https://www.avient.com/sites/default/files/resources/Innovation%2520Day%2520-%2520May%25202014.pdf
Slide 1
PolyOne Corporation Page 1
PolyOne Innovation Day
InterContinental Hotel
New York, New York
May 29, 2014
PolyOne Corporation Page 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.
We undertake no obligation to publicly update forward-looking statements, whether as a result of new information, future events or otherwise.
Patterson
President and Chief Executive Officer
PolyOne Corporation Page 27
Well Positioned for Revenue Growth
Addressable Market by Platform
$540
$215
$120
$40
$260
$525
($ millions)
Design/Service
Sustainable
Solutions
Surface
Modification
Lightweighting
Thermal
Control
Flame
Retardancy
$1.0 - $2.0 Billion of revenue
generated from new
products in 5 years
Gross margin on new products
exceed current gross margin by at
least 10 percentage points
World class vitality index of ≥ 35%
2018
PolyOne Corporation Page 28
Megatrends Aligned with Key End Markets
Decreasing
Dependence
on Fossil
Fuels
Protecting
the
Environment
Improving
Health and
Wellness
Megatrend End Markets
Globalizing
and
Localizing
Health &
Wellness
Transportation
Packaging
Consumer
PolyOne Corporation Page 29
2006 2013
Revenue
($ millions)
Health and Wellness Evolution
General
purpose
tubing
TPE applications
from GLS
Specialty tubing
Ergonomic
enhancements
Pre-certified
biocompatible
colorants
Highly
sophisticated
catheter and
drug delivery
components
Chemical and
heat
sterilizable
materials
Authentication
and protection
technologies
Addressing
wellness,
prevention,
diagnostic and
therapy changes in
healthcare setting
Healthcare
packaging
solutions
2006
2015 &
Beyond
$416
$105
PolyOne Corporation Page 30
Transportation Evolution
General
purpose
formulations
(bumpers, roof
racks)
Long fiber for
lightweighting
Thermal
management for
LED lighting
Thermoset
composite
pultrusions
Conductive
polymers for EMI
shielding
Formulations for
aerospace interiors
Thermoplastic
composites
High temperature
formulations for
aerospace
Expand 3D printing
capabilities
2006
2015 &
Beyond
2006 2013
Revenue
($ millions)
$709
$315
PolyOne Corporation Page 31
Packaging Evolution
Masterbatch
colors and PVC
packaging
materials
TPEs to enhance
brand appeal and
consumer
functionality
Liquid color and
additive
technologies to
extend shelf life,
preserve taste and
differentiate brands
Leveraging color,
additives and sheet
technology for
healthcare and
consumer packaging
solutions
2006
2015 &
Beyond
2006 2013
Revenue
($ millions)
$612
$260
PolyOne Corporation Page 32
Consumer Evolution
Commodity plastic
and masterbatch
color solutions
Engineered
materials to
enhance customer
appeal through
visual and
performance
improvements
Formulated metal-
to-polymer
conversion to
enhance
performance and
reduce
manufacturing
costs
Biopolymers &
composite materials
leveraging unique
color technology to
build brand identity
2006
2015 &
Beyond
2006 2013
Revenue
($ millions)
$394
$228
PolyOne Corporation Page 33
Interactive Display
Introduction
PolyOne Corporation Page 34
Interactive Displays
INNOVATION DISCUSSION LEADER TECHNOLOGIES MARKETS
Polycast™ Bullet Resistant Sheet Aerospace
GlasArmor™ Ballistic Resistant Panels Security
reFlex™ Bio-Based Plasticizer Solutions
Wilflex™ Oasis Hydrate
InVisiO℠
Color Inspiration Forecast
In-Store Audits
OnColor™ Portfolio
Light Weighting
Thermal Management
Corrosion Resistance
Design Flexibility
Sustainability
Global Supply Chain
Ergonomics and Aesthetics
Consumer Appeal
9) Consumer Electronics Solutions
Walter Ripple
General Manager
GLS
Personal Electronics
Wearable Electronics
Hand Held Devices
Portable Audio
7) Metal Replacement Technology
Kurt Schuering
Vice President
Global Key Account Management
Aerospace
Sporting and Shooting
8) Medical Device Solutions
Dr.
https://www.avient.com/sites/default/files/2024-08/Avient-2023-Sustainability-Report_5.pdf
Coincident with the acquisition of the
Clariant Color business in 2020, we branded the collective enterprise Avient—a new name for
a new kind of materials company.
Auckland, New Zealand 77.
And, we are finding new ways of operating, adopting new technologies, and innovating more sustainable products.
https://www.avient.com/sites/default/files/2024-08/Avient 2023 Sustainability Report_6.pdf
Coincident with the acquisition of the
Clariant Color business in 2020, we branded the collective enterprise Avient—a new name for
a new kind of materials company.
Auckland, New Zealand 77.
And, we are finding new ways of operating, adopting new technologies, and innovating more sustainable products.
https://www.avient.com/investors/financials/consensus-earnings-estimates
Investor News
https://www.avient.com/investors/stock-information/stock-fundamentals
Investor News
https://www.avient.com/news/polyone-announces-first-quarter-2015-results
To News Center
Investor News
SEARCH INVESTOR NEWS
https://www.avient.com/resource-center/services/product-carbon-footprint-pcf-calculator
Develop new sustainable products through lower carbon footprint Avient solutions
Learn how Avient developed a new technology to help its customer meet their goals to lower carbon footprint of their products versus traditional materials.
https://www.avient.com/knowledge-base/article/four-ways-intensify-road-consumer-experience
Give them innovation that gets noticed with new options in performance, durability, and aesthetics.
And attract their attention with new designs and features.
https://www.avient.com/sites/default/files/2025-03/Q4 2024 Avient Webcast Slides w Non-GAAP.pdf
Any forward-looking statement speaks only as of the date on which such statement is made, and we undertake no obligation to publicly update forward-looking statements, whether as a result of new information, future events or otherwise.
Full-year 2024 highlights
► 4% organic revenue growth for Avient;
3% for CAI and 6% for SEM
► Adjusted EBITDA margin expanded 20 bps for Avient;
90 bps for CAI and 110 bps for SEM
► New strategy in execution
Leadership team strengthened with a new CTO, CIO, General
Counsel, SVP (New business development & marketing) in place
► New compensation plan rolled out in January 2025,
in direct alignment with the strategy
► 2024 was our safest year on record
► Increased dividend 5% to $1.08 on an annualized basis;
14th consecutive increase
FY 2024
FULL YEAR 2024 VS.
FX
• Driven by strong drug delivery
sales, new business wins in
building & construction and
consumer
• Higher sales and favorable mix
more than offset by variable
compensation reset resulting in
lower adjusted EBITDA
Copyright © .
2025 11
Specialty Engineered Materials - Q4 2024 performance
260
280
49
56
• Growth headlined by healthcare,
including engineered materials in
remote monitoring devices, as
well as composites for building &
construction, wind energy, and
defense applications
• Higher sales and favorable mix
contributed to adjusted EBITDA
growth which more than offset
unfavorable impact of variable
compensation
FY 2024
Copyright © .
2025 13
Color, Additives & Inks – full year 2024 performance
2,007
2,047
358
384
• Driven by new applications for
drug delivery and building &
construction as well as demand
recovery in packaging and
consumer
• Adjusted EBITDA margin
expansion driven by higher sales
and net price benefit
Adj.
17.8%
Adj.
18.7%
Copyright © .
2025 14
Specialty Engineered Materials – full year 2024 performance
1,138
1,197
224
249
• Growth headlined by strong
demand for applications in
defense end market and
composites used in building &
construction and engineered
materials used in healthcare
• Adjusted EBITDA margin
expansion driven by higher sales
and favorable mix
Adj.
19.7%
Adj.
20.8%
Copyright © .
2025 15
Avient full year 2024 performance vs. full year 2023
3,143
3,240
502
526
Adj.
https://www.avient.com/sites/default/files/2021-02/avient-ir-presentation-goldman-sachs-and-morgan-stanley.pdf
We undertake no obligation to publicly update forward-looking statements, whether as a result of new information, future events or otherwise.
It’s in this spirit that we joined legacy PolyOne and the Clariant Masterbatch business,
two complementary businesses, and formed a new one that we’ve named Avient.
We create
specialized and sustainable material solutions that transform
customer challenges into opportunities, bringing new products
to life for a better world.