https://www.avient.com/sites/default/files/2024-03/Terms and Conditions of Sale for Slovakia.pdf
Predávajúci v žiadnom prípade nenesie zodpovednosť za akékoľvek škody a/alebo náklady z titulu omeškania s dodávkou. S výnimkou prípadu vyššej moci je výlučným prostriedkom nápravy kupujúceho v prípade, že nie je spokojný s rozhodnutím predávajúceho právo ukončiť túto zmluvu bez ďalších záväzkov: (i) na základe písomnej výpovede s výpovednou lehotou 10 kalendárnych dní, a (ii) po zaplatení za všetky výrobky doručené k danému dátumu. 14. Predávajúci má právo zrušiť potvrdenie objednávky s okamžitým účinkom, ak kedykoľvek pred doručením osoba alebo skupina osôb, ktoré nie sú prepojené s osobami, ktoré ovládajú kupujúceho k dátumu potvrdenia contrary to law.
https://www.avient.com/sites/default/files/2022-08/AVNT Aug 2022 Presentation - Jefferies.pdf
AVIENT CORPORATION I N V E S T O R P R E S E N T A T I O N (NYSE: AVNT) AU G U S T 2 0 2 2 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. 我们的专长:MATERIAL SCIENCE 5 CUSTOM FORMULATION SUSTAINABILITY FOR A BETTER TOMORROW Revenue From Sustainable Solutions* 2016-2021 $310 205 140 80 75 45 40 20 $915M2021 Sales *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 Future Growth Revenue Assumptions From Sustainable Solutions: 8 - 12% 6 S E CO N D Q UART E R 2022 RE S U LT S $122 $134 $0.87 $0.98 Q2 2022 PERFORMANCE (TOTAL COMPANY) 8 Sales Adjusted Operating Income $1,235 $1,302 + 5% Adjusted EPS + 10% + 13% (in millions) (in millions) (+ 10% excluding FX) (+ 16% excluding FX) (+ 20% excluding FX) Q2 2022 SEGMENT PERFORMANCE 9 CAI $624 $649 SEM Distribution $86 $94 + 4% + 9% $404 $443 $24 $27 + 10% + 13% $241 $244 $37 $37 + 1% Flat (+ 10% excluding FX) (+ 16% excluding FX) (+ 6% excluding FX) (+ 3% excluding FX) Q2 2021 $1,235 $122 Sustainable Solutions 17 7% 7 Healthcare 23 14% 5 Composites (ex Outdoor High Performance) 10 20% 4 Growth in Asia / LATAM 5 3% 1 Other 69 11% 5 Sub-total $1,359 10% $144 Outdoor High Performance Impact (9) (5) Wage Inflation and Overtime (7) Other Supply Chain Costs (2) Clariant Color Integration Synergies 7 Incentives, Other Employee Costs 4 FX (48) (7) Q2 2022 $1,302 5% $134 Q2 2022 SALES AND OPERATING INCOME (TOTAL COMPANY) 10 Sales Growth Rate Operating Income$ millions EBITDA Q2 EBITDA BRIDGE 11 Price increases more than offsets raw material and supply chain impacts Q2 2021 $ 159 Demand (29) $ millions CAI: Price / Mix 87 Inflation (58) SEM: Price / Mix 36 Inflation (24) Distribution: Price / Mix 45 Inflation (41) Net Price Benefit 45 Wage Inflation and Overtime (7) Other Supply Chain Costs (2) Clariant Color Integration Synergies 7 Incentives, Other Employee Costs 4 FX (7) Q2 2022 $ 170 China Lockdowns / Russia Impact $ (14) Outdoor High Performance (5) Transportation (5) 12 Q2 '21 Adjusted EPS 0.87$ Color, Additives and Inks 0.11 Specialty Engineered Materials 0.01 Distribution 0.03 Corporate Costs 0.01 F/X (0.05) Segment OI 0.11$ Interest Expense 0.03 Tax Rate (0.03) Q2 '22 Adjusted EPS 0.98$ Q2 EPS BRIDGE Key Updates • Provided progress on 2030 Sustainability Goals • Emphasized commitment to U.N. Annual Purchases RAW MATERIAL AND SUPPLY CHAIN UPDATE Based on 2021 purchases, excludes Distribution business DYN E E MA ACQ U I S I T I O N 32 15x stronger than steel Reduces weight by 30% vs. other solutions Well-maintained global asset base poised to serve growing demand • Purchase price of $1.48B represents 11.4x multiple of 2022 EBITDA • Acquisition will expand Avient’s composites and fiber portfolio with Dyneema®, the World’s Strongest Fiber™ • $415M sales and 30%+ EBITDA margins; Immediately accretive to pro forma 2022 EPS, adding $0.35 • 1,300 patents globally, ~50% of sales patent protected • 1,000+ employees across global production network and dedicated technology centers • Composites platform will increase from $261M to $680M in revenue and from $49M to $180M in EBITDA Indicates Dyneema® location $175M (42%) $65M (16%) $175M (42%) 2022E Sales By Region ($M) (1) $0.35 EPS excludes intangible amortization (2) Based on 2022 expected results (1) (2) (2) FIT WITH FOUR PILLAR STRATEGY 33 Specialization • Innovation-led organization with tremendous intellectual property value in trademarks, patents and “know-how” • Deep history of application development and premium, leading brand with the World’s Strongest FiberTM Globalization • Global customer base with an established presence across all major geographic regions • Global technology centers complement existing Composites applications and expertise Operational Excellence • Best-in-class safety performance • Well-run and maintained asset base fit to serve future growth • Highly effective and reliable supply chain with emphasis on optimizing service to customers Commercial Excellence • Deep customer relationships extend across the value chain and drive ability to grow • Offer a full suite of services with an active role in design, development and commercialization People Experienced and talented associates with a passion for safety, specialization and winning DYNEEMA® OVERVIEW K E Y I N D U S T R I E S PERSONAL PROTECTION Military • Law Enforcement • First Responders Body Armor • Helmets • Vehicle Protection $215M MARINE & SUSTAINABLE INFRASTRUCTURE Towing / Mooring • Aquaculture • Floating Wind • Offshore Cranes $130M CONSUMER Consumer • Outdoor High Performance • Safety Equipment $70M 34 Figures reflect 2022 expected sales MIFOverview Competition Valuechain & Go-to-market Strategy Innovation Financials TECHNOLOGY 35 1,200 1,300 2,500 Avient Dyneema Combined Patents • True specialty business – the World’s Strongest Fiber™ • Deep history of application development with customers, strongest in the industry • The only UHMwPE (ultra-high molecular weight polyethylene) fiber producer that is backward integrated o Provides innovation advantage through control of all steps of the process • Complementary with our existing reinforced film expertise (PolyStrand) and engineered fiber presences (Fiber-Line) WINNING PROPERTIES Ultra high strength vs. weight Highly flexible Floats on water Chemically inert; no smell/taste and non-toxic High resistance to UV radiation Self-lubricating, with low friction One-of-a-kind technology ® FORMULATION PROCESS 36 • Like Avient, Dyneema® offers similar core competencies around formulation and material science • Technology that combines polymers and fibers to provide specialized, high performing solutions for customers • Design capabilities ensure that applications are highly customized for the specified end use DYNEEMA® IN THE VALUE CHAIN 37 UHMwPE Fiber / Tapes Military Personnel, Law Enforcement Heavy Marine, Offshore Wind Energy and Mooring, Aquaculture Outdoor, Footwear, Apparel, Inflatables • Material Science • Formulation • Service INTERMEDIATE MANUFACTURING (CUSTOMERS) OEM / APPLICATION DEMAND TRENDS 38 • Military spending and near-term demand for higher performing personal protection products (like Dyneema®) expected to increase o European NATO members annual defense spend expected to increase by up to 20%(1) o Japan aiming to almost double defense spending over the next 5 years(2) o Accelerated launch of next generation technology in North America • Policy-driven demand for sustainable energy; growth in floating offshore wind farms which require advanced, durable technology o Offshore wind expected to grow at a CAGR of 32% with the level of annual installations quadrupling over the next five years(3) • Continued investment in aquaculture as a sustainable food source(4) • Strong demand in outdoor high performance space across niche consumer applications aligns with 10% growth assumption for Avient’s Composites portfolio Sources: (1) “Funding NATO”, NATO.int (2022年4月1日) (2) “Japan Ruling Party Calls for Defense Spending Boost to 2% of GDP”, WSJ (2022年4月21日) (3) “Global Wind Report 2021”, Global Wind Energy Council (4) “Aquaculture Supports a Sustainable Earth”, NOAA Fisheries 39 A L I G N M E N T W I T H S U S T A I N A B I L I T Y G O A L S PRODUCTS AVIENT’S EXISTING COMPOSITES PORTFOLIO D I V E R S E C A P A B I L I T I E S A N D S O L U T I O N S S E R V I N G M A N U F A C T U R E R S A N D O E M S LFT Tapes Laminates/Panels Shapes Pultrusion Engineered Fibers 40 AVIENT’S COMPOSITES PORTFOLIO SALES AND EBITDA 41 $74 $84 $216 $212 $261 $5 $10 $32 $41 $49 $180 0 50 100 150 200 $- $50 $100 $150 $200 $250 $300 $350 $400 $450 $500 $550 $600 $650 $700 $750 2017 2018 2019 2020 2021 2022E $680 • Dyneema® acquisition will further improve Composites EBITDA margins to 26% • Dyneema® will complement our existing portfolio with deep formulation expertise, innovative culture and global commercial presence • Composites will continue to be a key growth driver to deliver future revenue growth in excess of GDP (1) Pro forma for the acquisition of Dyneema® SEGMENT DATA U.S. & Canada 50% Latin America 2021 SEGMENT, END MARKET AND GEOGRAPHY GEOGRAPHY REVENUESEGMENT FINANCIALS 19% Building and END MARKET REVENUE (1) Total company sales and adjusted EBITDA of $4,819M and $581M, respectively, include intercompany sales eliminations and corporate costs $2,402M $409M $919M $164M $1,631M $94M Sales EBITDA Distribution Specialty Engineered Materials Color Additives and Inks $581M$4,819M 43 34% Building & 1% Telecommunications C O L O R , A D D I T I V E S & I N K S 2021 REVENUE | $2 .4 BILLION 32% 40% Latin America END MARKET REGION 44 S P E C I A LT Y E N G I N E E R E D M AT E R I A L S 27% Building & 2021 REVENUE | $919 MILLION END MARKET 55% REGION 45 D I S T R I BU T I O N 26% Building and 80% 3% Latin America END MARKET REGION K EY SU PPL IER S 2021 REVENUE | $1 .6 BILLION 46 TOTA L C O M PA N Y R E G I O N A L S A L E S BY END MARKET 30% 26%Healthcare 14% Building & 2% Energy (16% of sales) 32% Building & (25% of sales) 47 19% Building & US & Canada (50% of sales) 38% 33% Building & LATAM (9% of sales) Reconciliation of Non-GAAP Financial Measures (Unaudited) (Dollars in millions, except for per share data) Senior management uses comparisons of adjusted net income from continuing operations attributable to Avient shareholders and diluted adjusted earnings per share (EPS) from continuing operations attributable to Avient shareholders, excluding special items, to assess performance and facilitate comparability of results.
https://www.avient.com/sites/default/files/2020-09/case-study-one-pager-gls-om-bergamid-victorinox-pen-knife-1.pdf
VICTORINOX S W I S S S O L D I E R ’ S K N I F E Transition from metal to polymer handle that would be more ergonomic and provide: • Scratch and chemical resistance • Impact resistance and durability • A grippy, soft-touch feel • Collaborated with the customer to fully understand and meet their design challenges and goals • Used design and material expertise to develop a customized two-material solution that met all key requirements • Enabled the customer to produce a new, innovative product appealing to its consumers Bergamid™ nylon copolymer overmolded with GLS™ TPE KEY REQUIREMENTS WHY AVIENT?
https://www.avient.com/sites/default/files/2025-02/31307-Certificate-17JUL2024.pdf
Certificate Avient Corporation S E s Certificate Of Conformance This is to certify that the Quality Management System of: Avient Corporation 33587 Walker Road, Building 428 Avon Lake OH 44012 United States has been assessed by ABS Quality Evaluations, Inc. and found to be in conformance with the requirements set forth by: ISO 9001:2015 The Quality Management System is applicable to: Manufacture of plastic compounds, color and performance additives, engineered thermoplastics, vinyl resins, custom mixed plastic materials, custom and commodity colorants for plastics, polyurethane systems, and plasticizers with design and sampling support at Suwanee, GA, and purchasing, customer service, logistics, quality, design and sampling support at PolyOne Corporate Headquarters at Avon Lake, OH, and distribution of resins Certificate No: 31307 Certification Date: 12 OCT 1995 Effective Date: 11 JUL 2024 Expiration Date 07 OCT 2025 Revision Date: 17 JUL 2024 Dominic Townsend, President Page 1 of 4 S E s ISO 9001:2015 Certificate Of Conformance ANNEX Certificate No.: 31307 Avient Corporation At the below facilities The Manufacture of Pultruded and Filament wound components Pultrusion and CRTM 3943, Valley East Industrial Drive, Buildings 1,2,3,4 Birmingham - AL 35217 United The Manufacture of Pultruded and Filament wound components Pultrusion and Filament Wound Tubing 3968, Valley East Industrial Drive, Building 5 Birmingham - AL 35217 United States The Manufacture of Pultruded and Filament wound components Pultrusion 3950, Valley East Industrial Drive, Building 6 Birmingham - AL 3517 United States Corporation Management of QMS. Industrial Valle del Cinca S/N Apartado E-22300 Barbastro Spain Berea, OH Liquid Colorants and Additives for Plastics , 680 N. 19 Francis J Clark Circle Bethel - CT 06801 United Page 2 of 4 S E s Cergy, France Design and Manufacture of Color and Additive Concentrates and Specialty Compounds , 14 Avenue de l'Eguillette Saint Ouen l'Aumône - 95310 France Esenyurt, Turkey Design and Manufacture of Specialty Engineered Thermoplastics Orhangazi Mah. 1683 Sok.
https://www.avient.com/sites/default/files/2023-04/Chain Extenders for rPET Fibers in Automotive - Application Snapshot.pdf
CAR COMPONENT MANUFACTURER A C O U S T I C A N D T H E R M A L M A N A G E M E N T S Y S T E M S • High rPET content without loss of tenacity • High volume production • Color options • Offered a chain extender that supports stable spinning and maintains fiber tenacity to help achieve targeted rPET content • Provided technical support for production scale-up • Proposed different color concentrates suitable for application and polymer grade Cesa™ Fiber Additives – chain extenders for recycled polyester (rPET) KEY REQUIREMENTS WHY AVIENT?
https://www.avient.com/sites/default/files/2020-12/onflex-s-ke-oscillating-sprinkler.pdf
LEADING GARDEN TOOLS BRAND O S C I L L A T I N G S P R I N K L E R S • Superior abrasion resistance performance • Ability to pass standard UV testing as well as the customer’s more stringent UV criteria • Global support and material availability • Developed a customized TPE material with superior UV resistance, adhesion to ABS, and demolding • Leveraged in-house UV chamber tests to exceed UV parameter requirements • Worked closely with customer’s product development, engineering and quality teams to test and specify material • Supplied grade globally with local technical and manufacturing support OnFlex™ S KE Thermoplastic Elastomer KEY REQUIREMENTS WHY AVIENT?
https://www.avient.com/sites/default/files/2022-04/Edgetek LD - Eyewear-application snapshot.pdf
EYEWEAR BRAND S U N G L A S S F R A M E S • Can float on water • Excellent surface with low flash • Compatible with secondary painting process • Formulated a 0.82g/cm³ density material for lightweight performance that allowed the frames to float on water even after painting • Enabled excellent surface by addressing the typical flashing edge problems • Delivered a paintable material to support brand identity and convey value • Dedicated on-site support to ensure the density performance during secondary painting processing Edgetek™ LD Formulation KEY REQUIREMENTS WHY AVIENT?
https://www.avient.com/sites/default/files/2023-01/PCR Color Prediction Service Technology Snapshot 2022_Appliances.pdf
ELECTRICAL APPLIANCE BRAND H O U S E H O L D P R O D U C T S I N R E C Y C L E D A B S A N D P S • Support to qualify a new raw material sourcing process • Color prediction feasibility for new material grades • Color design guidance to maintain brand identity and differentiation • Color solutions that work with mixed grades of rABS and recycled polystyrene • Worked with the brand owner to test multiple styrenic grades and understand the best fit across colors and recycled resins • Supported integration of multiple resin solutions for the best rendering and aesthetics in rABS and rPS • Helped approve 7 colors to be launched within the forthcoming 18 months PCR Color Prediction Service KEY REQUIREMENTS WHY AVIENT?
https://www.avient.com/sites/default/files/2020-10/hiformer-case-study.pdf
C A S T A N D B L O W N F I L M LEADING PACKAGING FILM SUPPLIER • Improve quality, limiting melt fracture and die built up • Increase productivity, reducing cleaning frequency • More sustainable manufacturing process • Regulatory compliance HIFORMER™ Liquid Polymer Processing Aid AVIENT SOLUTION • Increased processing efficiency and overall productivity with low let down ratio • Delivered significant improvement in melt fracture and die build up • Sustainability benefits provided, including possibility for longer production runs, reduced energy consumption and less waste WHY AVIENT K E Y RE Q U I RE M E N T S P R O D U C T I V I T Y + S U S TA I N A B I L I T Y LEARN MORE
https://www.avient.com/sites/default/files/2021-04/onflex-s-garden-hose-hand-grip-case-study.pdf
TPE HEIGHTENS PRODUCT IMPACT AND PROFITABILITY CASE STUDY: ONFLEX-S™ THERMOPLASTIC ELASTOMERS Challe nge Accepted. OnFlex-S TPEs also provide an attractive appearance and resist scratching and marring. With OnFlex-S TPE, the company achieved system cost benefits that have made this product line a profitable one.