adjusted EBITDA Adjusted EPS (in millions) $200 $293 Guidance Actual Free Cash Flow (in millions) FY 2022 VS.
Avient 2011 and 2018 valuations reflect trailing 12 months EBITDA at December 31 of the respective years. 29 EV / 2023E EBITDA Historic Multiple 6.5 8.3 10.0 15.6 13.9 13.7 12.8 9.5 18.0 17.5 12.3 10.2 9.7 8.8 8.4 5.9 A vi en t (2 01 1) A vi en t (2 01 8) A vi en t K W R P P G R P M A V Y F U L H X L E C L F M C A S H S C L H U N E M N C E 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 (1) Total company adjusted EBITDA of $592M includes corporate costs $2,355M $402M $1,300M $272M Sales EBITDA Specialty Engineered Materials Color Additives and Inks $592M$3,653M (1) Transportation 9% Healthcare 8% 31 C O L O R , A D D I T I V E S & I N K S 2022 REVENUE | $2 .4 B ILL ION US & Canada 34% EMEA 38% Asia 20% Latin America 8% END MARKET REGION 32 Packaging 34% Consumer 21% Healthcare 8% Industrial 15% Transportation 8% Building & Construction 11% Telecommunications 1% Energy 2% S P E C I A LT Y E N G I N E E R E D M AT E R I A L S 2022 PRO FORMA REVENUE | $1 .3 B ILL ION END MARKET US & Canada 52% EMEA 35% Asia 13% REGION 33 Packaging 5% Consumer 19% Healthcare 8%Industrial 16% Transportation 10% Telecommunications 10% Energy 9% Defense 15% Building & Construction 8% 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 BY END MARKET 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% 34 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/news/avient-launches-resound-r-recycled-content-portfolios-north-america-and-asia
Launching today are reSound R VX TPEs, reSound R ND polyamides, and reSound R PC polycarbonates.
Recycled-content polycarbonates
For the Asia market, Avient now offers reSound R PC, a range of polycarbonates with glass filler levels from 10 to 30 percent and recycled content ranging from 25 to 75 percent.
https://www.avient.com/sites/default/files/2022-03/CESA Light Product Selector Guide.pdf
CESA LIGHT – STANDARD OFFERINGS POLYMER FAMILY MATERIAL PRODUCT NAME PRODUCT TYPE DOSAGE Polyolefin PEA0820040 CESA Light PEA0820040 Stabilizer/Absorber 0.5–1.2% Polyolefin PRAN698456 CESA Light 7102 Stabilizer 1–4% HOPP PPA0820048 CESA Light PPA0820048 Stabilizer/Absorber 1–2% HOPP PPAN698522 CESA Light 7225 Stabilizer 1–4% Nylon ABA0820033 CESA Light ABA0820033 Stabilizer/Absorber 0.6–1.4% Nylon ABAN698415 CESA Light 1574 Stabilizer 1–2% Polyester FPA0687372 Hiformer™ Blocker (liquid) Absorber to 390 nm 0.05–0.10% Polyester NBA0820025 CESA Light NBA0820025 Absorber 0.5–2% Polycarbonate NCA0820016 CESA Light NCA0820016 Stabilizer/Absorber 0.75–3% Polycarbonate NCA0820017 CESA Light NCA0820017 Absorber 1–5% TPU RUA0820018 CESA Light RUA0820018 Absorber 2–4% TPU RUA0820030 CESA Light RUA0820030 Stabilizer/Absorber 2–4% Styrenic SLA0820013 CESA Light SLA0820013 Stabilizer/Absorber 1–3% Styrenic SLA0820012 CESA Light SLA0820012 Stabilizer 1.5–5% CESA Light additives can be used in combination with other CESA masterbatches, and formulations can be customized for most applications.
https://www.avient.com/sites/default/files/2020-08/thermoset-composites-tri-fold-product-selection-guide.pdf
TENSILE STRENGTH ksi (MPa) TENSILE MODULUS Msi (GPa) FLEXURAL STRENGTH ksi (MPa) FLEXURAL MODULUS Msi (GPa) COMPRESSIVE STRENGTH ksi (MPa) DENSITY lb/in3 (g/cm3) GLASS % ASTM Standard ASTM D3916/D638 ASTM D3916/D638 ASTM D4476/D790 ASTM D4476/D790 ASTM D695 ASTM D792 ASTM D2584 Glass Fiber Reinforced 110-150 (750-1000) 5.5-7.0 (38-48) 100-130 (700-900) 5.5-6.5 (38-45) 60-110 (415-750) .068-.073 (1.9-2.0) 65-75 Carbon Fiber Reinforced 405 (2800) 24 (165) 180 (1200) 21 (145) 150 (1000) 0.058 (1.6) 75 Multiaxial Glass Reinforced 45-60 (310-415) 2.6-3.5 (18-24) 65 (450) 2.1-2.7 (15-19) 40 (275) 0.066 (1.8) 45-55 STANDARD SIZES http://www.polyone.com/content/product-selection-help-form CONTINUOUS FILAMENT WOUND PROFILES This table represents examples of common continuous filament wound profile sizes.
https://www.avient.com/products/fiber-line-engineered-fiber-solutions/fiber-line-engineered-fiber-products/industrial-fabric-yarn
Available flat or twisted
Material can be "rolled flat" to mitigate false twist
https://www.avient.com/sites/default/files/2021-03/avient-march-ir-fermium_0.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.
WHY AVIENT WINS Deep Customer Relationships & Application Know-How Superior Design Capabilities & Advanced Analytics Global Footprint Strategically Aligned to Serve Customers We iterate fast and often. 38 22 9 34 • U.S. and Canada • Latin America • Europe, Middle East & Africa • Asia We produce locally, serve globally.
Whether an additional line at an existing manufacturing plant, or a new facility in a growing region, we ramp-up quickly and cost-efficiently. 24 Capex / Revenue 2021E (%) AVIENT IS ASSET LIGHT Avient Specialty Formulators Other Chemical/Specialty Companies 2 3 2 2 3 3 3 4 3 3 4 4 4 5 5 5 5 7 7 8 23 A vi en t A vi en t (E xc l.