https://www.avient.com/sites/default/files/2024-11/Edwards Ballistic Panel Case Study.pdf
THE IMPACT
The MPS incorporates Avient’s custom-formulated
GlasArmor ballistic panels that meet Level 3 protection
under Underwriters Laboratories (UL) 752 standards for
ballistic resistance.
https://www.avient.com/sites/default/files/resources/POL%2520IR%2520Presentation%2520-%2520Credit%2520Suisse%2520-%2520June%25202015.pdf
Factors that could cause actual results to differ materially from those implied by these forward-looking statements include, but are not limited to:
The final amount of charges resulting from the planned North American asset realignment and the Company’s ability to realize anticipated
savings and operational benefits from the asset realignment;
Our ability to achieve the strategic and other objectives relating to the acquisition of Spartech Corporation, including any expected synergies;
Our ability to successfully integrate Spartech and achieve the expected results of the acquisition, including, without limitation, the acquisition
being accretive;
Disruptions, uncertainty or volatility in the credit markets that could adversely impact the availability of credit already arranged and the availability
and cost of credit in the future;
The financial condition of our customers, including the ability of customers (especially those that may be highly leveraged and those with
inadequate liquidity) to maintain their credit availability;
The speed and extent of an economic recovery, including the recovery of the housing market;
Our ability to achieve new business gains;
The effect on foreign operations of currency fluctuations, tariffs, and other political, economic and regulatory risks;
Changes in polymer consumption growth rates in the markets where we conduct business;
Changes in global industry capacity or in the rate at which anticipated changes in industry capacity come online;
Fluctuations in raw material prices, quality and supply and in energy prices and supply;
Production outages or material costs associated with scheduled or unscheduled maintenance programs;
Unanticipated developments that could occur with respect to contingencies such as litigation and environmental matters;
An inability to achieve or delays in achieving or achievement of less than the anticipated financial benefit from initiatives related to working
capital reductions, cost reductions, employee productivity goals, and an inability to raise or sustain prices for products or services;
An inability to raise or sustain prices for products or services;
An inability to maintain appropriate relations with unions and employees;
The inability to achieve expected results from our acquisition activities;
Our ability to continue to pay cash dividends;
The amount and timing of repurchases of our common shares, if any; and
Other factors affecting our business beyond our control, including, without limitation, changes in the general economy, changes in interest rates
and changes in the rate of inflation.
The above list of factors is not exhaustive.
We undertake no obligation to publicly update forward-looking statements, whether as a result of new information, future events or otherwise.
Addressable market exceeds $40 billion
Strong 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
PolyOne Corporation Page 18
Appendix
PolyOne Corporation Page 19
$0.17
$0.22 $0.24
$0.31
$0.44 $0.46
$0.00
$0.25
$0.50
Q1'10 Q1'11 Q1'12 Q1'13 Q1'14 Q1'15
Adjusted EPS
$30
$34
$25
$30
$35
Q1 2014 Q1 2015
GCAI Operating Income
(in millions)
$18
$23
$15
$20
$25
Q1 2014 Q1 2015
GSEM Operating Income
(in millions)
Q1 2015 Financial Highlights
Global Specialty Engineered
Materials’ operating margin of
16.3% above the 2015 target
Global Color Additives and Inks’
operating margin grew to 16.2%
First quarter adjusted EPS has
grown on average 23% per year
since 2010
+26%
+11%
PolyOne Corporation Page 20
Building &
7%
Electrical &
1%
31% Textiles
7%
12% 1.7%
4.6% 5.1% 5.5%
7.2% 8.1%
9.7%
12.2%
16.2%
20%+
2006 2007 2008 2009 2010 2011 2012 2013 2014 Q1
2015
2020
Operating Income % of Sales
At a Glance
Global Color, Additives and Inks
2014 Revenues: $0.9 Billion Solutions
Expanding Profits 2014 Revenue by Industry Segment
14.7%
Platinum
Vision
36%
PolyOne Corporation Page 21
4% Building &
18%
Electrical &
16%
At a Glance
Global Specialty Engineered Materials
2014 Revenues: $0.6 Billion Solutions
2014 Revenue by Industry Segment Expanding Profits
1.1% 1.3%
3.4%
5.1%
9.6%
8.0% 8.6% 9.3%
16.3%
20%+
2006 2007 2008 2009 2010 2011 2012 2013 2014 Q1
2015
2020
Operating Income % of Sales
Platinum
Vision
12.1%
33%
19%
PolyOne Corporation Page 22
2% Building &
23%
27%
30%
96%
At a Glance
Designed Structures and Solutions
Solutions 2014 Revenues: $0.6 Billion
Expanding Profits 2014 Revenue by Industry Segment
1.4%
5.6%
7.3%
2.7%
12-14%
2012 2013 2014 Q1 2015 2020
Operating Income % of Sales
Platinum
Vision
PolyOne Corporation Page 23
Building &
33%
5% Electrical &
1%
11%
18%
16%
5.5%
6.9%
3.8% 3.6%
5.5%
4.3%
6.3%
7.2% 6.5%
2006 2007 2008 2009 2010 2011 2012 2013 2014 Q1
2015
2020
Operating Income % of Sales
At a Glance
Performance Products and Solutions
Solutions
Expanding Profits
2014 Revenues: $0.8 Billion
10-12%
Platinum
Vision
2014 Revenue by Industry Segment
7.7%
PolyOne Corporation Page 24
Building &
13%
Electrical &
23%
15%
25%
2.6%
3.0%
3.5%
4.0%
4.6%
5.6%
6.4% 5.9% 5.9%
6.5-7.5%
2006 2007 2008 2009 2010 2011 2012 2013 2014 Q1
2015
2020
Operating Income % of Sales
15%
50%
2006 Q1 2015
At a Glance
Distribution
Key Suppliers 2014 Revenues: $1.1 Billion
ROIC Expanding Profits
6.1%
Platinum
Vision
http://www.polyone.com/Pages/VariationRoot.aspx
PolyOne Corporation Page 25
2 lbs Plastic
=
3 lbs aluminum
or
8 lbs steel
or
27 lbs glass
33% less material by weight
than aluminum
75% less material by weight
than steel
93% less material by weight
than glass
Requires 91% less energy to
recycle a pound of plastic versus
a pound of paper
Source: SPI: Sustainability and the Plastics Industry
Plastics: Key to Future Sustainable Development
PolyOne Corporation Page 26
Commitment to Operational Excellence
81%
93%
2006 2014
16.2%
9.9%
2006 2014
On-Time Delivery
Working Capital % of Sales
5%
43%
2006 2014
Percent of Associates Trained in LSS
Four consecutive years – CFO Magazine
Best Working Capital Management in the
chemical industry
World’s Best Business
Process Excellence
Program in 2012*
103 trained Black Belts
247 trained Green Belts
127 trained Kaizen Leaders
World’s Best Start-up
Program for Lean Six Sigma
Deployment in 2009*
*Both awards received from International Quality and Productivity Center
PolyOne Corporation Page 27
Application Examples
PolyOne Corporation Page 28
$1.5 billion attractive, growing market
Additives improve performance and reduce cost
through light-weighting, reduced waste, faster
cycle times, and extended shelf life of finished
product
Aligned with megatrend of protecting the
environment:
Sustainability benefits include lower
package weight and improved recyclability
of package at end of use
Market Opportunity
Leading Global Supplier of Additives In Growing PET Market
Shelf-life extension
Greater product
consistency
Recyclability and
reduced carbon
footprint
Color and Special
Effects
Weight reduction
Enhanced product
aesthetics
High heat resistance
PET Bottling Technology
0.0
10.0
20.0
30.0
40.0
50.0
60.0
70.0
2009 2014 2019
Asia Pacific North America
Latin America Western Europe
Eastern Europe Middle East and Africa
Global PET Packaging Growth 2009-2019
Source: Euromonitor retail off-trade consumption (PET bottles & jars, home care, personal care,
food & non-alcoholic beverages)
B
ill
io
n
un
its
5% CAGR
PolyOne Corporation Page 29
• Includes formulation and
consultative services to assist
manufacturers and brand owners in
positively identifying their finished
goods
• Protects brand equity & consumer
welfare
• Reduces exposure to unwarranted
recall expenses
• Secures supply chain integrity –
support for safe expansion into new
geographies
Authentication Technology
PolyOne Corporation Page 30
• Color harmonization across
15 unique color-and-polymer
combinations
• Eliminated need for multiple pre-
colored materials
• Reduced Land Rover’s working
capital
2015 Range Rover Evoque Interior
PolyOne Corporation Page 31
• Reduced health and
environmental impact
• System cost reduction
• Radiation-shielding
performance
• Parts consolidation
• Design freedom
CT Scanner
PolyOne Corporation Page 32
Metal Replacement Solutions
• Replaces metal in LED lighting
• Extends LED durability and life
span eliminating hot spots
• Greater design flexibility with
fewer parts
• Weight reduction
• Simplifies manufacturing and
lowers total production cost
PolyOne Corporation Page 33
Next Generation Solar Charger
• Ginkgo Solar Tree charger utilizing our
unique reSound™ material
• reSound™ is a durable material
consisting of 50% bio-derived plastic
and 50% traditional petroleum-based
plastic
• Use of reSound™ reduced the carbon
footprint for this product by 35%
• reSound™ Is classified as a PolyOne
Sustainable SolutionSM PolyOne
Sustainable
SolutionSM
PolyOne Corporation Page 34
High-Barrier Packaging Containers
• Capability to extrude up to 13
layers
• Strong oxygen and moisture
vapor transmission protection
• Can be made symmetrical or
asymmetrical to meet
customized needs of broad
variety of applications
• Barrier protection and superior
organoleptic properties
PolyOne Corporation Page 35
Aerospace Applications
• Leading provider of specialty materials
for the aerospace industry
• Typical applications
Mil-spec aircraft windows, canopies,
windscreens, instrument panels,
wingtip lenses
Interior – gallery furnishings, tray
tables, arm rests, trim strips, joint/edge
coverings
• Benefits:
High impact strength
Resistant to UV rays
Flame and smoke compliance
Easy to clean with aggressive cleaners;
anti-microbial grades available
Range of sizes, thicknesses, colors, etc.
https://www.avient.com/sites/default/files/2023-07/AVNT Q2 2023 Earnings Press Release%5B43%5D.pdf
I’m pleased with how well we have executed through the first half of the year despite persistent
demand weakness and customer inventory destocking,” said Mr.
We are looking forward to sharing how and where our material science is helping
customers achieve their sustainability goals and the megatrends that are underpinning the future
growth of our sustainable solutions portfolio.”
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4
About Avient
Avient Corporation (NYSE: AVNT) provides specialized and sustainable material solutions that
transform customer challenges into opportunities, bringing new products to life for a better world.
https://www.avient.com/sites/default/files/2021-04/avnt-fourth-quarter-2020-news-release.pdf
Customer collaboration and feedback has
been extremely positive, and cultural integration has been excellent, as evidenced by the
employee engagement scores that clearly reflect Avient is a great place to work.
We held our priorities firm by keeping health and safety first,
providing world-class service to our customers, and utilizing our unique position to aid in
recovery efforts as an essential supplier throughout the world.”
2021 Outlook
Commenting on the Company’s 2021 outlook, Mr.
About Avient
Avient Corporation (NYSE: AVNT), with 2020 pro forma revenues of $3.8 billion, provides
specialized and sustainable material solutions that transform customer challenges into
opportunities, bringing new products to life for a better world.
https://www.avient.com/sites/default/files/2021-10/avnt-q3-2021-news-release.pdf
The company noted customer demand for its products continues to be robust across all end
markets and regions, as revenue increased 32% to $1.2 billion in the third quarter and adjusted
EPS increased 52% to $0.70.
I’m very proud of our performance and our associates
who continue to take care of each other and our customers.”
About Avient
Avient Corporation (NYSE: AVNT), with expected 2021 revenues of $4.75 billion, provides
specialized and sustainable material solutions that transform customer challenges into
opportunities, bringing new products to life for a better world.
https://www.avient.com/sites/default/files/2024-08/AVNT Second Quarter Earnings Press Release.pdf
As we look to the second half, we expect growth momentum to continue with our teams
focused on providing innovative materials and processing solutions to solve our customers'
challenges to enable a sustainable world.
Sustainability is a responsibility we
have to all of our stakeholders, and it is a growth driver for our company as we enable our
customers to achieve their sustainability goals, ultimately creating value for our shareholders,"
explained Ms.
About Avient
Avient Corporation (NYSE: AVNT) provides specialized and sustainable materials solutions that
transform customer challenges into opportunities, bringing new products to life for a better
world.
https://www.avient.com/sites/default/files/2024-03/Terms and Conditions of Sale for the United Arab Emirates.pdf
Seller may,
during any period of shortage due to any cause, prorate, and allocate its
supply of such materials among itself for its own consumption, its
subsidiaries, affiliated companies, its accepted orders, contract customers,
and its regular customers not then under contract in such a manner as may
be deemed fair and reasonable by Seller.
During periods when demand for Product
exceeds Seller’s capability to supply, whether due to a force majeure or
otherwise, Seller may distribute Product among itself for its own uses,
Buyer, and other customers, in such manner as Seller deems fair and
practicable.
Buyer shall disseminate such information so as to give warning
of possible hazards to persons whom Buyer can reasonably foresee may
receive exposure to such hazards, including, but not limited to, Buyer’s
employees, agents, contractors and customers.
https://www.avient.com/sites/default/files/2024-03/Terms and Conditions of Sale for Slovakia.pdf
Seller may,
during any period of shortage due to any cause, prorate,
and allocate its supply of such materials among itself for
its own consumption, its subsidiaries, affiliated companies,
its accepted orders, contract customers, and its regular
customers not then under contract in such a manner as may
be deemed fair and reasonable by Seller.
During periods when demand for
Product exceeds Seller’s capability to supply, whether due
to a force majeure or otherwise, Seller may distribute
Product among itself for its own uses, Buyer, and other
customers, in such manner as Seller deems fair and
practicable.
Buyer shall disseminate such information so as to
give warning of possible hazards to persons whom Buyer
can reasonably foresee may receive exposure to such
hazards, including, but not limited to, Buyer’s employees,
agents, contractors and customers.
https://www.avient.com/sites/default/files/2024-03/Terms and Conditions of Sale for Pakistan.pdf
Seller may, during any period of shortage due to any
cause, prorate, and allocate its supply of such materials among itself
for its own consumption, its subsidiaries, affiliated companies, its
accepted orders, contract customers, and its regular customers not
then under contract in such a manner as may be deemed fair and
reasonable by Seller.
During periods when demand for Product
exceeds Seller’s capability to supply, whether due to a force
majeure or otherwise, Seller may distribute Product among itself for
its own uses, Buyer, and other customers, in such manner as Seller
deems fair and practicable.
If required to
enable any competent authority or agency to verify compliance with
Trade Control Laws, Buyer shall, if so requested by Seller, promptly
provide Seller with all information pertaining to the particular end
customer, the particular destination and the particular intended use
of the Products and any other relevant information with regard to
existing Trade Control Laws.
https://www.avient.com/sites/default/files/2024-12/Terms and Conditions of Sale for Spain.pdf
Seller may, during any period of
shortage due to any cause, prorate, and allocate its supply
of such materials among itself for its own consumption, its
subsidiaries, affiliated companies, its accepted orders,
contract customers, and its regular customers not then
under contract in such a manner as may be deemed fair and
reasonable by Seller.
During periods when demand for
Product exceeds Seller’s capability to supply, whether due
to a force majeure or otherwise, Seller may distribute
Product among itself for its own uses, Buyer, and other
customers, in such manner as Seller deems fair and
practicable.
Buyer shall disseminate such information so as to
give warning of possible hazards to persons whom Buyer
can reasonably foresee may receive exposure to such
hazards, including, but not limited to, Buyer’s employees,
agents, contractors and customers.