https://www.avient.com/sites/default/files/2020-03/Global_High_Yield_%26_Leverage_Conference %281%29.pdf
They are based on management’s expectations that involve a
number of business risks and uncertainties, any of which could cause actual results to differ materially from those expressed in or implied by
the forward-looking statements.
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
Operational
Commercial
Specialization
Globalization
Collaboration ExcellenceInnovation
To be the world’s
premier provider of
specialized polymer
materials, services
and solutions
S A F E T Y F I R S T
PolyOne Corporation 5
Injuries per 100 Workers
Spartech
Acquisition
1.3
1.1 1.1
0.85
0.65
0.57
0.54
0.97
0.84
0.74 0.74
0.69
0.51
0.56
2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019
C O M M O D I T Y T O S P E C I A L T Y T R A N S F O R M A T I O N
PolyOne Corporation 6
• Volume driven,
commodity
production
• Heavily tied to cyclical
end markets
• Performance largely
dependent on non-
controlling joint
ventures
• Shift to value-based
selling & an innovative
culture
• New leadership team
appointed
• Implementation of
four pillar strategy
• Investment in
commercial training
and innovation
• Faster growing, high
margin focus
• Accelerated growth
with world class
vitality index
• Significant
commercial resource
additions
• Expanded margins
with specialty focus
• Acquired strategic,
bolt-on companies to
expand technology
offerings and improve
geographic breadth
Volume Value Transformation The Future
2006 - 2013 2013 – 20192000-2005 2006 - 2013
• Landmark portfolio
transformation
creates specialty
growth company
• Sustainability / mega-
trends drive above
market growth
2020 and
Beyond
PolyOne Corporation 7
P O L Y O N E
2 0 1 9 R E V E N U E | $ 2 . 9 B I L L I O N
Segment End Market Geography
15% Healthcare
Wire & Cable
Building &
Electrical &
Electronics
Color
Additives
& Inks
34%
Distribution
41%
Specialty
Engineered
25%
54%
Latin
America
P R O O F O F P E RFO RMAN CE
C O N S E C U T I V E
Y E A R S
10
A D J U S T E D E P S E X P A N S I O N
PolyOne Corporation 8
$1.69
$1.51
S U S T A I N A B L E P A T H T O D O U B L E - D I G I T E P S G R O W T H
PolyOne Corporation 9
P E O P L E P R O D U C T S P L A N E T P E R F O R M A N C E
Double digit
annual EPS
growth
Expand specialty portfolio
with strategic acquisitions
Innovate and develop new
technologies and services
Repurchase 600K-1M
shares annually
Increase commercial
resources 5-7% annually
Double acquired
company margins
Enhance efficiencies
through Lean Six Sigma
and commercial excellence
531
710
1,042
130
164
208
504
663
880
2014 2018 2019E PF*
R&D / Technical Marketing Sales
PolyOne Corporation 10
+ 34%
+ 26%
+ 32%
E X P A N S I O N O F COMMERCIAL RESOURCES D R I V I N G G R O W T H
$2.9 $2.9
$3.5
2015 2016 2017 2018 2019E
PF
Total
+ 9%
Organic
+ 5%
Revenue in Billions
Total
+ 10%
Organic
+ 7%+ 47%
+ 27%
+ 33%
$4.0
$3.2
2019E PF*
Lead
Specialists
T H E E V O L V I N G C U S T O M E R R E L A T I O N S H I P
PolyOne Corporation 11
Expanded Path
Traditional Path
Strategic Accounts/
Field Sales
Business
Development
Customer
Service
Web and Social
Media
Inside Sales
PolyOne Corporation 12
Investments in digital and dedicated inside sales to
improve customer experience
110% increase in leads (from 6,000 to 12,700) driven
by website, phone, and online chat
EXPANDED PATH
A D D I N G C U S T O M E R T O U C H P O I N T S
4
33
Inside sellers
$11M
$87M
Inside sales/digital revenue
A L I G N I N G W I T H T R E N D S F O R G R O W T H
T R A N S P O R T A T I O N P A C K A G I N G H E A L T H C A R E C O N S U M E R
PolyOne Corporation 13
Facilitate
alternative
energy
solutions
Light-
weighting
Reduce
packaging
materials
Improve
recyclability
Reduce
spread of
infection
R E V E N U E F R O M S U S T A I N A B L E S O L U T I O N S
PolyOne Corporation 14
2016 2017 2018 2019
Lightweighting Reduced Material Requirements Improved Recyclability
Renewable Energy Applications Eco-conscious Bio-derived Content
Reduced Energy Use VOC Reduction
$275M
$325M
$355M
$410M 14% Total Annual Growth
9% Organic Annual Growth
I N N O V A T I O N
PolyOne Corporation 15
Customization
55%
M&A
Innovation
Pipeline
Innovation comes from Research & Development Spend
($ millions)
Vitality Index
% of sales from products launched last 5 years
37%
2006 2019
$20
$51
2006 2019
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 16
Incremental
development
from existing
base of
technology
New development
adjacent to current
New technology
development
outside of and with
our current base
Service adjacent
markets and
Create new
markets, target
new customer
needs
Service existing
markets and
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
PlastiComp
Fiber-Line
I N N O V A T I O N S P O T L I G H T :
C O M P O S I T E S
PolyOne Corporation 17
C O M P O S I T E M A T E R I A L S
Glass
Carbon Aramid
Thermosets
Thermoplastics
PolymersFibers
PolyOne Corporation 18
Focused End Markets
• Wire & Cable / Electrical
• Consumer
• Transportation
• Industrial
C O M P O S I T E S P O R T F O L I O
D I V E R S E C A P A B I L I T I E S A N D S O L U T I O N S S E R V I N G
M A N U F A C T U R E R S A N D O E M S
PolyOne Corporation 19
LFT Tapes Laminates/Panels Shapes Pultrusion Engineered Fibers
P O L Y O N E A P P L I C A T I O N S I N F I B E R O P T I C C A B L E S
PolyOne Corporation 20
1.
Ripcords
• Lubricated, color coated, various fibers
• Rips through any material including steel armor
• Made from Kevlar, Vectran LCP or PET polyester
12.
https://www.avient.com/sites/default/files/2021-01/wire-and-cable-one-pager.pdf
Some of the information arises from laboratory work with small-scale equipment which may not provide a reliable
indication of performance or properties obtained or obtainable on larger-scale equipment.
Processing conditions can cause material properties to shift from the values stated in the information.
You have the responsibility to conduct full-scale end-product performance testing
to determine suitability in your application, and you assume all risk and liability arising from your use of the information and/or use or handling of any product.
https://www.avient.com/sites/default/files/2020-12/firecon-cpe-product-bulletin.pdf
Some of the information arises from laboratory work with small-scale equipment which may not provide a reliable
indication of performance or properties obtained or obtainable on larger-scale equipment.
Processing conditions can cause material properties to shift from the values stated in the information.
You have the responsibility to conduct full-scale end-product performance testing
to determine suitability in your application, and you assume all risk and liability arising from your use of the information and/or use or handling of any product.
https://www.avient.com/sites/default/files/2023-01/ECCOH XL Cross-Linkable Solutions for Photovoltaic Cable _8148_ Product Bulletin.pdf
Some of the information arises from laboratory work with small-scale equipment which may not provide a reliable indication
of performance or properties obtained or obtainable on larger-scale equipment.
Processing conditions can cause material properties to shift from the values stated in the information.
You have the responsibility to conduct full-scale end-product performance testing to determine
suitability in your application, and you assume all risk and liability arising from your use of the information and/or use or handling of any product.
https://www.avient.com/sites/default/files/2022-04/Edgetek PKE Processing Guide.pdf
Some of the information arises from laboratory work with small-scale equipment which may not provide a reliable
indication of performance or properties obtained or obtainable on larger-scale equipment.
Processing conditions can cause material properties to shift from the values stated in the information.
You have the responsibility to conduct full-scale end-product performance testing
to determine suitability in your application, and you assume all risk and liability arising from your use of the information and/or use or handling of any product.
https://www.avient.com/sites/default/files/2022-10/PREPERM Automotive Application Bulletin.pdf
Some of the information arises from laboratory work with small-scale equipment which may not provide a reliable
indication of performance or properties obtained or obtainable on larger-scale equipment.
Processing conditions can cause material properties to shift from the values stated in the information.
You have the responsibility to conduct full-scale end-product performance testing
to determine suitability in your application, and you assume all risk and liability arising from your use of the information and/or use or handling of any product.
https://www.avient.com/sites/default/files/2020-11/eccoh-processing-guide.pdf
Some of the information arises from laboratory work with small-scale equipment which may not provide a reliable
indication of performance or properties obtained or obtainable on larger-scale equipment.
Processing conditions can cause material properties to shift from the values stated in the information.
You have the responsibility to conduct full-scale end-product performance testing
to determine suitability in your application, and you assume all risk and liability arising from your use of the information and/or use or handling of any product.
https://www.avient.com/sites/default/files/2020-08/carbonerro-paddle-case-study.pdf
Fiberglass shafts
were typically sourced from Asia and produced using
a traditional mandrel rolling process, which slowed
production and limited Carbonerro’s design freedom.
The collaborative team identified a move away from
the traditional mandrel rolling production process
used in Asia, and toward an advanced semi-automated
continuous filament winding process in the United States.
Using this process together with an advanced composite
polymer formulation from Avient would offer a better
stiffness-to-weight ratio than that of aluminum and
mandrel-made fiberglass.
https://www.avient.com/sites/default/files/2022-01/Versaflex CE TPEs for 5G Application Bulletin.pdf
Some of the information arises from laboratory work with small-scale equipment which may not provide a reliable
indication of performance or properties obtained or obtainable on larger-scale equipment.
Processing conditions can cause material properties to shift from the values stated in the information.
You have the responsibility to conduct full-scale end-product performance testing
to determine suitability in your application, and you assume all risk and liability arising from your use of the information and/or use or handling of any product.
https://www.avient.com/sites/default/files/2020-12/portable-speakers-bulletin-selector-guide-2020.pdf
Some of the information arises from laboratory work with small-scale equipment which may not provide a reliable
indication of performance or properties obtained or obtainable on larger-scale equipment.
Processing conditions can cause material properties to shift from the values stated in the information.
You have the responsibility to conduct full-scale end-product performance testing
to determine suitability in your application, and you assume all risk and liability arising from your use of the information and/or use or handling of any product.