https://www.avient.com/sites/default/files/resources/PolyOne%2520Investor%2520Presentation%2520Longbow%2520Basic%2520Materials%2520Conference%2520-%2520March%25202016.pdf
PolyOne Corporation Page 1
PolyOne Investor Presentation
March 2016
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.
They use words such as “will,” “anticipate,” “estimate,” “expect,”
“project,” “intend,” “plan,” “believe,” and other words and terms of similar meaning in connection with any discussion of future operating or financial performance
and/or sales
Appendix
Recent Acquisitions
2015 Full Year Financial Highlights
At a Glance�Color, Additives and Inks
At a Glance�Specialty Engineered Materials
At a Glance�Designed Structures and Solutions
At a Glance�Performance Products and Solutions
At a Glance�Distribution
Plastics: Key to Future Sustainable Development
Application Examples
Outdoor Applications
Slide Number 32
Authentication Technology
Metal Replacement Solutions
Range Rover Evoque Interior
Slide Number 36
High-Barrier Packaging Containers
Aerospace Applications
Investor Presentation - March 1, 2016 r36
Investor Presentation - March 1, 2016
https://www.avient.com/knowledge-base/article/understanding-hardness
A zero reading on the scale means the indenter penetrated with maximum depth.
Shore A instruments are less accurate when readings are above 90.
The Shore D durometer is more appropriate when hardness levels are above 90 Shore A.
https://www.avient.com/resources/safety-data-sheets?page=4165
NORTH AMERICA (Goods manufactured by Avient): Use the search boxes on the current page to use the online search for SDS for products manufactured by Avient.
470Y LT VANILLA 2000 90%
WHEAT 2000 90%
https://www.avient.com/investors/financials/consensus-earnings-estimates
Review the estimates of arithmetic mean earnings, mean recommendation and mean future five-year growth rate from analysts who cover Avient Corporation and publish on First Call.
https://www.avient.com/sites/default/files/resources/PolyOne%2520IR%2520Presentation%2520-%2520RW%2520Baird%25202015%2520Industrial%2520Conference%2520-%2520November%25202015.pdf
PolyOne Corporation Page 1
PolyOne Investor Presentation
RW Baird 2015 Industrial Conference
November 2015
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.
They use words such as “will,”
“anticipate,” “estimate,” “expect,” “project,” “intend,” “plan,” “believe,” and other words and terms of similar meaning in connection with any discussion of
future operating or financial performance and/or sales
Special items include charges related to specific strategic initiatives or financial restructuring such as: consolidation of
operations; debt extinguishment costs; employee separation costs resulting from personnel reduction programs, plant phase-in costs, executive separation agreements; asset impairments; mark-to-market adjustments
associated with actuarial gains and losses on pension and other post-retirement benefit plans; environmental remediation costs, fines, penalties, remediation costs and related insurance recoveries related to facilities
no longer owned or closed in prior years; gains and losses on the divestiture of operating businesses, joint ventures and equity investments; gains and losses on facility or property sales or disposals; results of
litigation, fines or penalties, where such litigation (or action relating to the fines or penalties) arose prior to the commencement of the performance period; one-time, non-recurring items; and the effect of changes in
accounting principles or other such laws or provisions affecting reported results
https://www.avient.com/resources/safety-data-sheets?page=2774
NORTH AMERICA (Goods manufactured by Avient): Use the search boxes on the current page to use the online search for SDS for products manufactured by Avient.
CMX2000-90 SILVER PLASTISOL
GREY MAN
https://www.avient.com/sites/default/files/resources/Gabelli%2520Conf%2520-%2520POL%2520IR%2520Presentation%2520wNon%2520GAAP%2520Reconciliation%252003%252026%252015.pdf
PolyOne Corporation Page 1
PolyOne Investor Presentation
Gabelli Specialty Chemicals Conference
March 2015
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.
They use words such as “will,”
“anticipate,” “estimate,” “expect,” “project,” “intend,” “plan,” “believe,” and other words and terms of similar meaning in connection with any discussion of
future operating or financial performance and/or sales
PolyOne Corporation Page 4
PolyOne 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
• 21 consecutive
quarters of double-
digit adjusted EPS
growth
• Shift to faster
growing, high
margin, less cyclical
end markets
• Key acquisitions
propel current and
future growth, as
well as margin
expansion
• Established
aggressive 2015
targets
• Continue specialty
transformation
• Vitality index and
innovation driving
growth and
expanding margins
• Specialty business
margins have 20+%
potential
• Double digit
operating income
and adjusted EPS
growth
PolyOne Corporation Page 5
Appliances
5%
Building &
Construction
12%
Consumer
10%
Electrical &
Electronics
5%
Healthcare
11%
Industrial
14%
Packaging
14%
Transportation
20%
Wire & Cable
9%
Distribution
28%
PP&S
20%
Specialty
52%
United States
69%
Europe
13%
Canada
7% Asia
6%
Latin America
5%
2014 Revenues: $3.8 Billion
End Markets
2014 Revenues: $3.8 Billion
PolyOne
At A Glance
$13
$31
$46 $46
$92 $96
$122
$195
$242
2006 2007 2008 2009 2010 2011 2012 2013 2014
Specialty Operating Income ($M)
PolyOne Corporation Page 6
Old
PolyOne
*Operating Income excludes corporate charges and special items
2%
34% 43%
62%
65%
0%
20%
40%
60%
80%
100%
2005 2008 2010 2013 2014 2015
%
o
f O
pe
ra
tin
g
In
co
m
e*
JV's Performance Products & Solutions Distribution Specialty
65-75%
Specialty OI $5M $46M $87M $195M $242M Target
Mix Shift Highlights Specialty Transformation
Transformation 2015 Target
PolyOne Corporation Page 7
Confirmation of Our Strategy
The World’s Premier Provider of Specialized
Polymer Materials, Services and Solutions
Specialization Globalization
Operational
Excellence
Commercial
Excellence
PolyOne Corporation Page 8
-150%
-50%
50%
150%
250%
350%
450%
550%
PolyOne 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 EPS CAGR = 40%
EPS Share Price vs.
https://www.avient.com/sites/default/files/2021-05/2021-colormatrix-quick-guide-to-liquid-color_0.pdf
POLYMER/CARRIER COMPATIBILITY IN PET
100
90
80
70
60
50
40
30
20
% light
transmission
at 500 nm
Process window is opened up
allowing greater process capability
Carrier A:
ColorMatrix advanced
carrier technology (current)
Carrier B:
Early-mid 2000s
Carrier C:
Pre-2000s
% dose
4.53.5 4.03.02.52.01.51.00.50
HOW LIQUID HELPS
Expertly formulated liquid color systems can deliver significant benefits and greater long-
term value in use than alternative colorant systems for an ever expanding range of product
applications and production processes.
Support services
include:
• New product trial support
• On-site product and equipment
training programs
• Issue troubleshooting
• Best practice production process
and maintenance reviews
• Equipment selection guidance
• Process reporting
• Inventory management support
• Equipment housekeeping
There are extensive requirements governing polymer
based products, from chemical legislation imposing
requirements on the manufacture, marketing and
use of the initial raw materials to compositional and
good manufacturing practice requirements for the
finished materials.
With a passion for innovation and more than 40 years’
experience, this advanced thinking in specialist polymer additives and liquid colorants is now
helping our expanding network of customers around the globe to prosper and grow.
https://www.avient.com/sites/default/files/2021-05/2021-colormatrix-quick-guide-to-liquid-color.pdf
POLYMER/CARRIER COMPATIBILITY IN PET
100
90
80
70
60
50
40
30
20
% light
transmission
at 500 nm
Process window is opened up
allowing greater process capability
Carrier A:
ColorMatrix advanced
carrier technology (current)
Carrier B:
Early-mid 2000s
Carrier C:
Pre-2000s
% dose
4.53.5 4.03.02.52.01.51.00.50
HOW LIQUID HELPS
Expertly formulated liquid color systems can deliver significant benefits and greater long-
term value in use than alternative colorant systems for an ever expanding range of product
applications and production processes.
Support services
include:
• New product trial support
• On-site product and equipment
training programs
• Issue troubleshooting
• Best practice production process
and maintenance reviews
• Equipment selection guidance
• Process reporting
• Inventory management support
• Equipment housekeeping
There are extensive requirements governing polymer
based products, from chemical legislation imposing
requirements on the manufacture, marketing and
use of the initial raw materials to compositional and
good manufacturing practice requirements for the
finished materials.
With a passion for innovation and more than 40 years’
experience, this advanced thinking in specialist polymer additives and liquid colorants is now
helping our expanding network of customers around the globe to prosper and grow.
https://www.avient.com/investor-center/news/avient-updates-third-quarter-and-full-year-2022-forecast
for full year 2022 to reflect weaker demand conditions and unfavorable foreign exchange
from the COVID-19 lockdowns in the first half of the year.
Over the last few years, we have overhauled our portfolio despite the unprecedented impacts of COVID, the war in