https://www.avient.com/sites/default/files/2025-02/MAXXAM Fan Blower Housing Application Snapshot.pdf
Appliance Manufacturer APPLIANCE MANUFACTURER F A N B L O W E R H O U S I N G • Non-halogen to industry standards • Thermal stability • Good impact properties • Easy to process • Good cost/performance • Replaced halogenated solutions while keeping the required mechanical performance • Delivered solution with V-0 flame performance rating to withstand high-heat environments • Met regulatory standards including RoHS and REACH as well as local Turkish regulations Maxxam NHFR Non-Halogen Flame Retardant Polyolefin Formulation KEY REQUIREMENTS WHY AVIENT?
https://www.avient.com/sites/default/files/2024-04/Guitar Picks Case Study Snapshot.pdf
MUSIC ACCESSORIES OEM G U I T A R P I C K S • Achieve colors that provide enhanced visibility in low-light environments • Shorten the product development time to accelerate speed to market • Create a framework of accessibility-focused picks that meet quality and performance standards • Provided onsite exploration using color theory and trend research to develop three color options for use in dimly lit environments or by people with low vision • Expedited the process with rapid color matching, iterations, and approvals, allowing time for additional matches to be explored • Developed specific colors that met all quality standards and offered unique, vibrant, and fun options ColorWorks™ Design Center, Phoenix, AZ KEY REQUIREMENTS WHY AVIENT?
https://www.avient.com/sites/default/files/2024-11/Cesa_ Fiber Additives-fabric mask-case study snapshot.pdf
FABRIC MASK MANUFACTURER P P N O N W O V E N M U L T I L A Y E R S • Meet regulatory requirements for the application • Provide technical support including specific color, processing and molding recommendations • Deliver a highly hydrophilic performance • Developed a compliant additives solution to meet necessary regulatory specifications • Provided technical expertise throughout the design and manufacturing process • Offered an effective solution to make it soft touch while hydrophilic Cesa Fiber Additives KEY REQUIREMENTS WHY AVIENT?
https://www.avient.com/sites/default/files/2024-11/Lactra LX UHT Milk Case Study Snapshot.pdf
DAIRY PRODUCTS PRODUCER U H T M I L K B O T T L E S • >99% light blocking to protect riboflavin and vitamins • Monolayer bottle design • Product integrity • Premium package aesthetic • Delivered a superior white light blocking additive offering 99.99% light blocking for dairy products • Provided effective visible light blocking for extended shelf life of UHT milk in a monolayer bottle • Achieved bright white, premium bottle aesthetics for enhanced shelf appeal ColorMatrix Lactra LX Light Blocking Additive for PET KEY REQUIREMENTS WHY AVIENT?
https://www.avient.com/sites/default/files/2024-11/Cesa_ Slip Additives-baby diaper -Case Study Snapshot-CNSHA3OLH90098.pdf
Baby diaper manufactureR BABY DIAPER MANUFACTURER P P N O N W O V E N M U L T I L A Y E R S • Provide slip additives with high concentrated content • Offer products meeting customer FDA requirements • Shorten supply lead time and reduce cost compared with importing from EU • Offered additives with high concentrated content, which is unachievable for competitors • Provided regulatory support, significant cost and time savings • Compressed the timeline through on-site color visualization, exploration, and formulation of new colors by the expert designer Cesa Slip Additives KEY REQUIREMENTS WHY AVIENT?
https://www.avient.com/sites/default/files/2024-11/Cesa_ WithStand_ Antimicrobial Additives-Medical Gown-Case study snapshot.pdf
Medical gown manufacturer MEDICAL GOWN MANUFACTURER P P N O N W O V E N M U L T I L A Y E R S • Excellent anti-microbial and anti-virus performance • Pass JIS Test • Provide technical support including specific specs, processing and molding recommendations • Customized anti-virus solutions designed to support performance standards for materials used in the surgical environment • Provided technical support for material selection, part & tool design, and process development to accelerate commercialization • Supported customer’s products pass the JIS test Cesa WithStand Antimicrobial Additives KEY REQUIREMENTS WHY AVIENT?
https://www.avient.com/sites/default/files/2025-06/Cesa Anti-phenolic Yellowing Additive - Case Study.pdf
TPEE AND TPU FILM MANUFACTURER H O T M E L T A D H E S I V E F I L M • Eliminate anti-phenol yellowing after storage • Maintain natural color of product • Demonstrate no impact on melt flow ability • Prevented yellowing after storage to provide a quality appearance • Had no negative impact on the product’s mechanical properties • Extended the shelf life and durability of the product Cesa Anti-Phenolic Yellowing Additive KEY REQUIREMENTS WHY AVIENT?
https://www.avient.com/sites/default/files/2024-12/Terms and Conditions of Sale for Hong Kong %28English%29.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. Where the Products are delivered by partial shipments, no default or failure by Seller in respect of any one or more Products shall vitiate the contract or relevant purchase order(s) in respect of the Products. Unless Seller and Buyer have expressly agreed to a firm delivery date term in a single writing signed by both parties, delay in delivery of any Products shall not relieve Buyer of its obligation to accept delivery thereof or entitle Buyer to refuse performance of or repudiate the contract or relevant purchase order(s).
https://www.avient.com/sites/default/files/2024-11/AVNT M11 Investor Presentation_w_Non-GAAP.pdf
Microsoft PowerPoint - AVNT M11 Investor Presentation AVIENT CORPORATION I N V E S T O R P R E S E N T A T I O N (NYSE: AVNT) N OV E M B E R 2 0 2 4 DISCLAIMER Forward-Looking Statements Certain statements contained in or incorporated by reference into this presentation constitute “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. Factors that could cause actual results to differ materially from those implied by these forward-looking statements include, but are not limited to: • Disruptions, uncertainty or volatility in the credit markets that could adversely impact the availability of credit already arranged and the availability and cost of credit in the future; • The effect on foreign operations of currency fluctuations, tariffs and other political, economic and regulatory risks; • Disruptions or inefficiencies in our supply chain, logistics, or operations; • Changes in laws and regulations in jurisdictions where we conduct business, including with respect to plastics and climate change; • Fluctuations in raw material prices, quality and supply, and in energy prices and supply; • Demand for our products and services; • Production outages or material costs associated with scheduled or unscheduled maintenance programs; • Unanticipated developments that could occur with respect to contingencies such as litigation and environmental matters; • Our ability to pay regular quarterly cash dividends and the amounts and timing of any future dividends; • Information systems failures and cyberattacks; • Amounts for cash and non-cash charges related to restructuring plans that may differ from original estimates, including because of timing changes associated with the underlying actions; • Our ability to achieve strategic objectives and successfully integrate acquisitions, including the implementation of a cloud-based enterprise resource planning system, S/4HANA; • Other factors affecting our business beyond our control, including without limitation, changes in the general economy, changes in interest rates, changes in the rate of inflation, geopolitical conflicts and any recessionary conditions; and • Other factors described in our Annual Report on Form 10-K for the year ended 2023年12月31日 under Item 1A, “Risk Factors.”EBITDA $130 million +6% (+7% ex FX)Net Sales $815 million +8% (+8.5% ex FX) Net Sales $815 million +8% (+8.5% ex FX) Q 3 2024 R ES U LT S TOTAL COMPANY $754 $815 $123 $130 (in millions) $0.57 (in millions) Adjusted EBITDA Adjusted EPS 8 + 8% (+8.5% excluding FX) + 6% (+7% excluding FX) + 14% (+16% excluding FX) Sales 9 Q3 2024 RESULTS – ORGANIC REVENUE GROWTH BY REGION VS PY 9 +9% +5% +11% +27% Avient ex.
https://www.avient.com/sites/default/files/resources/POL%2520IR%2520Presentation%2520-%2520Goldman%2520Sachs%2520Conference%2520w%2520nonGAAP.pdf
PolyOne Corporation Page 4 PolyOne 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 • 20 consecutive quarters of double- digit adjusted EPS growth • Shift to faster growing, high margin, less cyclical end markets • Key acquisitions propel current and future growth, as well as margin expansion • Established aggressive 2015 targets • Continue specialty transformation • Goal of $2.50 adjusted EPS by 2015, three times the EPS generated in 2011 of $0.82 • Drive double digit operating income and adjusted EPS growth PolyOne Corporation Page 5 Building & Construction 13% Industrial 12% Transportation 18% Wire & Cable 9% Packaging 16% Consumer 10% HealthCare 11% Appliance Electronics & Electrical 5% 2013 Revenues: $3.8 Billion End Markets 2013 Revenues: $3.8 Billion PolyOne At A Glance United States 67% Europe 14% Canada 7% Asia Latin America Specialty 54% PP&S 18% Distribution 28% $13 $31 $46 $46 $92 $96 $122 $195 $0 $50 $100 $150 $200 2006 2007 2008 2009 2010 2011 2012 2013 Specialty Operating Income PolyOne Corporation Page 6 Old PolyOne *Operating Income excludes corporate charges and special items 2% 34% 43% 62% 65% 0% 20% 40% 60% 80% 100% 2005 2008 2010 2013 2014 YTD 2015 % o f O pe ra tin g In co m e* JV's Performance Products & Solutions Distribution Specialty 65-75% Specialty OI $5M $46M $87M $195M $191M Target Mix Shift Highlights Specialty Transformation Transformation 2015 Target PolyOne Corporation Page 7 Confirmation of Our Strategy The World’s Premier Provider of Specialized Polymer Materials, Services and Solutions Specialization Globalization Operational Excellence Commercial Excellence PolyOne Corporation Page 8 Strategy and Execution Drive Results $0.12 $0.27 $0.21 $0.13 $0.68 $0.82 $1.00 $1.31 '06 '07 '08 '09 '10 '11 '12 '13 ‘06-‘13 EPS CAGR = 41% EPS Share Price vs. S&P 500 -150% -50% 50% 150% 250% 350% 450% 550% POL S&P 500 All time high of $43.34 July 1st, 2014 PolyOne Corporation Page 9 2006 2014 YTD 2015 “Where we were” “Where we are” Target 1) Operating Income % Specialty: Global Color, Additives & Inks 1.7% 14.9% 12 – 16% Global Specialty Engineered Materials 1.1% 12.1% 12 – 16% Designed Structures & Solutions -- 7.6% 8 – 10% Performance Products & Solutions 5.5% 8.1% 9 – 12% Distribution 2.6% 6.2% 6 – 7.5% 2) Specialty Platform % of Operating Income 6.0% 65% 65 – 75% 3) ROIC* 5.0% 10.6% 15% 4) Adjusted EPS Growth N/A 37% Double Digit Expansion Proof of Performance & 2015 Goals *ROIC is defined as TTM adjusted OI divided by the sum of average debt and equity over a 5 quarter period PolyOne Corporation Page 10 32% Adjusted EPS CAGR from 2011 2015 EPS: $2.50 2011 EPS: $0.82 Continued Gross Margin Expansion Mergers & Acquisitions Spartech Accretion Incremental Share Buybacks Ongoing LSS Programs (50-100 bps/yr) Accelerated Innovation & Mix Improvement Several Levers to Drive Growth Mid Single Digit Revenue Growth PolyOne Corporation Page 11 Innovation Drives Earnings Growth *Percentage of Specialty Platform revenue from products introduced in last five years $20 $53 2006 2013 Research & Development Spending ($ millions) Specialty Platform Vitality Index Progression* 14% 31% 2006 2013 Specialty Platform Gross Margin % 20% 43% 2006 2013 Specialty Vitality Index Target ≥ 35% Vitality Products + 700 to 1000 bps PolyOne Corporation Page 12 Prototype Frame Opportunity Scale-up & Test Market Build Business Case Commercial Launch Phase 1 Phase 2 Phase 3 Phase 4 Phase 5 4 11 5 10 6 9 3 4 2 15 9 1 10 4 Breakthrough Platform Derivative A Rich Pipeline of Opportunity Number of Projects 25 14 19 17 18 93 Addressable Market ($ millions) TBD TBD $800 $450 $450 $1,700 PolyOne Corporation Page 13 Megatrends Aligned with Key End Markets Decreasing Dependence on Fossil Fuels Protecting the Environment Improving Health and Wellness Megatrend End Markets Globalizing and Localizing Health & Wellness Transportation Packaging Consumer PolyOne Corporation Page 14 60% 100% 20% 30% 40% 50% 60% 70% 80% 90% 100% 2008 2014 Pension Funding** As of 2014年9月30日 Debt Maturities & Pension Funding – 9/30/14 Net Debt / EBITDA* = 1.7x $48 $317 $600 $0 $100 $200 $300 $400 $500 $600 $700 $800 2015 2020 2023 Debt Maturities As of 2014年9月30日 ($ millions) Coupon Rates: 7.500% 7.375% 5.250% ** includes US-qualified pension plans only *TTM 9/30/2014 PolyOne Corporation Page 15 Free Cash Flow and Strong Balance Sheet Fund Investment / Shareholder Return Expanding our sales, marketing, and technical capabilities Targets that expand our: • Specialty offerings • End market presence • Geographic footprint • Operating Margin Synergy opportunities Adjacent material solutions Repurchased 1.5 million shares in Q3 2014 Repurchased 9.7 million shares since early 2013 10.3 million shares are available for repurchase under the current authorization Organic Growth Acquisitions Share Repurchases Dividends Investing in operational and LSS initiatives (including synergy capture) Manufacturing alignment $0.16 $0.20 $0.24 $0.32 $0.40 $0.10 $0.20 $0.30 $0.40 $0.50 2011 2012 2013 2014 2015 Annual Dividend PolyOne Corporation Page 16 PolyOne Core Values Innovation Collaboration Excellence PolyOne Corporation Page 17 The New PolyOne: A Specialty Growth Company Why Invest In PolyOne?