https://www.avient.com/industries/packaging/beverage-packaging/water
Soft Foam Ammo for Toy
https://www.avient.com/idea-center/idea-center?all=true
More
Reducing Weight in Automotive Parts
Foaming agent decreases dashboard weight by 20% while improving part bending strength, ultimately enhancing vehicle safety.
https://www.avient.com/sites/default/files/2022-05/AVNT May IR Presentation w Non GAAP Recs.pdf
Financials are pro forma for the acquisition of Dyneema® and potential divestiture of Distribution
Avient Specialty
Formulators
Other Specialty /
Chemical Companies
45
Source: Peer data per Bloomberg market data as of April 21, 2022
Total Enterprise Value / NTM EBITDA
With the Dyneema and Clariant
Color business acquisition and
divestment of the PP&S business,
along with the proposed sale of
our Distribution business, our
exposure is now concentrated in
less-cyclical and high-growth
markets.
https://www.avient.com/sites/default/files/resources/PolyOne%25202012%2520Annual%2520Report.pdf
Performance Products & Solutions (PP&S) also
achieved a record return on sales of 9.0%.
In addition,
PP&S led the company in working capital efficiency
at 4.6% of sales and did so while maintaining leading
levels of customer service, as evidenced by a 96% on-
time delivery rate, an all-time high.
Our additive concentrates
encompass a wide variety of performance and process enhancing characteristics and are commonly
categorized by the function that they perform, such as UV stabilization, antimicrobial, anti-static,
blowing or foaming, antioxidant, lubricant, and productivity enhancement.
https://www.avient.com/sites/default/files/resources/PolyOne%25202015%2520Annual%2520Report.pdf
STOCK PERFORMANCE
PolyOne’s stock performance has significantly outpaced the S&P 500 index and the S&P Mid Cap Chemicals index.
12.31.09 12.31.10 12.31.11 12.31.12 12.31.13 12.31.14 12.31.15
Operating Income %
Specialty
Color, Additives & Inks
Specialty Engineered Materials
Designed Structures & Solutions
PP&S
Distribution
Specialty Platform Operating Income % of Total
ROIC** (after-tax)
Adjusted EPS Growth
2006
“Where we were”
1.7%
1.1%
—
5.5%
2.6%
6.0%
5.0%
N/A
2015
“Where we are”
16.7%
14.7%
3.0%
8.3%
6.6%
65%
11.8%
25 Consecutive Quarters
of YOY EPS Growth
2020
Platinum Vision
20% +
20% +
12–14%
10–12%
6.5–7.5%
80% +
15%
Double Digit Expansion
**ROIC is defined as TTM adjusted OI divided by the sum of average debt and equity over a 5 quarter period
500
400
300
200
100
0
P
ER
CE
NT
AG
E
POL
S&P MID CAP CHEMICALS
S&P 500
ANNUAL REPORT 2015
SPECIALT Y
DISTRIBUTION
PP&S
JV’S
%
O
F
OP
ER
AT
IN
G
IN
CO
M
E
2005 2007 2009 2011 2013 2015
OPERATING INCOME MIX SHIFT*^
100
80
60
40
20
0
100+100+100+100+10050+77+80+97+100+10010+32+53+82+82+841+18+34+51+61+64
*Operating Income excludes Corporate charges and special items
^2005–2009 has not been restated for subsequent changes in accounting principles or discontinued operations
+5+33+41+50+65+90+98
2.00
1.80
1.60
1.40
1.20
1.00
.80
.60
.40
.20
0
2009 2010 2011 2012 2013 2014 2015
ADJUSTED EARNINGS PER SHARE נ
U.
Our additive
concentrates encompass a wide variety of performance and process enhancing characteristics and are
commonly categorized by the function that they perform, such as UV stabilization, antimicrobial, anti-
static, blowing or foaming, antioxidant, lubricant, and productivity enhancement.
Our additive
concentrates encompass a wide variety of performance and process enhancing characteristics and are
commonly categorized by the function that they perform, such as UV stabilization, antimicrobial, anti-
static, blowing or foaming, antioxidant, lubricant, and productivity enhancement.
https://www.avient.com/industries/consumer/consumer-discretionary/home-household/office-supplies
OnColor™ PProTint™ Colorants for Clarified PP
PP Inhaler Roll Cap
Soft Foam Ammo for Toy
https://www.avient.com/sites/default/files/2021-09/avnt-seaport-conference-presentation.pdf
With the Clariant Masterbatch
acquisition and divestment of the
PP&S business, our exposure is now
concentrated in less-cyclical and
high-growth markets, with increased
geographic diversification and a more
specialized portfolio that can
significantly expand EBITDA margins.
31
Avient reflects 2021 estimated EBITDA of $580M
O U R VA LUATI O N V E R S U S P E E R S
Avient Specialty
Formulators
Other
Chemical/Specialty
Companies
9.5
18.5
15.1 15.1
14.0
11.0 10.4
29.5
28.2
23.9
18.7
12.4 12.2
11.1
9.3 9.2 9.2
7.6 7.6
6.0
A
vi
e
n
t
K
W
R
P
P
G
A
V
Y
R
P
M
F
U
L
G
C
P
A
L
B
H
X
L
E
C
L
IF
F
F
M
C
B
N
R
A
S
H
S
C
L
E
M
N
U
N
V
R
K
R
A
C
E
H
U
N
Median: 11.1xMedian: 14.6x
S U M M A RY: W H Y I N V E S T I N AV I E N T ?
https://www.avient.com/sites/default/files/resources/PolyOne%25202018%2520Proxy%2520Statement.PDF
PROXY SUMMARY
Company Operating Performance
PolyOne again delivered earnings growth in 2017, driven by broad-based organic revenue growth of 7% and record-
setting performances from our Color, Additives and Inks (“CAI”), Performance Products and Solutions (“PPS”) and
Distribution (“POD”) segments.
Record performance in our CAI, PPS and POD
segments, which delivered operating income of
$138.6 million, $77.1 million and $72.6 million,
respectively, in 2017.
Strong organic revenue growth and record operating income in CAI, PPS
and POD, along with lower share count and taxes, contributed to an 8% and 7% increase in earnings per share and
adjusted earnings per share, respectively.
https://www.avient.com/sites/default/files/resources/PolyOne%25202014%2520Annual%2520Report.pdf
Patterson
President and Chief Executive Officer
March 16, 2015
Operating Income Mix Shift*^
%
o
f O
p
erating
Inco
m
e
SPECIALTY DISTRIBUTION PP&S JV's
*Operating Income excludes Corporate charges and special items
^2005–2009 has not been restated for subsequent changes in accounting
principles or discontinued operations
100
80
60
40
20
0
'05 '06 '07 '08 '09 '10 '11 '12 '13 '14
PROOF OF PERFORMANCE
Our values, strategy, and execution are clearly evident in our financial performance.
Our additive concentrates encompass a wide variety of performance and process enhancing
characteristics and are commonly categorized by the function that they perform, such as UV
stabilization, antimicrobial, anti-static, blowing or foaming, antioxidant, lubricant, and productivity
enhancement.
Our additive concentrates encompass a wide variety of performance and process enhancing
characteristics and are commonly categorized by the function that they perform, such as UV
stabilization, antimicrobial, anti-static, blowing or foaming, antioxidant, lubricant, and productivity
enhancement.
https://www.avient.com/resources/safety-data-sheets?page=6269
PP OW PURPLE
PP BLUE 2154C III
PG 323590.00 PK PP