https://www.avient.com/sites/default/files/2024-12/AVNT Investor Day 2024 Presentation.pdf
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2024 23
Diverse
technology portfolio
Commercial excellence,
financial rigor & prudence
Culture of
safety and sustainability
FOUNDATIONAL
STRENGTHS
Unwavering customer focus
Global reach with a local touch
Innovation
Digital
for Operational Excellence
and Growth
Leadership, talent
STRATEGIC
DRIVERS
OUR
PURPOSE
Innovator of materials solutions to help our customers
succeed, while enabling a sustainable world
STRATEGIC
APPROACH
Intersecting high growth markets and
secular trends with our technologies to
create product platforms of scale
Catalyze the core
Build new platforms of scale
GROWING
AT GDP+
GROWING
AT 10% PLUS CAGR
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2024 24
Redesigning organizations & compensation to drive strategy
Compensation
• Designed a new
compensation plan
directly to
our strategy execution
Colors,
and Inks
Specialty
R&D
Research and
Development
New business
development
& marketing excellence
• New SVP hired
• Reorganized under a single global leadership
eliminated structure and complexity
“play to win”
focused organizations for growth vectors
up front
• New CTO hired
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Strong and committed team leading the change
Leslie Sequeira
Chief Information Officer
SVP and
Chief Financial Officer
Joel Rathbun
SVP
Mergers & Acquisitions
SVP and President
Color, Additives and Inks
SVP and President
Specialty Engineered
Amy Sanders
SVP, General Counsel
and Secretary
Kyle Rose
VP, Corporate
Communications
John Midea
SVP, Global Ops and
Process Improvement
Kristen Gajewski
SVP and Chief
Human Resources
Officer
ALSO HERE
TODAY
Phil Clark
SVP and
Chief Technology Officer
ALSO HERE
TODAY
Mike Irwin
SVP, New Business
Development and
Marketing Excellence
Color,
Additives
and Inks
SEGMENT STRATEGIC REVIEW
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Solutions provider of
customized color and functionality
to enhance and improve polymers
Color, Additives and Inks – an overview
34%
37%21%
8%
US, Canada
Europe,
Middle East,
Africa
Latin
America
$2.0B
• Differentiate and enhanced aesthetic appeal
of our customers’ products
• Enable sustainability through our solutions
• Safeguard and preserve packaged contents
• Extend product shelf life
KEY E N D MARKETS
PACKAGING CONSUMER HEALTHCARE
BUILDING &
CONSTRUCTION
INDUSTRIAL TRANSPORTATION
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Our value
we know color
color designs
completed annually
400,000
color formulations
manufacturing footprint
in industry
550
commercial resources
globally serving locally
we are global we innovate
18,000
sustainable solutions
broadest portfolio in industry
14,500
additives solutions
and growing
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Portfolio of CAI solutions
Solid
Colorants
Liquid
Recycling solutions
Barrier enhancements
Surface modifiers
Plastisol
Water-based
Bio-based
Silicone dispersion
Vinyl formulations
Specialty coatings
Advanced dispersionsScreen printing inks
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CAI sales growth
faster response to
customer needs
tailored to local
needs...globally
enhance service
with digital tools
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Personalized, self-administered
32
CAI PORTFOLIO
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• Regulatory compliance
• Reliable material quality and
uninterrupted supply
• Supply chain risk mitigation
• Global reach
$6B ADDRESSABLE MARKET
AVIENT VALUE PROPOSITION
• ISO 13485 accredited sites
• Globally approved raw material
portfolio
• Strict change management
• Global supply
Auto injectors Syringes Inhalers
OTHER
APPLICATONS
• In-vitro diagnostics
• Remote monitoring
• Pharma packaging
• Catheters
• Medical equipment
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• Reducing material and
energy usage
• Achieving sustainability goals
and objectives
• Improved product performance,
structural integrity
$5B ADDRESSABLE MARKET
AVIENT VALUE PROPOSITION
• Best-in-class additives for
a wide range of polymer
processing temperatures
• Design services to simulate
foaming and mold designs
TransportationWood plastic
composite decking
Bottles and
food packaging
Building and
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• Regulatory restrictions with the removal of PFAS in multiple end markets
• Major retailers requiring PFAS content declaration from suppliers
• Enhanced plastic properties, aesthetics and processability
• Specialized functionalities making plastics a safe option
in demanding applications
$8B ADDRESSABLE MARKET
OTHER
APPLICATONS
• Electrical connectors
• Labware
• Food contact
appliances
Flexible film Artificial turf Food storage,
oil containers
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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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Personalized, self-administered
44
SEM PORTFOLIO
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• 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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• 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...
• New growth opportunities in prefabricated / modular construction
- driven by lightweighting, waste reduction, and energy efficiency
• Avient differentiation is with operational velocity, manufacturing capability
and added functionality with flame retardancy vital to this space
$20B ADDRESSABLE MARKET
Ballistic-resistant
Composite lumber
reinforcement
Functional panels
- interiors and exteriors
Fire-retardant
thermoplastic panels
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• Increasing electrification demands, expanding grid
• Established Avient portfolio in electrical infrastructure
• Demand driven by aging electrical infrastructure and grid hardening incentives
(e.g. 170 million wood poles over 50 years old in North America)
• Creating opportunities in all infrastructure components
• Avient differentiation is with operational velocity, manufacturing capability
and added functionality with flame retardancy, UV resistance etc