https://www.avient.com/sites/default/files/resources/Innovation_Day_-_May_2014_0.pdf
Kunkle Vice President, General Counsel and Secretary Michael E.
Patterson 12:00-1:00 PM Lunch PolyOne Corporation Page 7 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 • 18 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 • Targeting $2.50 adjusted EPS by 2015, nearly double 2013 EPS • Drive double digit operating income and adjusted EPS growth PolyOne Corporation Page 8 Specialty 54% PP&S 18% Distribution 28% 2013 Revenues: $3.8 Billion 2013 Revenues: $3.8 Billion United States 67% Europe 14% Canada 7% Asia 6% Latin America 6% $13 $31 $46 $46 $92 $96 $122 $195 $0 $50 $100 $150 $200 2006 2007 2008 2009 2010 2011 2012 2013 End Markets Specialty Operating Income PolyOne At a Glance Building & Construction 13% Industrial 12% Transportation 18% Wire & Cable 9% Packaging 16% Consumer 10% HealthCare 11% Appliance 6% Electronics & Electrical 5% PolyOne Corporation Page 9 Old PolyOne Transformation *Operating Income excludes corporate charges and special items 2% 34% 43% 62% 64% 0% 20% 40% 60% 80% 100% 2005 2008 2010 2013 Q1 2014 2015 % o f O p e ra ti n g I n c o m e * JV's Performance Products & Solutions Distribution Specialty 65-75% Specialty OI $5M $46M $87M $195M $60M Target Mix Shift Highlights Specialty Transformation 2015 Target PolyOne Corporation Page 10 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 11 -150.00% -50.00% 50.00% 150.00% 250.00% 350.00% 450.00% 550.00% 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 '06 '07 '08 '09 '10 '11 '12 '13 ‘06-‘13 EPS CAGR = 41% EPS Share Price vs.
VP / President Global Specialty Engineered Materials Versaflex™ VDT Thermoplastic Elastomers Healthcare Electrical & Electronics Consumer 1) Anti-Counterfeiting Solutions John V.
https://www.avient.com/products/thermoplastic-elastomers/stat-tech-tpe-static-dissipative-electrically-conductive-thermoplastic-elastomers
Thermoplastic Elastomers: GLS™ Versaflex™
https://www.avient.com/products/polymer-colorants/healthcare-colorants/mevopur-healthcare-bio-based-polymer-solutions
Healthcare TPEs: Versaflex™ HC
https://www.avient.com/news/polyone-showcases-its-expertise-and-comprehensive-medical-polymers-and-colorants-portfolio-mdm-west-2018
GLS™ Versaflex™ HC Thermoplastic Elastomers: Offers manufacturers design freedom, a simplified injection molding process, and streamlined production
https://www.avient.com/news/polyone-features-innovative-packaging-technologies-and-inspiration-pack-expo-2015
At the show, PolyOne will also feature a number of its specialty solutions, including a new aluminum cap liner technology, GLS™ Versaflex™ PKG 4190 thermoplastic elastomer (TPE).
https://www.avient.com/news/avient-launches-gls-thermoplastic-elastomers-antimicrobial-technology-protects-against-microbial-growth
In response, Avient developed GLS TPEs with antimicrobial additives, available as Versaflex™ and OnFlex™ grades.
https://www.avient.com/products/polymer-colorants/solid-color-masterbatches/remafin-ep-white-colorants
Healthcare TPEs: Versaflex™ HC
https://www.avient.com/company/sustainability/sustainability-report/products/markets/healthcare-case-study
Versaflex™ HC Thermoplastic Elastomers are formulated to meet demanding healthcare device and application challenges without phthalate plasticizers.
https://www.avient.com/news/polyone-‘driving’-advanced-polymer-solutions-future-vehicles-piae-2019
Vibration Damping Technology
Versaflex™ VDT thermoplastic elastomers absorb shock to help support vehicle noise reduction in multiple applications
https://www.avient.com/sites/default/files/resources/Novel_Thermoplastic_elastomers_for_overmolding_applications.pdf
The initial and final tensile strength and modulus results of Versaflex OM6240 (40 shore A universal polyamide OM TPE) and Versaflex OM6258 (60 shore A) after aging at 70°C for one week have been recorded.
OM6240 tensile properties: initial and final after 1 week at 70°C 2.8 1.8 2.6 2.8 1.8 2.6 0 0.5 1 1.5 2 2.5 3 Tensile Strength 100% Modulus 300% Modulus Pa sc al s Initial Final Figure 8: Physical property retention of Versaflex OM 6240 after 1week at 70°C.
OM6240 adhesion to Ultramid B3ZG6 1.7 1.91.9 0.0 0.5 1.0 1.5 2.0 250°C 260°C 270°C Melt temperature A vg . p ee l, N /m m Injection speed: 64 mm/sec Figure 10: Versfalex OM 6240 adhesion values to polyamide Ultrmid B3ZG6 OM6240 adhesion to Ultramid B3ZG6 1.7 1.91.9 0.0 0.5 1.0 1.5 2.0 250°C 260°C 270°C Melt temperature A vg . p ee l, N /m m Injection speed: 64 mm/sec Figure 11: Versaflex OM 6258 adhesion values to polyamide Ultrmid B3ZG6 GLS Corporation, 833 Ridgeview Drive, McHenry, IL 60050