https://www.avient.com/news/archives?page=45
Independent Testing Proves PolyOne Shock-Absorbing TPEs Protect Phone Cases from Impact Better Than TPUs
PolyOne Launches First-Ever TPE with Blue Jean Stain Resistance for Phone Cases
CLEVELAND – May 1, 2018 – PolyOne will invite NPE show attendees next week to “Explore the Possibilities” in a meeting center that showcases h
https://www.avient.com/sites/default/files/resources/Investor%2520Day%2520-%2520May%25202012%2520-%2520Globalization.pdf
Capital projects heavily focused on enabling
international growth
�Greenfield Color facility in India�Greenfield Color facility in India
�New TPE line in Brazil
�Joint venture with E.A.
https://www.avient.com/idea/material-cuts-delays-contact-lens-container-production
Custom TPE addresses critical issues, delivers $100,000 in annual savings
Testing showed that this TPE would not stick to the machinery or itself.
Armed with a new specialty TPE solution, the medical manufacturer handled gasket adhesion with a material that outperformed that not only silicone, but also conventional TPEs.
https://www.avient.com/idea/heighten-automotive-interior-aesthetics-and-appeal
In other words, explore what’s possible with TPEs.
Again, TPEs can help.
TPEs work to reduce costs in other ways too.
https://www.avient.com/resources/safety-data-sheets?page=4769
TPE GREEN 352U
TPE BROWN 7590U
Shipment Notification - under "Material Header" MSDS - labeled as the "Product Number" (in Section 1)
https://www.avient.com/industries/packaging/industrial-packaging/surface-protection
GLS™ TPEs - Overmolding Guide
TPEs for Home Appliances
Visit Our TPE Knowledge Center
https://www.avient.com/industries/packaging/beverage-packaging/sports-and-energy
GLS™ TPEs - Overmolding Guide
TPE for Workout Resistance Band
TPEs for Home Appliances
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Slide 1
PolyOne Corporation Page 1
PolyOne Investor Presentation
Credit Suisse Basic Materials Conference
June 25-26, 2014
PolyOne Corporation Page 2
Forward-Looking Statements
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.
S&P 500
All time high of
$42.47
June 6th, 2014
PolyOne Corporation Page 9
2006 Q1 2014 2015
“Where we were” “Where we are” Target
1) Operating Income %
Specialty:
Global Color, Additives & Inks 1.7% 13.8% 12 – 16%
Global Specialty Engineered
Materials
1.1% 11.6% 12 – 16%
Designed Structures & Solutions -- 6.5% 8 – 10%
Performance Products &
Solutions
5.5% 7.7% 9 – 12%
Distribution 2.6% 6.1% 6 – 7.5%
2) Specialty Platform % of
Operating Income
6.0% 64% 65 – 75%
3) ROIC* 5.0% 9.4% 15%
4) Adjusted EPS Growth N/A 42%
Double Digit
Expansion
Proof of Performance & 2015 Goals
*ROIC is defined as TTM adjusted OI divided by the sum of average debt and equity over a 5 quarter period
PolyOne Corporation Page 10
Bridge to $2.50 Adjusted EPS by 2015
2015 EPS: $2.50
2013 EPS: $1.31
Continued Gross Margin
Expansion
Mergers & Acquisitions
Spartech Accretion
Incremental Share Buybacks
Ongoing LSS Programs
(50-100 bps/yr)
Accelerated Innovation
& Mix Improvement
Several Levers to
Drive Growth
Mid Single Digit Revenue CAGR
PolyOne Corporation Page 11
Innovation Drives Earnings Growth
*Percentage of Specialty Platform revenue from products introduced in last five years
$20
$53
2006 2013
Research & Development
Spending
($ millions)
Specialty Platform
Vitality Index
Progression*
14.3%
30.7%
2006 2013
Specialty Platform
Gross Margin %
19.5%
43.0%
2006 2013
Specialty Vitality Index Target ≥ 35%
PolyOne Corporation Page 12
Healthcare
Consumer
Packaging and Additive Technology
Transportation
Unique and Innovative Solutions
https://www.dropbox.com/sh/dwe4t8aacvhb8ui/uD3p_bdglP/Presentation revise pics/GLS Beverage can closure XO 2.jpg
https://www.dropbox.com/sh/dwe4t8aacvhb8ui/-YgkycKypw/Anti-Counterfeiting release & images/GN1979.JPG
PolyOne Corporation Page 13
Megatrends Aligned with Key End Markets
Decreasing
Dependence
on Fossil
Fuels
Protecting
the
Environment
Improving
Health and
Wellness
Megatrend End Markets
Globalizing
and
Localizing
Health &
Wellness
Transportation
Packaging
Consumer
PolyOne Corporation Page 14
60%
100%
20%
30%
40%
50%
60%
70%
80%
90%
100%
2008 2014
Pension Funding**
As of March 31, 2014
Debt Maturities & Pension Funding – 3/31/14
Net Debt / EBITDA* = 1.9x
$48
$317
$600
$0
$100
$200
$300
$400
$500
$600
$700
$800
2015 2020 2023
Debt Maturities
As of March 31, 2014
($ millions)
Coupon Rates: 7.500% 7.375% 5.250%
** includes US-qualified pension plans only *TTM 3/31/2014
PolyOne Corporation Page 15
Free Cash Flow and Strong Balance Sheet
Fund Investment / Shareholder Return
$0.16
$0.20
$0.24
$0.32
$0.10
$0.20
$0.30
$0.40
2011 2012 2013 2014
Annual Dividend
Expanding our sales, marketing,
and technical capabilities
Targets that expand our:
• Specialty offerings
• End market presence
• Geographic footprint
• Operating Margin
Synergy opportunities
Adjacent material solutions
Repurchased 1.4 million shares in
Q1 2014
Repurchased 6.4 million
shares since April 2013
13.6 million shares are
available for
repurchase under the
current authorization
Organic
Growth
Acquisitions
Share
Repurchases
Dividends
Investing in operational and
LSS initiatives (including
synergy capture)
Manufacturing alignment
PolyOne Corporation Page 16
Formula for Success
Innovation
Market
Beating
Performance
Excellence in Execution
PolyOne Corporation Page 17
The New PolyOne: A Specialty Growth Company
Why Invest In PolyOne?
https://www.avient.com/idea-center/idea-center?all=true
TPEs vs.
Think TPEs.
More
Tier 1 Drives Savings
New material leads to cycle time improvement, reduced maintenance costs and color standardization.
https://www.avient.com/resources/safety-data-sheets?page=6204
SECCIÓN MORADO-PANTONE 0270 -4-1 (V4)
TPE BRT.
TPE LIGHT AQUA 325C