https://www.avient.com/sites/default/files/resources/POL%2520IR%2520Presentation%2520–%2520Goldman%2520Sachs%2520Conference%25202015.pdf
You are
advised to consult any further disclosures we make on related subjects in our reports on Form 10-Q, 8-K and 10-K that we provide to the Securities and
Exchange Commission.
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
$92 $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.
S&P 500
PolyOne Corporation Page 9
2006 Q1 2015 2020
“Where we were” “Where we are” Platinum Vision
1) Operating Income %
Specialty:
Global Color, Additives & Inks 1.7% 16.2% 20%+
Global Specialty Engineered
Materials 1.1% 16.3% 20%+
Designed Structures & Solutions 1.4% (2012) 2.7% 12 – 14%
Performance Products &
Solutions 5.5% 6.5% 10 – 12%
Distribution 2.6% 5.9% 6.5 – 7.5%
2) Specialty Platform % of
Operating Income 6.0% 69% 80%+
3) ROIC 5.0% 11.4% 15%
4) Adjusted EPS Growth N/A
22 Consecutive
Quarters of
EPS Growth
Double Digit
Expansion
Proof of Performance & 2020 Goals
PolyOne Corporation Page 10
Platinum Vision: Pathway to Accelerated Growth
Organic
Sales Growth
Margin
Expansion
Share
Repurchases
Acquisitions
PolyOne Corporation Page 11
Innovation Drives Earnings Growth
*Percentage of Specialty Platform revenue from products introduced in last five years
$20
$53
2006 2014
Research & Development
Spending
($ millions)
Specialty Platform
Vitality Index Progression*
14%
27%
2006 2014
Specialty Platform
Gross Margin %
20%
44%
2006 2014
Specialty Vitality Index Target ≥ 35%
PolyOne Corporation Page 12
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 13
Prototype Frame
Opportunity
Scale-up &
Test Market
Build
Business Case
Commercial
Launch
Phase
1
Phase
2
Phase
3
Phase
4
Phase
5
6
9
7
3
5
12
5 3 2
8
4
2
4
3
1
Breakthrough
Platform
Derivative
A Rich Pipeline of Opportunity
Number of Projects 14 8 18 12 22 74
Addressable Market
($ millions) $700 $600 $600 $1,900
PolyOne Corporation Page 14
60%
98%
20%
30%
40%
50%
60%
70%
80%
90%
100%
2008 Q1 2015
Pension Funding**
As of March 31, 2015
Debt Maturities & Pension Funding
Net Debt / EBITDA* = 2.1x
$49
$317
$600
$0
$100
$200
$300
$400
$500
$600
$700
$800
2015 2020 2023
Debt Maturities
As of March 31, 2015
($ millions)
Coupon Rate: 7.500% 7.375% 5.250%
** includes US-qualified pension plans only *TTM 3/31/2015
PolyOne Corporation Page 15
Free Cash Flow and Strong Balance Sheet
Fund Investment / Shareholder Return
Expanding our sales,
marketing, and
technical capabilities
Investing in operational
and LSS initiatives
~75% of capital
expenditures fund
growth initiatives Organic
Growth
Acquisitions
Share
Repurchases
Dividends
$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
Targets that expand
our:
• Specialty offerings
• End market
presence
• Geographic breadth
Synergy opportunities
Adjacent material
solutions
Repurchased over
500k shares in Q1
2015
Repurchased 11.8
million shares since
early 2013
8.2 million shares are
available for
repurchase under the
current authorization
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?
https://www.avient.com/sites/default/files/2024-11/Polish Tax Strategy 2023 %5BPL%5D.pdf
CIT
Spółka złożyła deklarację na podatek dochodowy od osób prawnych, a także należytego
podatku w odpowiednim terminie poprzez deklarację CIT-8.
Charakter transakcji Strona transakcji
1. transakcja
towarowa
sprzedaż Nierezydent
2. transakcja
towarowa
nabycie Nierezydent
3. transakcja
towarowa
nabycie Nierezydent
4. transakcja
towarowa
nabycie Nierezydent
5. transakcja
towarowa
nabycie Nierezydent
6. transakcja
towarowa
nabycie Nierezydent
7. transakcja
towarowa
nabycie Nierezydent
8. transakcja
towarowa
nabycie Nierezydent
Informacje o planowanych lub podejmowanych przez podatnika
działaniach restrukturyzacyjnych mogących mieć wpływ na
wysokość zobowiązań podatkowych podatnika lub podmiotów
powiązanych w rozumieniu art. 11a ust. 1 pkt 4 (art. 27c ust. 2 pkt 3b
CIT Akt)
Spółka w roku 2023 nie planowała ani nie podejmowała żadnych działań restrukturyzacyjnych
mogących mieć wpływ na wysokość zobowiązań podatkowych podatnika.
https://www.avient.com/sites/default/files/resources/PolyOne%2520IR%2520Presentation%2520-%2520Seaport%2520Global%2520Transports%2520%2526%2520Industrials%2520Confer....pdf
Investor Day
POLYONE
I N V E S T O R
P R E S E N T A T I O N
M A R C H 2 0 1 8
FORWARD LOOKING STATEMENTS
PolyOne Corporation 2
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.
You are advised to consult any further disclosures we make on related subjects in our reports on Form 10-Q, 8-K and 10-K that we provide to
the Securities and Exchange Commission.
V I S I O N
PolyOne Corporation 4
To be the world’s
premier provider of
specialized polymer
materials, services and
solutions
C O R E
V A L U E S
P E R S O N A L
V A L U E S
Honesty IntegrityRespect
Specialization
Commercial
Excellence
Operational
Excellence
Globalization
Collaboration ExcellenceInnovation
To be the world’s
premier provider of
specialized polymer
materials, services
and solutions
PolyOne Corporation 5
P O L Y O N E
2 0 1 7 R E V E N U E | $ 3 . 2 B I L L I O N
9%
United States
59%
14%
Latin
America
9%
Canada
PolyOne
Distribution
34%
Performance Products &
Solutions 21%
Specialty
Engineered
Materials
19%
Color
Additives &
Inks 26%
Segment End Market Geography
Building &
Construction
Electrical &
Electronics
2009 2010 2011 2012 2013 2014 2015 2016* 2017*
A D J U S T E D E P S E X P A N S I O N
C O N S E C U T I V E
Y E A R S
PolyOne Corporation 6
$0.13
$0.68
$0.82
$1.00
$1.31
$1.80
$1.96
$2.06
$2.21
*Pro Forma for sale of DSS
E A R L Y Y E A R S D E F I N E D B Y S P E C I A L T Y
M I X I M P R O V E M E N T
PolyOne Corporation 7
76%
2005 2017
$5M $280M
+ 25%
+ 33%
Specialty OI
% of Operating Income
Consistently Deliver Double Digit Annual EPS Growth
*ROIC is defined as TTM adjusted OI after tax divided by the sum of average debt and equity less cash over a 5 quarter period
PolyOne Corporation 8
2006 2017 2020
“Where we were” “Where we are” Platinum Vision
ROIC* 5.0% 14.0% 15.0%
Operating Income % of Sales
Color, Additives & Inks 1.7% 15.5% 20%+
Specialty Engineered Materials 1.1% 12.5% 20%+
Performance Products &
Solutions 5.5% 10.7% 12-14%
Distribution 2.6% 6.3% 6.5-7.5%
P R O O F O F P E R F O R M A N C E & P L A T I N U M V I S I O N
531
660130
149
504
607
R&D / Technical Marketing Sales
I N V E S T M E N T I N COMMERCIAL RESOURCES D R I V I N G G R O W T H
PolyOne Corporation 9
Increased commercial headcount
Largest organic revenue growth
since recession
$2.9 $2.9
$3.2
2015 2016 2017
Revenue in billions of $
+ 24%
+ 15%
+ 20%
Total + 10%
Organic + 7%
Free Cash Flow
(In millions)
ROIC*
PolyOne Corporation 10
$50
$116
$143
$0
$40
$80
$120
$160
$200
2012 2014 2016 2018
10.8%
11.3%
12.9%
11.0%
13.0%
15.0%
2012 2014 2016 2017 2020
Platinum
Vision
$200 - $220
F R E E C A S H F L O W A N D I M P R O V I N G R E T U R N S
*ROIC is defined as TTM adjusted OI after tax divided by the sum of average debt and equity less cash over a 5 quarter period
15.0%
$767M
R E T U R N I N G C A S H T O S H A R E H O L D E R S
O V E R $ 9 5 0 M I L L I O N S I N C E 2 0 1 1
PolyOne Corporation 11
$0
$150
$300
$450
$600
$750
2011 2012 2013 2014 2015 2016 2017
$0.16
$0.20
$0.24
$0.32
$0.40
$0.48
$0.58
$0.70
2011 2012 2013 2014 2015 2016 2017 2018 2019 2020
3-Year Dividend Plan
Cumulative Share Repurchases
(In millions)
Increasing Annual Dividend
Transformational
Opportunity for Growth
Through M&A
Adjacent
Opportunity for
Growth Through New
Product Pipeline
Core
Customization
3 H O R I Z O N S O F D E V E L O P M E N T
PolyOne Corporation 12
Incremental
development
from existing
base of
technology
New development
adjacent to current
technology
New technology
development
outside of and with
our current base
Service adjacent
markets and
customers
Create new
markets, target
new customer
needs
Service existing
markets and
customers
Market
Technical
I N N O V A T I O N
Non-Halogen Flame
Retardants
Barrier Technologies
Fiber Colorants
Advanced Composites
Thermoplastic Elastomers
Gordon Composites/
Polystrand – Composites
GLS – Thermoplastic Elastomers
ColorMatrix – Liquid
Color & Additives
I N N O V A T I O N P I P E L I N E
PolyOne Corporation 13
PrototypeFrame
Opportunity
Scale-up & Test
Market
Build
Business Case
Commercial
Launch
(since 2015)
Phase 1 Phase 2 Phase 3 Phase 4 Phase 5
6
2 2
36 5
13
4
6
7
Breakthrough
Platform
Derivative
Number of Projects 33 17 20 15 5 90
Total Addressable Market
($ millions)
- - $800 $1,400 $600 $2,800
F L A M E
R E T A R D A N T
P O L Y M E R S
A D V A N C E D
C O M P O S I T E S
B A R R I E R
M A T E R I A L S
C O L O R A N T
T E C H N O L O G I E S
T H E R M O P L A S T I C
E L A S T O M E R S
A U N I Q U E C U S T O M E R E X P E R I E N C E
Industrial
Design
IQ DESIGN LABS
PolyOne Corporation 14
Launched in 2014, IQ Design Labs is our in-house industrial
design team that focuses on material selection and processing
expertise to help with problem solving, enabling our clients to
develop higher performance products.
https://www.avient.com/sites/default/files/2023-11/AVNT Q3 2023 Earnings Press Release.pdf
Avient will share further information regarding third quarter results and full-year guidance during
its previously scheduled webcast at 8:00 a.m.
Eastern Time on November 2, 2023.
3
Webcast Details
Avient will host a webcast on Thursday, November 2, 2023 at 8:00 a.m.
You are advised to consult any further
disclosures we make on related subjects in our reports on Form 10-Q, 8-K and 10-K that we
provide to the Securities and Exchange Commission.
6
Investor Relations Contact:
Giuseppe (Joe) Di Salvo
Vice President, Treasurer and Investor Relations
Avient Corporation
+1 440-930-1921
giuseppe.disalvo@avient.com
Media Contact:
Kyle G.
https://www.avient.com/sites/default/files/2023-07/AVNT Q2 2023 Earnings Press Release%5B43%5D.pdf
Avient will share further information regarding second quarter results and full-year guidance
during its previously scheduled webcast at 8:00 a.m.
https://www.avient.com/sustainability
3
Webcast Details
Avient will host a webcast on Thursday, July 27, 2023 at 8:00 a.m.
You are advised to consult any further
disclosures we make on related subjects in our reports on Form 10-Q, 8-K and 10-K that we
provide to the Securities and Exchange Commission.
6
Investor Relations Contact:
Giuseppe (Joe) Di Salvo
Vice President, Treasurer and Investor Relations
Avient Corporation
+1 440-930-1921
giuseppe.disalvo@avient.com
Media Contact:
Kyle G.
https://www.avient.com/sites/default/files/2024-05/AVNT Q1 2024 Earnings Press Release_0.pdf
Avient will provide additional details on its 2024 first quarter and 2024 outlook during its
webcast scheduled for 8:00 a.m.
Webcast Details
Avient will host a webcast on Tuesday, May 7, 2024 at 8:00 a.m.
You are advised to consult any further
disclosures we make on related subjects in our reports on Form 10-Q, 8-K and 10-K that we
provide to the Securities and Exchange Commission.
5
Investor Relations Contact:
Giuseppe (Joe) Di Salvo
Vice President, Treasurer and Investor Relations
Avient Corporation
+1 440-930-1921
giuseppe.disalvo@avient.com
Media Contact:
Kyle G.
https://www.avient.com/sites/default/files/2024-08/AVNT Second Quarter Earnings Press Release.pdf
Microsoft Word - AVNT-2024.06.30-News Release (for PR)
1
NEWS RELEASE
FOR IMMEDIATE RELEASE
Avient Announces Second Quarter 2024 Results
• Second quarter sales grew to $850 million, a 3% increase over the prior year quarter and
a 5% organic increase when excluding the impact of foreign exchange
• Second quarter GAAP EPS from continuing operations of $0.36 compared to $0.24 in
the prior year quarter
• Second quarter adjusted EPS of $0.76 exceeded guidance of $0.71 and increased 21%
over prior year quarter, driven by organic revenue growth in all regions, favorable input
costs and lower interest expense
• Increasing 2024 full-year adjusted EPS guidance range to $2.55 to $2.70, from prior
guidance of $2.50 to $2.65 given strong second quarter results; Revised guidance
reflects 8% to 14% growth in adjusted EPS over the prior year
• 2023 Sustainability Report published online, detailing progress toward 2030
Sustainability Goals and ESG performance ratings
• Investor Day to be held December 4th in New York City to highlight the company strategy
CLEVELAND – August 6, 2024 – Avient Corporation (NYSE: AVNT), a leading provider of
specialized and sustainable materials solutions, today announced its second quarter 2024
results.
Webcast Details
Avient will provide additional details on its 2024 second quarter and 2024 full-year outlook
during its webcast scheduled for 8:00 a.m.
You are advised to consult any further
disclosures we make on related subjects in our reports on Form 10-Q, 8-K and 10-K that we
provide to the Securities and Exchange Commission.
6
Investor Relations Contact:
Giuseppe (Joe) Di Salvo
Vice President, Treasurer and Investor Relations
Avient Corporation
+1 440-930-1921
giuseppe.disalvo@avient.com
Media Contact:
Kyle G.
https://www.avient.com/sites/default/files/resources/PolyOne%2520Terms%2520and%2520Conditions%2520of%2520sale%2520France.pdf
All late payments shall bear an annual
interest of one (1) month EURIBOR plus 8% accrued
on a daily basis, notwithstanding any damages.
Unless otherwise stated, all prices are in
Euro.
8.
Sauf
stipulation contraire, les prix sont exprimés en Euro.
8.
https://www.avient.com/sites/default/files/2020-11/eccoh-processing-guide-spanish.pdf
EXTRUSOR
Tornillo 3/4" a 6" para polietileno, de filete sencillo y sin sección de mezcla, Relación de
compresión 1.5–2:1
Cabezal De presión media: ángulo de 30° a 40°
Dado Del tamaño adecuado para una hilera de 1/8" o menos
L/D 24:1 recomendado
Paquete de mallas Sin paquete de mallas (opcional según la presión)
Canal de enfriamiento 50–65°C recomendado
Alimentador Preferentemente gravimétrico—3 compartimentos para cross-linked
Secador Desecante, 4 horas a 70°C, para el compuesto ECCOH™ solamente; nunca se debe
colocar silano seco en los secadores
PROCESAMIENTO
Temperatura ECCOH Serie 5000 ECCOH Serie 6000
Precalentamiento del alambre 80–120°C 80–120°C
Zonas de alimentación 93°C 135°C
Transición 135 °C 163°C
Dosificación 150°C 190°C
Cabezal/dado 165°C 215°C
Material fundido 165–170°C 215–225°C
Llama a la salida del dado Sí, según sea necesario
Velocidad de la línea Sensible a la cizalla: Observar temperatura de fusión, amperaje del motor y presión
Compuesto de purga HDPE
+1.844.4AVIENT
www.avient.com
Copyright © 2020, Avient Corporation.
https://www.avient.com/sites/default/files/2020-11/syncure-xlpe-processing-guide-spanish.pdf
EXTRUSOR
Tornillo 1½" to 6" para polietileno—Maddock; relación de compresión 3:1
Cabezal De presión
Dado Del tamaño adecuado para una hilera de 1/8" o menos
L/D 24:1 o superior
Paquete de mallas Malla de 20/60/60/20
Canal de enfriamiento 50–65°C
Alimentador Gravimétrico—3 compartimentos (para el color)
Condiciones de secado, solo para
catalizador Desecante, 4 horas a 60°C
PROCESAMIENTO
Temperatura
Precalentamiento del alambre 110–120°C
Zonas de alimentación 165°C
Transición 170°C
Dosificación 177°C
Cabezal/dado 182°C
Material fundido 177–190°C
Llama a la punta del salida del dado Sí
Velocidad de la línea La velocidad superior de la línea mejora mezclado de los dos
compuestos y apariencia superficial del dislamiento de la superficie
Compuesto de purga HDPE
www.avient.com
Copyright © 2020, Avient Corporation.