https://www.avient.com/sites/default/files/2021-01/avient-switzerland-gmbh-published-commercial-register.pdf
Mitteilungen an die Gesellschafter erfolgen schriftlich oder mittels elektronischer
Datenübermittlung an die vom Gesellschafter angegebene Zustelladresse.
14.03.2005
04.02.2016
14.06.2016
25.11.2020
Ei Lö Besondere Tatbestände Ref Publikationsorgan
Abspaltung: Die Gesellschaft übernimmt von der "Clariant lnternational
AG" (CHE-106.515.013), in Muttenz, einen Teil des Vermögens.
Abspaltung: Die Gesellschaft überträgt die "Geschäftseinheit Additive" gemäss
Spaltungsvertrag vom 08.04.2020 mit Aktiven von CHF 1 16'032'305.00 und
Passiven (Fremdkapital) von CHF 16'032'305.00 auf die "Clariant lnternational
AG' (CHE-106.515.013), in Muttenz.
https://www.avient.com/sites/default/files/2022-08/AVNT Aug 2022 Presentation - Jefferies.pdf
Pro Forma Financial Information
Avient acquired the Clariant Color business on July 1, 2020 (the “Acquisition Date”).
To provide comparable financial results, Avient references “pro forma” financial metrics, which include the business results of Clariant Color for
periods prior to the Acquisition Date.
WHAT WE DO: 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.
https://www.avient.com/resources/safety-data-sheets?page=6527
176328 BL PP MASTERBATCH
216338 BL ABS MASTERBATCH
291341 GY PA MASTERBATCH
https://www.avient.com/resources/safety-data-sheets?page=3830
181272 RD PA612 MASTERBATCH
136267 TNA LLDPE MASTERBATCH
136268 GYA LLDPE MASTERBATCH
https://www.avient.com/products/polymer-colorants/solid-color-masterbatches/oncolor-senseaction-custom-colorants-caps
Masterbatch formulation based on dedicated raw material range
Organoleptic pre-tested masterbatches support sustainability
Video: SenseAction™ Masterbatches for Caps and Closures
https://www.avient.com/resources/safety-data-sheets?page=6923
3043-BU-20 TPU BLUE MASTERBATCH
3035-BU-70 PA BLUE MASTERBATCH
0025771 BL STD LDPE MASTERBATCH
https://www.avient.com/resources/safety-data-sheets?page=2103
97919 OR PE MASTERBATCH
97915 PK PE MASTERBATCH
97910 BL PE MASTERBATCH
https://www.avient.com/knowledge-base/article/secret-controlling-interior-vehicle-dust
Using antistatic masterbatches can minimize these cleaning processes.
Suppliers and OEMs looking for a broader color palette will also benefit from masterbatches.
If antistatic masterbatches seem like a good fit for your vehicle, consider these steps:
https://www.avient.com/knowledge-base/article/secret-controlling-interior-vehicle-dust?ind[]=6601
Using antistatic masterbatches can minimize these cleaning processes.
Suppliers and OEMs looking for a broader color palette will also benefit from masterbatches.
If antistatic masterbatches seem like a good fit for your vehicle, consider these steps:
https://www.avient.com/knowledge-base/article/secret-controlling-interior-vehicle-dust?rtype[]=1164
Using antistatic masterbatches can minimize these cleaning processes.
Suppliers and OEMs looking for a broader color palette will also benefit from masterbatches.
If antistatic masterbatches seem like a good fit for your vehicle, consider these steps: