https://www.avient.com/sites/default/files/2024-12/AVNT Investor Day 2024 Presentation.pdf
Technology hybridization
EXISTING EVOLVING
Marine
composite
UV resistance
Insulators Composite
utility poles
Fire-retardant
composite
Building &
construction
composite panels
Next gen fire-retardant /
UV resistant materials
Fire-retardant,
UV resistant
composite utility polesFire retardants
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2024 44
Personalized, self-administered
44
SEM PORTFOLIO
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2024 45
• Global adoption of remote patient continuous glucose monitoring,
respiratory remedies, and biopharmaceutical processes
• Customers seek global suppliers, with required quality systems, that offer
– Barrier properties to manage chemical ingress
– Elasticity for conformance, patient comfort and sealing
– Purity to manage extractables
– Color / UV stability to differentiate products and extend life
$6B ADDRESSABLE MARKET
Continuous
glucose monitors
Respiratory
care
Biopharma
tubing Catheters
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2024 46
• Increase in NATO countries and defense spending
• High demand for premium performance in military and law enforcement
– reducing the weight burden
• Strong demand for high performance helmets with capability to protect
from increased threats
• Dyneema™ provides the highest performance products in the market
– up to 20% weight savings compared to competitive products
$5B ADDRESSABLE MARKET
Vests and
inserts Helmets Shields Vehicle
armor
BUILDING NEW
PLATFORMS OF SCALE IN...
https://www.avient.com/sites/default/files/2020-09/sustainabilityreport2018.pdf
Common challenges include moisture, oil, chemical and
abrasion resistance, and non-halogen or low smoke.
In response to these
potential crises, sensors enabled by 5G can detect
unsafe chemicals in water, help in identifying and
managing leaks in water lines, and pro-actively notify
authorities about possible risks.
5G can provide people with better tools to monitor and
improve air quality.
This Charter’s aim is to highlight
chemical producers’ commitment to continuous
improvement in the areas of environmental, health
& safety, product safety, and security.
https://www.avient.com/sites/default/files/2021-06/avient-ir-presentation-may-2021-w-non-gaap-recs.pdf
Free cash flow conversion calculated as (EBITDA – Capex) / EBITDA
Median: 84% Median: 77%
HIGH FREE CASH FLOW
CONVERSION
Avient reflects 2021 estimated EBITDA of $560M and excludes one-time synergy capture CAPEX ($20M)
87 89 87 86
82 81
76
88 87 84
82 81
78 77 77 77 76 73
70
69
50
19
Total Enterprise Value / 2021E EBITDA
Our current valuation with updated
guidance implies an EBITDA multiple
that is below specialty formulator
peers and the majority of our
chemical peers.
https://www.avient.com/sitemap
Three Ways to Enhance Cosmetic Packaging with Chemically Compatible Thermoplastic Elastomers (TPEs)
Chemical inventories status
Hydrocerol™ Chemical Foaming Agents
https://www.avient.com/company/policies-and-governance/chemical-inventories-status
There are a number of countries that have chemicals inventories.
Any chemical not appearing on the inventory is considered a ‘new chemical’.
Chemicals are often assigned unique numbers which act as chemical identifiers and assist industries in determining which materials are listed on which inventories.
https://www.avient.com/sites/default/files/2021-10/microbial-susceptibility-of-various-polymers-and-evaluation.pdf
Inoguchi, IHS Markit;
Specialty Chemicals Update Program 2020, 1, 10.
[2] N.
https://www.avient.com/sites/default/files/2021-06/avient-ir-presentation-june-2021-w-non-gaap-recs_0.pdf
Free cash flow conversion calculated as (EBITDA – Capex) / EBITDA
Median: 84% Median: 78%
HIGH FREE CASH FLOW
CONVERSION
Avient reflects 2021 estimated EBITDA of $560M and excludes one-time synergy capture CAPEX ($20M)
87
89 87 86
83 81
76
88 85 83 82 81 80 78 78 78 76
72 71 69
50
18
en
t
Total Enterprise Value / 2021E EBITDA
Our current valuation with updated
guidance implies an EBITDA multiple
that is below specialty formulator
peers and the majority of our
chemical peers.
https://www.avient.com/sites/default/files/2021-09/avnt-seaport-conference-presentation.pdf
Free cash flow conversion calculated as (EBITDA – Capex) / EBITDA
Median: 81% Median: 78%
HIGH FREE CASH FLOW
CONVERSION
Avient reflects 2021 estimated EBITDA of $580M and excludes one-time synergy capture CAPEX ($20M)
87
90
86
82 80 78
73
87
82 82 79 79 78 78 77 76
71
67
46
en
t
(6)
Total Enterprise Value / 2021E EBITDA
Our current valuation with updated
guidance implies an EBITDA multiple
that is below specialty formulator
peers and the median of other
selected chemical / specialty
companies.
https://www.avient.com/company/policies-and-governance/classification-and-labeling-chemicals
There is extensive legislation governing the labelling requirements for chemicals.
https://www.avient.com/sites/default/files/2020-10/tpe-injection-molding-guide.pdf
Vapor honing, sand or bead
blasting and chemical etching are also used to produce textured surfaces with
varying degrees of gloss and appearance.