https://www.avient.com/sites/default/files/2020-07/avient-abac-urdu-200722_0.pdf
Francisco
Nakasato, 1700
13295-000 Itupeva
Sao Paulo, Brazil
+55 11 4593 9200:ٹیلیفون
یورپ
Europe
Pommerloch, Luxembourg
19 Route de Bastogne
Pommerloch, Luxembourg,
L-9638
+352 269 050 35:ٹیلیفون
+352 269 050 45:فیکس
www.avient.com
http://www.avient.com
https://www.avient.com/sites/default/files/resources/POL%2520IR%2520Presentation%2520-%2520Investor%2520Day%25205-18-15.pdf
They are based on management’s expectations that involve a number of business risks and uncertainties, any of which
could cause actual results to differ materially from those expressed in or implied by the forward-looking statements.
Garratt
Senior Vice President, President of
Performance Products & Solutions
John Midea
Senior Vice President,
Global Operations & Process
Improvement
Mark Crist
Senior Vice President, President of
PolyOne Distribution
Cathy Dodd
Vice President, Marketing
Chris Murphy
Vice President, Research & Development,
Chief Innovation Officer
Kurt Schuering
Vice President, Global Key Account
Management
The Leaders Behind the Team
PolyOne Corporation Page 8
Commodity to Specialty Transformation
• Volume driven,
commodity producer
• Heavily tied to
cyclical end markets
• Performance largely
dependent on non-
controlling joint
ventures
2000-2005 2006 - 2009 2010 – 2014 2015 and beyond
• Steve Newlin
appointed, Chairman,
President and CEO
• New leadership team
appointed
• Implementation of four
pillar strategy
• Focus on value based
selling, investment in
commercial resources
and innovation to drive
transformation
• Substantial EPS growth
from $0.13 to all-time
high of $1.80
• Shift to faster growing,
high margin, less
cyclical end markets
• Key acquisitions propel
current and future
growth, as well as
margin expansion
• Specialty mix expands
to 65% of Operating
Income – strongest mix
of earnings in history
• Accelerating growth
• Deliver consistent
double digit annual
EPS growth
• Maintain >35% vitality
index
• Pursue strategic
acquisitions that
expand specialty
offerings and
geographic breadth
• Invest and grow
current and next
generation talent
PolyOne Corporation Page 9
2006 2014
“Where we were” “Where we are”
Operating Income %
Specialty:
Global Color, Additives & Inks 1.7% 14.7%
Global Specialty Engineered Materials 1.1% 12.1%
Designed Structures & Solutions 1.4%(2012) 7.3%
Performance Products & Solutions 5.5% 7.7%
Distribution 2.6% 6.1%
Specialty Platform % of
Operating Income 6.0% 65%
ROIC 5.0% 11.3%
Adjusted EPS Growth N/A 37%
Proof of Performance
PolyOne Corporation Page 10
2%
34% 43% 62% 65%
0%
20%
40%
60%
80%
100%
2005 2008 2010 2013 2014
%
o
f O
pe
ra
tin
g
In
co
m
e*
JV's Performance Products & Solutions Distribution Specialty
Old
PolyOne
Mix Shift Highlights Specialty Transformation
New
PolyOne Transformation
Specialty OI $5M $46M $87M $195M $242M
*Operating Income excludes corporate charges and special items
PolyOne Corporation Page 11
2014 2015 Target
“Where we are” (Est. in 2012)
Operating Income %
Specialty:
Global Color, Additives & Inks 14.7% 12 – 16%
Global Specialty Engineered Materials 12.1% 12 – 16%
Designed Structures & Solutions 7.3% 8 – 10%
Performance Products & Solutions 7.7% 9 – 12%
Distribution 6.1% 6 – 7.5%
Specialty Platform % of
Operating Income 65% 65 – 75%
ROIC 11.3% 15%
Adjusted EPS Growth 37% Double Digit
Expansion
Proof of Performance
PolyOne Corporation Page 12
• Sold non-core resin assets – EPS dilutive
• Completed acquisition of Spartech
• Housing starts below 1.25 million units
Single family units 30% below expectations
• Longstanding weakness in Europe, and
decline in Euro
Successfully Navigating Change Since 2012
PolyOne Corporation Page 13
-100%
200%
300%
400%
500%
600%
POL S&P 500
Strategy and Execution Drive Results
$0.12
$0.27
$0.21
$0.13
$0.68
$0.82
$1.00
$1.31
$1.80
'06 '07 '08 '09 '10 '11 '12 '13 '14
‘06-‘14 Adjusted EPS CAGR = 40%
Adjusted EPS Share Price vs.
Senior management uses operating income excluding special items, adjusted EPS, and working
capital to assess performance and allocate resources because senior management believes that these measures are useful in
understanding current profitability levels and that current levels may serve as a base for future performance.
https://www.avient.com/sites/default/files/2024-03/Terms and Conditions of Sale for Switzerland.pdf
Seller has based any recommendations to Buyer
upon information that Seller considers reliable, but Seller makes no
warranty as to any results Buyer might obtain in Buyer’s use(s) for
the Product.
Buyer must give Seller
written notice of the existence of each claim involving Product
(whether based in contract, tort or otherwise) within the earlier of
thirty (30) calendar days after receipt of the quantity of Product
forming the basis for the claim or applicable shelf-life expiration, if
any.
https://www.avient.com/sites/default/files/resources/dB%2520June%2520Presentation%2520June%252012%25202013%2520%25282%2529.pdf
They are based on management’s expectations that involve a number of business risks and uncertainties, any of which could cause actual
results to differ materially from those expressed in or implied by the forward-looking statements.
Senior management uses adjusted operating
income, adjusted EPS, and working capital to assess performance and allocate resources because senior
management believes that these measures are useful in understanding current profitability levels and that
current levels may serve as a base for future performance.
https://www.avient.com/sites/default/files/2022-11/AVNT Q3 2022 Earnings Presentation - Website Final.pdf
They are based on management’s expectations that involve a number of business risks and uncertainties, any of which could cause actual results to differ materially from those
expressed in or implied by the forward-looking statements.
Senior management believes the measures described above are useful to investors because they allow for comparison to
Avient's performance in prior periods without the effect of items that, by their nature, tend to obscure Avient's operating results
due to the potential variability across periods based on timing, frequency and magnitude.
https://www.avient.com/sites/default/files/2023-11/AVNT Q3 2023 Earnings Presentation - Website.pdf
They are based on management’s expectations that involve a number of business risks and uncertainties, any of which could cause actual results to differ materially from those
expressed in or implied by the forward-looking statements.
Senior management believes the measures described above are useful to investors because they allow for comparison to
Avient's performance in prior periods without the effect of items that, by their nature, tend to obscure Avient's operating results
due to the potential variability across periods based on timing, frequency and magnitude.
https://www.avient.com/sites/default/files/2024-11/Terms and Conditions of Sale for Canada.pdf
Seller has based any recommendations to Buyer upon information
that Seller considers reliable, but Seller makes no warranty as to any
results Buyer might obtain in Buyer’s use(s) for the Product.
Buyer must give Seller
written notice of the existence of each claim involving Product
(whether based in contract, breach of warranty, negligence, strict
liability, other tort or otherwise) within the earlier of thirty (30)
calendar days after receipt of the quantity of the Product forming the
basis for the claim or applicable shelf-life expiration, if any.
https://www.avient.com/sites/default/files/2024-12/Terms and Conditions of Sale for Belgium.pdf
Seller has based any recommendations to Buyer upon information
that Seller considers reliable, but Seller makes no warranty as to any
results Buyer might obtain in Buyer’s use(s) for the Product.
Buyer must give Seller
written notice of the existence of each claim involving Product
(whether based in contract, breach of warranty, negligence, strict
liability, other tort or otherwise) within the earlier of thirty (30) days
after receipt of the quantity of Product forming the basis for the
claim or applicable shelf-life expiration, if any.
https://www.avient.com/sites/default/files/2024-12/Terms and Conditions of Sale for Austria.pdf
Seller
has based any recommendations to Buyer upon information that
Seller considers reliable, but Seller makes no warranty as to any
results Buyer might obtain in Buyer’s use(s) for the Product.
Buyer must give Seller written notice of the existence of
each claim involving Product (whether based in contract, breach of
warranty, negligence, strict liability, other tort or otherwise) within
the earlier of thirty (30) days after receipt of the quantity of Product
forming the basis for the claim or applicable shelf-life expiration, if
any.
https://www.avient.com/sites/default/files/2024-09/Colorant Chromatics Brochure_2024.pdf
We supply fluoropolymer and
high-temperature thermoplastics-based colorant and additive
concentrates and compounds, dispersed pigments for coloring
PTFE, functional additives such as laser marking, foaming agents,
conductive, antistatic, radiopaque, reinforced, and cross-linked
grades, as well as a full range of printing, striping, and marking inks.
Colorant Chromatics color concentrates and pre-colored
solutions are based on resins from the world’s leading suppliers.