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All Rights Reserved 2025 Avient 2024 sales BUSINESS SEGMENTS END MARKETS REGIONS 63% 37% S E M C AI 23% 20% 15% 10% 10% 8% 7% 4% 3% Packaging Telecom Energy Defense Healthcare Building & construction Transportation Industrial Consumer 41% 35% 18% 6% US & Canada Latin America Asia Europe, Middle East and Africa 14Copyright © .
All Rights Reserved 2025 Color, Additives & Inks END MARKETS REGIONS 34% 21% 15% 11% 9% 8% Packaging Telecom 1%Energy 1% Transportation Industrial Consumer 34% 37% 20% 9% US & Canada Latin America Asia Europe, Middle East and Africa Healthcare Building & Construction 15Copyright © .
All Rights Reserved 2025 Specialty Engineered Materials END MARKETS REGIONS 20% 17% 14%13% 9% 9% 7% 7% 4% Defense Packaging Telecom Building & construction Transportation Industrial Consumer 54% 33% 13% US & Canada Asia Europe, Middle East and Africa Energy Healthcare Copyright © .
https://www.avient.com/sites/default/files/resources/Universal_Polyamide_Overmold_Thermoplastic_Elastomer.pdf
No Nylon Type Nylon description TPE Hardness Aging condition Peel, N/mm / lb / in 1 Capron 8333GHI Glass and impact 60A(1) Aging A 3.7 / 21 2 Capron 8333GHI Glass and impact 60A(1) Aging B 3.2 / 20 3 Capron 8333GHI Glass and impact 60A(1) Aging C 3.3 / 19 4 Capron 8333GHIHS Glass, impact and heat stabilized 60A(1) Aging A 3.2 / 20 5 Capron 8333GHIHS Glass, impact and heat stabilized 75A Aging A 3.0 / 17 6 Ultramid B3ZG6 Glass and impact 60A(1) Aging A 3.2 / 18 7 Zytel 70G33L Glass 60A(1) Aging A 3.9 / 22 8 Zytel 408AHS Heat stabilized and flow aid 60A(1) Aging A 3.7 / 21 9 Zytel 409AHS Heat stabilized and flow aid 60A(1) Aging A 3.2 / 20 Aging A: nylon substrate conditioned at room temperature and humidity for 4 weeks before TPE overmolding.
Capron 8333GHI N/mm (lb/in) 60A-I 60A-II 75A-III 55A-IV 65A-V 50A-VI 70A-VII 260C/500F 3.7 / 21 N/A 3.2 / 18 No No No No 276C/530F 3.7 / 21 3.7 / 21 3.2 / 18 2.1 / 12 No No No 288C/550F N/A N/A N/A 2.5 / 14 2.5 / 14 No No Capron 8333GHIHS N/mm (lb/in) 60A-I 60A-II 75A-III 55A-IV 65A-IV 50A-VI 70A-VII 260C/500F 3.9 / 22 N/A 3.3 / 19 No No No No 276C/530F 3.5 / 20 N/A 3.3 / 19 No No No No 288C/550F N/A N/A N/A 2.5 / 14 2.6 / 15 No No Ultramid B3ZG6 N/mm (lb/in) 60A-I 60A-II 75A-III 55A-IV 65A-IV 50A-VI 70A-VII 260C/500F 3.0 / 17 3.3 / 19 3.2 / 18 No No No No 276C/530F 3.2 / 18 3.3 / 19 3.2 / 18 No No No No 288C/550F 3.3 / 19 N/A 3.0 / 17 2.1 / 12 2.1 / 12 No No Zytel 70G33L N/mm (lb/in) 60A-I 60A-II 75A-III 55A-IV 65A-IV 50A-VI 70A-VII 260C/500F 3.7 / 21 N/A 3.3 / 19 No No No No 276C/530F 3.7 / 21 3.7 / 21 3.3 / 19 2.3 / 13 No No No 288C/550F N/A N/A N/A 2.1 / 12 2.5 / 14 No No Zytel 408HS N/mm (lb/in) 60A-I 60A-II 75A-III 55A-IV 65A-IV 50A-VI 70A-VII 260C/500F 3.0 / 17 N/A 3.2 / 18 No No No No 276C/530F 3.2 / 18 4 / 23 3.0 / 17 No No No No 288C/550F N/A N/A N/A 2.5 / 14 2.5 / 14 No No Zytel 409AHS N/mm (lb/in) 60A-I 60A-II 75A-III 55A-IV 65A-IV 50A-VI 70A-VII 260C/500F 3.2 / 18 N/A 3.0 / 17 No No No No 276C/530F 3.3 / 19 4.2 / 24 2.8/ 16 No No No No 288C/550F N/A N/A N/A 2.1 / 12 2.1 / 12 No No Page 6 of 11 Table 4: Two-shot molding comparison TPE 60A-I 75A-III 55A-IV 65A-IV 50A-VI 70A-VII Barrel temp C/F 260/500 260/500 288/550 288/550 288/550 288/550 Peel Values N/mm or Pli Capron 8333GHI 4.2 / 24 3.5 / 20 3.3 / 19 3.0 / 17 2.3 / 13 3.0 / 17 Capron 8333GHIHS 4.0 / 23 3.9 / 22 2.8 / 16 3.0 / 17 2.3 / 13 3.2 / 18 Zytel 70G33L 4.2 / 24 3.3 / 19 2.8 / 16 3.3 / 18 1.9 / 11 3.3 / 19 Zytel 408AHS 4.0 / 23 4.0 / 23 3.5 / 20 3.7 / 21 1.9 / 11 3.9 / 22 Zytel 409AHS 4.2 / 24 4.0 / 23 3.2 / 18 3.3 / 19 1.6 / 9 3.3 / 19 Surface Energy (mN/m) 46 43 40 37 34 31 28 Engineering Plastics Polyamide 6,6 ABS Polycarbonate Acrylic Polystyrene Polypropylene Polyethylene Elastomers Coplyamide TPU Copolyester Styrenic-TPE TPV metallocenes Figure1.
https://www.avient.com/sites/default/files/2022-03/AVNT Mar 2022 Presentation.pdf
That’s Avient. 25,000+ CUSTOMERS >70% ARE CUSTOMIZED SOLUTIONS TO UNIQUE SPECIFICATIONS of sales 5 In July 2020, we completed the acquisition of the Clariant Color business, the largest acquisition in the 20-year history of our company.
Purchase price multiple rapidly declining on strength of business and synergy capture 14 $133 $205 2019PF 2021 14 Clariant Color EBITDA Growth Purchase Price Multiple 10.8x 7.0x 6.1x 2019PF 2021 2021 w/ Full Synergies (1) (1) 11.9% 16.2% 2019PF 2021 EBITDA Margins (1) CLARIANT COLOR: TRANSFORMATIONAL ACQUISITION ($ in millions) (1) Financial information is pro forma to include a full year of Clariant Color business ($ millions) Initial Synergy Estimate 2021 Synergy Realization Total Synergies Expected Administrative $ 18 $ 29 $ 40 Sourcing 24 20 24 Operational 18 5 21 Total Synergies $ 60 $ 54 $ 85 CLARIANT COLOR INTEGRATION & COST SYNERGIES UPDATE 15 • Integration going extremely well: synergy target increased to $85 million at December 9th Investor Day • Relentless focus on guiding principles of safety first, employee collaboration and exceeding customer expectations • Future revenue synergies are not part of these estimates and represent additional growth over the long term SUSTAINABILITY FOR A BETTER TOMORROW 16 • Revenue from sustainable solutions grew 16% in 2021 and expected to grow 8-12% in 2022 as our innovation efforts and collaboration with customers accelerates • Investments centered around innovation and global sustainability megatrends o Enabling a circular economy – Technologies that allow for increased use of post-consumer recycled (PCR) material and improve recyclability of plastics o Light-weighting – Composites and CAI applications to reduce weight and material requirements, which minimize energy and carbon emissions o Eco-Conscious – Health and human safety applications as well as Avient’s alternative materials to replace lead, PVC, halogens, BPA and other less eco-friendly options 16 *Avient Sustainable Solutions definitions aligned with FTC 2012 Guide for the Use of Environmental Marketing Claims (“Green Guides”) **2020 is Pro Forma to include full year of the Clariant Color business 16 2016 2017 2018 2019 2020PF** 2021 $405M $455M $550M $790M Revenue From Sustainable Solutions* 2016-2021 $915M $340M PEOPLE C U L T U R E I S E V E R Y T H I N G Community Service 7x Safer than Industry Average World-Class Safety Leadership Development Over $16 million raised since 2010 Diversity & Inclusion 17 Q4 2020 $997 $80 Sustainable Solutions 23 12% 8 Healthcare 53 43% 9 Composites 7 22% 2 Growth in Asia / LATAM 14 10% 3 Other 118 23% 2 Sub-total $1,212 22% $104 Wage Inflation and Overtime (11) Other Supply Chain Costs (4) Synergies 9 Incentives, FX, Other Employee Costs (10) (13) Q4 2021 $1,202 21% $85 Q4 2021 SALES AND OPERATING INCOME (TOTAL COMPANY) 18 Sales Growth Rate Adjusted Operating Income$ millions Adjusted EBITDA Q4 EBITDA BRIDGE 19 Price increases more than offsets raw material and supply chain impacts Q4 2020 $ 118 Demand - $ millions CAI: Price / Mix 62 Inflation (45) SEM: Price / Mix 25 Inflation (20) Distribution: Price / Mix 114 Inflation (109) Net Price Benefit 27 Wage Inflation and Overtime (11) Other Supply Chain Costs (4) Synergies 9 Incentives, FX, Other Employee Costs (13) Q4 2021 $ 126 Transportation (5)$ Outdoor High Performance (3) Other 8 Total Demand - Q4 2021 SEGMENT PERFORMANCE 20 CAI $526 $581 Sales ($ in millions) SEM Distribution $58 $61 Operating Income + 11% + 6% $305 $425 Sales $18 $22 Operating Income + 39% + 22% (1) $191 $228 Sales $30 $29 Operating Income + 19% - 3% 2022 O U TLO O K REVENUE GROWTH DRIVERS Growth Drivers Long-Term Growth Rate 2022E Growth Rate Sustainable Solutions 8–12% 12% Healthcare 8–10% 10% Composites 10% 3% Asia / LATAM 5% 6% Other (GDP growth) 2–3% 2–3% Avient 6.5% 6% 22 Excluding Outdoor High Performance 13% (7.5% excl.
FX) 2022 GROWTH PROJECTIONS (TOTAL COMPANY) 23 $3.05 $3.50 2021 2022E Full Year – Adjusted EPS + 15% (+ 17% excluding FX) $0.89 $0.95 2021 2022E Q1 – Adjusted EPS + 7% (+ 10% excluding FX) ($ millions) Q1 Full Year Q1 Full Year 2021 - Actual 1,162$ 4,819$ 123$ 429$ Sustainable Solutions 27 110 12 44 Healthcare 15 66 4 13 Composites (excl.Outdoor High Performance) 11 29 5 13 Outdoor High Performance Applications (7) (20) (4) (10) Growth in Asia / LATAM 10 51 3 11 Other 57 115 9 12 Sub-total 1,275$ 5,170$ 152$ 512$ Wage Inflation and Overtime (12) (18) Other Supply Chain Costs (4) (7) FX Impact (25) (70) (4) (8) Synergies 4 15 Travel, Other Employee Costs (1) (4) 2022 - Estimated 1,250$ 5,100$ 135$ 490$ Sales Adjusted Operating Income 2022 SALES AND OI – Q1 AND FULL YEAR (TOTAL COMPANY) 24 ($ millions) 2021 2022E Cash Flow from Operating Activities 234$ 385$ Less: Run-Rate CapEx (86) (90) CapEx for Clariant Integration (15) (20) CapEx for IT System Upgrade - (25) Total CapEx (101) (135) Free Cash Flow 133$ 250$ Adjusted EBITDA 581$ 635$ Net Debt / Adjusted EBITDA 2.2x 1.8x 25 CASH FLOW / LEVERAGE 26 • Record results – highest level of sales ($4.8B) and earnings ($3.05 adjusted EPS) in company history • Successful Clariant Color integration – net debt to adjusted EBITDA reduced to 2.2x, one-year ahead of schedule • Recognized as one of America’s Most Responsible Companies by Newsweek • Earned 3rd consecutive Great Place to Work certification 2021 HIGHLIGHTS 27 • 15% adjusted EPS growth to $3.50, led by growth in sustainable solutions and increased synergy realization • Continued strong synergy capture from the Clariant Color integration: $75M anticipated run-rate synergies by the end of 2022 • Adjusted EBITDA of $635M represents 9% growth above 2021 – 11% excluding the impact of foreign currencies • Deleveraged to 1.8x net debt to adjusted EBITDA by the end of 2022 2022 SUMMARY PEER COMPARISONS 29 As a specialty formulator, we don’t require significant capital investment, as compared to the base resin raw material suppliers we purchase from.
https://www.avient.com/sites/default/files/2023-06/AVNT June IR Conferences w_Non GAAP Recs.pdf
& Canada EMEA Asia Latin America 64% 36% Specialty Engineered Materials Color Additives and Inks 40% 37% 18% 5% 6% 8% 24% 20% 10% 15% 9% 4% 4% Defense Healthcare Packaging Consumer Building & Construction Industrial Transportation Energy Telecom 4 CREATING A WORLD-CLASS SUSTAINABLE ORGANIZATION 1. 6.5% annualized long term sales growth leveraging sustainable solutions, composites, healthcare and emerging regions 2.
Expand EBITDA margins to 20% 3.
National Defense budget of $842 billion submitted to Congress in Q1 2023 • European NATO members annual defense spend expected to increase by up to 20% Where Avient Wins: Dyneema® is the world’s strongest fiber™ One of the highest strength to weight ratios of any material on Earth Direct relationships with industry leading armor manufacturers Resistant to most chemicals, UV, and moisture to handle any environment Avient Confidential 18 DEFENSE Source: US Department of Defense, defense.gov, NATO18 Source: TRANSPORTATION • Increased EPA regulations requiring improved fuel efficiency, enabled in part by lower-weight vehicles • Automakers preparing for 2/3 of U.S. vehicles to be 100% electric by 2032 Where Avient Wins: Lightweight panels that establish both strength and stiffness resulting in decreased energy usage, lower emissions Long-lasting Color applications to resist UV exposure, temperature fluctuations and exceed the stylistic requirements of global automakers 19 $130 $530 Q2 FY $0.60 $2.40 Q2 FY 2023 GUIDANCE 20 Sales Adjusted EBITDA $845 $3,400 Q2 FY Adjusted EPS (in millions) (in millions) CASH FLOW / LEVERAGE 21 • Maintaining free cash flow and leverage guidance from February earnings call • IT investment to further integrate acquired businesses and capture operational efficiencies • Restructuring actions to streamline operations and improve profitability, primarily in Europe ($ millions) 2023E Cash Flow from Operating Activities 350$ Less: Run-Rate CapEx (110) CapEx for IT System Upgrade (25) CapEx for Restructuring (15) Total CapEx (150) Free Cash Flow 200$ Adjusted EBITDA 530$ Net Debt / Adjusted EBITDA 2.9x LONG-TERM REVENUE GROWTH DRIVERS Growth Drivers Long-Term Growth Rate Sustainable Solutions 8–12% Healthcare 8–10% Composites 10% Asia / LATAM 5% Other (GDP growth) 2–3% Avient 6.5% 22 Sustainable Solutions 32% Asia / LATAM 15% Composites 8% Healthcare 6% Other (GDP Growth) 39% • Virtual presentation to be held September 20, 2023 • The company will be conducting an investor-focused presentation around our sustainability solutions portfolio Avient Confidential 23 SUSTAINABILITY INVESTOR DAY 23 $340M $405M $455M $550M $790M $915M 2016 2017 2018 2019 2020PF** 2021 2022PF*** SUSTAINABILITY FOR A BETTER TOMORROW Revenue From Sustainable Solutions* 2016-2022 ($ in millions) Organic Future Growth Revenue Assumptions From Sustainable Solutions: 8 - 12% 24 *Avient Sustainable Solutions definitions aligned with FTC 2012 Guide for the Use of Environmental Marketing Claims (“Green Guides”) **2020 is Pro Forma to include full year of the Clariant Color business ***2022 is Pro Forma for the acquisition of Avient Protective Materials and the divestiture of Distribution $1,175M Lightweighting Eco-Conscious Recycle Solutions VOC Reduction Sustainable Infrastructure Human Health & Safety Reduced Energy Use Bio-polymers SUSTAINABILITY NEEDS BY MARKET B&C • Eco-Conscious • Carbon footprint • Resource conservation Healthcare • Carbon footprint • Bio based content • Eco-Conscious Automotive • Light weighting • Recycled Content • VOC reduction Consumer • Recycle Solutions • Light weighting • Carbon Footprint Packaging • Recycle Solutions • Light weighting • Food waste reduction Common Theme: CO2 Emission Goals Increasing Single-Use Plastic Regulation 25 INVESTING IN INNOVATION S U S T A I N A B I L I T Y P O R T F O L I O 26 AP P EN D IX 29 RAW MATERIAL 2022 ANNUAL PURCHASES Performance Additives 16% Pigments 12% TiO2 10% Dyestuffs 2% Polyethylene 11% Nylon 6% Polypropylene 5% Styrenic Block Copolymer 5% Other Raw Materials 33% ~40% hydrocarbon based (Grey shaded materials are hydrocarbon based, includes portion of “Other Raw Materials”) Non-hydrocarbon based materials • Cost inflation decelerating, particularly for hydrocarbon-based raw materials 2022 pro forma results for the acquisition of Avient Protective Materials SEGMENT DATA U.S. & Canada 40% EMEA 37% Asia 18% Latin America 5% 2022 PRO FORMA SEGMENT, END MARKET AND GEOGRAPHY GEOGRAPHY REVENUESEGMENT FINANCIALS Consumer 20% Packaging 24% Industrial 15% Building and Construction 10% Telecommunications 4% Energy 4% Defense 6% END MARKET REVENUE $2,355M $402M $1,300M $272M Sales EBITDA Specialty Engineered Materials Color Additives and Inks $592M$3,653M (1) Transportation 9% Healthcare 8% 31 (1) Total company sales and adjusted EBITDA of $3,653M and $592M, respectively, include intercompany sales eliminations and corporate costs C O L O R , A D D I T I V E S & I N K S 2022 REVENUE | $2 .4 B ILL ION US & Canada 34% EMEA 38% Asia 20% Latin America 8% END MARKET REGION 32 Packaging 34% Consumer 21% Healthcare 8% Industrial 15% Transportation 8% Building & Construction 11% Telecommunications 1% Energy 2% S P E C I A LT Y E N G I N E E R E D M AT E R I A L S 2022 PRO FORMA REVENUE | $1 .3 B ILL ION END MARKET US & Canada 52% EMEA 35% Asia 13% REGION 33 Packaging 5% Consumer 19% Healthcare 8%Industrial 16% Transportation 10% Telecommunications 10% Energy 9% Defense 15% Building & Construction 8% Packaging 32% Consumer 27% Healthcare 8% Industrial 14% Building & Construction 5% Telecommunications 3% Energy 1% Defense 1% Asia (18% of sales) Transportation 9% 2022 PROFORMA AVIENT REGIONAL SALES BY END MARKET Packaging 27% Consumer 14% Healthcare 5% Industrial 17% Building & Construction 10% Energy 5% Defense 8% EMEA (37% of sales)Transportation 11% Packaging 13% Consumer 24% Healthcare 12% Industrial 15% Building & Construction 13% Energy 5% Defense 5% US & Canada (40% of sales) Transportation 7% Packaging 56% Consumer 23% Healthcare 4% Industrial 7% Building & Construction 4% Telecommunications 1% LATAM (5% of sales) Transportation 5% Telecommunications 3% Telecommunications 6% 34 PEER COMPARISONS AVIENT IS ASSET LIGHT Capex / Revenue 2023E (%) Avient Specialty Formulators Other Specialty / Chemical Companies Source: Peer data per Bloomberg as of May 31, 2023 Note: Avient reflects 2023 estimated revenue of $3,400 and estimated run-rate CAPEX of $110M. 36 3 2 3 3 4 4 3 3 4 5 5 6 8 9 A vi en t K W R P P G F U L A V Y R P M F M C H U N C E H X L E C L A S H E M N S C L FREE CASH FLOW CONVERSION Source: Peer data per Bloomberg as of May 31, 2023 Note: Free cash flow conversion calculated as (Adjusted EBITDA – Capex) / Adjusted EBITDA.
https://www.avient.com/sites/default/files/2020-10/tpe-injection-molding-guide.pdf
Figure 20.
Regrind Up to 20% regrind may be used for SEBS TPEs.
Harder grades (>50 Shore A) will set up faster in the mold compared to very soft grades (
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Investor Day POLYONE I N V E S T O R P R E S E N T A T I O N A U G U S T 2 0 1 8 FORWARD LOOKING STATEMENTS PolyOne Corporation 2 • • • • • • • • • USE OF NON-GAAP MEASURES PolyOne Corporation 3 • • • 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 1.3 1.1 1.1 0.85 0.65 0.57 0.54 0.97 0.84 0.74 0.74 0.69 0.57 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 YTD Injuries per 100 Workers Spartech Acquisition PolyOne Corporation 6 P O L Y O N E 2 0 1 7 R E V E N U E | $ 3 . 2 B I L L I O N Transportation 18% Industrial 16% Consumer 12% Packaging 11% Healthcare 11% Wire & Cable 9% Appliance 5% United States 59% Europe 14% Asia 10% Latin America 9% Canada 8% PolyOne Distribution 34% Performance Products & Solutions 21% Specialty Engineered Materials 19% Color Additives & Inks 26% Segment End Market Geography Building & Construction 12% Electrical & Electronics 6% 2009 2010 2011 2012 2013 2014 2015 2016* 2017* 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 8 $0.13 $0.68 $0.82 $1.00 $1.31 $1.80 $1.96 $2.06 $2.21 2006 2017 “Where we were” “Where we are” ROIC** 5.0% 14.0% Operating Income % of Sales Color, Additives & Inks 1.7% 15.5% Specialty Engineered Materials 1.1% 12.1% Performance Products & Solutions 4.3% 10.7% Distribution 2.6% 6.3% 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 strategic acquisitions Innovate 600K-1M commercial resources 6-8% Double acquired margins Lean Six Sigma commercial excellence 531 689130 157 504 633 2014 Q2 2018 R&D / Technical Marketing Sales PolyOne Corporation 9 Increased commercial headcount + 28% + 18% + 23% Generating opportunities 35% 25% 1,000 $1.0B Enhancing efficiency 8% 20% 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 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 80% increase in leads (from 6,000 to 11,000) 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 21 2014 2017 Inside sellers $11M $88M 2014 2017 Inside sales/digital revenue N E W R E S O U R C E S F U E L I N G T H E F U T U R E PolyOne Corporation 12 P O L Y O N E S A L E S F U N N E L +34% 2014 $3.0 billion 2017 $4.0 billion 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 13 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 14 Customization 55% M&A 30% Innovation Pipeline 15% Innovation comes from Research & Development Spend Vitality Index 12% 38% 2006 2017 $20 $52 2006 2017 Transformational Adjacent Core 3 H O R I Z O N S O F D E V E L O P M E N T PolyOne Corporation 15 Market Technical I N N O V A T I O N I N N O V A T I O N P I P E L I N E PolyOne Corporation 16 PrototypeFrame Opportunity Scale-up & Test Market Build Business Case Commercial Launch (since 2015) Phase 1 Phase 2 Phase 3 Phase 4 Phase 5 8 5 6 2 1 15 4 10 5 11 4 5 7 Breakthrough Platform Derivative F L A M E R E T A R D A N T P O L Y M E R S A D V A N C E D C O M P O S I T E S B A R R I E R M A T E R I A L S C O L O R A N T T E C H N O L O G I E S T H E R M O P L A S T I C E L A S T O M E R S I N N O V A T I O N S P O T L I G H T : C O M P O S I T E S PolyOne Corporation 17 C O M P O S I T E S R E F R E S H E R PolyOne Corporation 18 Fiber Polymer Composite S T R A T E G I C I N V E S T M E N T H I S T O R Y Thermoplastic Composites Long Fiber Reinforced Thermoplastics Continuous Fiber Thermosets Long Fiber Reinforced Thermoplastics Continuous Fiber Thermosets 2012 2015 20162009 2011 2018 PolyOne Corporation 19 C O M P O S I T E S I N T R A N S P O R T A T I O N PolyOne Corporation 20 W A T E R C R A F TR A I L H E A V Y T R U C K PolyOne Corporation 21 Safety Technology Geography Service FinancialPeople 8-10% with ability to double I N V E S T - T O - G R O W M & A S T R A T E G Y PolyOne Corporation 22 Capture sourcing synergies Cross-sell & blend technology 8-10% operating margins I N V E S T - T O - G R O W M & A P L A Y B O O K Protect customers Retain employees Implement LSS to drive efficiency improvements Innovate with combined portfolio Safety First!
Leverage PolyOne’s global reach Phase 1 Phase 2 Phase 3 18-20% operating margins Invest in commercial resources I N V E S T - T O - G R O W P R O O F O F P E R F O R M A N C E PolyOne Corporation 23 Commercial Resources Operating Income ($ in millions) Operating Margins 243 335 At Acquisition Today $36 $90 At Acquisition Today 11% 20% At Acquisition Today Established Acquisitions (> 7 years) + 40% + 150% + 900 bps I N V E S T - T O - G R O W D R I V I N G T H E F U T U R E PolyOne Corporation 24 Commercial Resources Operating Income ($ in millions) Operating Margins 113 144 206 At Acquisition Today Goal $16 $18 $60 At Acquisition Today Goal 7% 8% 18-20% At Acquisition Today Goal Recent Acquisitions PolyOne Corporation 25 Average Company Size # of Possibilities Rationale $200M • • • S T R O N G P I P E L I N E D R I V E N B Y F R A G M E N T E D M A R K E T $0 $150 $300 $450 $600 $750 2011 2012 2013 2014 2015 2016 2017 2018 $809M R E T U R N I N G C A S H T O S H A R E H O L D E R S O V E R $ 1 B I L L I O N S I N C E 2 0 1 1 PolyOne Corporation $0.16 $0.20 $0.24 $0.32 $0.40 $0.48 $0.58 $0.70 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 3-Year Dividend Plan Cumulative Share Repurchases Increasing Annual Dividend 26 6.3% 14.0% 15.0% 16-17% 2009 2017 Platinum Vision Updated Expectations R O I C D R I V E S S H A R E H O L D E R R E T U R N PolyOne Corporation 27 PolyOne Corporation 28 W H Y I N V E S T I N P O L Y O N E ?
T H E N E W P O L Y O N E : A S P E C I A L T Y G R O W T H C O M P A N Y SERVICE: T H E T I M E L E S S D I F F E R E N T I A T O R PolyOne Corporation 29 T A L E N T D E V E L O P M E N T PolyOne Corporation 30 Leadership Program Participants 2012 2013 2014 2015 47 0 86 2016 2018 125 169 315 Campus Hires 2008 2011 2014 2017 0 25 90 47 PolyOne LSS Blackbelts 2008 2011 2014 2018 0 67 220 147 2018 141 A U N I Q U E C U S T O M E R E X P E R I E N C E Industrial Design IQ DESIGN LABS PolyOne Corporation 31 Material & Color Expertise Manufacturing Expertise 3 14 2014 2017 Industrial designers $0 $7M 2014 2017 $4M $40M 2014 2017 Opportunity funnel New business revenue LSS CUSTOMER FIRST PolyOne Corporation 32 Customer Projects 2014 2017 2 85 3 D P R I N T I N G B R I N G I N G N E W I D E A S T O L I F E PolyOne Corporation 33 PolyOne Corporation 34 M O N T H M O N T H M O N T H M O N T H M O N T H M O N T H 99.9% up to 24 weeks 6 hours C O L O R M A T R I X S E L E C T ™ I N N O V A T I N G W I T H P O L Y O N E PolyOne Corporation 35 SEGMENT HIGHLIGHTS C O L O R , A D D I T I V E S & I N K S E N D M A R K E T S & S O L U T I O N S PolyOne Corporation 36 Solid Colorants Performance Additives Screen Printing Inks Liquid Colorants Packaging 27% Industrial 14% Textiles 12% Building & Construction 10% Wire & Cable 10%Transportation 8% Consumer 7% Healthcare 6% Electrical & Electronics 3% Appliance 3% Operating Income & MarginRevenue by Region C O L O R , A D D I T I V E S & I N K S 2 0 1 7 R E V E N U E | $ 8 9 3 M I L L I O N $4 $25 $104 $139 0.9% 5.5% 12.2% 15.5% 2005 2009 2013 2017 PolyOne Corporation 37 Europe 32% United States 46% Asia 15% Canada 1% Mexico 4% Brazil 2% S P E C I A L T Y E N G I N E E R E D M A T E R I A L S E N D M A R K E T S & S O L U T I O N S PolyOne Corporation 38 Engineered Formulations Advanced Composites Thermoplastic Elastomers Consumer 20% Transportation 19% Wire & Cable 13% Healthcare 11% Industrial 8% Packaging 7% Appliance 4% Building & Construction 3% Electrical & Electronics 15% S P E C I A L T Y E N G I N E E R E D M A T E R I A L S Revenue by Region Operating Income & Margin 2 0 1 7 R E V E N U E | $ 6 2 4 M I L L I O N PolyOne Corporation 39 $21 $57 $76 0.1% 5.1% 9.3% 2005 2009 2013 2017 Europe 28% United States 48% Asia 22% Canada 2% 12.1% P E R F O R M A N C E P R O D U C T S & S O L U T I O N S E N D M A R K E T S & S O L U T I O N S PolyOne Corporation 40 Specialty Vinyl Solutions Healthcare Formulations Smart Device Materials Flame Retardant Polymers Building & Construction 30% Industrial 18% Transportation 16% Wire & Cable 15% Appliance 7% Packaging 5% Consumer 5% Electrical & Electronics 3% Healthcare 1% Asia 2% United States 77% Mexico 5% Canada 16% P E R F O R M A N C E P R O D U C T S & S O L U T I O N S Operating Income & MarginRevenue by Region 2 0 1 7 R E V E N U E | $ 7 2 1 M I L L I O N $40 $33 $56 $77 4.6% 3.6% 7.2% 10.7% 2005 2009 2013 2017 PolyOne Corporation 41 $886 $668 $773 $721Sales D I S T R I B U T I O N E N D M A R K E T S & S U P P L I E R S PolyOne Corporation 42 Transportation 23% Healthcare 22% Industrial 18% Consumer 15% Appliance 7% Electrical & Electronics 6% Building & Construction 4% Packaging 3% Wire & Cable 2% $20 $25 $63 $73 2.9% 4.0% 5.9% 6.3% 2005 2009 2013 2017 Operating Income & Margin2017 Revenue | $1.2 Billion http://www.polyone.com/Pages/VariationRoot.aspx T A R G E T E N D M A R K E T S & A P P L I C A T I O N E X A M P L E S PolyOne Corporation 43 Thermally Conductive Technologies Chemical Resistant Technologies Polymer Colorants Elastomeric Grips and Handles Structural Composites Antimicrobial Technologies Anti-Counterfeiting Technologies Target End Markets… Healthcare Catheter Technologies Under-hood Components Target End Markets… Automotive Interior Structural Components Sound & Vibration Management Roof Systems Air Management Electronics and Cameras Lighting Exterior / Interior Trim Braces & Brackets Fasteners Seals & Flaps Target End Markets… Consumer Thermally Conductive Components Polymer Colorants Elastomeric Grips and Handles Structural Composite Components Oxygen Scavenger Technologies Laser Marking Additives Antistatic Technologies UV Light Barrier Technologies Cap & Closure Colorants Process Optimization Technologies Antioxidant Technologies Density Modified Technologies Target End Markets… Packaging Luxury Packaging GravitechTM Density Modified Polymers Optimize Color Usage OnColorTM Super Concentrates Combat Bacteria Formation WithStandTM Antimicrobial Technology Medical Device Housings Chemically Resistant Engineered Polymers Color & Design Services Outdoor Applications Fiber Colorants Smart Home Devices ResilienceTM Vinyl Solutions � � �������� � � ��� � �� � ����� ����� ��� ��� ������ �� ��� ��� �� ��� ��� !"
https://www.avient.com/sites/default/files/2020-07/avient-abac-czech-200717.pdf
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https://www.avient.com/sites/default/files/2021-04/poland-commercial-excerpt.pdf
Wydruk informacji pobranej w trybie art. 4 ust. 4aa ustawy z dnia 20 sierpnia 1997 r. o Krajowym Rejestrze Sądowym, posiada moc dokumentu wydawanego przez Centralną Informację, nie wymaga podpisu i pieczęci.
Dział 3 Rubryka 1 Przedmiot działalności 1.Przedmiot przeważającej działalności przedsiębiorcy 1 20, 12, Z, PRODUKCJA BARWNIKÓW I PIGMENTÓW 2.Przedmiot pozostałej działalności przedsiębiorcy 1 46, 12, Z, DZIAŁALNOŚĆ AGENTÓW ZAJMUJĄCYCH SIĘ SPRZEDAŻĄ PALIW, RUD, METALI I CHEMIKALIÓW PRZEMYSŁOWYCH 2 20, 16, Z, PRODUKCJA TWORZYW SZTUCZNYCH W FORMACH PODSTAWOWYCH 3 46, 75, Z, SPRZEDAŻ HURTOWA WYROBÓW CHEMICZNYCH 4 69, 20, Z, DZIAŁALNOŚĆ RACHUNKOWO-KSIĘGOWA; DORADZTWO PODATKOWE 5 23, 69, Z, PRODUKCJA POZOSTAŁYCH WYROBÓW Z BETONU, GIPSU I CEMENTU 6 63, 11, Z, PRZETWARZANIE DANYCH; ZARZĄDZANIE STRONAMI INTERNETOWYMI (HOSTING) I PODOBNA DZIAŁALNOŚĆ 7 68, 20, Z, WYNAJEM I ZARZĄDZANIE NIERUCHOMOŚCIAMI WŁASNYMI LUB DZIERŻAWIONYMI Rubryka 2 Wzmianki o złożonych dokumentach Rodzaj dokumentu Nr kolejny w polu Data złożenia Za okres od do 1.Wzmianka o złożeniu rocznego sprawozdania finansowego 1 07.06.2002 2001 2 02.07.2003 01.01.2002 - 31.12.2002 3 30.09.2004 OD 01.01.2003 DO 31.12.2003 4 28.06.2005 OD 01.01.2004 DO 31.12.2004 5 19.07.2006 01.01.2005-31.12.2005 6 18.06.2007 01.01.2006 R. - 31.12.2006 R. 7 27.06.2008 01.01.2007 R. - 31.12.2007 R. 8 02.07.2009 01.01.2008 R. - 31.12.2008 R. 9 30.07.2010 01.01.2009 - 31.12.2009 10 06.07.2011 2010 ROK 11 23.08.2012 01.01.2011-31.12.2011 12 25.07.2013 01.01.2012R.-31.12.2012R.
https://www.avient.com/sites/default/files/2025-01/Securities Trading Policy %282024%29 Final.pdf
Revised: December 20, 2024 AVIENT CORPORATION Securities Trading Policy 1.
The potential penalties are severe and may include a jail term of up to 20 years, a fine of up to $5,000,000 and a civil penalty of up to three times the profit gained or loss avoided. 16.
Revised: December 20, 2024 ANNEX A COVERED EMPLOYEES All Directors All Elected Officers All Appointed Officers Assistant Controller Executive Assistants to Covered Employees Corporate Communications/Investor Relations (all levels) Internal Audit VP, Directors, Managers and Staff of Audit (all levels), Tax Managers and Tax Analysts, Staff of Tax (all levels) Directors, Managers and Staff, Mergers and Acquisitions and functional professionals supporting Mergers and Acquisitions (including Legal professionals) All Other Employees (including Finance and IT employees) with access to full quarterly results within the Avient Systems Secretaries and Direct-Reporting Assistants to any Covered Employee Financial and Business Consultants who have undertaken to comply with this policy Revised: December 20, 2024 ANNEX B Please access the PeopleLink home page and search for “pre-clearance” after clicking “My Help” General Counsel: Amy M.
https://www.avient.com/sites/default/files/2023-11/AVNT Q3 2023 Earnings Presentation - Website.pdf
PRIOR YEAR $790 $710 2022 2023 $107 $112 2022 2023 Sales Adjusted EBITDA (in millions) $0.42 $0.47 2022 PF 2023 Adjusted EPS (in millions) - 10% + 5% + 12% Sales Adjusted EBITDA Adjusted EPS 12 $112 $500 Q4 FY $0.47 $2.30 Q4 FY Q4 AND FULL YEAR 2023 GUIDANCE $710 $3,130 Q4 FY Sales Adjusted EBITDA Adjusted EPS 13 (in millions) (in millions) Guidance: Free Cash Flow $180 $180 Prior Guidance Guidance FREE CASH FLOW & INCREASED DIVIDEND 13th Consecutive Dividend Increase 0.16 0.26 0.42 0.58 0.79 0.85 0.99 1.03 2011 2013 2015 2017 2019 2021 2023 2024 14 S U S TAI NABI L I T Y DAY RE CAP SUSTAINABILITY AS A GROWTH DRIVERLONG-TERM REVENUE GROWTH DRIVERS 60%+ Key Growth Drivers Sustainable Solutions Composites, Healthcare, Asia / LATAM Overlap Other (GDP Growth) Total Company Revenue Growth Drivers Long-Term Growth Rate Sustainable Solutions 8–12% Composites 8–10% Healthcare 8–10% Asia / LATAM 5% Other (GDP growth) 0–2% Avient 6% 17 SUSTAINABILITY TRENDS DRIVE LONG-TERM GROWTH 8-12% Long Term Growth 50 90 2022 2030 Medical Plastics Market Size (in $Billions) 2020 2030 Recycled Plastics Virgin Plastics Growing Demand for Recycled Content Avient Sustainable Solutions 18 46 2023 2032 Global Offshore Annual Wind Installations (in Gigawatts) Sources: McKinsey, Bloomberg, Grand View Research SUSTAINABILITY TRENDS DRIVE LONG-TERM GROWTH 18 • Transformative acquisitions combined with divestitures of more cyclical businesses have improved margins over 400 bps since 2018 • 20% long-term margin goal to be driven by key growth drivers, with sustainable solutions playing a meaningful role 5.4% 11.5% 16.0% 2006 2018 2023E Recovery Growth Drivers Strategic Objective 20%+ +1%+ +3%+ ADJUSTED EBITDA MARGIN EXPANSION 19 • 6% annualized long-term sales growth leveraging sustainable solutions, composites, healthcare, and emerging regions • Expand EBITDA margins to 20% • Deliver annual EBITDA and EPS growth of 10% and 15% • Maintain asset-light, 80% free cash flow conversion profile and be valued as a specialty formulator • Continue fostering our Great Place to Work® culture CREATING A WORLD-CLASS SUSTAINABLE ORGANIZATION 20 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.
Three Months Ended September 30, 2023 Three Months Ended September 30, 2022 Reconciliation to Condensed Consolidated Statements of Income: $ EPS $ EPS Net income (loss) from continuing operations attributable to Avient shareholders $ 5.1 $ 0.06 $ (27.4) $ (0.30) Special items, after tax 32.0 0.35 68.3 0.75 Amortization expense, after-tax 15.2 0.16 $ 13.4 $ 0.14 Adjusted net income / EPS $ 52.3 $ 0.57 $ 54.3 $ 0.59 Three Months Ended September 30, Reconciliation to EBITDA and Adjusted EBITDA: 2023 2022 Sales - GAAP $ 753.7 $ 823.3 Pro Forma APM adjustments — 60.7 Pro forma adjusted sales $ 753.7 $ 884.0 Net income from continuing operations – GAAP $ 5.1 $ (27.8) Income tax (benefit) expense (0.1) (1.2) Interest expense, net 30.3 37.3 Depreciation and amortization 46.4 39.8 EBITDA from continuing operations $ 81.7 $ 48.1 Special items, before tax 43.2 82.0 Interest expense included in special items (2.2) (10.0) Depreciation and amortization included in special items — (0.8) Adjusted EBITDA $ 122.7 $ 119.3 Pro forma APM adjustments — 17.2 Pro forma adjusted EBITDA $ 122.7 $ 136.5 Pro forma adjusted EBITDA as a % of sales 16.3 % 15.4 % 1 Year Ended December 31, Reconciliation to EBITDA and Adjusted EBITDA: 2006 2018 Sales $ 2,622.4 $ 3,533.4 Net income from continuing operations – GAAP $ 133.5 $ 160.8 Income tax expense 29.7 36.4 Interest expense, net 63.1 62.8 Depreciation and amortization 57.1 91.5 EBITDA from continuing operations $ 283.4 $ 351.5 Special items, before tax (34.0) 59.5 Depreciation and amortization included in special items — (3.0) JV - equity income (107.0) — Adjusted EBITDA $ 142.4 $ 408.0 Adjusted EBITDA as a % of sales 5.4 % 11.5 % Reconciliation to EBITDA and Adjusted EBITDA: Three Months Ended December 31, 2022 Net loss from continuing operations – GAAP $ (16.6) Income tax benefit (60.8) Interest expense, net 49.4 Depreciation and amortization 48.6 EBITDA from continuing operations $ 20.6 Special items, before tax 104.3 Interest expense included in special items (16.0) Depreciation and amortization included in special items (1.5) Adjusted EBITDA $ 107.4 Reconciliation of Pro Forma Adjusted Earnings per Share: Three Months Ended December 31, 2022 Net loss from continuing operations attributable to Avient shareholders $ (17.0) Special items, after tax 38.3 Amortization expense, after-tax 14.6 Adjusted net income from continuing operations excluding special items 35.9 Pro forma adjustments* 2.5 Pro forma adjusted net income from continuing operations attributable to Avient shareholders $ 38.4 Weighted average diluted shares 91.7 Pro forma adjusted EPS - excluding special items pro forma for APM acquisition $ 0.42 * Pro forma adjustment to reflect APM results for the period before Avient ownership including the impacts of debt financing and paydown of debt with net proceeds from the Distribution sale. 2 AVNT Q3 2023 Earnings Presentation Avient corporation�Third quarter 2023 results DISCLAIMER Slide Number 3 Avient protective materials �First Year Slide Number 5 Slide Number 6 Slide Number 7 Slide Number 8 Slide Number 9 Slide Number 10 Slide Number 11 Slide Number 12 Slide Number 13 Slide Number 14 Slide Number 15 Slide Number 16 Slide Number 17 Slide Number 18 Slide Number 19 Slide Number 20 Slide Number 21 IR Deck - AVNT-2023.09.30 Non GAAP Recs Attachment