https://www.avient.com/sites/default/files/2022-05/Glucose Monitoring App Snapshot.pdf
Glucose Monitoring App Snapshot draft
MEDICAL DEVICE OEM
C O N T I N U O U S G L U C O S E
M O N I T O R I N G S Y S T E M
• Adapt to strict processing requirements of a secondary
operation put in place to manufacture a new device model
• Meet material size and thickness requirements while
achieving desired color target
• Overcome material unpredictability and sensitivity to heat,
light and moisture
• Minimize impact of supply chain instability and changes
• Offered support for processing under low
pressure conditions and at every stage of
manufacturing
• Performed extensive R&D work to
consistently deliver the customer’s color
target of a hard-to-achieve light gray
• Effectively addressed all material challenges
and sensitivities
• Provided regular ‘summaries of
understanding’ to keep up with changing
forecasts and ordering patterns
Mevopur™ Pre-color Formulation
KEY REQUIREMENTS
WHY AVIENT?
https://www.avient.com/products/polymer-colorants/solid-color-masterbatches/mevopur-custom-colors-and-formulations
https://www.avient.com/sites/default/files/resources/POL%2520IR%2520Presentation%2520-%2520Goldman%2520Sachs%2520Conference%2520w%2520nonGAAP.pdf
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.
��PolyOne Investor Presentation�Goldman Sachs 2014 US Emerging / SMID Cap Growth Conference�New York, NY�November 20, 2014��
Forward-Looking Statements
Use of Non-GAAP Measures
PolyOne Commodity to Specialty Transformation
PolyOne�At A Glance
Mix Shift Highlights Specialty Transformation
Confirmation of Our Strategy
Strategy and Execution Drive Results
Proof of Performance & 2015 Goals
32% Adjusted EPS CAGR from 2011
Innovation Drives Earnings Growth
A Rich Pipeline of Opportunity
Megatrends Aligned with Key End Markets
Debt Maturities & Pension Funding – 9/30/14
Free Cash Flow and Strong Balance Sheet �Fund Investment / Shareholder Return
PolyOne Core Values
Why Invest In PolyOne?
Non GAAP Rec - 11 5 14.pdf
Sidoti & Company non-GAAP Rec
https://www.avient.com/industries/healthcare/remote-monitoring-wearables/home-care-monitors
These devices need to be durable, lightweight, and biocompatible to ensure users’ safety and comfort.
Mevopur™ Healthcare Functional Additives
Mevopur™ Healthcare Colorants and Formulations
https://www.avient.com/industries/healthcare/drug-delivery-systems/prefilled-syringes
Mevopur™ Healthcare Functional Additives
MEVOPUR™ Needle Hub
Learn more about how Avient's medical-grade polymers, colorants and additives can enhance effectiveness and safety.
https://www.avient.com/sites/default/files/2021-10/information-systems-use-policy-final-9.1.2021.pdf
Users shall store any personal files, notes, pictures, and emails in a separate and clearly
identifiable folder labelled “PERSONAL EMAIL” or “PERSONAL FILES” such that Personal
Data is always separate and readily distinguishable within Information Systems from Avient
Data or otherwise Confidential Data.
http://polynet/ethics/Portals/23/documents/Cyber%20and%20Data%20Incident%20Response%20Policy/Cyber_Incident_Response_Policy-September%202018_EN%20-%20v1.pdf
http://polynet/ethics/Portals/23/documents/Cyber%20and%20Data%20Incident%20Response%20Policy/Cyber_Incident_Response_Policy-September%202018_EN%20-%20v1.pdf
Confidential 6 Avient IT Department
Information Systems Use Policy September 1, 2021
APPENDIX A: DEFINITIONS
In addition to those terms defined within the body of this Policy, the following definitions are
used:
“Avient Data” – includes (a) all data and information generated, stored, collected, or processed by Avient
through Information Systems; (b) all information under the control of Avient and originating from,
belonging to, or received from customers, suppliers, or third parties; (c) all data and information regarding
intellectual property of Avient; and (d) purely intra-Avient information connected to individual employees,
such as Information System usernames, passwords, and company ID.
Confidential Data” – all confidential or proprietary information, including any Avient Data, Personal
Data, and third party data accessible or stored on Information Systems.
https://www.avient.com/resource-center?document_subtype=0&document_type=59&form_id=resource_filter_form&industry=0&op=FILTER RESULTS&product_family=0&product_name=0&page=24
Technical Data Sheets
Safety Data Sheets
Safety Data Sheets
https://www.avient.com/resource-center?document_type=59&page=24
Technical Data Sheets
Safety Data Sheets
Safety Data Sheets
https://www.avient.com/resource-center?document_type=59&document_subtype=0&industry=0&product_family=0&product_name=0&op=FILTER RESULTS&form_id=resource_filter_form&page=24
Technical Data Sheets
Safety Data Sheets
Safety Data Sheets
https://www.avient.com/news/pharmapack-2025-feature-polymer-colorants-and-additives-avient-enhance-performance-and-sustainability
Avient to highlight its range of colorants and additives for medical applications at Pharmapack 2025, including its ever-expanding Mevopur™ Healthcare Colorants and Formulations, to help accelerate the development of healthcare products and mitigate the risk of non-compliance
Avient’s Mevopur™ Healthcare Colorants and Formulations, along with Mevopur™ Healthcare Functional Additives, were introduced to the market 15 years ago.
Our Mevopur portfolio is constantly growing and adapting, but what remains unchanged is our commitment to helping our customers make high-quality healthcare products,” said Volker Dickfeld, Sr.
https://www.avient.com/sites/default/files/2023-07/AVNT Q2 2023 Earnings Presentation%5B70%5D.pdf
GUIDANCE
8
15.4%
15.9%
Adjusted EBITDA Margin %
Better-than-expected margins
driven by:
• Favorable mix - strong
demand for composite
applications
• Raw material deflation
Q2 EBITDA BRIDGE
9
($ millions)
CAI:
Price / Mix 7)
Deflation 11)
SEM:
Price / Mix 2)
Deflation 6)
Net Price Benefit 26)
Wage and Energy Inflation (10)
Cost Reductions 13)
FX (2)
Q2 2023 Actual $131)
Adjusted
EBITDA
Q2 2022 Pro Forma $ 172)
Demand (68) • Demand conditions vs.
expectations:
LATAM
• Net price benefit remains greater
than wage and energy inflation
• Clariant synergies and reduced
administrative costs
Q2 2023 SEQUENTIAL SALES BY REGION
Q 2 2 0 2 3 v s .
Global Compact
• Highlights ESG Performance, including
ratings, awards, and certifications
• Features increased carbon emissions
disclosures, including Climate Change Scenario
Analysis and Scope 3 emissions data
• Outlines Sustainable Supplier Program,
designed to enable supplier evaluation &
collaboration
• Reflects Great Place To Work® culture focused
on safety, employee engagement and
advancing diversity, equity and inclusion
2022 SUSTAINABILITY REPORT
15
Avient Confidential 16
• Virtual presentation to be held
September 20, 2023
• Leadership will be conducting
an investor-focused
presentation around our
sustainable solutions portfolio
• Deep dive into how we enable
customers to achieve their
sustainability goals
SUSTAINABILITY DAY
16
…are Growing at Twice the Rate as
Conventional Products
Sustainably-Branded Products…
STAKEHOLDER INFLUENCE DRIVES DEMAND
Consumers
Are demanding
recyclability and eco-
conscious products
Governments
Are mandating changes
through legislation, taxes,
and regional accords
Brand Owners
Have committed to
ambitious goals to achieve
sustainability metrics
17
AP P EN D IX
20
Performance
Additives
16%
Pigments
12%
TiO2
Dyestuffs
2%
Polyethylene
Nylon
Polypropylene
Styrenic Block
Copolymer
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
PEER COMPARISONS
AVIENT IS ASSET LIGHT
Capex / Revenue
2023E (%)
Avient Specialty
Other Specialty /
Note: Avient reflects 2023 estimated revenue of $3,280 and estimated run-rate CAPEX of $110M.
22
3
2
3 3
4 4
3 3
4
5 5
7
8 8
FREE CASH FLOW CONVERSION
Note: Free cash flow conversion calculated as (Adjusted EBITDA – Capex) / Adjusted EBITDA.
Avient 2011 and 2018 valuations reflect trailing 12 months EBITDA at December 31 of the respective years.
24
EV / 2023E EBITDA
Historic Multiple
6.5
8.3
10.3
14.4
13.6 13.6
12.4
9.0
20.2
18.2
11.5
10.6
9.7 9.6
8.7 8.3
01
1)
01
8)
02
3)
Avient Specialty
Other Specialty /
SEGMENT DATA
U.S. & Canada
40%
37%
18%
2022 PRO FORMA SEGMENT, END MARKET AND GEOGRAPHY
GEOGRAPHY REVENUESEGMENT FINANCIALS
20%
24%
Building and
END MARKET REVENUE
$2,355M $402M
$1,300M $272M
Sales EBITDA
Specialty Engineered Materials
Color Additives and Inks
$592M$3,653M
(1)
9%
26
(1) Total company sales and adjusted EBITDA of $3,653M and $592M, respectively, include intercompany sales eliminations and corporate costs
2022 REVENUE | $2 .4 B ILL ION
34%
38%
20%
END MARKET REGION
27
34%
21%
Building &
1% Energy
2%
COLOR, ADDITIVES & INKS
2022 PRO FORMA REVENUE | $1 .3 B ILL ION
52%
35%
28
19%
8%Industrial
16%
9% Defense
Building &
END MARKET REGION
SPECIALTY ENGINEERED MATERIALS
32%
27%
14%
Building &
3%
1% Defense
1%
(18% of sales)
9%
2022 PROFORMA AVIENT REGIONAL SALES
27%
14%
17%
Building &
(37% of sales)Transportation
24%
12%
Building &
US &
Canada
(40% of sales)
7%
56%
23%
7%
Building &
1%
LATAM
(5% of sales)
3%
29
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.