https://www.avient.com/sites/default/files/2020-11/investing-in-avient_0.pdf
We leverage a high-touch,
collaborative customer service model, where our ratio of technology to sales
associates is 1.1, driving rapid customer response and customization.
Synergies Initial Estimate
($ Millions)
Revised Estimate
($ Millions)
Administrative $ 18 $ 20
Sourcing 24 30
Operational 18 25
Total Synergies $ 60 $ 75
C L A R I A N T I N T E G R AT I O N & C O S T
S Y N E RG I E S U P DAT E
13
$1.80
$2.12
$2.75
2020E Organic 2020 PF 2020 PF w/ Synergies
The cost synergies from the Clariant Masterbatch acquisition will help drive
substantial margin expansion.
But more significantly, we will deliver for our stakeholders through multiple value creation
levers—many of which are unique to Avient:
o Demand for sustainable solutions, healthcare, and composites, together with Clariant
Masterbatch revenue synergies, that will drive long-term revenue growth in excess of GDP
o Our differentiated technology, service and global reach are competitive advantages
o Our asset-light and high-touch business model yields stable and high free cash flow conversion
o Clariant Masterbatch cost synergy capture will result in significant near-term benefit
In addition, we remain committed to increasing annual dividends and buying back shares, all while
remaining modestly levered.
https://www.avient.com/sites/default/files/2023-06/AVNT June IR Conferences w_Non GAAP Recs.pdf
W H AT W E D O : W E A R E A F O R M UL ATO R
6
CUSTOM
FORMULATION
M AY 3 , 2 0 2 3
W E B C A S T
Keeping Safety First
o Relentless focus on best-in-class safety performance as an
ACC Responsible Care® organization
Exceeding Customer Expectations
o Complementary technologies and customer relationships offer
opportunity for future revenue synergies
o Proven innovation-led commercial strategy with strong brands
and participation across the full value chain
Collaboration in Innovation
o Leveraging Dyneema®, the world’s strongest fiber™, to
accelerate growth of sustainable, ultralight and high
performance applications
People – Culture is Everything
o Talented, passionate and collaborative associates drive an
effective integration strategy
o Strong Great Places to Work® scores reflect positive
integration efforts in first year
AVI E N T P ROT EC T I VE MAT ER I A L S I N T EG R ATI O N
8
AVI ENT PROTEC TI VE MATERI ALS
K E Y I N D U S T R I E S
PERSONAL PROTECTION
Military • Law Enforcement • First
Responders • Body Armor • Helmets •
Vehicle Protection
50%
MARINE & SUSTAINABLE
INFRASTRUCTURE
Towing / Mooring • Aquaculture •
Floating Wind • Offshore Cranes
30%
CONSUMER
Consumer • Outdoor High Performance •
Safety Equipment
20%
9
Figures reflect approximate proportions of 2022 sales
Q 1 P E R F O R M A N C E
Q1 2023 PERFORMANCE VS.
FX -11%
FX -3%
Total Avient -14%
YoY Comparison against 2022 pro forma results
• Aging infrastructure driving need for greater
technological advancements and upgrades
• Increased focus on strength and capacity
of electrical grid plays into further adoption
of composites into the market
Where Avient Wins:
UV, weather-resistance, customized
capabilities
Best-in-class customer responsiveness
Local high-quality manufacturing,
unparalleled breadth of portfolio
Expanding position in insulators, utility
poles, crossarms, and wind energy
Avient Confidential 16
ENERGY
16
• Fiber-optic investments from AT&T, Corning,
Commscope continue to drive industry toward
innovation
• $42B BEAD program in Infrastructure Bill to
increase cable deployments; well-positioned to
capitalize on “Made in America” requirement and
“last mile” buildout
Where Avient Wins:
Flame retardance, weather-resistance enables
faster, safer, more reliable connections
Local manufacturing, unparalleled breadth of
portfolio
Expanding position in insulation for wire
jacketing, 5G buildout
TELECOMMUNICATIONS
Source: U.S.
https://www.avient.com/sites/default/files/2022-11/Smarter Materials High Performance Thermoplastics.pdf
And it’s no secret that they’re on an upward trajectory…
Higher, Stronger,
Tougher
INTRODUCTION
SMARTER MATERIALS
High-Performance Thermoplastics
Today’s technology and regulatory trends are driving greater demand for high-
performance thermoplastics across many global industries.
The Driving
Forces
https://3wnews.org/uncategorised/230124/high-performance-thermoplastics-market-statistics-fa
A combination of several important characteristics.
https://www.avient.com/sites/default/files/2024-10/Avient CDP Climate Change %26 Water Submission 20241001.pdf
Investments in these growth areas will continue to drive revenue and
earnings expansion and generate long-term value creation
Our technology goals are aligned
with our sustainability goals to drive sustainable innovation.
Add row]
(7.55.3) What methods do you use to drive investment in emissions reduction activities?
https://www.avient.com/sites/default/files/2022-10/2022 Automotive Industry Overview Brochure.pdf
DRIVING
INNOVATION
AND VALUE
At Avient, we understand what you value and put
our deep knowledge of polymers, formulations,
and polymer processing to work for you.
https://www.avient.com/sites/default/files/2024-07/avient-human-rights-position-statement-updated-july-2021 %286%29.pdf
Our Supplier Code of Conduct can be
found at:
https://www.avient.com/sites/default/files/2020-10/supplier-code-of-conduct.pdf
Our Supplier Code of Conduct drives interactions with our suppliers and our expectations for doing
business, and generally aligns with International Labor Organization (ILO) standards .
https://www.avient.com/sites/default/files/2022-03/Avient 2022 Proxy Statement.pdf
Our investments in our people,
sustainability, and our transformative portfolio actions will drive us and define us for many years to come.
The Company has been highly effective at driving
growth, performing as global specialty company, and investing for future success.
The four, equally
weighted performance periods listed below were used in order to drive annual as well as cumulative
performance.
https://www.avient.com/sites/default/files/2023-07/Avient-2022-Sustainability-Report.pdf
It is a technical methodology that drives
improvement of all business processes through the elimination of waste and variation.
Our people and material
science expertise drive our innovation pipeline.
It is this granular information that Avient utilizes to drive improvement projects.
https://www.avient.com/sites/default/files/2020-12/sem-tri-fold-selection-guide.pdf
From material selection to technical support, we’re here to help you
drive your product from concept to reality.
https://www.avient.com/sites/default/files/2021-02/2021-baird-sustainability-conference.pdf
Develop and implement solutions to end plastic
waste while supporting AEPW $1.5B
investment in key initiatives.
2 0 3 0 S U STA I NA B I L I T Y TA RG E TS
Avient Corporation 5
P RO D U C T S
8 W A Y S W E H E L P C U S T O M E R S
B E M O R E S U S T A I N A B L E
T R E N D S I N F O C U S
Avient Corporation 6
RECYCLING /
CIRCULAR
ECONOMY
LIGHTWEIGHTING ECO-CONSCIOUS
S U S TA I NA B L E S O LU T I O N S F O R T H E C I RC U L A R
E C O N O M Y
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OPTICA™ TONERS FOR PET
LACTRA™ SX LIGHT BLOCKING
ADDITIVE FOR PET
AMOSORB™ OXYGEN
SCAVENGER FOR PET
JOULE™ & SMARTHEAT™
INFRARED ABSORBER
ULTIMATE™ UV LIGHT BARRIER
CESA®-NATUR BIO-SOURCED
ADDITIVES
TRIPLE A™ ACETALDEHYDE
SCAVENGER FOR PET
IR SORTABLE BLACK FOR
RECYCLABLE PACKAGING
EZE™ SLIP AGENT
FOR PET
ONCOLOR™ NATURALS –
COLORANTS FOR RECYCLABLE
PACKAGING
RESOUND™ OM
THERMOPLASTIC ELASTOMERS
VERSAFLEX™ POST-
CONSUMER RECYCLED (PCR)
TPE FORMULATIONS
AV I E N T C YC L E WO R KS
I N N O V A T I O N C E N T E R T O A D V A N C E
T H E C I R C U L A R E C O N O M Y
• Laboratory mimics real-world circular
recycling in a research environment
• Conducts chemistry testing to improve
plastics recycling for customers
• Screening and evaluation of additive and
colorant systems during recycling
• Collaboration platform for customers and
value chain partners
Avient Corporation 8
Avient Corporation 9
AV I E N T E NA B L E S C U STO M E R S ’
C I RC U L A R E C O N O M Y G OA L S
C O L O R M A T R I X ™ P R O C E S S A I D & T O N E R F O R R E C Y C L E D P E T
L I G H T W E I G H T I NG
Avient Corporation 10
NYMAX™ NYLON
FORMULATIONS
HYDROCEROL® CHEMICAL
FOAMING AGENTS
POLYSTRAND™ TAPES
AND LAMINATES
COMPLĒT™ LFT
ENGINEERED RESINS
W H AT ’ S H A P P E N I N G A V I E N T S O L U T I O N S
PLASTICS ARE:
AV I E N T S O LU T I O N S E NA B L E L I G H T W E I G H T
DA S H B OA R D S K I N S
H Y D R O C E R O L ® F O A M I N G A G E N T S O L U T I O N S
Avient Corporation 11
E C O - C O N SC I O U S
Avient Corporation 12
ONCOLOR™ BRILLIANT
METALLIC COLORANTS
W H AT ’ S H A P P E N I N G
ONCOLOR™ WPC CAPSTOCK
TECHNOLOGY
ZODIAC™ AQUARIUS™
WATER BASED
SCREEN PRINTING INKS
MAGIQ™ FIBER
COLORANTS & ADDITIVES
SAFER & CLEANER
MATERIALS
RESOURCE
CONSERVATION
HUMAN HEALTH &
SAFETY
ECO-CONSCIOUS
ALTERNATIVES
A V I E N T S O L U T I O N S
AV I E N T E C O - C O NS C I O U S S O LU T I O N S I M P ROV E
FAC E M A S K P E R F O R M A N C E
Avient Corporation 13
M A G I Q ™ E L E C T R E T P L U S T E C H N O L O G Y
Improved
filtration efficiency
Protects
against aerosols &
bacteria particles
Increased
shelf-life
ENERGY INTENSITY
9%
DECREASE
WASTE INTENSITY
2%
DECREASE
WATER INTENSITY
20%
DECREASE
TOTAL CO2 EMISSIONS
29%
DECREASE
P L A N ET
K E Y P E R F O R M A N C E I N D I C A T O R S
2 0 1 6 - 2 0 1 9
56 ENERGY REDUCTION
PROJECTS SAVE
7400+
MT/CO2 ANNUALLY
PUNE, INDIAASSESSE, BELGIUM
Avient Corporation 14
• Avient is a founding member
• Cross value chain collaboration
• Driving breakthrough innovations
R E V E N U E F RO M S U S TA I N A B L E S O LU T I ON S
2016 2017 2018 2019 2020PF
VOC Reduction Reduced Energy Use
Bio-derived Content Eco-conscious
Renewable Energy Applications Recyclability
Reduced Material Requirements Lightweighting
$275M
$325M
$355M
$410M
$560M
(1) Proforma to include a full year of Clariant Masterbatch business acquisitionAvient Corporation 16
Revenue from sustainable solutions expected grow at an 8-12% CAGR into the future
(1)
THANK YOU
Avient Corporation 17