https://www.avient.com/sites/default/files/2024-05/AVNT Q1 2024 Earnings Presentation_For_Website_w_non-GAAP_5_6_1.pdf
Q1 2023 (TOTAL COMPANY) $846 $829 Q1 23 Q1 24 $134 $143 Q1 23 Q1 24 17.3% Sales Adjusted EBITDA (in millions) $0.63 $0.76 Q1 23 Q1 24 Adjusted EPS (in millions) + 7% + 21% Sales Adjusted EBITDA Adjusted EPS 6 - 2% 15.8% +150 bps * * * Adjusted EBITDA Margin % Q1 2024 SEGMENT PERFORMANCE (COLORS, ADDITIVES & INKS) $537 $515 Q1 23 Q1 24 $91 $97 Q1 23 Q1 24 18.8% Sales Adjusted EBITDA (in millions) (in millions) + 7% Sales Adjusted EBITDA 7 - 4% 17.0% +180 bps * * * Adjusted EBITDA Margin % • Year over year demand continues to improve for the segment but slowly due to continued weakness in Europe • Raw material deflation & cost reduction actions primary drivers of adjusted EBITDA growth and margin expansion of +180 bps vs Q1 2023 Q1 2024 SEGMENT PERFORMANCE (SPECIALTY ENGINEERED MATERIALS) $310 $314 Q1 23 Q1 24 $64 $73 Q1 23 Q1 24 23.2% Sales Adjusted EBITDA (in millions) (in millions) + 14% Sales Adjusted EBITDA 8 + 1% 20.8% +240 bps * * * Adjusted EBITDA Margin % • Sales growth in defense end market offset by weaker demand in telecommunications end market • Raw material deflation and favorable mix impact from defense sales primary drivers of adjusted EBITDA growth and margin expansion of +240 bps vs Q1 2023 Q1 EBITDA BRIDGE (TOTAL COMPANY) 9 $ millions CAI: Price / Mix (1) Deflation 16 SEM: Price / Mix 4 Deflation 7 Net Price Benefit 26 Wage/Other Inflation (9) FX (2) Q1 2024 $143 Adjusted EBITDA Q1 2023 $ 134 Demand (6) • Positive net price benefit: o Favorable raw material deflation in both segments • Wage and other inflation more than offset cost reductions/synergies 2024 G U I DAN CE FY 2024 GUIDANCE Original Revised Adjusted EBITDA $505 to $535 million $510 to $535 million Adjusted EPS $2.40 to $2.65 $2.50 to $2.65 Interest Expense $105 to $110 million $105 million Adjusted Effective Tax Rate 23% to 25% 23% to 25% Capital Expenditures ~$140 million ~$140 million 11 Q2 2024: Adjusted EPS of $0.71 CE O “ TO P O F MI N D” FO CU S ARE AS AREAS OF FOCUS 13 +7% Drive Profitable Organic Top-Line Growth with Margin Expansion Amplify Innovation Build Leadership & Talent Pipeline AP P E N DI X 16 Performance Additives 15% Pigments 13% TiO2 9% Dyestuffs 2% Polyethylene 10%Nylon 5% Polypropylene 4% Styrenic Block Copolymer 4% Other Raw Materials 38% ~40% hydrocarbon based (Grey shaded materials are hydrocarbon based, includes portion of “Other Raw Materials”) Non-hydrocarbon based materials RAW MATERIAL BASKET SEGMENT DATA U.S. & Canada 41% EMEA 36% Asia 18% Latin America 5% 2023 SEGMENT, END MARKET AND GEOGRAPHY GEOGRAPHY REVENUESEGMENT FINANCIALS Consumer 19% Packaging 23%Industrial 16% Building and Construction 9% Telecommunications 4% Energy 5% Defense 7% END MARKET REVENUE $2,007M $358M $1,138M $224M Sales EBITDA Specialty Engineered Materials Color Additives and Inks $502M$3,143M (1) Transportation 10% Healthcare 7% 18 (1) Total company sales and adjusted EBITDA of $3,143M and $502M, respectively, include intercompany sales eliminations and corporate costs 2023 REVENUE | $2 .0 BILLION US & Canada 34% EMEA 37% Asia 21% Latin America 8% END MARKET REGION 19 Packaging 34% Consumer 21% Healthcare 8% Industrial 15% Transportation 9% Building & Construction 10% Telecommunications 1% Energy 2% COLOR, ADDITIVES & INKS 2023 REVENUE | $1 .1 BILLION US & Canada 52% EMEA 35% Asia 13% 20 Packaging 5% Consumer 16% Healthcare 6%Industrial 16% Transportation 12% Telecommunications 9% Energy 10% Defense 18% Building & Construction 8% END MARKET REGION SPECIALTY ENGINEERED MATERIALS Packaging 32% Consumer 26% Healthcare 9% Industrial 13% Building & Construction 6% Telecommunications 2% Energy 2% Defense 1% Asia (18% of sales) Transportation 9% 2023 AVIENT REGIONAL SALES Packaging 25% Consumer 13% Healthcare 5% Industrial 18% Building & Construction 9% Energy 5% Defense 8% EMEA (36% of sales)Transportation 13% Packaging 13% Consumer 22% Healthcare 10% Industrial 16% Building & Construction 12% Energy 6% Defense 8% US & Canada (41% of sales) Transportation 9% Packaging 59% Consumer 22% Healthcare 2% Industrial 8% Building & Construction 4% LATAM (5% of sales) Transportation 5% Telecommunications 4% Telecommunications 4% 21 BY END MARKET Reconciliation of Non-GAAP Financial Measures (Unaudited) (Dollars in millions, except for per share data) Senior management uses comparisons of adjusted net income from continuing operations attributable to Avient shareholders and diluted adjusted earnings per share (EPS) from continuing operations attributable to Avient shareholders, excluding special items, to assess performance and facilitate comparability of results.
https://www.avient.com/investor-center/news/polyone-acquires-gordon-composites-and-polystrand
Proven invest-to-grow approach to integration will accelerate product development, commercial excellence and service to customers
As we invest in these businesses and leverage our commercial and operational excellence, our PolyOne Advanced Composites group will play an important role in achieving our 2020 Platinum Vision."
The company is dedicated to serving customers in diverse industries around the globe, by creating value through collaboration, innovation and an unwavering commitment to excellence.
https://www.avient.com/news/medtec-china-2024-avient-announces-healthcare-tpu-manufacturing-expansion
Newly Expanded Manufacturing of NEU™ Custom Capabilities and NEUSoft™ Thermoplastics Polyurethanes for catheter applications: now produced in Suzhou, China, offering customized services and rapid response times to customers from Asia Pacific, a series of ultra-soft TPUs for short-term in-vivo applications that are available in custom colors with excellent ultraviolet (UV) stability and barrier properties, offer good elasticity, resistance to abrasions and tears, barrier properties, and melt strength for use in a host of catheter applications, including cardiovascular, intravenous, and other specialty segments .
Versaflex™ HC & Versaflex™ HC BIO BT Series TPEs: grades formulated specifically to handle the complexities of healthcare and biopharmaceutical tubing, including excellent weldability, kink resistance, and low extractables, delivering comparable performance to competing materials such as silicone and PVC tubing, while providing lower Product Carbon Footprint (PCF) values than other materials* The Versaflex HC BIO BT218 grade is formulated with 40% bio-derived content and provides a sustainable substitute for traditional materials.
TPEs and specialty engineered polymers for auto-injector pens: offer excellent chemical and impact resistance, good self-lubrication functions, durability to extend product life and meet biocompatibility and food-contact safety regulations.
https://www.avient.com/products/engineered-polymer-formulations/conductive-signal-radiation-shielding-formulations/preperm-low-loss-dielectric-thermoplastics
Designed with excellent RF performance combined with high impact strength and moldability.
These high temperature grades have low dissipation factor, outstanding thermal stability, excellent mechanical properties, and chemical resistance and inherent flame retardancy.
These high temperature grades have low dissipation factor, outstanding thermal stability, excellent mechanical properties, and chemical resistance and inherent flame retardancy and high flowability for thin parts.
https://www.avient.com/sites/default/files/2021-09/mevopur-colors-and-additives-for-ivd-devices-application-bulletin-cn.pdf
功能 目标应用 血液采集 试剂容器/ 试剂盒 移液器/ 器具 设备/配件 即用型配方避免对分析测试的干扰; 可萃取金属数据 聚合物对激光能量的激活可提供高 对比度、无溶剂的 高速鉴别 定制母粒和即用型配方可提供 透明和不透明颜色,同时允许激光 传输/吸收 PE和PP的新一代快速成核剂;提 高尺寸稳定性,热性能和机械性能 降低湿蒸汽透过率(MVTR) HDPE即用型配方 吸湿母粒 减少 BCT(血液收集管)中因氧传 输造成的真空损失,并保护试剂免 受氧化降解 在290-450nm波长范围内阻挡紫 外线,对透明度没有影响;保护光 敏试剂 自检/即时检验 (POCT) 用于实验室自动化/ 鉴别编码的着色剂 颜色—低迁移/减 低干扰 颜色—生物相容 性评估 透明PP PP、ABS、 PC/ABS的抗静电 性能 激光焊接可 快速、可靠地组装 一系列聚合物 半结晶聚合物 的成核剂,例如 HDPE、PP、POM 防止氧气进入的 PET吸氧剂 透明容器(PP、 PE、PETG、COP) 中的紫外光防护 防潮以改善屏障 激光打标的UDI替 代油墨印刷/贴标 PP、ABS、PC和 高温聚合物的颜 色,符合UL认证 为各种聚合物提供多种颜色,能够 为您的工艺提供适用的即用型配方 或母粒 降低不符合现行和拟定法规(如 IVDR)的风险 即用型解决方案/母粒支持针对电器 外壳的UL要求 永久性/非迁移性即用型配方;不受 相对湿度(%)影响的快速静电衰 减时间 不含山梨醇,最大限度地减少潜在 迁移 1.844.4AVIENT www.avient.com 版权所有© 2021埃万特公司。
https://www.avient.com/sites/default/files/2020-08/colormatrix-reprize-brochure-8.5x11.pdf
COLORMATRIX™ rePrize™ Liquid dispersion chain extender for PET monolayer, multilayer and foamed sheet ColorMatrix™ rePrize™ is a PET and PC compatible formulated liquid dispersion chain extender.
https://www.avient.com/sites/default/files/2021-12/avient-sarl-czech-republic-branch-register-extract-dec-3-2021.pdf
Czech Republic Branch Sídlo: Pobřežní 620/3, Karlín, 186 00 Praha 8 Identifikační číslo: 074 10 026 Právní forma: Odštěpný závod zahraniční právnické osoby Předmět podnikání: Výroba, obchod a služby neuvedené v přílohách 1 až 3 živnostenského zákona Vedoucí odštěpného závodu: LÁSZLÓ MEDNYÁNSZKY, dat. nar. 23. listopadu 1967 9400 Sopron, Ösvény 7, Maďarská republika Zřizovatel - zahraniční osoba: Avient S.à r.l. 9638 Pommerloch, Route de Bastogne 19, Lucemburské velkovévodství Registrační číslo: B226205 Právní forma: společnost s ručením omezeným Statutární orgán zřizovatele - zahraniční osoby: Jednatel: HOLGER HANS KRONIMUS, dat. nar. 26. ledna 1968 76571 Gaggenau, Adolf Dambach-Strasse 2, Spolková republika Německo Den vzniku funkce: 4. července 2018 Den vzniku členství: 4. července 2018 Jednatel: CHRISTOPH PALM, dat. nar. 16. května 1963 9638 Pommerloch, Route de Bastogne 19, Lucemburské velkovévodství Den vzniku funkce: 4. července 2018 Den vzniku členství: 4. července 2018 Jednatel: ZANETA GABRIELA POTOCZNY, dat. nar. 17. října 1974 9638 Pommerloch, route de Bastogne 19, Lucemburské velkovévodství Den vzniku funkce: 27. února 2019 Den vzniku členství: 27. února 2019 Jednatel: NORBERT MERKLEIN, dat. nar. 3. května 1964 4132 Muttenz, Rothausstrasse 61, Švýcarská konfederace Den vzniku funkce: 18. ledna 2021 Den vzniku členství: 18. ledna 2021 Počet členů: 4 Společnost je platně vázána nebo zastupována vůči třetím osobám takto: má-li Společnost více než jednoho jednatele, pak podpisem kteréhokoli jednatele.
https://www.avient.com/products/engineered-polymer-formulations/general-engineered-formulations/edgetek-engineered-polymer-formulations
Specialty engineered polyketone (PK) formulations that serve as a more sustainable alternative to nylon; provides excellent chemical resistance, low moisture uptake, and high impact and abrasion resistance
Advanced PC, PPS and LCP formulations to help customers to build 3D circuits on molded part surfaces; supporting high design flexibilty, multi-function integration, size miniaturization and weight reduction, even in high heat processes such as SMT
https://www.avient.com/products/engineered-polymer-formulations
Providing excellent chemical resistance, low moisture uptake, dimensional stability, and high impact and wear resistance for a high-performing and more eco-conscious alternative to nylons.
Edgetek™ REC PC Recycled Polycarbonate Solutions
https://www.avient.com/sites/default/files/2022-06/Colorant Chromatics FEP UV Laser Marking Product Bulletin.pdf
The resulting mark achieves between 60% to 80% contrast, fulfilling aerospace standards SAE AS4373F and EN-3475-706.
KEY CHARACTERISTICS • Benign marking, ensuring FEP jacketing integrity • Permanent marking with outstanding contrast of 60–80% • Meets aerospace industry standards SAE AS4373F and EN-3475-706 • Technology applicable in PFA MARKETS AND APPLICATIONS Colorant Chromatics UV Laser Marking technology for FEP is a good choice for a range of applications within the wire and cable industry, and is especially suited for aerospace and aviation.