https://www.avient.com/sites/default/files/2022-11/AVNT Q3 2022 Earnings Presentation - Website Final.pdf
Purchase price multiple rapidly declining on strength of business and synergy capture 7 $133 $201 2019PF 2022E 7 Clariant Color EBITDA Growth Purchase Price Multiple 10.8x 7.0x 6.4x 2019PF 2021 2022E w/ Full Synergies (1) (1) 11.9% 16.3% 2019PF 2022E EBITDA Margins (1) CLARIANT COLOR: TRANSFORMATIONAL ACQUISITION ($ in millions) (1) Financial information is pro forma to include a full year of Clariant Color business SUNBELT PVC Resins DSS 20 Acquisitions $4.8B Investment $2.7B of Annual Revenue 5 Divestments $2.3B Proceeds TPE PP&S HISTORIC SPECIALIZATION THROUGH M&A 8 Distribution DSM Protective Materials BOLT-ON ACQUISITION HISTORY 9 Commercial Resources Operating Income ($ in millions) Operating Margins 259 363 At Acquisition 2022E $40 $139 At Acquisition 2022E 9% 22% At Acquisition 2022E Established Acquisitions (> 7 years) + 40% + 248% + 1300 bps I N V E S T T O G R O W SPECIALTY TRANSFORMATION T O D A Y 7% 46% 67% 86% 100% 0% 20% 40% 60% 80% 100% 2005 2010 2019 2021 2022 PF % o f A d ju st ed E B IT D A • Commodity JVs • Distribution • Performance Products & Solutions • Specialty Businesses (1) Adjusted EBITDA is EBITDA excluding corporate costs and special items (2) Pro forma for the acquisition of Dyneema® and divestiture of Distribution (1 ) (2) 10 Healthcare 4% Packaging 8% Consumer 10% Building & Construction 43% Industrial 15% Transportation 14% Energy 4% Telecom. 2% 2006 2022 Pro Forma Healthcare 8% Packaging 23% Consumer 21% Building & Construction 10% Industrial 15% Transportation 9% Energy 4% Telecom. 4% Defense 6% END MARKET FOCUS ON LESS CYCLICAL INDUSTRIES 11 14.8% 17.6% 21.0% 2018 2020 2022 PF 1.8% 2006 15.3% 16.2% 17.0% 2018PF 2020PF 2022E CAI 2.7% 2006 SEM SPECIALTY EBITDA MARGIN EXPANSION 12 • Portfolio transformation accelerates growth in less cyclical, higher margin end markets • Investments in our composites platform continue to drive margin expansion (1) (1) (1) 2018 and 2020 financial information is pro forma to include a full year of Clariant Color acquisition PORTFOLIO EVOLUTION OVER THE YEARS 13 Adj.
https://www.avient.com/investor-center/news/polyone-announces-second-quarter-2019-results
I am very pleased with the investments we have made in composites and wire and cable applications, which helped drive this growth.
Tax adjustments include the net tax benefit/(expense) from one-time income tax items, the set-up or reversal of uncertain tax position reserves and deferred income tax valuation allowance adjustments.
https://www.avient.com/investor-center/news/avient-announces-third-quarter-2020-results
At the same time, we've established and announced our 2030 Sustainability Goals to drive ongoing impact and performance in the future,"
Tax adjustments include the net tax benefit/(expense) from one-time income tax items, the set-up or reversal of uncertain tax position reserves and deferred income tax valuation allowance adjustments.
https://www.avient.com/investor-center/news/polyone-announces-full-year-and-fourth-quarter-2018-results
Our investments in commercial resources and specialty acquisitions continue to drive our expansion with our Color, Additives and Inks segment leading the way.
Tax adjustments include the net tax benefit/(expense) from one-time income tax items, the set-up or reversal of uncertain tax position reserves and deferred income tax valuation allowance adjustments.
https://www.avient.com/investor-center/news/polyone-announces-third-quarter-2018-results
Our investments in commercial resources and specialty acquisitions continue to drive our growth, as we delivered an 8% increase in revenue and a 7% increase in adjusted EPS for the third quarter," said
Tax adjustments include the net tax benefit/(expense) from one-time income tax items, the set-up or reversal of uncertain tax position reserves and deferred income tax valuation allowance adjustments.
https://www.avient.com/sites/default/files/2025-04/Corporate Governance Guidelines. March 2025 - Final and Approved version.pdf
The Board will set director compensation recognizing the need to preserve directors’ independence.
https://www.avient.com/resource-center/knowledge-base/article/what-s-difference-fillers-reinforcements?ind%5B0%5D=21509
Compounds at the high end of the resistivity scale shield against electromagnetic interference (EMI) or radio-frequency interference (RFI).1 Faster data transmission and broader electromagnetic frequencies are driving the need for better EMI/RFI protection for electronic devices.2
Then add metallic filled material once you have set up your process.
Because the thermal conductivity of metal-filled material is high, you want the material to set up higher and faster in your mold, so fill the mold more than you would with another compound.
https://www.avient.com/resource-center/knowledge-base/article/what-s-difference-fillers-reinforcements?ind%5B0%5D=6599
Compounds at the high end of the resistivity scale shield against electromagnetic interference (EMI) or radio-frequency interference (RFI).1 Faster data transmission and broader electromagnetic frequencies are driving the need for better EMI/RFI protection for electronic devices.2
Then add metallic filled material once you have set up your process.
Because the thermal conductivity of metal-filled material is high, you want the material to set up higher and faster in your mold, so fill the mold more than you would with another compound.
https://www.avient.com/resource-center/knowledge-base/article/what-s-difference-fillers-reinforcements?ind%5B0%5D=21506
Compounds at the high end of the resistivity scale shield against electromagnetic interference (EMI) or radio-frequency interference (RFI).1 Faster data transmission and broader electromagnetic frequencies are driving the need for better EMI/RFI protection for electronic devices.2
Then add metallic filled material once you have set up your process.
Because the thermal conductivity of metal-filled material is high, you want the material to set up higher and faster in your mold, so fill the mold more than you would with another compound.
https://www.avient.com/resource-center/knowledge-base/article/what-s-difference-fillers-reinforcements?ind%5B0%5D=6598
Compounds at the high end of the resistivity scale shield against electromagnetic interference (EMI) or radio-frequency interference (RFI).1 Faster data transmission and broader electromagnetic frequencies are driving the need for better EMI/RFI protection for electronic devices.2
Then add metallic filled material once you have set up your process.
Because the thermal conductivity of metal-filled material is high, you want the material to set up higher and faster in your mold, so fill the mold more than you would with another compound.