https://www.avient.com/sites/default/files/2024-08/Avient Q2 2024 Earnings Call Presentation.pdf
Factors that could cause actual results to differ materially from those implied by these forward-looking statements include, but are not limited to:
• 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 effect on foreign operations of currency fluctuations, tariffs and other political, economic and regulatory risks;
• Disruptions or inefficiencies in our supply chain, logistics, or operations;
• Changes in laws and regulations in jurisdictions where we conduct business, including with respect to plastics and climate change;
• Fluctuations in raw material prices, quality and supply, and in energy prices and supply;
• Demand for our products and services;
• 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;
• Our ability to pay regular quarterly cash dividends and the amounts and timing of any future dividends;
• Information systems failures and cyberattacks;
• Amounts for cash and non-cash charges related to restructuring plans that may differ from original estimates, including because of timing changes associated with the underlying actions;
• Our ability to achieve strategic objectives and successfully integrate acquisitions, including the implementation of a cloud-based enterprise resource planning system, S/4HANA;
• Other factors affecting our business beyond our control, including without limitation, changes in the general economy, changes in interest rates, changes in the rate of inflation, geopolitical conflicts and any recessionary conditions; and
• Other factors described in our Annual Report on Form 10-K for the year ended December 31, 2023 under Item 1A, “Risk Factors.”
Further, as a result of Avient's portfolio shift to a pure play specialty formulator, it has completed several
acquisitions and divestitures which have resulted in a significant amount of intangible asset amortization.
https://www.avient.com/sites/default/files/2021-04/maxxam-polyolefins-formualtions-case-study.pdf
CASE STUDY: MAXXAM™ POLYOLEFIN FORMULATIONS
NEW MATERIAL
FOR PRECISELY
ENGINEERED VEHICLE
Challe
nge Accepted.
Christoph Wallner (Unit
Head, DENSO Europe), throughout the challenging
development and fine tuning of the formulation.
Avient engineered a new customized formulation for the
part, which provided both the processability required
for extremely short cycle injection-compression
molding, as well as including an additive to stabilize
the material when in contact with copper.
https://www.avient.com/investor-center/news/polyone-announces-second-quarter-2016-results
Our focus on specialty applications and executing our four-pillar strategy have been the driving force behind
Factors that could cause actual results to differ materially from those implied by these forward-looking statements include, but are not limited to: our ability to realize anticipated savings and operational benefits from the realignment of assets, including the closure of manufacturing facilities; the timing of closings and shifts of production to new facilities related to asset realignments and any unforeseen loss of customers and/or disruptions of service or quality caused by such closings and/or production shifts; separation and severance amounts that differ from original estimates; amounts for non-cash charges related to asset write-offs and accelerated depreciation realignments of property, plant and equipment, that differ from original estimates; our ability to identify and evaluate acquisition targets and consummate acquisitions; the ability to successfully integrate acquired businesses into our operations, such as Gordon Composites and Polystrand, including whether such businesses will be accretive, retain the management teams of acquired businesses, and retain relationships with customers of acquired businesses; 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 and laws and regulations regarding the disposal of plastic in jurisdictions 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 and employee productivity goals; an inability to raise or sustain prices for products or services; an inability to maintain appropriate relations with unions and employees; 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.
https://www.avient.com/investor-center/news/avient-announces-record-second-quarter-2021-results-increases-full-year-guidance
The company cited robust demand across all end markets, particularly in consumer applications (up 67%) as revenue increased 42% to
Factors that could cause actual results to differ materially from those implied by these forward-looking statements include 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 effect on foreign operations of currency fluctuations, tariffs and other political, economic and regulatory risks; the current and potential future impact of the COVID-19 pandemic on our business, results of operations, financial position or cash flows including without any limitation, any supply chain and logistics issues; our ability to achieve the strategic and other objectives relating to the acquisition of Clariant's Masterbatch business, including any expected synergies; changes in polymer consumption growth rates and laws and regulations regarding plastics in jurisdictions where we conduct business; 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 the anticipated financial benefit from initiatives related to acquisition and integration working capital reductions, cost reductions and employee productivity goals; our ability to pay regular quarterly cash dividends and the amounts and timing of any future dividends; information systems failures and cyberattacks; our ability to consummate and successfully integrate acquisitions; and amounts for cash and non-cash charges related to restructuring plans that may differ from original estimates, including because of timing changes associated with the underlying actions.
https://www.avient.com/sites/default/files/2025-02/Avient Investor Presentation - February 2025_w_Non-GAAP.pdf
Factors that could cause actual results to differ materially from those implied by these forward-looking statements include, but are not limited to:
• 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 effect on foreign operations of currency fluctuations, tariffs and other political, economic and regulatory risks;
• disruptions or inefficiencies in our supply chain, logistics, or operations;
• changes in laws and regulations in jurisdictions where we conduct business, including with respect to plastics and climate change;
• fluctuations in raw material prices, quality and supply, and in energy prices and supply;
• demand for our products and services;
• 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;
• our ability to pay regular quarterly cash dividends and the amounts and timing of any future dividends;
• information systems failures and cyberattacks;
• our ability to service our indebtedness and restrictions on our current and future operations due to our indebtedness;
• amounts for cash and non-cash charges related to restructuring plans that may differ from original estimates, including because of timing changes associated with the underlying actions;
• other factors affecting our business beyond our control, including without limitation, changes in the general economy, changes in interest rates, changes in the rate of inflation, geopolitical conflicts, and any recessionary conditions; and
• other factors described in our Annual Report on Form 10-K under Item 1A, “Risk Factors.”
EPS $2.66 15.2% (2.5%) 12.7%
Copyright © .
2025 16
Full-year 2024 organic revenue growth - by region
▲5% ▲1% ▲5% ▲15%
Year-over-year revenue growth, excludes the impact of foreign exchange
US & Canada Europe, Middle
East & Africa
Asia Latin America
Copyright © .
2025 17
Color, Additives & Inks – full year 2024 performance
2,007
2,047
358
384
• Driven by new applications for
drug delivery and building &
construction as well as demand
recovery in packaging and
consumer
• Adjusted EBITDA margin
expansion driven by higher sales
and net price benefit
Adj.
17.8%
Adj.
18.7%
Copyright © .
2025 18
Specialty Engineered Materials – full year 2024 performance
1,138
1,197
224
249
• Growth headlined by strong
demand for applications in
defense end market and
composites used in building &
construction and engineered
materials used in healthcare
• Adjusted EBITDA margin
expansion driven by higher sales
and favorable mix
Adj.
19.7%
Adj.
20.8%
Copyright © .
2025 19
Avient full year 2024 performance vs. full year 2023
3,143
3,240
502
526
Adj.
EPS guidance
2025 financial guidance
▲ Further Fed rate cuts
▲ Chinese stimulus
▲ Economic recovery in Europe
▲ Continued strength in defense applications
for both military and local law enforcement
▼ Policy uncertainty and changes
▼ Persistent inflation impacting consumer spending /
slowdown of US economy
▼ Further deterioration of Europe economy
▼ FX volatility
MACRO ASSUMPTIONS INFLUENCING RANGE
23Copyright © .
https://www.avient.com/sites/default/files/2023-06/Trilliant HC-auto-injector-snapshot.pdf
MEDICAL CONTRACT
MANUFACTURER
A U T O - I N J E C T O R H O U S I N G
• Excellent chemical and wear resistance
• Excellent impact resistance
• Specific color matching based on customer’s needs
• Outstanding durability to extend product life
• Customized a chemically resistant formulation
to offer an impact-modified alternative to
traditional competitors in the market
• Provided technical support for material
selection, part & tool design, and process
development to accelerate commercialization
• Delivered custom color matching to meet all
key requirements
Custom Trilliant™ HC Healthcare Thermoplastic
KEY REQUIREMENTS
WHY AVIENT?
https://www.avient.com/products/engineered-polymer-formulations/chemical-corrosion-resistant-formulations/trilliant-hc-healthcare-thermoplastics
https://www.avient.com/sites/default/files/2023-04/Complet LFT-Automotive Aftermarket Side Step.pdf
AFTERMARKET PARTS
MANUFACTURER
S I D E S T E P
• High strength
• Low moisture absorbance, reduced warpage
• Pleasing cosmetic finish
• Strong flexural modulus
• Offered long fiber thermoplastic (LFT) with 3x the
strength of the incumbent short fiber material
without a need for retooling
• Resolved major disadvantage of moisture uptake
with a moisture-resistant PA66 LFT formulation
• Facilitated part consolidation and design freedom
• Modeled performance of long glass fiber design
with advanced testing capabilities (FEA,
moldflow, burnoff)
Complēt™ Long Fiber Reinforced Structural
Thermoplastics
KEY REQUIREMENTS
WHY AVIENT
AVIENT SOLUTION
STRENGTH + PART CONSOLIDATION
LEARN MORE
Copyright © 2023, Avient Corporation.
AVIENT SOLUTION
https://www.avient.com/products/engineered-polymer-formulations/high-temperature-polymer-formulations/complet-long-fiber-reinforced-structural-thermoplastics
https://www.avient.com/investor-center/news/avient-appoints-ashish-k-khandpur-chief-executive-officer-effective-december-1-2023
Dyneema®, the world's strongest fiber™, which enables unmatched levels of performance and protection for end-use applications, including ballistic personal protection, marine and sustainable infrastructure and outdoor sports
https://www.avient.com/form/quote-request-ballistic-composit
Does this application also require drilling, routing, fabrication, etc.?
https://www.avient.com/sites/default/files/2021-04/trilliant-hc8900-medical-device-housing-case-study.pdf
DEVICE
MANUFACTURER
M E D I C A L D E V I C E H O U S I N G
• Improved chemical resistance compared to PC/ABS,
PC/PET & COPE
• Flame retardant (FR) rating of V-1 at 0.75 mm
• Zero BPA & non-halogenated FR material
• Available in standard hospital grade pre-colors
• Provided a cost-effective material with superior
chemical resistance to traditional materials
• Formulated a medical-grade, semi-crystalline
blend to support regulatory testing and
approvals
• Demonstrated superior property retention and
crack resistance after exposure to hospital-
grade disinfectants, including Virex® Tb,
helping to extend the device life
Trilliant™ HC8900 Thermoplastics
KEY REQUIREMENTS
WHY AVIENT?
https://www.avient.com/products/engineered-polymer-formulations/chemical-corrosion-resistant-formulations/trilliant-hc-healthcare-thermoplastics