Complēt™ PKE Formulations Complēt™ PKE Formulations Long Hybrid Reinforcement

Complēt™ PKE Formulations Complēt™ PKE Formulations Long Hybrid Reinforcement

Complēt™ PKE Formulations Complēt™ PKE Formulations Long Hybrid Reinforcement

Complēt™ PKE Formulations Complēt™ PKE Formulations Long Hybrid Reinforcement

Complēt™ PKE Formulations Complēt™ PKE Formulations Long Hybrid Reinforcement

Complēt™ PKE Formulations Complēt™ PKE Formulations Long Hybrid Reinforcement

Complēt™ PKE Formulations Complēt™ PKE Formulations Long Hybrid Reinforcement

Complēt™ PKE Formulations Complēt™ PKE Formulations Long Hybrid Reinforcement

An entity that is not a Party to these Clauses may, with the agreement of the Parties, accede to these Clauses at any time, either as a data exporter or as a data importer, by completing the Appendix and signing Annex I.A. Once it has completed the Appendix and signed Annex I.A, the acceding entity shall become a Party to these Clauses and have the rights and obligations of a data exporter or data importer in accordance with its designation in Annex I.A. c. An entity that is not a Party to these Clauses may, with the agreement of the Parties, accede to these Clauses at any time, either as a data exporter or as a data importer, by completing the Appendix and signing Annex I.A. e.

Garratt Senior Vice President, President of Performance Products & Solutions John Midea Senior Vice President, Global Operations & Process Improvement Mark Crist Senior Vice President, President of PolyOne Distribution Cathy Dodd Vice President, Marketing Chris Murphy Vice President, Research & Development, Chief Innovation Officer Kurt Schuering Vice President, Global Key Account Management The Leaders Behind the Team PolyOne Corporation Page 8 Commodity to Specialty Transformation • Volume driven, commodity producer • Heavily tied to cyclical end markets • Performance largely dependent on non- controlling joint ventures 2000-2005 2006 - 2009 2010 – 2014 2015 and beyond • Steve Newlin appointed, Chairman, President and CEO • New leadership team appointed • Implementation of four pillar strategy • Focus on value based selling, investment in commercial resources and innovation to drive transformation • Substantial EPS growth from $0.13 to all-time high of $1.80 • Shift to faster growing, high margin, less cyclical end markets • Key acquisitions propel current and future growth, as well as margin expansion • Specialty mix expands to 65% of Operating Income – strongest mix of earnings in history • Accelerating growth • Deliver consistent double digit annual EPS growth • Maintain >35% vitality index • Pursue strategic acquisitions that expand specialty offerings and geographic breadth • Invest and grow current and next generation talent PolyOne Corporation Page 9 2006 2014 “Where we were” “Where we are” Operating Income % Specialty: Global Color, Additives & Inks 1.7% 14.7% Global Specialty Engineered Materials 1.1% 12.1% Designed Structures & Solutions 1.4%(2012) 7.3% Performance Products & Solutions 5.5% 7.7% Distribution 2.6% 6.1% Specialty Platform % of Operating Income 6.0% 65% ROIC 5.0% 11.3% Adjusted EPS Growth N/A 37% Proof of Performance PolyOne Corporation Page 10 2% 34% 43% 62% 65% 0% 20% 40% 60% 80% 100% 2005 2008 2010 2013 2014 % o f O pe ra tin g In co m e* JV's Performance Products & Solutions Distribution Specialty Old PolyOne Mix Shift Highlights Specialty Transformation New PolyOne Transformation Specialty OI $5M $46M $87M $195M $242M *Operating Income excludes corporate charges and special items PolyOne Corporation Page 11 2014 2015 Target “Where we are” (Est. in 2012) Operating Income % Specialty: Global Color, Additives & Inks 14.7% 12 – 16% Global Specialty Engineered Materials 12.1% 12 – 16% Designed Structures & Solutions 7.3% 8 – 10% Performance Products & Solutions 7.7% 9 – 12% Distribution 6.1% 6 – 7.5% Specialty Platform % of Operating Income 65% 65 – 75% ROIC 11.3% 15% Adjusted EPS Growth 37% Double Digit Expansion Proof of Performance PolyOne Corporation Page 12 • Sold non-core resin assets – EPS dilutive • Completed acquisition of Spartech • Housing starts below 1.25 million units Single family units 30% below expectations • Longstanding weakness in Europe, and decline in Euro Successfully Navigating Change Since 2012 PolyOne Corporation Page 13 -100% 0% 100% 200% 300% 400% 500% 600% POL S&P 500 Strategy and Execution Drive Results $0.12 $0.27 $0.21 $0.13 $0.68 $0.82 $1.00 $1.31 $1.80 '06 '07 '08 '09 '10 '11 '12 '13 '14 ‘06-‘14 Adjusted EPS CAGR = 40% Adjusted EPS Share Price vs. S&P 500 -100% 0% 100% 200% 300% 400% 500% 600% POL S&P 500 PolyOne Corporation Page 85 Formula for Success Innovation Market Beating Performance Excellence in Execution PolyOne Corporation Page 86 Track Record of Successful Acquisitions $12 $50 2007 2014 $22 $39 2012 2014 $24 $69 2012 2014 GLS ColorMatrix Spartech OI in $ millions PolyOne Corporation Page 87 Driving Toward Premier Profitability EBIT Margins for top tier companies Victrex 41% 18% Albemarle Eastman 17% Hexcel 17% FMC 16% Ecolab 14% 12% Specialty EBIT Margin – 2014 IFF 19% Celanese 13% PolyOne Corporation Page 88 2006 2014 2020 “Where we were” “Where we are” Platinum Vision Operating Income % Specialty: Global Color, Additives & Inks 1.7% 14.7% 20%+ Global Specialty Engineered Materials 1.1% 12.1% 20%+ Designed Structures & Solutions 1.4%(2012) 7.3% 12 – 14% Performance Products & Solutions 5.5% 7.7% 10 – 12% Distribution 2.6% 6.1% 6.5 – 7.5% Specialty Platform % of Operating Income 6.0% 65% 80%+ ROIC 5.0% 11.3% 15% Adjusted EPS Growth N/A 37% Double Digit Expansion 2020 Platinum Vision PolyOne Corporation Page 89 Platinum Vision: Pathway to Accelerated Growth Organic Sales Growth Margin Expansion Share Repurchases Acquisitions PolyOne Corporation Page 90 2006 2010 2014 2020 Driving Toward a Premium Specialty Multiple 6x 4x Commodity POL 8x Hybrid 10x 14x+ Mid-Tier Specialty Premium Specialty M ul tip le POL POL POL PolyOne Corporation Page 91 The New PolyOne: A Specialty Growth Company Why Invest In PolyOne?