https://www.avient.com/sites/default/files/2022-06/Edgetek REC Recycled Content Product Bulletin Asia_CN.pdf
主要特性
环保材料
减少碳足迹
降低能耗
多种颜色可选
遵守RoHS和REACH法规
在亚洲出售
典型用途
电气与电子
交通运输
日用品
Edgetek REC PC配方可在以下高要求应用领域推
进可持续发展目标:
版权所有©2022 埃万特公司。
https://www.avient.com/sites/default/files/2021-09/cai-biopolymers-brochure-2021.pdf
Reach out to Avient experts to learn more about
color possibilities and process performance while
complying with increasingly rigorous legislations.
https://www.avient.com/sites/default/files/2022-10/ColorMatrix FlexOne Brochure.pdf
Global reach includes the capability
of remote technical services and data
management, allowing users to interrogate
their systems on an intranet as well as
getting Avient support remotely.
https://www.avient.com/sites/default/files/2021-04/additives-listing.pdf
Contact us for even more
ideas on how we can help you reach your current and future sustainability goals.
https://www.avient.com/sites/default/files/2025-05/AVNT May Investor Presentation_w_non-GAAP_0.pdf
Using our “global reach with a local touch” model to
win share and new business
3.
All Rights Reserved
2025 20
Regional manufacturing capabilities
and supply chains help us serve
our customers locally
Global reach with a local touch
Sales exposure
$100M ~3%LESSTHAN
Raw materials exposure
$100M ~7.5%LESSTHAN
Tariff exposure
2025
guidance
Copyright © .
Slide 4
Slide 5
Slide 6: Intersecting secular trends and high growth markets with our technologies to create product platforms of scale
Slide 7: Strategic approach to drive sustainable growth
Slide 8: Strategic approach to drive sustainable growth
Slide 9: Strategic approach to drive sustainable growth
Slide 10: Organic revenue growth with margin expansion
Slide 11: Pathway to 20%+ adjusted EBITDA margins
Slide 12: Disciplined capital allocation
Slide 13: Avient is a compelling investment thesis
Slide 14
Slide 15: Q1 2025 highlights
Slide 16: Q1 2025 organic revenue growth - by region
Slide 17: Playbook in current environment
Slide 18: Color, Additives & Inks – Q1 2025 performance
Slide 19: Specialty Engineered Materials – Q1 2025 performance
Slide 20: Global reach with a local touch
Slide 21
Slide 22: 2025 financial guidance unchanged...
https://www.avient.com/sites/default/files/2024-12/AVNT Investor Day 2024 Presentation.pdf
Copyright © .
2024 23
Diverse
technology portfolio
Commercial excellence,
financial rigor & prudence
Culture of
safety and sustainability
FOUNDATIONAL
STRENGTHS
Unwavering customer focus
Global reach with a local touch
Innovation
Digital
for Operational Excellence
and Growth
Leadership, talent
STRATEGIC
DRIVERS
OUR
PURPOSE
Innovator of materials solutions to help our customers
succeed, while enabling a sustainable world
STRATEGIC
APPROACH
Intersecting high growth markets and
secular trends with our technologies to
create product platforms of scale
Catalyze the core
Build new platforms of scale
GROWING
AT GDP+
GROWING
AT 10% PLUS CAGR
Copyright © .
2024 24
Redesigning organizations & compensation to drive strategy
Compensation
• Designed a new
compensation plan
directly to
our strategy execution
Colors,
and Inks
Specialty
R&D
Research and
Development
New business
development
& marketing excellence
• New SVP hired
• Reorganized under a single global leadership
eliminated structure and complexity
“play to win”
focused organizations for growth vectors
up front
• New CTO hired
Copyright © .
2024 25
Strong and committed team leading the change
Leslie Sequeira
Chief Information Officer
SVP and
Chief Financial Officer
Joel Rathbun
SVP
Mergers & Acquisitions
SVP and President
Color, Additives and Inks
SVP and President
Specialty Engineered
Amy Sanders
SVP, General Counsel
and Secretary
Kyle Rose
VP, Corporate
Communications
John Midea
SVP, Global Ops and
Process Improvement
Kristen Gajewski
SVP and Chief
Human Resources
Officer
ALSO HERE
TODAY
Phil Clark
SVP and
Chief Technology Officer
ALSO HERE
TODAY
Mike Irwin
SVP, New Business
Development and
Marketing Excellence
Color,
Additives
and Inks
SEGMENT STRATEGIC REVIEW
Copyright © .
2024 28
Solutions provider of
customized color and functionality
to enhance and improve polymers
Color, Additives and Inks – an overview
34%
37%21%
8%
US, Canada
Europe,
Middle East,
Africa
Latin
America
$2.0B
• Differentiate and enhanced aesthetic appeal
of our customers’ products
• Enable sustainability through our solutions
• Safeguard and preserve packaged contents
• Extend product shelf life
KEY E N D MARKETS
PACKAGING CONSUMER HEALTHCARE
BUILDING &
CONSTRUCTION
INDUSTRIAL TRANSPORTATION
Copyright © .
2024 29
Our value
we know color
color designs
completed annually
400,000
color formulations
manufacturing footprint
in industry
550
commercial resources
globally serving locally
we are global we innovate
18,000
sustainable solutions
broadest portfolio in industry
14,500
additives solutions
and growing
Copyright © .
2024 30
Portfolio of CAI solutions
Solid
Colorants
Liquid
Recycling solutions
Barrier enhancements
Surface modifiers
Plastisol
Water-based
Bio-based
Silicone dispersion
Vinyl formulations
Specialty coatings
Advanced dispersionsScreen printing inks
Copyright © .
2024 31
CAI sales growth
faster response to
customer needs
tailored to local
needs...globally
enhance service
with digital tools
Copyright © .
2024 32
Personalized, self-administered
32
CAI PORTFOLIO
Copyright © .
2024 33
• Regulatory compliance
• Reliable material quality and
uninterrupted supply
• Supply chain risk mitigation
• Global reach
$6B ADDRESSABLE MARKET
AVIENT VALUE PROPOSITION
• ISO 13485 accredited sites
• Globally approved raw material
portfolio
• Strict change management
• Global supply
Auto injectors Syringes Inhalers
OTHER
APPLICATONS
• In-vitro diagnostics
• Remote monitoring
• Pharma packaging
• Catheters
• Medical equipment
Copyright © .
2024 34
• Reducing material and
energy usage
• Achieving sustainability goals
and objectives
• Improved product performance,
structural integrity
$5B ADDRESSABLE MARKET
AVIENT VALUE PROPOSITION
• Best-in-class additives for
a wide range of polymer
processing temperatures
• Design services to simulate
foaming and mold designs
TransportationWood plastic
composite decking
Bottles and
food packaging
Building and
Copyright © .
2024 35
• Regulatory restrictions with the removal of PFAS in multiple end markets
• Major retailers requiring PFAS content declaration from suppliers
• Enhanced plastic properties, aesthetics and processability
• Specialized functionalities making plastics a safe option
in demanding applications
$8B ADDRESSABLE MARKET
OTHER
APPLICATONS
• Electrical connectors
• Labware
• Food contact
appliances
Flexible film Artificial turf Food storage,
oil containers
36Copyright © .
Free cash flow use
2020– 2024 est.
30%
37%
6%27%
Debt
paydown
Dividend
payments
Share
buybacks
M&A,
other
15% CAGR
Copyright © .
2024 62
Disciplined capital allocation
PRIORITIZATION AND PHILOSHOPY
Capex Expected annual spend between 3-5% of revenue to
support investment in organic growth
Dividends Increasing each year with underlying earnings growth
Debt pay down Target net debt to adjusted EBITDA less than 2.5x
Share repurchases Opportunistic buy backs
M&A De-emphasized in near term; complement organic growth strategy
with M&A over time, as needed
Copyright © .
2024 63
Avient is a compelling investment thesis
Ability to adapt & pivot to deliver results
highly motivated team with track record of
operational and commercial excellence
Global reach with local touch
customer-centric focus across continents and cultures
to serve locally and win globally
Innovation
differentiation by hybridizing technologies
to create platforms at scale
aligned to high growth market segments
and secular trends
MARGIN EXPANSION
and sustainable growth
ORGANIC GROWTH
complemented by M&A over time
as needed
Strong CASH GENERATION
and EXECUTION
Broad customer base and
COMPETITIVE ADVANTAGE
Reconciliation of Non-GAAP Financial Measures
(Unaudited)
(Dollars in millions, except for per share data)
Below is a reconciliation of non-GAAP financial measures to their most directly comparable financial measures calculated and
presented in accordance with GAAP.
https://www.avient.com/sites/default/files/2022-05/DOC 1879.pdf
REACH, ROHS, and CPSIA)?
Yes
Is product identification adequate to clearly
identify product to ensure accurate selection of
material reaching our facilities?
https://www.avient.com/sites/default/files/resources/PolyOne%2520Investor%2520Presentation%2520Longbow%2520Basic%2520Materials%2520Conference%2520-%2520March%25202016.pdf
Addressable market exceeds $40 billion
Strong performance demonstrates that our strategy and execution
are working
Megatrends and emerging opportunities align with our strengths
Innovation and services provide differentiation, incremental pricing
power, and competitive advantage
Strong and proven management team driving growth and
performance
PolyOne Corporation Page 21
Appendix
PolyOne Corporation Page 22
Recent Acquisitions
Kraton TPE Assets Magenta Master Fibers
February 2016 – Acquired Kraton’s thermoplastic
elastomer (TPE) assets
Serve personal care, medical, packaging (protective
film) and electronics applications
Purchase price of $72 million represents a multiple
of 9x EBITDA
Adds $35 million in annual revenue and $0.03
accretive to 2016 adjusted EPS
Expands GLS presence in consumer, healthcare,
transportation, and packaging end markets
December 2015 – Acquired Magenta Master Fibers,
an innovative developer of specialty color
concentrates for the global fiber industry
Purchase price of $22 million represents a multiple
of 6.8x EBITDA
Adds $16 million in annual revenue and $0.01
accretive to 2016 adjusted EPS
Broadens portfolio of colorant and additives
technologies for fiber applications and extends
existing reach into strategic end markets such as
transportation and consumer goods
Medical
Baby Care Electronics
Food Packaging
Automotive Textiles Home Textiles
Clothing Outdoor
PolyOne Corporation Page 23
$0.82
$1.00
$1.31
$1.80 $1.96
$0.00
$0.75
$1.50
$2.25
2011 2012 2013 2014 2015
Adjusted EPS
2015 Full Year Financial Highlights
Color Additives & Inks operating
margin reached record level
of 16.7%
Specialty Engineered Materials
operating margin grew 260 basis
points year-over-year to 14.7%
Adjusted EPS has grown on average
24% per year since 2011
$50
$75
$104
$125 $135
$0
$40
$80
$120
$160
2011 2012 2013 2014 2015
CAI Operating Profit
$46 $47
$57
$72
$80
$20
$40
$60
$80
$100
2011 2012 2013 2014 2015
SEM Operating Profit
Note: $ in millions, except per share data
PolyOne Corporation Page 24
1.7%
4.6% 5.1% 5.5%
7.2% 8.1%
9.7%
12.2%
16.7%
20%+
2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2020
Operating Income % of Sales
At a Glance
Color, Additives and Inks
2015 Revenues: $0.8 Billion Solutions
Expanding Profits 2015 Revenue by Industry Segment
14.7%
Platinum
Vision
48%
33%
Building &
Electrical &
1%
31%
Textiles
PolyOne Corporation Page 25
1.1% 1.3%
3.4%
5.1%
9.6%
8.0% 8.6% 9.3%
14.7%
20%+
2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2020
Operating Income % of Sales
At a Glance
Specialty Engineered Materials
2015 Revenues: $0.5 Billion Solutions
2015 Revenue by Industry Segment Expanding Profits
Platinum
Vision
12.1%
49%
29%
Building &
Electrical &
19%
15%
PolyOne Corporation Page 26
1.4%
5.6%
7.3%
3.0%
12-14%
2012 2013 2014 2015 2020
Operating Income % of Sales
At a Glance
Designed Structures and Solutions
Solutions 2015 Revenues: $0.5 Billion
Expanding Profits 2015 Revenue by Industry Segment
Platinum
Vision
Appliances,
Building &
Construction
Industrial
24%
Packaging
19%
Transportation
33%
97%
PolyOne Corporation Page 27
Building &
31%
Electrical &
1%
5% Transportation
19% Wire & Cable
5.5%
6.9%
3.8% 3.6%
5.5%
4.3%
6.3%
7.2%
8.3%
2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2020
Operating Income % of Sales
At a Glance
Performance Products and Solutions
Solutions
Expanding Profits
2015 Revenues: $0.7 Billion
10-12%
Platinum
Vision
2015 Revenue by Industry Segment
7.7%
79%
PolyOne Corporation Page 28
2.6%
3.0%
3.5%
4.0%
4.6%
5.6%
6.4% 5.9%
6.6% 6.5-7.5%
2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2020
Operating Income % of Sales
15%
53%
2006 Q4 2015
At a Glance
Distribution
Key Suppliers 2015 Revenues: $1.0 Billion
ROIC Expanding Profits
6.1%
Platinum
Vision
Building &
4%Consumer
Electrical &
23%
24%
http://www.avient.com/Pages/VariationRoot.aspx
PolyOne Corporation Page 29
2 lbs Plastic
=
3 lbs aluminum
or
8 lbs steel
or
27 lbs glass
33% less material by weight
than aluminum
75% less material by weight
than steel
93% less material by weight
than glass
Requires 91% less energy to
recycle a pound of plastic versus
a pound of paper
Source: SPI: Sustainability and the Plastics Industry
Plastics: Key to Future Sustainable Development
PolyOne Corporation Page 30
Application Examples
PolyOne Corporation Page 31
Outdoor Applications
• Leading provider of high performance
specialty materials for the recreational
and sports & leisure industry
• Well positioned across all segments to
address market needs
Metal to Polymer Conversion
Lightweighting
Thermal Management
Impact Performance
Source: Outdoor Industry Association
PolyOne Corporation Page 32
$1.5 billion attractive, growing market
Additives improve performance and reduce cost
through light-weighting, reduced waste, faster
cycle times, and extended shelf life of finished
product
Aligned with megatrend of protecting the
environment:
Sustainability benefits include lower
package weight and improved recyclability
of package at end of use
Market Opportunity
Leading Global Supplier of Additives In Growing PET Market
Shelf-life extension
Greater product
consistency
Recyclability and
reduced carbon
footprint
Color and Special
Effects
Weight reduction
Enhanced product
aesthetics
High heat resistance
PET Bottling Technology
0.0
10.0
20.0
30.0
40.0
50.0
60.0
70.0
2009 2014 2019
Asia Pacific North America
Latin America Western Europe
Eastern Europe Middle East and Africa
Global PET Packaging Growth 2009-2019
Source: Euromonitor retail off-trade consumption (PET bottles & jars, home care, personal care,
food & non-alcoholic beverages)
B
ill
io
n
un
its
5% CAGR
PolyOne Corporation Page 33
• Includes formulation and
consultative services to assist
manufacturers and brand owners in
positively identifying their finished
goods
• Protects brand equity & consumer
welfare
• Reduces exposure to unwarranted
recall expenses
• Secures supply chain integrity –
support for safe expansion into new
geographies
Authentication Technology
PolyOne Corporation Page 34
Metal Replacement Solutions
• Replaces metal in LED lighting
• Extends LED durability and life
span eliminating hot spots
• Greater design flexibility with
fewer parts
• Weight reduction
• Simplifies manufacturing and
lowers total production cost
PolyOne Corporation Page 35
• Color harmonization across
15 unique color-and-polymer
combinations
• Eliminated need for multiple pre-
colored materials
• Reduced Land Rover’s working
capital
Range Rover Evoque Interior
PolyOne Corporation Page 36
• Reduced health and
environmental impact
• System cost reduction
• Radiation-shielding
performance
• Parts consolidation
• Design freedom
CT Scanner
PolyOne Corporation Page 37
High-Barrier Packaging Containers
• Capability to extrude up to 13
layers
• Strong oxygen and moisture
vapor transmission protection
• Can be made symmetrical or
asymmetrical to meet
customized needs of broad
variety of applications
• Barrier protection and superior
sensory properties
PolyOne Corporation Page 38
Aerospace Applications
• Leading provider of specialty materials
for the aerospace industry
• Typical applications
Mil-spec aircraft windows, canopies,
windscreens, instrument panels,
wingtip lenses
Interior – gallery furnishings, tray
tables, arm rests, trim strips, joint/edge
coverings
• Benefits:
High impact strength
Resistant to UV rays
Flame and smoke compliance
Easy to clean with aggressive cleaners;
anti-microbial grades available
Range of sizes, thicknesses, colors, etc.
1
Reconciliation of Non-GAAP Financial Measures (Unaudited)
(Dollars in millions, except per share data)
Below is a reconciliation of non-GAAP financial measures to the most directly comparable measures calculated and presented in accordance with U.S.
https://www.avient.com/sites/default/files/2021-03/avient-antitrust-2021-update-english.pdf
Antitrust Laws
U.S. antitrust laws have a broad reach, and the U.S.
agencies that enforce them won’t hesitate to apply the
laws to anticompetitive activities abroad.
Also, document the basis for any independent
business decision that in the future may be subject
to suspicion so that the record is clear that it was not
reached pursuant to an agreement with a competitor.
5.
https://www.avient.com/investor-center/news/avient-updates-third-quarter-and-full-year-2022-forecast
During the third quarter we completed the acquisition of the protective materials business of DSM ("Dyneema") and announced that we reached an agreement to divest our Distribution segment.