https://www.avient.com/resources/safety-data-sheets?page=5752
MD-42482 YELLOW W/ UV MD-53292 DESERT GOLD W/UV MD-61704 ORANGE W/ UV
https://www.avient.com/resources/safety-data-sheets?page=4873
BLACX TX7 W/LM-DP7-1199 TX7 BK W/WT LM-DP7-1199 TX7 BK W/RED LM-DP7-1199
https://www.avient.com/resources/safety-data-sheets?page=6536
PE BLUE W/AM FROST W/LM FROST W/LM 2
https://www.avient.com/resources/safety-data-sheets?page=262
YELLOW W/DARK MARK BLUE W/LIGHT MARK BLACK W/ MARK
https://www.avient.com/resources/safety-data-sheets?page=1804
GRV-NJ-045-W-NAT SAND W/UV TRANS BLUE W/ FLECK
https://www.avient.com/resources/safety-data-sheets?page=5338
MC-41582PE 850Z YELLOW W/UV MC-42027PE HVZ YELLOW W/UV MC-42159NY YELLOW W/10YR UV 004603YLNYC
https://www.avient.com/resources/safety-data-sheets?page=3953
BLACK W/SLIP BLACK W/WHITE REGRIND GREEN W/UV
https://www.avient.com/resources/safety-data-sheets?page=5348
MC-15592PE HANDICAP BLUE T125215 W/UV MC-15729PET NAVY BLUE W/BRIGHTENER MC-15822PP BLUE W/O UV 058-3062
https://www.avient.com/sites/default/files/2021-01/wire-and-cable-one-pager.pdf
APPLICATIONS: Power cables, Ethernet category cables, industrial cables, solar installation cables, coaxial cables, fiber optics, hybrid cables SYNCURE™ Cross-Linked Polyethylene for Power Cable Insulation • Resistant to heat, oil, creep and abrasion • Fast extrusion speeds • UL 44 & UL 4703 flame performance • UL/CSA bulletins MAXXAM™ FR W&C Flame Retardant Polypropylene for Category Cable Insulation and Cross-Webs • Alternative to FEP • Low dielectric • Thin wall extrusion capabilities • UL 94 & plenum yellow card, V-2, V-0 & 5VA fire performance ratings FIRECON™ Flame Retardant Chlorinated Polyethylene for Industrial Cable Jackets • Resistance to harsh environments • Low temperature properties • UV resistance • UL 44 flame performance ECCOH™ LSFOH Low Smoke and Fume, Non-Halogen for Insulation and Jackets • Low smoke and toxicity • Improved fire safety • Resistance to chemicals • UL44 and CPR flame performance ADDITIONAL SOLUTIONS MAXXAM™ SY Foamed Polypropylene for Coaxial Cable Insulation SYNPRENE™ Flame Retardant Thermoplastic Elastomers POLYMIX™ Customer Proprietary Formulations For more information, please visit avient.com or call +1.844.4AVIENT (+1.844.428.4368).
https://www.avient.com/sites/default/files/2021-11/avnt-november-investor-meetings.pdf
This innovation drives performance and is reflective of consistent, strategic investments in technology and people Clariant Color business acquired 2020年7月1日 10 30 40 14 22 35 19 18 41 Current Additional share needed to reach 2025 target BRAND OWNERS COMMITTED TO INCREASING USE OF RECYCLED MATERIALS 14 Brand Owner 1 Brand Owner 3 Brand Owner 2 Brand Owner 7 Brand Owner 4 Brand Owner 10 Brand Owner 6 Brand Owner 11 Brand Owner 5 Brand Owner 8 Brand Owner 9 Brand Owner 12 Brand Owner 13 Percent recycled plastic used: (examples and not exhaustive) (1) Latest year reported. Post-consumer recycled content as percentage of total plastic packaging volume, by weight ENABLING THE USE OF RECYCLED CONTENT T O P 5 G A P S T H A T W E A R E A D D R E S S I N G 2) DECONTAMINATION1) COLOR MANAGEMENT 3) MAINTAINING MECHANICAL PROPERTIES 4) MONO-MATERIAL CONSTRUCTION 5) CONSISTENT RECYCLED MATERIAL QUALITY 15 G U I D I N G B R A N D S T O W H A T I S P O S S I B L E CASE STUDY WITH BRAND OWNER Recycled ResinVirgin Resin 16 SUSTAINABILITY FOR A BETTER TOMORROW • Revenue from sustainable solutions expected to grow 18% in 2021 as our innovation efforts and collaboration with customers continues to accelerate • 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 *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 2016 2017 2018 2019 2020PF** 2021E $405M $455M $340M $550M $790M Revenue From Sustainable Solutions* 2016-2021 $930M Q3 2020 $925 $74 Sustainable Solutions 35 19% 14 Healthcare 51 44% 10 Composites 13 39% 6 Growth in Asia / LATAM 14 11% 3 Other 177 39% 16 Sub-total $1,215 31% $123 Supply Chain Disruption Costs (19) COVID Response Applications (5) (3) FX Impact 10 2 Synergies 12 Incentives, Travel, Other Employee Costs (16) Q3 2021 $1,220 32% $99 Q3 2021 SALES AND OPERATING INCOME 18 Sales Growth Rate Operating Income$ millions 19 Q3 2020 Q3 2021 (1) Financial information is presented on a constant currency basis (44% of total revenue) (56% of total revenue) Q3 END MARKET SALES PERFORMANCE +20% +31% +40% +24% +46% +40% +14% +33% Energy Telecom Building & Transportation Industrial Healthcare Packaging Consumer Q3 YEAR-OVER-YEAR EBITDA BRIDGE 20 • Demand driven by growth in sustainable solutions, healthcare and consumer applications • Price increases more than offsets raw material and supply chain impacts • Synergy capture on pace to achieve $50M in annual savings in 2021 Q3 2020 $ 111 Demand 29 EBITDA$ millions CAI: Price / Mix 51 Inflation (37) SEM: Price / Mix 25 Inflation (22) Distribution: Price / Mix 108 Inflation (103) Net Price Benefit 22 Supply Chain Disruption Costs (19) COVID Response Applications (3) Synergies 12 Incentives, FX, Other (16) Q3 2021 $ 136 21 • Price increases have more than covered raw material and freight inflation impacts of $300M year- to-date compared to 2020 • Demand impact driven by Q3 seasonality for the business Q2 TO Q3 SEQUENTIAL EBITDA BRIDGE Q2 2021 $ 159 CAI: Price / Mix 17 Inflation (8) SEM: Price / Mix 6 Inflation (5) Distribution: Price / Mix 35 Inflation (35) Net Price Benefit 10 Supply Chain Disruption Costs (4) Demand / Seasonality (35) Other 6 Q3 2021 $ 136 EBITDA$ millions FU LL Y EA R 2021 O U T LO O K $308 $430 $1.93 $3.00 FULL YEAR GROWTH PROJECTIONS 23 Sales Adjusted Operating Income $3,783 $4,750 + 26% + 40% + 55% (1) Financial information is pro forma to include a full year of Clariant Color acquisition (1)(1)(1) $1.74 $1.93 $3.00 $442 $457 $580 FULL YEAR 2019 – 2021 GROWTH 24 Sales Adjusted EBITDA $3,981 $3,783 $4,750 + 19% (1) Financial information is pro forma to include a full year of Clariant Color acquisition (1) (1) (1)(1) + 31% + 72% (1) (1) 0.1 0.1 0.2 0.5 0.6 0.7 0.8 0.9 0.9 1.0 1.0 11 12 13 14 15 16 17 18 19 20 21 40% 99% YTD 5 - YR 10 - YR 0.16 0.20 0.26 0.34 0.42 0.50 0.58 0.72 0.79 0.81 0.85 0.95 11 12 13 14 15 16 17 18 19 20 21 22 2.1x Q4 NET LEVERAGE ~$1Bn REPURCHASED OVER LAST 10 YEARS ~$450MM PAID OVER LAST 11 YEARS CREATING VALUE FOR SHAREHOLDERS Share Performance Dividends Share Repurchases Deleveraging 3.5x 2.1x 2019PF 2021E Growing Dividend Cumulative Buybacks Net Leverage $B n $ p r sh ar Total Shareholder Return ~$4Bn MARKET CAP INCREASE OVER LAST 10 YEARS (1) Share performance includes reinvested dividends and is as of 10.25.2021 (2) Financial information is pro forma to include a full year of Clariant Color acquisition (2) 494% SUSTAINABILITY REPORT Continuous ESG Improvement 26 • Updated 2030 Sustainability Goals • Further disclosure on key Environmental, Social, and Governance impacts • Joined U.N. Develop and implement solutions to end plastic waste while supporting AEPW $1.5B investment in key initiatives. 2030 SUSTAINABILITY TARGETS 27 Sustainalytics 2021 ESG Risk Ranking RANK (1st = lowest risk) PERCENTILE (1st – lowest risk) Chemicals INDUSTRY 75/449 17th Specialty Chemicals SUBINDUSTRY 21/124 17th AVIENT ESG RATINGS ISS November 2021 ESG Scores SCORE (1 = Best, 10 = Worst) Environmental 2 Social 1 Governance 4 28 2021 AVIENT INVESTOR DAY 29 • Investor Day to be held December 9, 2021 in New York, NY • The company will be doing a deep dive into its key long- term growth drivers with a particular focus on sustainable solutions Revenue Growth Drivers Long-Term Growth Rate Sustainable Solutions 8–12% Healthcare 8–10% Composites / 5G 10% Growth in Asia / LATAM 5% Other (GDP growth) 2–3% Avient 6.5% • Senior leadership team will also provide further details on the Clariant Color integration, as well as capital allocation priorities PEER COMPARISONS 30 As a specialty formulator, we don’t require significant capital investment, as compared to the base resin raw material suppliers we purchase from.