https://www.avient.com/sites/default/files/2025-02/Mevopur White Formulation for PCR Well Plates - Case Study_0.pdf
AVIENT SOLUTION PERFORMANCE + CONSISTENT QUALITY LEARN MORE KEY REQUIREMENTS © 2025 Avient Corporation.
https://www.avient.com/sites/default/files/2025-02/Maxxam_ Polyolefin Formulations- Coaxial Signal Cable Jacket - case study snapshot.pdf
AUTO DATA CABLE MANUFACTURER C O A X I A L S I G N A L C A B L E J A C K E T • Provide good chemical resistance like that of machine oil • Pass 3,000 hours aging test of finish goods • Have low dielectric property - characteristic impedance of transmission line: 100Ω, capacitance in water: around 102.8pf/m • Provided excellent performance with low dielectric constant to make the jacket layer of signal cables have low capacitance loss • Offered a solution by combining physical and chemical foaming products in the foaming layer to reduce the dielectric constant further • Maintained exceptional mechanical properties under high temperatures Maxxam Polyolefin Formulations KEY REQUIREMENTS WHY AVIENT?
https://www.avient.com/sites/default/files/2025-01/Stethoscope Dispersions Case Study Snapshot.pdf
MEDICAL DEVICE MANUFACTURER S T E T H O S C O P E S • Provide a silicone paste colorant dispersion for liquid silicone rubber (LSR) to use in stethoscope ear tips • Create a custom-colored vinyl plastisol formulation for stethoscope tubing • Harmonize color across materials to meet specific process and performance requirements • Deliver effective communication and cross-functional collaboration • Offered dependable silicone paste colorants that allowed for comfort and easy sterilization • Provided a colored vinyl plastisol to reduce tackiness and support product longevity • Collaborated internally to align all materials and provide color consistency across components • Supported fast color changes and met quality specifications through constant communication and technical expertise Silcopas Silicone Paste Colorants and CORE Vinyl Plastisols for Healthcare KEY REQUIREMENTS WHY AVIENT?
https://www.avient.com/sites/default/files/2025-02/MAXXAM Electronic Card Holder Application Snapshot.pdf
APPLIANCE MANUFACTURER E L E C T R O N I C C A R D H O L D E R • UL 94 and glow wire properties • Easy to mold for complex geometries • Mechanical properties for snap hooks • Easy to process • Good cost/performance • Utilized material expertise and experience to provide a formulation that met UL and IEC standards • Met agreed specification within narrow tolerances • Provided consistent quality • Met Turkish and EU regulations including REACH and RoHS Maxxam NHFR Non-Halogen Flame Retardant Polyolefin Formulation KEY REQUIREMENTS WHY AVIENT?
https://www.avient.com/sites/default/files/2025-02/MAXXAM Busbar Carrier EV Battery Application Snapshot.pdf
Automotive OEM AUTOMOTIVE OEM B U S B A R C A R R I E R F O R E V B A T T E R Y • Non-halogen solution • Flame performance to UL 94 V-0 @ 1.6 mm, GWFI 960°C @ 2mm • Excellent mechanical properties • Easy to process • Heat stabilized and high flow properties • Provide a non-halogenated solution with increased performance • Supported our customer throughout the project with design, regulatory and technical expertise • Helped to achieve the rigid requirements of EV battery applications Maxxam NHFR Non-Halogen Flame Retardant Polyolefin Formulation KEY REQUIREMENTS WHY AVIENT?
https://www.avient.com/sites/default/files/2024-09/CCG Application Snapshot PTFE dispersed pigment tubing.pdf
PTFE Wire insulation TUBING MANUFACTURER P T F E C A T H E T E R T U B I N G • Food contact compliance • Avoid contamination risks resulting from dry pigments • Powder paste extrusion process • High quality dispersion • Availability of custom color options • Supplied pigments with FDA clearance • Optimized pigment particle size and distribution to achieve high-quality dispersion • Provided a technology based on high-quality pigments and ready-to-use formulations • Offered a standard liquid pigment portfolio in a wide range of shades with color-matching capabilities • Improved manufacturing process stability and efficiency Colorant Chromatics PTFE Dispersed Pigment Solutions KEY REQUIREMENTS WHY AVIENT?
https://www.avient.com/sites/default/files/2025-03/Complet LFT Automotive Steering Column Bracket.pdf
TIER 1 SUPPLIER S T E E R I N G C O L U M N B R A C K E T & L E V E R • Automotive OEM lightweighting initiative • Trial alternative materials to replace aluminum support bracket and overmolded steel adjustment lever • Up to 5,200 Newton load requirements with minimal deflection allowance • High stiffness & strength to function similar to metal • Achieved 50% weight reduction with metal to composite conversion • Provided structural design & fiber orientation consultations along with CAE analysis to predict performance met requirements • Shortened manufacturing lead time by supplying injection molded material solution Complēt Long Carbon Fiber Nylon Composite KEY REQUIREMENTS WHY AVIENT?
https://www.avient.com/sites/default/files/2025-04/OnForce - electronic card reader case study snapshot.pdf
AUTOMOTIVE MOLDER TIER 1 E L E C T R O N I C C A R D R E A D E R P A R T F O R M U L T I M E D I A H U B • Aluminum replacement • Good mechanical properties • PP with 40% Long Glass Fiber • Meet the strict automotive OEM specification • Designed a material solution to obtain all critical mechanical criteria and supply the OEM in a short timeframe • Delivered tailored strategy while offering global reach OnForce Long Fiber Reinforced Thermoplastic Formulations KEY REQUIREMENTS WHY AVIENT?
https://www.avient.com/sites/default/files/resources/Innovation%2520Day%2520-%2520May%25202014.pdf
Patterson President and Chief Executive Officer Kurt Schuering Vice President, Global Key Account Management Bradley C Richardson Executive Vice President and Chief Financial Officer Cathy K. Christopher Murphy 8:45-9:25 AM Key End Markets and Differentiated Solutions Robert M. Patterson 9:25-9:35 AM Break 9:35-11:25 AM Breakout Group Interactive Display Tour Segment Presidents & Key Colleagues 11:25-12:00 PM Summary & Q&A Robert M.
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? ��PolyOne Investor Presentation�Goldman Sachs 2014 US Emerging / SMID Cap Growth Conference�New York, NY�2014年11月20日�� 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 & 2015 Goals 32% Adjusted EPS CAGR from 2011 Innovation Drives Earnings Growth A Rich Pipeline of Opportunity Megatrends Aligned with Key End Markets Debt Maturities & Pension Funding – 9/30/14 Free Cash Flow and Strong Balance Sheet �Fund Investment / Shareholder Return PolyOne Core Values Why Invest In PolyOne?