https://www.avient.com/knowledge-base/article/exploring-world-fluoropolymers?rtype[]=1164
1SPI, “History of Fluoropolymers” https://www.fluorotec.com/news/blog/the-history-of-ptfe/
https://www.avient.com/knowledge-base/article/exploring-world-fluoropolymers?ind[]=6598
1SPI, “History of Fluoropolymers” https://www.fluorotec.com/news/blog/the-history-of-ptfe/
https://www.avient.com/knowledge-base/article/exploring-world-fluoropolymers?ind[]=21506
1SPI, “History of Fluoropolymers” https://www.fluorotec.com/news/blog/the-history-of-ptfe/
https://www.avient.com/knowledge-base/article/exploring-world-fluoropolymers?ind[]=6601
1SPI, “History of Fluoropolymers” https://www.fluorotec.com/news/blog/the-history-of-ptfe/
https://www.avient.com/sites/default/files/2021-02/avient-ir-presentation-goldman-sachs-and-morgan-stanley.pdf
Microsoft PowerPoint - Avient February IR Meetings
AVIENT CORPORATION
(NYSE: AVNT)
F E B R U A R Y 1 7 - 1 8 , 2 0 2 1
I N V E S T O R M E E T I N G S
H O S T E D B Y
G O L D M A N S A C H S A N D
M O R G A N S T A N L E Y
DISCLAIMER
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.
SEGMENT HIGHLIGHTS
U.S. & Canada
50%
26%
16%
Latin America
2020 SEGMENT, END MARKET AND GEOGRAPHY
30
GEOGRAPHY REVENUESEGMENT FINANCIALS
21%Industrial
Building &
Electrical &
END MARKET REVENUE
All data reflects 2020 Pro forma for acquisition of the Clariant Masterbatch business.
(1) The total company sales and EBITDA of $3,783M and $457M, respectively, include intercompany sales eliminations and corporate costs
$2,043M
$331M
$709M
$124M
$1,110M
$70M
Sales EBITDA
Distribution
Specialty Engineered Materials
Color Additives and Inks
$457M$3,783M
35%
14%
Building &
Electrical &
C O L O R , A D D I T I V E S & I N K S
2020 PF REVENUE | $2 .0 BILLION
31%
40%
22%
Latin America
END MARKET REGION
31
2020 figures Pro forma for acquisition of the Clariant Masterbatch business
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
24%
Wire & Cable(1)
24%
Electrical &
13%
Transporation
11%
Building &
2020 REVENUE | $709 MILLION
END MARKET
58%
19%
REGION
32
(1) Approximately 50% of Wire and Cable sales are associated with Fiber Optic Cabling
DI S TR IBU T I ON
2020 REVENUE | $1 .1 B ILL ION
29%
25%
20%
14%
Electrical &
Building &
1%
82%
Latin
America
END MARKET REGION
K E Y S U P P L I ER S
33
AMERICAS EMEA ASIA
26%
19%
13%
16%
Building &
Electrical &
34%
16%Healthcare
17%
Building &
Electrical &
32%
27%
12%
Building &
Electrical &
9%
2020 figures Pro forma for acquisition of the Clariant Masterbatch business
TOTA L C O M PA N Y R E G I O N A L S A L E S
BY END MARKET
(58% of sales) (26% of sales) (16% of sales)
34
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.
Avient acquired the Clariant Masterbatch business (CMB) on July 1, 2020 (the “Acquisition Date”).
https://www.avient.com/sites/default/files/2021-01/w9-avient-corporation-july-2020.pdf
No. 10231X Form W-9 (Rev. 10-2018)
AVIENT CORPORATION
✔
5
D
33587 WALKER ROAD
AVON LAKE, OH 44012
3 4 1 7 3 0 4 8 8
7/20/2020
https://www.avient.com/sites/default/files/resources/Investor%2520Day%2520-%2520May%25202012%2520-%2520Specialization.pdf
Microsoft PowerPoint - Investor Day 2012_05072012.pptx
Specialization
Julie A.
https://www.avient.com/sites/default/files/2021-10/avnt-q3-2021-earnings-presentation_0.pdf
Microsoft PowerPoint - AVNT Q3 2021 Earnings Presentation - WEBSITE
AVIENT CORPORATION
T H I R D Q U A R T E R 2 0 2 1 R E S U LT S
(NYSE: AVNT)
O C T O B E R 2 8 , 2 0 2 1
DISCLAIMER
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.
Avient acquired the Clariant Color business on July 1, 2020 (the “Acquisition Date”).
Q 3 2021 P E RFO R MA N CE
U P DAT E
$74
$99
$0.46
$0.70
Q3 2021 PERFORMANCE
Sales Adjusted Operating Income
$925
$1,220
+ 32%
+ 34% + 52%
Q3 2021 SEGMENT PERFORMANCE
CAI
$494
$587
($ in millions)
SEM Distribution
$51
$67
+19%
+31%
$277
$439
$18
$24
+58%
+33%
$174
$234
$25
$32
+34%
+28%
SPECIALTY EBITDA MARGIN EXPANSION
6
CAI
(1) 2018-2020 financial information is pro forma to include a full year of Clariant Color acquisition
15.3% 15.2%
16.2%
17.6%
2018 2019 2020 YTD 2021
14.8% 15.2%
17.6%
18.4%
2018 2019 2020 YTD 2021
SEM
• Continued portfolio transformation to
high-growth end markets and
sustainable solutions
• Clariant Color synergy realization
• Investments in composites and outdoor
high performance applications drive
growth and mix improvements
CAI EBITDA MARGIN EXPANSION
Legacy CAI
18.9% 18.9%
19.8%
2019 2020 YTD 2021
Legacy
Clariant
Color
11.9%
13.8%
15.7%
2019 2020 YTD 2021
• Synergy capture driving margin
improvement
• Favorable mix with growth in
healthcare, consumer and packaging
end-markets
• World-class vitality index of 35%
represents sales from products
introduced in the last five years.
https://www.avient.com/sites/default/files/resources/Investor%2520Day%2520-%2520May%25202012%2520-%2520Performance%2520Products%2520and%2520Solutions.pdf
Microsoft PowerPoint - Investor Day 2012_05072012.pptx
Robert M.
https://www.avient.com/sites/default/files/resources/Investor%2520Day%2520-%2520May%25202012%2520-%2520Global%2520Engineered%2520Materials.pdf
Microsoft PowerPoint - Investor Day 2012_05072012.pptx
Craig M.