https://www.avient.com/sites/default/files/resources/POL%2520IR%2520Presentation%2520-%2520Credit%2520Suisse%2520-%2520June%25202015.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 • 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 5 Building & 10% Electrical & 11% 9% Distribution 28% PP&S 52% 69% 13% 7% Asia 2014 Revenues: $3.8 Billion End Markets 2014 Revenues: $3.8 Billion PolyOne At A Glance $13 $31 $46 $46 $87 $96 $122 $195 $242 2006 2007 2008 2009 2010 2011 2012 2013 2014 Specialty Operating Income ($M) PolyOne Corporation Page 6 Old PolyOne *Operating Income excludes corporate charges and special items 2% 34% 43% 62% 65% 69% 0% 20% 40% 60% 80% 100% 2005 2008 2010 2013 2014 Q1 2015 2020 % o f O pe ra tin g In co m e* JV's Performance Products & Solutions Distribution Specialty 80%+ Specialty OI $5M $46M $87M $195M $242M $60M Mix Shift Highlights Specialty Transformation Transformation 2020 Platinum Vision Platinum Vision 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 -100% 0% 200% 300% 400% 500% 600% 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. Net debt to adjusted EBITDA is calculated as follows: Three Months Twelve Months Three Months Trailing Twelve Months (TTM) (In millions) 2014年3月31日 2014年12月31日 2015年3月31日 2015年3月31日 Short-term portion and current portion of long-term debt $ 12.8 $ 61.8 $ 61.9 Long-term debt 968.1 962.0 1,049.2 Less: Cash and cash equivalents (238.3) (238.6) (226.4) Net Debt $ 742.6 785.2 884.7 Income before income taxes $ 39.9 $ 88.4 $ 53.3 $ 101.8 Interest expense, net 15.5 62.2 16.1 62.8 Depreciation and amortization 32.8 123.9 25.1 116.2 Special items, impact on operating income 22.9 164.9 9.3 151.3 Accelerated depreciation included in special items (6.8) (23.1) (0.1) (16.4) Adjusted EBITDA $ 104.3 $ 416.3 $ 103.7 $ 415.7 Net Debt/TTM Adjusted EBITDA 2.1 POL IR Presentation - Credit Suisse - June 2015 ��PolyOne Investor Presentation�Credit Suisse �Boston Basic Materials Conference �June 2015�� Forward-Looking Statements Use of Non-GAAP Measures PolyOne Commodity to Specialty Transformation PolyOne�At A Glance Mix Shift Highlights Specialty Transformation Confirmation of Our Strategy Strategy and Execution Drive Results Proof of Performance & 2020 Goals Platinum Vision: Pathway to Accelerated Growth Innovation Drives Earnings Growth Megatrends Aligned with Key End Markets A Rich Pipeline of Opportunity Debt Maturities & Pension Funding Free Cash Flow and Strong Balance Sheet �Fund Investment / Shareholder Return PolyOne Core Values Why Invest In PolyOne? Appendix Q1 2015 Financial Highlights At a Glance�Global Color, Additives and Inks At a Glance�Global Specialty Engineered Materials At a Glance�Designed Structures and Solutions At a Glance�Performance Products and Solutions At a Glance�Distribution Plastics: Key to Future Sustainable Development Commitment to Operational Excellence Application Examples Slide Number 28 Authentication Technology 2015 Range Rover Evoque Interior Slide Number 31 Metal Replacement Solutions Next Generation Solar Charger High-Barrier Packaging Containers Aerospace Applications Credit Suisse - June 25 2015 r2 Credit Suisse - June 25 2015
https://www.avient.com/sites/default/files/2025-04/CCG PVDF Monofilament Case Study Snapshot.pdf
MONOFIL AMENT MA NUFAC TURER P V D F F I L A M E N T E X T R U S I O N • Reduce or eradicate die build-up • Improve predictive and final part quality • Optimize PVDF extrusion for the desired coefficient of friction (CoF) • Reduce energy consumption • Boosted overall production efficiency by minimizing die build-up through use of a PVDF-specific processing aid • Achieved a flawless surface by reducing friction and improving flow for enhanced final part quality • Controlled extrusion pressure to reduce energy required in processing Colorant Chromatics PVDF Processing Aid KEY REQUIREMENTS WHY AVIENT?
https://www.avient.com/sites/default/files/2025-04/CCG PVDF Extrusion_Molding Case Study.pdf
WIR E & CABLE OEM P V D F E X T R U S I O N • Improve extrusion line speed • Minimize defects, optimize coefficient of friction (CoF), control extrusion pressure, and eliminate die drool • Prevent melt fracture (sharkskin) • Reduce energy use in processing to achieve cost savings • Delivered a polyvinylidene fluoride (PVDF) solution that improved extrusion production times • Provided application specialists with deep knowledge of PVDF processing windows (melt and degradation temperatures) to help boost overall processing performance • Enhanced surface aesthetics by reducing friction and improving flow stability • Gained a reduction in energy use and offered added savings for other PVDF applications such as wire jacketing or tube and pipe extrusion Colorant Chromatics PVDF Processing Aid KEY REQUIREMENTS WHY AVIENT?
https://www.avient.com/sites/default/files/2025-05/Smartbatch Shampoo _ Conditioner OEM Case Study Snapshot.pdf
C O N S U ME R PAC K AG E D G O O D S C O M PA NY S H A M P O O & C O N D I T I O N E R B O T T L E S A N D C A P S • Achieve a precise color match while ensuring a high amount of post-consumer recycled content (PCR) in the inner layer of the bottle • Reduce development time for quicker approvals and lower costs, and to enable rapid speed to market • Used proprietary Color Prediction Tool to digitally illustrate color possibilities while developing a customized PCR solution • Leveraged Avient’s ColorWorks Design & Technology Center to adjust colors according to the customer’s specifications and accelerate commercialization Smartbatch Combination Colorants & Additives KEY REQUIREMENTS WHY AVIENT?
https://www.avient.com/sites/default/files/2025-05/Cesa Stat Pet Food Packaging Case Study Snapshot.pdf
F L E X IB L E PA C K AG I N G C O M PA N Y P E T F O O D P A C K A G I N G • Incorporate an antistatic additive into pet food packaging to dissipate static in hot and dry environments • Improve efficiency within a robotic packaging process • Support extended packaging shelf life • Leveraged technical expertise in packaging additives to identify a suitable formulation for static dissipation in harsh environments • Provided a customized and effective antistatic additive solution that complemented the automated packaging process while providing added durability and protection to extend shelf life Cesa Stat Antistatic Additives KEY REQUIREMENTS WHY AVIENT?
https://www.avient.com/sites/default/files/2020-12/case-study-one-pager-maxxam-fr-fridge-base.pdf
GLOBAL FRIDGE MANUFACTURER R E F R I G E R A T O R B A S E • Provide 5VA flame retardant rating • Utilize existing molds • Keep the same mechanical and physical properties as current material • Dimensional stability – limit shrinkage of final part • High strength – bearing the weight of the whole fridge • Maintain or reduce weight • Expedited development time, providing solutions ready for testing within a week • Enabled first time approval through close customer collaboration • Provided excellent in person support to both customer and moulder throughout trials • Gave technical advice on how to adjust processing parameters, enabling the use of existing molds with the new material Maxxam™ FR Flame Retardant Formulations KEY REQUIREMENTS WHY AVIENT?
https://www.avient.com/sites/default/files/2021-04/trilliant-hc8900-medical-device-housing-case-study.pdf
DEVICE MANUFACTURER M E D I C A L D E V I C E H O U S I N G • Improved chemical resistance compared to PC/ABS, PC/PET & COPE • Flame retardant (FR) rating of V-1 at 0.75 mm • Zero BPA & non-halogenated FR material • Available in standard hospital grade pre-colors • Provided a cost-effective material with superior chemical resistance to traditional materials • Formulated a medical-grade, semi-crystalline blend to support regulatory testing and approvals • Demonstrated superior property retention and crack resistance after exposure to hospital- grade disinfectants, including Virex® Tb, helping to extend the device life Trilliant™ HC8900 Thermoplastics KEY REQUIREMENTS WHY AVIENT?
https://www.avient.com/sites/default/files/2022-07/ECCOH 5161 - OFC Blowing Application in Railways - Application Snapshot.pdf
OFC TECHNOLOGY LEADER M I C R O B U N D L E S I N B L O W I N G A P P L I C A T I O N F O R R A I L W A Y S • Strippable with fingers for easy installation/access to fibers • High speed processing at a low wall thickness • Low shrinkage • Resistance to chemicals and filling compounds • Meet XP C93-850-1-1 standard • Re-designed cable to provide advantageous functional and economical value • Improved flexibility compared to PBT and PP tubes, allowing longer blowing distances on paths with angles of 90° • Increased processing speed and improved ease of installation • Provided better cable lifetime value compared to alternative solutions ECCOH™ 6151 UV SEPAP Formulation KEY REQUIREMENTS WHY AVIENT?
https://www.avient.com/sites/default/files/2022-05/Trilliant HC - OCD Microwells IVD Testing - Application Snapshot.pdf
Trilliant HC - OCD Microwells IVD Testing - Application Snapshot ORTHO CLINICAL DIAGNOSTICS M I C R O W E L L S F O R I V D D E V I C E • PS-based material • Strict TiO2 content/filling to secure accurate performance • Material to be suitable and complaint with the IVDD/IVDR standards • Surface chemical performance essential for the application • Worked in close collaboration with customer and internal teams to fully understand and overcome current material challenges • Identified anomalies in existing formulation using material science expertise and customized an alternative formulation • Enabled customer to improve processing efficiency, reduce scrap rate and respond to the increased market demand Trilliant™ HC7410-5001 X4 thermoplastics in white KEY REQUIREMENTS WHY AVIENT?
https://www.avient.com/sites/default/files/2020-07/case-study-one-pager-therma-tech-automotive-plate-heat-exchanger-1.pdf
© 2019, All Right Reserved PolyOne Corporation, 33587 Walker Road, Avon Lake, Ohio USA 44012 AUTOMOTIVE PARTS MANUFACTURER P L A T E H E A T E X C H A N G E R • High thermal conductivity • Very good flow rate for thin walls • Chemical resistance to glycol • Good aging for both chemical & temperature resistance • Improved thermal performance by eliminating the effects of corrosion • Reduced overall part weight • Provided greater design freedom meaning a more complex part could be designed and molded • Enabled several heat exchangers to be consolidated into one, saving space in the vehicle and increasing efficiency Therma-Tech™ Thermally Conductive Formulation KEY REQUIREMENTS WHY AVIENT?