https://www.avient.com/sites/default/files/resources/September%2520Investor%2520Presentation.pdf
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 Excellence Commercial Excellence 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 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 PolyOne Corporation 6 P O L Y O N E P O S T P P & S D I V E S T M E N T 2 0 1 8 R E V E N U E | $ 2 . 9 B I L L I O N Segment End Market Geography Transportation 17% Healthcare 16% Industrial 15% Packaging 13% Consumer 13% Wire & Cable 8% Building & Construction 7% Electrical & Electronics 6% Appliance 4% Color Additives & Inks 35% Distribution 43% Specialty Engineered Materials 22% United States 53% Europe 19% Asia 12% Canada 5% Latin America 11% 2009 2010 2011 2012 2013 2014 2015 2016* 2017* 2018 $2.43 P R O O F O F P E R F O R M A N C E C O N S E C U T I V E Y E A R S PolyOne Corporation 7 9 $0.13 $0.68 $0.82 $1.00 $1.31 $1.80 $1.96 $2.06 $2.21 *Pro Forma for sale of DSS 2006 2018 ROIC** 5.0% 14.1% Operating Income % of Sales Color, Additives & Inks 1.7% 15.1% Specialty Engineered Materials 1.1% 11.2% Performance Products & Solutions 4.3% 10.0% Distribution 2.6% 5.6% **ROIC is defined as TTM adjusted OI after tax divided by the sum of average debt and equity less cash over a 5 quarter period A D J U S T E D E P S E X P A N S I O N 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 8 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 710130 164 504 663 2014 2018 R&D / Technical Marketing Sales PolyOne Corporation 9 Increased commercial headcount + 34% + 26% + 32% I N V E S T M E N T I N COMMERCIAL RESOURCES D R I V I N G G R O W T H Sustained revenue increases led by organic business $2.9 $2.9 $3.2 $3.5 2015 2016 2017 2018 Total + 9% Organic + 5% Revenue in billions of $ Total + 10% Organic + 7% 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 10 Expanded Path Traditional Path Strategic Accounts/ Field Sales Business Development Customer Service Web and Social Media Inside Sales PolyOne Corporation 11 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 24 2014 2018 Inside sellers $11M $109M 2014 2018 Inside sales/digital revenue A L I G N I N G W I T H T R E N D S F O R G R O W T H T R A N S P O R T A T I O N P A C K A G I N G H E A L T H C A R E C O N S U M E R PolyOne Corporation 12 Facilitate alternative energy solutions Light- weighting Reduce packaging materials Improve recyclability Reduce spread of infection I N N O V A T I O N PolyOne Corporation 13 Customization 55% M&A 30% Innovation Pipeline 15% Innovation comes from Research & Development Spend ($ millions) Vitality Index % of sales from products launched last 5 years 12% 35% 2006 2018 $20 $56 2006 2018 Transformational Opportunity for Growth Through M&A Adjacent Opportunity for Growth Through New Product Pipeline Core Customization 3 H O R I Z O N S O F D E V E L O P M E N T PolyOne Corporation 14 Incremental development from existing base of technology New development adjacent to current technology New technology development outside of and with our current base Service adjacent markets and customers Create new markets, target new customer needs Service existing markets and customers Market Technical I N N O V A T I O N Non-Halogen Flame Retardants Barrier Technologies Fiber Colorants Advanced Composites Thermoplastic Elastomers Gordon Composites/ Polystrand – Composites GLS – Thermoplastic Elastomers ColorMatrix – Liquid Color & Additives PlastiComp Fiber-Line I N N O V A T I O N P I P E L I N E PolyOne Corporation 15 PrototypeFrame Opportunity Scale-up & Test Market Build Business Case Commercial Launch (since 2017) Phase 1 Phase 2 Phase 3 Phase 4 Phase 5 5 8 2 3 3 3 44 0 1 4 5 1 1 3 Breakthrough Platform Derivative Number of Projects 10 5 17 5 10 47 Total Addressable Market ($ millions) - - $1,767 $315 $766 $2,848 F L A M E R E T A R D A N T P O L Y M E R S A D V A N C E D C O M P O S I T E S B A R R I E R M A T E R I A L S C O L O R A N T T E C H N O L O G I E S T H E R M O P L A S T I C E L A S T O M E R S 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 16 C O M P O S I T E S R E F R E S H E R PolyOne Corporation 17 Fiber Polymer Composite Strength Design Flexibility Continuous Fiber Thermoset Composites Short Glass Fiber Thermoplastics Continuous Fiber Thermoplastic Composites Long Glass Fiber Thermoplastics S T R A T E G I C I N V E S T M E N T H I S T O R Y Acquired Polystrand Installed LFT production Avon Lake Acquired Gordon Composites Thermoplastic Composites Long Fiber Reinforced Thermoplastics Continuous Fiber Thermosets Long Fiber Thermoplastic (LFT) Technology Installed LFT production Barbastro, Spain Acquired Glasforms Long Fiber Reinforced Thermoplastics Continuous Fiber Thermosets 2012 2015 20162009 2011 Acquired PlastiComp, specialty LFT producer 2018 PolyOne Corporation 2019 Acquired Fiber-Line, specialty fiber processor 18 C O M P O S I T E S I N T R A N S P O R T A T I O N PolyOne Corporation 19 W A T E R C R A F TR A I L H E A V Y T R U C K Bulkheads and Transoms Ceilings and Hatches Doors and Cabinetry Flooring Door Panels Side Walls Flooring & Side Panels Aerodynamic Fairings Seat and Bunk Reinforcements F I B E R - L I N E H I G H L I G H T S PolyOne Corporation 20 71% 16% 12% 1% 2018PF Sales by Market Fiber Optics Industrial Oil & Gas Consumer Estimated 2019 Sales: $100M • Abrasion resistance • Adhesion enhancement • Anti-microbial • Chemical resistance • Color • Conductivity • Fire retardant • Glow-in-the- dark • Process enhancement • UV inhibitor • Water swellable • Water repellency • Entangling • Extrusion • Pultrusion • Twisting • Winding • Braiding • Stranding High Performance Fiber and Polymers Suppliers Customer Value Coating Technology Processing Technology Fiber-Line Bare and Coated Fiber and Composite Rod Customers Fiber Processing Capabilities Polymer Formulation Capabilities 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 21 1.
https://www.avient.com/sites/default/files/2021-03/avient-antitrust-2021-update-neth-a4.pdf
Naast het naleven van de antitrust richtlijnen van het Bedrijf moeten divisies of dochterondernemingen die buiten de Verenigde Staten opereren op de hoogte zijn van en zich houden aan toepasselijke buitenlandse wetgeving, regels, voorschriften, enz. bij het zakendoen in het buitenland. 19.
Francisco Nakasato, 1700 13295-000 Itupeva Sao Paulo, Brazilië Telefoon: +55 11 4593 9200 Europa Regionaal hoofdkantoor Pommerloch, Luxemburg 19 Route de Bastogne Pommer- loch, Luxemburg, L-9638 Telefoon: +352 269 050 35 Fax: +352 269 050 45 www.avient.com http://www.avient.com Snelle verwijzing: WEL DOEN en NIET DOEN inzake antitrust Antitrust Checklist Bescherming tegen vergelding Melden van mogelijke overtredingen Conclusie Potentiële gebieden van zorg inzake antitrust Schendingen van Antitrustwetgeving Een Overzicht van de Amerikaanse Antitrustwetgeving Overzicht van het Beleid Ethische hotline van Avient
https://www.avient.com/sites/default/files/2021-03/avient-antitrust-2021-update-port-a4.pdf
Divisões ou subsidiárias que operem fora dos Estados Unidos devem conhecer e cumprir as leis, as normas, os regulamentos etc. estrangeiros aplicáveis na conduta de negócios internacionais, além de cumprir as diretrizes antitruste da Empresa 19.
Francisco Nakasato, 1700 13295-000 Itupeva São Paulo, Brasil Telefone: +55 (11) 4593 9200 Europa Sede regional Pommerloch, Luxemburgo 19 Route de Bastogne Pommer- loch, Luxemburgo, L-9638 Telefone: +352 269 050 35 Fax: +352 269 050 45 www.avient.com http://www.avient.com Referência rápida: O QUE FAZER e O QUE NÃO FAZER em relação às leis antitruste Lista de verificação antitruste Proteção contra retaliação Denúncias de possíveis violações Conclusão Possíveis áreas de atenção da lei antitruste Violações da lei antitruste Visão geral das Leis Antitruste Visão geral da Política Linha direta de ética da Avient
https://www.avient.com/sites/default/files/2021-03/avient-antitrust-2021-update-rus-a4.pdf
Подразделения и дочерние компании, работающие за пределами США, должны знать и соблюдать применимые иностранные законы, правила, нормативные акты и т. п. при ведении деятельности за рубежом, помимо соблюдения антимонопольных руководящих принципов Компании. 19.
Поммерлох, Люксем- бург 19 Route de Bastogne Pommerloch, Luxembourg, L-9638 Телефон: +352 269 050 35 Факс: +352 269 050 45 www.avient.com http://www.avient.com Краткий справочник: Что следует и не следует делать в рамках антимонопольной политики Контрольный список по соблюдению требований антимонопольного законодательства Защита от преследований Фиксация возможных нарушений Заключение Потенциальные проблемные области в сфере антимонопольного законодательства Нарушения антимонопольного законодательства Общий обзор Антимонопольного законодательства США Общие сведения о политике Горячая линия по вопросам этики компании Avient
https://www.avient.com/sites/default/files/2021-03/avient-antitrust-2021-update-esp-a4.pdf
Las divisiones o subsidiarias que operen fuera de Estados Unidos deben conocer y cumplir las leyes, reglas y normativas extranjeras, etc. a la hora de realizar negocios en el extranjero además de cumplir las directrices antimonopolio de la Empresa. 19.
Francisco Nakasato, 1700 13295-000 Itupeva São Paulo, Brasil Teléfono: +55 11 4593 9200 Europa Sede regional de Pommerloch, Luxemburgo 19 Route de Bastogne Pommerloch, Luxemburgo, L-9638 Teléfono: +352 269 050 35 Fax: +352 269 050 45 www.avient.com http://www.avient.com Referencia rápida: Qué hacer y qué no hacer en materia antimonopolio Lista de verificación antimonopolio Protección contra represalias Informes de posibles infracciones Conclusión Posibles áreas de preocupación antimonopolio Infracciones de leyes antimonopolio Descripción general de las leyes antimonopolio Descripción general de la política Línea Directa de Ética de Avient
https://www.avient.com/sites/default/files/2021-03/avient-antitrust-2021-update-hun-a4.pdf
Az Egyesült Államokon kívül működő üzletágaknak vagy leányvállalatoknak ismerniük kell és be kell tartaniuk a külföldi jogszabályokat, szabályokat, előírásokat stb. a külföldi üzleti tevékenység folytatása során, a Vállalat trösztellenes irányelveinek betartása mellett. 19.
Francisco Nakasato, 1700 13295-000 Itupeva São Paulo, Brazília Telefonszám: +55 11 4593 9200 Európa Regionális Központ Pommerloch, Luxemburg 19 Route de Bastogne Pommerloch, Luxembourg, L-9638 Telefonszám: +352 269 050 35 Fax: +352 269 050 45 www.avient.com http://www.avient.com Gyors hivatkozás: Mit TEGYEN és mit NE TEGYEN a trösztellenes területen Trösztellenes ellenőrzőlista Megtorlással szembeni védelem Az irányelv lehetséges megsértéseinek jelentése Következtetés Trösztellenes szempontból potenciálisan aggályos területek A trösztellenes szabályok megsértése Az USA trösztellenes jogszabályainak áttekintése A szabályzat áttekintése Avient etikai forródrót
https://www.avient.com/sites/default/files/2021-03/avient-antitrust-2021-update-czech-a4.pdf
Divize nebo dceřiné společnosti působící mimo území USA musí vedle dodržování antimonopolních zásad společnosti být při obchodování v zahraničí znalé platných zahraničních zákonů, pravidel, předpisů atd. a dodržovat je. 19.
Francisco Nakasato, 1700 13295-000 Itrevea Sao Paulo, Brazílie Telefonní číslo: +55 11 4593 9200 Evropa Regionální centrála Pommer- loch, Lucembursko 19 Route de Bastogne Pommer- loch, Lucembursko, L-9638 Telefonní číslo: +352 269 050 35 Fax: +352 269 050 45 www.avient.com http://www.avient.com Rychlé rady: Antimonopolní zásady CO DĚLAT a CO NEDĚLAT Antimonopolní kontrolní seznam Ochrana před odvetou Hlášení možných porušení Závěr Oblasti potenciálně dotčené antimonopolní problematikou Porušení antimonopolních zákonů Een Overzicht van de Amerikaanse Přehled antimonopolních zákonů USA Přehled zásad Horká linka pro etiku společnosti Avient
https://www.avient.com/sites/default/files/2021-03/avient-antitrust-2021-update-pol-a4.pdf
Oddziały lub filie działające poza Stanami Zjednoczonymi muszą znać i stosować się do obowiązujących zagranicznych przepisów prawa, zasad, regulacji itp. w prowadzeniu działalności za granicą oraz przestrzegać wytycznych Spółki w zakresie działań antymonopolowych. 19.
Francisco Nakasato, 1700 13295-000 Itupeva Sao Paulo, Brazylia Tel. +55 11 4593 9200 Europa Regional Headquarters Pom- merloch, Luksemburg 19 Route de Bastogne Pommer- loch, Luksemburg, L-9638 Tel. +352 269 050 35 Faks: +352 269 050 45 www.avient.com http://www.avient.com Krótkie podsumowanie: CO ROBIĆ, a CZEGO NIE ROBIĆ w kontekście przepisów antymonopolowych Antymonopolowa lista kontrolna Ochrona przed działaniami odwetowymi Infolinia ds. etyki Avient Wniosek Potencjalne obszary zainteresowania w ramach antymonopolu Naruszenie prawa antymonopolowego Ogólny zarys amerykańskich Przepisów antymonopolowych Ogólny zarys niniejszej polityki Zgłaszanie możliwych naruszeń
https://www.avient.com/sites/default/files/2021-03/avient-antitrust-2021-update-sv-a4.pdf
Avdelningar eller dotterbolag som bedriver sin verksamhet utanför USA måste, utöver iakttagandet av företagets antitrustpolicy, även vara medvetna om och iaktta tillämpliga utländska lagar, regler, förordningar osv. i samband med bedrivandet av affärsverksamhet utomlands. 19.
Francisco Nakasato, 1700 13295-000 Itupeva Sao Paulo, Brasilien Telefon: +55 11 4593 9200 Europa Regionalt huvudkontor Pom- merloch, Luxemburg 19 Route de Bastogne Pommer- loch, Luxemburg, L-9638 Telefon: +352 269 050 35 Fax: +352 269 050 45 www.avient.com http://www.avient.com Snabbreferens: Antitrust – VAD DU BÖR och INTE BÖR GÖRA Antitrust-checklista Skydd mot repressalier Rapportering av eventuella överträdelser Slutsats Potentiella problemområden i fråga om antitrust Överträdelser av antitrustlagar En översikt av USA:s antitrustlagar Policyöversikt Avients Jourlinje för etikfrågor
https://www.avient.com/sites/default/files/2021-03/avient-antitrust-2021-update-turk-a4.pdf
Amerika Birleşik Devletleri dışında faaliyet gösteren iş birimleri veya iştirakler, yurt dışında işlerini yürütürken Şirketin antitröst yönergelerine uymaya ek olarak yabancı ülke yasa, kural, düzenlemelerinden haberdar olmalı ve bunlara uymalıdır 19.
Francisco Nakasato, 1700 13295-000 Itupeva Sao Paulo, Brezilya Telefon: +55 11 4593 9200 Avrupa Bölge Merkezi Pommerloch, Lüksemburg 19 Route de Bastogne Pommer- loch, Lüksemburg, L-9638 Telefon: +352 269 050 35 Faks: +352 269 050 45 www.avient.com http://www.avient.com Rychlé rady: Antimonopolní zásady CO DĚLAT a CO NEDĚLAT Antitröst Kontrol Listesi Misillemeye Karşı Koruma Olası İhlallerin Bildirilmesi Sonuç Potansiyel Antitröst Endişe Kaynağı Alanlar Antitröst Yasası İhlalleri Amerika Birleşik Devletleri Antitröst Yasalarına Genel Bakış Politikaya Genel Bakış Avient Etik Yardım Hattı