https://www.avient.com/sites/default/files/2022-10/Omnicolor Case Study Plastic Molder.pdf
PLASTIC INJECTION
MOLDER
V A R I O U S M A R K E T S &
A P P L I C A T I O N S
• Ability to use a color concentrate in multiple resins
• Low let down ratio (LDR)
• Color consistency over time
• Offered versatile solution across resins and
in various molding methods
• Provided range of 1-3% LDRs in four
standard colors
• Achieved consistent color in a variety of
products and markets for over 10 years
Omnicolor™ Multipurpose Colorants
KEY REQUIREMENTS
WHY AVIENT?
https://www.avient.com/sites/default/files/resources/PolyOne%25202014%2520Annual%2520Report.pdf
s/ ROBERT M.
s/ Robert M.
s/ Robert M.
https://www.avient.com/sites/default/files/resources/PolyOne%25202015%2520Annual%2520Report.pdf
S.
s/ ROBERT M.
s/ Robert M.
https://www.avient.com/sites/default/files/2022-11/AVNT Q3 2022 Earnings Presentation - Website Final.pdf
Microsoft PowerPoint - AVNT Q3 2022 Earnings Presentation
AVIENT CORPORATION
T H I R D Q U A R T E R 2 0 2 2 R E S U L T S
(NYSE: AVNT)
N OV E M B E R 2 , 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.
Purchase price multiple rapidly declining on strength of
business and synergy capture
7
$133
$201
2019PF 2022E
7
Clariant Color EBITDA Growth
Purchase Price Multiple
10.8x
7.0x
6.4x
2019PF 2021 2022E w/ Full
Synergies
11.9%
16.3%
2019PF 2022E
EBITDA Margins
CLARIANT COLOR:
TRANSFORMATIONAL ACQUISITION
(1) Financial information is pro forma to include a full year of Clariant Color business
SUNBELT PVC Resins DSS
20 Acquisitions
$4.8B Investment
$2.7B of Annual
Revenue
5 Divestments
$2.3B Proceeds
TPE
PP&S
HISTORIC SPECIALIZATION THROUGH M&A
8
Distribution
DSM Protective
Materials
BOLT-ON ACQUISITION HISTORY
9
Commercial
Resources
Operating Income
Operating Margins
259
363
$40
$139
Established Acquisitions
(> 7 years)
+ 40% + 248% + 1300 bps
I N V E S T T O G R O W
SPECIALTY TRANSFORMATION
T O D A Y
46%
67%
86%
100%
0%
60%
80%
100%
2005 2010 2019 2021 2022 PF
%
o
f A
d
ju
st
ed
E
B
IT
D
A
• Commodity JVs
• Distribution
• Performance Products & Solutions
• Specialty Businesses
(1) Adjusted EBITDA is EBITDA excluding corporate costs and special items
(2) Pro forma for the acquisition of Dyneema® and divestiture of Distribution
(1
)
(2)
10
Building &
43%
14%
Telecom.
2%
2006 2022 Pro Forma
21%
Building &
Telecom.
Sales EBITDA
Specialty Engineered Materials
Color Additives and Inks
$585M$3,635M
23
C O L O R , A D D I T I V E S & I N K S
2022 REVENUE | $2 .3 B ILL ION
US & Canada
Latin America
END MARKET REGION
24
33%
Building &
1% Energy
Figures represent 2022 full year estimates
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
2022 PRO FORMA REVENUE | $1 .3 B ILL ION
END MARKET
US & Canada
50%
REGION
25 Figures represent 2022 full year estimates
19%
8%Industrial
16%
Building &
31%
28%
13%
Building &
3%
2% Defense
(20% of sales)
2022 PROFORMA AVIENT REGIONAL SALES
BY END MARKET
29%
13%
17%
Building &
(35% of sales)
14%
Building &
12%
US &
Canada
(40% of sales)
49%
Building &
LATAM
(5% of sales)
3%Telecommunications
Figures represent 2022 full year estimates
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/resources/safety-data-sheets?page=2409
BLACK UV
RED 17-1664 TPE
070RD2001 RED UV
https://www.avient.com/resources/safety-data-sheets?page=7149
24126-LV RED
SC-2835 V RED
DB4467F Red Non-Phthalate UV AM
https://www.avient.com/resources/safety-data-sheets?page=2935
RED UV 2
RED GRANITE
050RD2036 RED UV
https://www.avient.com/resources/safety-data-sheets?page=1642
RED 060.013-05M
TC300136PEUV 602007 RED W/UV 2
STAN-TONE HCC-31480 RED
https://www.avient.com/resources/safety-data-sheets?page=3698
Red
CNH RED ABS II
XV3919 EMPIRE RED 7430
https://www.avient.com/resources/safety-data-sheets?page=3582
WHITE UV
TRANS RED PC NO UV
RED BINDINGS