https://www.avient.com/sites/default/files/2021-03/avient-march-ir-fermium_0.pdf
Microsoft PowerPoint - Avient March IR - Fermium AVIENT CORPORATION (NYSE: AVNT) M A R C H 1 8 , 2 0 2 1 I R M E E T I N G S H O S T E D B Y F E R M I U M R E S E A R C H D I S C L A I M E R 2 Forward-Looking Statements In this presentation, statements that are not reported financial results or other historical information are “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. 我们是同一个 Avient。4 B ET T E R TO G E TH E R : P O LYO NE A N D C L A R I A N T M A S T ER BATC H Key Financial Data (1) 2021E Sales $4.1 billion 2021E EBITDA $510 million 2021E Free Cash Flow $250 million 87% of EBITDA from specialty applications (1) As of 2021年2月9日 webcast Innovation is the lifeblood of a specialty company. Purchase price multiple rapidly declining on strength of business and synergy capture (1) (1) (1) (1) (1) (1) (1) Financial information is pro forma to include a full year of Clariant Masterbatch business acquisition ($ in millions) 12 SEM CAI Avient • Composites and Outdoor High Performance applications drove positive mix within SEM • Clariant Masterbatch synergy realization under way and expected to drive further margin expansion in 2021 • Portfolio transformation to high growth end markets with focus on sustainable solutions megatrend (1) EBITDA MARGIN EXPANSION Distribution 15.2% 17.6% 11.1% 12.1% 6.4% 6.3% 15.2% 16.2% (2) (1) Financial information is pro forma to include a full year of Clariant Masterbatch business acquisition (2) Total company reflects adjusted EBITDA margins SPOTLIGHT: COMPOSITES 13 • SEM delivers a record year in 2020 – 13% operating income growth and over 200 bps in margin expansion year-over-year • Prior investments in composites platform and outdoor high performance applications paying off, resulting in substantial growth over the last two years SEM Operating Income (OI % of Sales) ($ in millions) $(0.1) $(1.0) $2.2 $19.1 $26.8 2016 2017 2018 2019 2020 Composites Performance (Operating Income) $83.7 $94.4 2019 2020 (11.2%) (13.3%) 0.1 0.1 0.2 0.5 0.6 0.7 0.8 0.9 0.9 1.0 11 12 13 14 15 16 17 18 19 20 $19 $160 $338 2011 2019 2020 0.16 0.20 0.26 0.34 0.42 0.50 0.58 0.72 0.79 0.81 0.85 11 12 13 14 15 16 17 18 19 20 21E FREE CASH FLOW AND CAPITAL ALLOCATION 14 Free Cash Flow Dividends Share Repurchases Deleveraging 3.5x 2.7x 2019PF 2020PF Growing Dividend Cumulative Buybacks Net Leverage $ B n $ p e r sh a re Cash Generation (1) (1) ~$1Bn REPURCHASED OVER LAST 10 YEARS ~$350MM PAID OVER LAST 10 YEARS ~$338MM 2.7x NET LEVERAGE (1) Financial information is pro forma to include a full year of Clariant Masterbatch business acquisition GREAT PLACE TO WORK!
https://www.avient.com/sites/default/files/2020-11/eccoh-processing-guide-spanish.pdf
EXTRUSOR Tornillo 3/4" a 6" para polietileno, de filete sencillo y sin sección de mezcla, Relación de compresión 1.5–2:1 Cabezal De presión media: ángulo de 30° a 40° Dado Del tamaño adecuado para una hilera de 1/8" o menos L/D 24:1 recomendado Paquete de mallas Sin paquete de mallas (opcional según la presión) Canal de enfriamiento 50–65°C recomendado Alimentador Preferentemente gravimétrico—3 compartimentos para cross-linked Secador Desecante, 4 horas a 70°C, para el compuesto ECCOH™ solamente; nunca se debe colocar silano seco en los secadores PROCESAMIENTO Temperatura ECCOH Serie 5000 ECCOH Serie 6000 Precalentamiento del alambre 80–120°C 80–120°C Zonas de alimentación 93°C 135°C Transición 135 °C 163°C Dosificación 150°C 190°C Cabezal/dado 165°C 215°C Material fundido 165–170°C 215–225°C Llama a la salida del dado Sí, según sea necesario Velocidad de la línea Sensible a la cizalla: Observar temperatura de fusión, amperaje del motor y presión Compuesto de purga HDPE +1.844.4AVIENT www.avient.com Copyright © 2020, Avient Corporation.
https://www.avient.com/sites/default/files/2024-03/Edgetek PKE Glass-Filled Product Bulletin.pdf
Density Impact Flexural Modulus (Dry) Tensile Strength (Dry) HDT Equilibrium Moisture — PKE-GF PA12-GF PA612-GF 5 4 3 2 1 0 Impact Shrink Flexural Modulus (Dry) Chemical Resistance Flexural Modulus (Cond.) CO2 Emission Factor — PKE-GF — PA6-GF — PA66-GF HDT Wear Density 5 4 3 2 1 0 Equilibrium Moisture 1: Poor 3: Good 5: Excellent
https://www.avient.com/sites/default/files/2022-09/Additives and Colorants for Stadium and Arena Seats Application Bulletin.pdf
AFNOR M 2 in France, DIN 4102 B 2–B 1 in Germany, UNI 8457–9174 C 1 in Italy, BKZ 5.2 in Switzerland, BS 5852.1990 CRIB 3–5 in UK)** • Standard portfolio available for PP injection molded applications APPLICATION BULLETIN * Laboratory weathering testing may not be determinative of all conditions of use; the end user must determine suitability of a product for its intended use ** Contact us for more information on regulatory compliance Copyright © 2022, Avient Corporation. COLOR RAL REFERENCE COLOR RAL REFERENCE 1015 Brown/12 6026 Green/14 1034 Yellow/14 6032 Green/20 1018 Yellow/19 7004 Grey/21 1003 Yellow/20 8025 Brown/14 3020 Red/15 9022 Pearl Grey/1 5005 Blue/35 9010 White/5 5000 Blue/36
https://www.avient.com/sites/default/files/2020-07/pvc-extrusion-processors-case-study.pdf
Powder CFA Pellet CFA ColorMatrix Excelite Typical CFA Density 0.52 g/cc Excelite CFA Density 0.50 g/cc PF-1 Density 0.43 g/cc PF-1 Density 0.339 g/cc PF-1 Density 0.351 g/cc
https://www.avient.com/sites/default/files/2020-12/packaging-solution-bulletin-selector-guide.pdf
Versaflex™ PKG 4345, 4355, 4365 Versaflex™ PKG 4465 Versaflex™ PKG 4570 Versaflex™ PKG 4665 Hardness Shore A 45A, 55A, 65A 65A 70A 65A Regulatory* • REACH SVHC • FDA 21 CFR • EU 10/2011 • REACH SVHC • FDA 21 CFR • REACH SVHC • FDA 21 CFR • REACH SVHC • FDA 21 CFR Color Translucent Translucent Natural Natural Overmolding Bonds To Polypropylene Polypropylene Polar substrates Polar substrates Chemical Resistance • #1 for soaps • Low-cost solution for non-polar oils • #2 for soaps • Some oils • #1 for polar & non-polar oils • #1 for non-polar solvents, like isododecane • #2 for non-polar oils • Abrasion resistance * Regulatory compliance is offered for consideration only—limitations apply; please check with product stewardship.
https://www.avient.com/sites/default/files/2021-06/fl.datasheet-frp.pdf
Product ID FIBER-LINE® Coating Base Fiber Tensile Strength Load at 1% Elongation Absorption Capacity 2.3 mm FRP Swellcoat® Fiberglass ≥ 5115 N ≥ 2100 2.5 – 4.5 g/m .60 mm ARP N/A Kevlar® ≥ 340 N ≥ 165 N N/A 5.00 mm FRP N/A Fiberglass ≥ 24041 ≥ 9617 N/A .40 mm ARP N/A Kevlar® ≥ 210 N ≥ 95 N N/A .50 mm FRP Swellcoat® Fiberglass ≥ 300 N ≥ 130 ≤ 1.0 g/m POPULAR FRP ROD PRODUCTS MOVING HIGH PERFORMANCE FIBERS FORWARD LOCATIONS Headquarters, R&D, Manufacturing FIBER-LINE® LLC 3050 Campus Drive Hatfield, PA 19440 +1 215.997.9181 fiber@fiber-line.com Manufacturing Operations FIBER-LINE® LLC 280 Performance Drive SE Hickory, NC 28602 +1 828.326.8700 fiber@fiber-line.com EMEA & Asia Pacific Operations FIBER-LINE® INTERNATIONAL B.V.
https://www.avient.com/sites/default/files/2025-05/Avient Announces First Quarter 2025 Results_0.pdf
The company noted that first quarter 2025 GAAP EPS includes special items of $0.82 primarily related to an impairment associated with ceasing the development of S/4HANA, a cloud-based ERP system (see attachment 3), and $0.16 of intangible amortization expense (see attachment 1). You are advised to consult any further disclosures we make on related subjects in our reports on Form 10-Q, 8-K and 10-K that we provide to the Securities and Exchange Commission. 5 Investor Relations Contact: Giuseppe (Joe) Di Salvo Vice President, Treasurer and Investor Relations Avient Corporation +1 440-930-1921 giuseppe.disalvo@avient.com Media Contact: Kyle G. Rose Vice President, Corporate Communications Avient Corporation +1 440-930-3162 kyle.rose@avient.com 6 Attachment 1 Avient Corporation Reconciliation of Adjusted Net Income and Earnings Per Share (Unaudited) (In millions, except per share data) Senior management uses comparisons of adjusted net income attributable to Avient common shareholders and diluted adjusted earnings per share (EPS) attributable to Avient common shareholders, excluding special items, to assess performance and facilitate comparability of results.
https://www.avient.com/sites/default/files/2021-12/avient-sarl-hungary-branch-register-extract-2021-12-07.pdf
Data not dependent on company form 1. Tax number of the company 21/1. Company numbers 49/1.
https://www.avient.com/sites/default/files/2022-03/AVNT Mar 2022 Presentation.pdf
Avient acquired the Clariant Color business on July 1, 2020 (the “Acquisition Date”). 我们是同一个 Avient。6 B ET T E R TO G E TH E R : P O LYO NE A N D C L A R I A N T C O LO R Key Financial Data 2021 Sales $4.8 billion 2021 EBITDA $581 million 87% of EBITDA from specialty applications 2 0 2 1 P E R F O R M A N C E $80 $85 2020 2021 $0.52 $0.58 2020 2021 Q4 2021 PERFORMANCE ( T O TA L C O M PA N Y ) 8 Sales Adjusted Operating Income $997 $1,202 2020 2021 + 21% Adjusted EPS + 6% + 12% (in millions) (in millions) $308 $429 2020PF 2021 $1.93 $3.05 2020PF 2021 FULL YEAR 2021 PERFORMANCE ( T O TA L C O M PA N Y ) 9 Sales Adjusted Operating Income $3,783 $4,819 2020PF 2021 + 27% Adjusted EPS + 39% + 58% (in millions) (in millions) (1) Financial information is pro forma to include a full year of Clariant Color business (1) (1) (1) FULL YEAR 2021 SEGMENT PERFORMANCE 10 CAI $2,043 $2,402 Sales ($ in millions) SEM Distribution $226 $303 Operating Income + 18% + 34% $1,110 $1,631 Sales $70 $93 Operating Income + 47% + 33% (1) $709 $919 Sales $94 $132 Operating Income + 30% + 40% (1) Financial information is pro forma to include a full year of Clariant Color business (1) Full Year 2020 (Pro forma) $3,783 $308 Sustainable Solutions 147 19% 60 Healthcare 143 28% 30 Composites 58 43% 29 Growth in Asia / LATAM 107 21% 26 Other 543 30% 58 Sub-total $4,781 26% $511 Wage Inflation and Overtime (39) Other Supply Chain Costs (15) COVID Response Applications (22) (12) Synergies 44 FX, Incentives, Other Employee Costs 60 (60) Full Year 2021 $4,819 27% $429 FULL YEAR 2021 SALES AND OPERATING INCOME ( T O TA L C O M PA N Y ) 11 Sales Growth Rate Adjusted Operating Income$ millions (1) Financial information is pro forma to include a full year of Clariant Color business (1) Adjusted EBITDA 12 Full Year 2020 (Pro forma) $ 457 Demand 135 $ millions CAI: Price / Mix 158 Inflation (120) SEM: Price / Mix 84 Inflation (65) Distribution: Price / Mix 318 Inflation (304) Net Price Benefit 71 Wage Inflation and Overtime (39) Other Supply Chain Costs (15) COVID Response Applications (12) Synergies 44 Incentives, FX, Other Employee Costs (60) Full Year 2021 $ 581 (1) Financial information is pro forma to include a full year of Clariant Color business (1) • Demand impact driven by growth in key focus areas: sustainable solutions, healthcare, composites and growth in Asia / LATAM • Price increases more than offset raw material and supply chain impacts FULL YEAR 2021 EBITDA BRIDGE SPECIALTY EBITDA MARGIN EXPANSION 13 CAI (1) 2018-2020 financial information is pro forma to include a full year of Clariant Color business 15.3% 15.2% 16.2% 17.0% 2018 2019 2020 2021 14.8% 15.2% 17.6% 17.8% 2018 2019 2020 2021 (1) SEM • Record margins in 2021 despite unprecedented supply chain challenges • Continued portfolio transformation to high-growth end markets and sustainable solutions • Clariant Color synergy realization • Investments in composites and outdoor high performance applications drove growth and mix improvements • Acquisition of Clariant Color business significantly expanded presence in healthcare, packaging and consumer end markets • Strength of portfolio – double-digit annual EBITDA growth since acquisition • $54 million of synergies realized in 2021 • Acquisition completed on July 1, 2020 for $1.45 billion. 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 5.4 8.5 10.1 10.0 15.7 15.0 14.2 12.7 10.2 25.0 19.7 17.7 13.2 12.3 10.0 9.9 8.9 8.5 8.3 6.6 A vi e n t (2 0 1 1 ) A vi e n t (2 0 1 6 ) A vi e n t (2 0 2 1 ) A vi e n t (T o d a y) R P M K W R P P G A V Y F U L A L B E C L H X L A S H F M C B N R E M N U N V R C E S C L H U N Historic Multiple S U M M A RY: W H Y I N V E S T I N AV I E N T ?