https://www.avient.com/sites/default/files/resources/PolyOne%2520IR%2520Presentation%2520-%2520Seaport%2520Global%2520Transports%2520%2526%2520Industrials%2520Confer....pdf
V I S I O N PolyOne Corporation 4 To be the world’s premier provider of specialized polymer materials, services and solutions C O R E V A L U E S P E R S O N A L V A L U E S Honesty IntegrityRespect Specialization Commercial Excellence Operational Excellence Globalization Collaboration ExcellenceInnovation To be the world’s premier provider of specialized polymer materials, services and solutions PolyOne Corporation 5 P O L Y O N E 2 0 1 7 R E V E N U E | $ 3 . 2 B I L L I O N Transportation 18% Industrial 16% Consumer 12% Packaging 11% Healthcare 11% Wire & Cable 9% Appliance 5% United States 59% Europe 14% Asia 10% Latin America 9% Canada 8% PolyOne Distribution 34% Performance Products & Solutions 21% Specialty Engineered Materials 19% Color Additives & Inks 26% Segment End Market Geography Building & Construction 12% Electrical & Electronics 6% 2009 2010 2011 2012 2013 2014 2015 2016* 2017* A D J U S T E D E P S E X P A N S I O N C O N S E C U T I V E Y E A R S PolyOne Corporation 6 8 $0.13 $0.68 $0.82 $1.00 $1.31 $1.80 $1.96 $2.06 $2.21 *Pro Forma for sale of DSS E A R L Y Y E A R S D E F I N E D B Y S P E C I A L T Y M I X I M P R O V E M E N T PolyOne Corporation 7 2% 76% 2005 2017 $5M $280M + 25% + 33% Specialty OI % of Operating Income Consistently Deliver Double Digit Annual EPS Growth *ROIC is defined as TTM adjusted OI after tax divided by the sum of average debt and equity less cash over a 5 quarter period PolyOne Corporation 8 2006 2017 2020 “Where we were” “Where we are” Platinum Vision ROIC* 5.0% 14.0% 15.0% Operating Income % of Sales Color, Additives & Inks 1.7% 15.5% 20%+ Specialty Engineered Materials 1.1% 12.5% 20%+ Performance Products & Solutions 5.5% 10.7% 12-14% Distribution 2.6% 6.3% 6.5-7.5% P R O O F O F P E R F O R M A N C E & P L A T I N U M V I S I O N 531 660130 149 504 607 2014 2017 R&D / Technical Marketing Sales I N V E S T M E N T I N COMMERCIAL RESOURCES D R I V I N G G R O W T H PolyOne Corporation 9 Increased commercial headcount Largest organic revenue growth since recession $2.9 $2.9 $3.2 2015 2016 2017 Revenue in billions of $ + 24% + 15% + 20% Total + 10% Organic + 7% Free Cash Flow (In millions) ROIC* PolyOne Corporation 10 $50 $116 $143 $0 $40 $80 $120 $160 $200 2012 2014 2016 2018 10.8% 11.3% 12.9% 14.0% 10.0% 11.0% 12.0% 13.0% 14.0% 15.0% 2012 2014 2016 2017 2020 Platinum Vision $200 - $220 F R E E C A S H F L O W A N D I M P R O V I N G R E T U R N S *ROIC is defined as TTM adjusted OI after tax divided by the sum of average debt and equity less cash over a 5 quarter period 15.0% $767M R E T U R N I N G C A S H T O S H A R E H O L D E R S O V E R $ 9 5 0 M I L L I O N S I N C E 2 0 1 1 PolyOne Corporation 11 $0 $150 $300 $450 $600 $750 2011 2012 2013 2014 2015 2016 2017 $0.16 $0.20 $0.24 $0.32 $0.40 $0.48 $0.58 $0.70 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 3-Year Dividend Plan Cumulative Share Repurchases (In millions) Increasing Annual Dividend Transformational Opportunity for Growth Through M&A Adjacent Opportunity for Growth Through New Product Pipeline Core Customization 3 H O R I Z O N S O F D E V E L O P M E N T PolyOne Corporation 12 Incremental development from existing base of technology New development adjacent to current technology New technology development outside of and with our current base Service adjacent markets and customers Create new markets, target new customer needs Service existing markets and customers Market Technical I N N O V A T I O N Non-Halogen Flame Retardants Barrier Technologies Fiber Colorants Advanced Composites Thermoplastic Elastomers Gordon Composites/ Polystrand – Composites GLS – Thermoplastic Elastomers ColorMatrix – Liquid Color & Additives I N N O V A T I O N P I P E L I N E PolyOne Corporation 13 PrototypeFrame Opportunity Scale-up & Test Market Build Business Case Commercial Launch (since 2015) Phase 1 Phase 2 Phase 3 Phase 4 Phase 5 8 6 8 2 2 36 5 10 13 10 4 6 7 Breakthrough Platform Derivative Number of Projects 33 17 20 15 5 90 Total Addressable Market ($ millions) - - $800 $1,400 $600 $2,800 F L A M E R E T A R D A N T P O L Y M E R S A D V A N C E D C O M P O S I T E S B A R R I E R M A T E R I A L S C O L O R A N T T E C H N O L O G I E S T H E R M O P L A S T I C E L A S T O M E R S A U N I Q U E C U S T O M E R E X P E R I E N C E Industrial Design IQ DESIGN LABS PolyOne Corporation 14 Launched in 2014, IQ Design Labs is our in-house industrial design team that focuses on material selection and processing expertise to help with problem solving, enabling our clients to develop higher performance products.
Senior management believes these measures are useful to investors because they allow for comparison to PolyOne's performance in prior periods without the effect of items that, by their nature, tend to obscure PolyOne's operating results due to the potential variability across periods based on timing, frequency and magnitude.
https://www.avient.com/knowledge-base/case-study/reduce-carbon-footprint-replacing-traditional-materials?rtype[]=1124
Each year humans put more carbon dioxide into the atmosphere than natural processes can remove, amplifying Earth’s natural greenhouse effect.
https://www.avient.com/knowledge-base/case-study/reduce-carbon-footprint-replacing-traditional-materials?sust[]=1139
Each year humans put more carbon dioxide into the atmosphere than natural processes can remove, amplifying Earth’s natural greenhouse effect.
https://www.avient.com/knowledge-base/case-study/reduce-carbon-footprint-replacing-traditional-materials?ind[]=6597
Each year humans put more carbon dioxide into the atmosphere than natural processes can remove, amplifying Earth’s natural greenhouse effect.
https://www.avient.com/knowledge-base/case-study/reduce-carbon-footprint-replacing-traditional-materials?ind[]=21506
Each year humans put more carbon dioxide into the atmosphere than natural processes can remove, amplifying Earth’s natural greenhouse effect.
https://www.avient.com/knowledge-base/case-study/reduce-carbon-footprint-replacing-traditional-materials?pname[]=10734
Each year humans put more carbon dioxide into the atmosphere than natural processes can remove, amplifying Earth’s natural greenhouse effect.
https://www.avient.com/sites/default/files/2020-09/chemically-compatible-tpes-for-cosmetic-pkg-application-bulletin.pdf
VERSAFLEX PKG 4345, 4355, 4365 VERSAFLEX PKG 4465 VERSAFLEX PKG 4570 VERSAFLEX PKG 4665 Chemical Compatibility Soaps, low-cost solution for non-polar oils Soaps, some oils Polar & non-polar oils, non-polar solvents Non-polar oils (abrasion resistant) Regulatory Compliance* REACH SVHC, FDA 21 CFR EU 10/2011 REACH SVHC & FDA 21 CFR REACH SVHC & FDA CFR REACH SVHC & FDA CFR Hardness 45A, 55A, 65A 65A 70A 65A Overmolded Substrate Polypropylene Polypropylene Polycarbonate ABS PC/ABS Polycarbonate ABS PC/ABS Color Translucent Translucent Natural Natural * Please contact Avient for additional information HOW CHEMICALLY COMPATIBLE VERSAFLEX PKG TPEs MAKE THE DIFFERENCE IN COSMETIC PACKAGING Chemical compatibility – Versaflex PKG TPEs do not discolor, etch, crack or delaminate when in contact with most soaps, lotions, oils, surfactants and solvents found in cosmetics.
https://www.avient.com/sites/default/files/2022-02/Sustainability ESG Disclosures_Antimony Trioxide.pdf
Substance Safety Summary SUBSTANCE: Antimony Trioxide GENERAL STATEMENT Antimony trioxide is a naturally occurring mineral found in the earth’s crust.
Antimony, being a natural element, cannot by definition be degraded.
https://www.avient.com/knowledge-base/case-study/reduce-carbon-footprint-replacing-traditional-materials?sust[]=1165
Each year humans put more carbon dioxide into the atmosphere than natural processes can remove, amplifying Earth’s natural greenhouse effect.
https://www.avient.com/knowledge-base/case-study/reduce-carbon-footprint-replacing-traditional-materials?sust[]=1136
Each year humans put more carbon dioxide into the atmosphere than natural processes can remove, amplifying Earth’s natural greenhouse effect.