https://www.avient.com/sites/default/files/2024-05/AVNT Q1 2024 Earnings Presentation_For_Website_w_non-GAAP_5_6_1.pdf
Further, as a result of Avient's portfolio shift to a pure play specialty formulator, it has completed several
acquisitions and divestitures which have resulted in a significant amount of intangible asset amortization.
https://www.avient.com/sites/default/files/2024-10/2024 AVNT Q3 Webcast Slides w appendix and non-GAAP.pdf
Further, as a result of Avient's portfolio shift to a pure play specialty formulator, it has completed several
acquisitions and divestitures which have resulted in a significant amount of intangible asset amortization.
https://www.avient.com/sites/default/files/2024-10/Avient_CodeConduct_2024_CZ2.pdf
Můžete si
zvolit, zda chcete podat hlášení online, nebo si promluvit s osobou na
telefonních číslech uvedených pro vaši zemi.
Patří sem i online
komunikace a komunikace v sociálních sítích.
https://www.avient.com/sites/default/files/2024-10/Avient_CodeConduct_2024_DE2.pdf
Sie können Ihre Meldung online machen
oder über die für Ihr Land angegebenen Telefonnummern mit jemandem
sprechen.
Dies beinhaltet Online-
Kommunikationen und Soziale Medien.
https://www.avient.com/sites/default/files/2024-10/Avient_CodeConduct_2024_SVE2.pdf
Du kan välja att lämna din rapport
online eller tala med någon genom att ringa de telefonnummer som
anges för ditt land.
Ett oberoende bolag tar emot alla online- och telefonrapporter som kommer in till Ethics Hotline och
rapporterar informationen till Corporate Ethics Officer.
https://www.avient.com/sites/default/files/2024-10/Avient_CodeConduct_2024_INDO2.pdf
Anda dapat mengakses Saluran Langsung Etika di situs intranet kita, The
Loop, di bagian Personalia & Departemen, Kebijakan Etika & Perusahaan,
atau di Avient.com, Pada bilah pencarian, masukkan Saluran Langsung
Etika, Anda dapat memilih untuk membuat laporan secara online
atau berbicara dengan seseorang menggunakan nomor telepon yang
tercantum untuk negara Anda.
Ini
termasuk komunikasi online dan media sosial.
https://www.avient.com/sites/default/files/2020-10/tpe-injection-molding-guide.pdf
The efficiency of the design may be verified by recording the time it
takes to make a complete color change while producing parts.
For hot tip gate systems, there should be a delay long enough for the part to set up
completely before mastication is initiated for the next cycle.
Maintain this
speed until the part is 90% full and then reduce it further to completely fill the cavity
without flashing the part.
https://www.avient.com/sites/default/files/2021-12/AVNT 2021 Investor Day_0.pdf
Consumer
23%
Building &
10%
Transportation
Industrial
16%
Telecom.
19%
Avient: Who We Are
39
22
34
• U.S. and Canada
• Latin America
• Europe, Middle East & Africa
• Asia
25,000+
CUSTOMERS
Headquartered in Avon Lake, OH
(Cleveland)
8,600+ employees
100+ manufacturing plants
Key Financial Data
2021E Sales $4.75 billion
2021E EBITDA $580 million
2021E EPS $3.00
87% of EBITDA from specialty applications
>70%
ARE CUSTOMIZED SOLUTIONS
TO UNIQUE SPECIFICATIONS
of
sales
Avient Corporation 6
46%
66%
87%
0%
20%
40%
60%
80%
100%
2005 2010 2015 2021E
%
o
f A
d
ju
st
ed
E
IT
(1
JVs Performance Products & Solutions Distribution Specialty
7%
(1) Adjusted EBITDA is EBITDA excluding corporate costs and special items
(2) 2021 includes full synergies from Clariant color acquisition
(2)
Specialty Transformation
Avient Corporation 7
CAI
(1) Financial information is pro forma to include a full year of Clariant Color business acquisition
2.7%
15.2%
17.0%
2006 2019 2021E
1.8%
15.2%
17.6%
2006 2019 2021E
SEM
• Continued portfolio transformation to
high-growth end markets and
sustainable solutions
• Clariant synergy realization
• Investments in composites and outdoor
high performance applications drive
growth and mix improvements
Specialty EBITDA Margin Expansion
Avient Corporation 8
We are a Formulator
CUSTOM
FORMULATION
Avient Corporation 9
Sustainability for a Better Tomorrow
*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
Revenue From Sustainable Solutions* 2016-2021
2016 2017 2018 2019 2020PF** 2021E
$405M
$455M
$550M
$790M
$270
215
170
$930M2021E Sales
Avient Corporation 10
$0.13
$0.68
$0.82
$1.00
$1.31
$1.80
$1.96
$2.06
$2.21
$2.43
$1.51
$1.69
$1.93
$3.00
2009 2010 2011 2012 2013 2014 2015 2016* 2017* 2018 20182 2019 2020 2021E
Pro Forma for
sale of PP&S
(1): Pro Forma for sale of DSS
(2): Pro Forma for full year of the Clariant Color acquisition
2018(1) (1) (2)
Adjusted EPS Growth
Avient Corporation 11
$133
$205
Clariant Color: Transformational Acquisition
12
Clariant Color EBITDA Growth
Purchase Price Multiple
10.8x
7.0x
6.0x
2019PF 2021E 2021E w/ Full
• Acquisition of Clariant Color business significantly expanded
presence in healthcare, packaging and consumer end markets
• Strength of portfolio – double-digit annual EBITDA growth
since acquisition
• On-track to realize $52 million of expected synergies in 2021
• Acquisition completed on July 1, 2020 for $1.45 billion.
Avient Corporation 83
Avient in 5G Ecosystem
Avient Corporation 84
Antenna
Phase Shifters
Smart
Home
Wearables
INFRASTRUCTURE IOT DEVICES
Smart
Phones
Autonomous
Cars
Virtual
Reality
Complete Cable
Strength
Members
Water
Blocking
Yarns
Ripcord
Yarns
Cable Jacket
Cable Insulation
Composites Growth Outlook
Avient Corporation 85
10% CAGR
5G Capacity and Demand
Source: Mobile Experts: 5G Millimeter Wave 2019:
ns
e
an
C
ap
ac
ity
(
o.
GDP Growth Avient Historic Growth Future Growth Assumptions
Global Avient:
2.7%
Asia / LATAM:
5.0%
Source: International Monetary Fund, World
Economic Outlook Database (April 2021)
12% organic CAGR
Figures above include relevant sustainable solutions, healthcare and composites sales
Avient Corporation 120
8-10%
(5% CAGR excluding
Sustainable Solutions)
Summary: Long-term Revenue Growth Drivers
Avient Corporation 121
2021 Sales
Estimate
(Drivers)
Overlap
2021 Sales
Estimate
Annual
Growth
Sustainable Solutions 930 - 930 8–12%
Healthcare 685 (45) 640 8–10%
Composites 260 (80) 180 10%
Asia / LATAM 1,150 (310) 840 5%
Other (GDP growth) 2,160 2–3%
Avient $4,750 6.5%
EBITDA Margin Expansion Goals
CAI
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
Avient Corporation 122
17.0%
1.6%
1.0% 0.4%
2021E Synergies Sustainable
Healthcare Goal
17.6% 0.9%
1.1%
0.4%
2021E Composites Sustainable
Healthcare Goal
Sustainable Path to Double Digit Earnings Growth
Avient Corporation 123
Long-Term Sales
Growth Rate
Sustainable Solutions 8–12%
Healthcare 8–10%
Composites 10%
Asia / LATAM 5%
Other (GDP growth) 2–3%
Avient 6.5%
10%+
Adjusted EBITDA growth
15%+
Adjusted EPS growth
An Investment in
Sustainable Growth
Bob Patterson
Avient Corporation 124
M&A Brings Avient New Technologies
Avient Corporation 125
Technology Acquisition Technology Acquisition
Thermoplastic
Elastomers
Liquid Color Concentrates
& Additives
Continuous Fiber
Thermoplastic Composites
Silicone Colorants &
Formulations
High-temperature Polymers
& Fluoropolymers
Long Fiber Reinforced (LFT)
Thermoplastic Composites
Fiber Solutions
Water-based Inks
Fiber & Healthcare Expertise,
Liquid Additive Processing Aids, FR Additives,
Recycling Innovations & More
$133
$205
Clariant Color: Transformational Acquisition
126
Clariant Color EBITDA Growth
Purchase Price Multiple
10.8x
7.0x
6.0x
2019PF 2021E 2021E w/ Full
• Acquisition of Clariant Color business significantly expanded
presence in healthcare, packaging and consumer end markets
• Strength of portfolio – double-digit annual EBITDA growth
since acquisition
• On-track to realize $52 million of expected synergies in 2021
• Acquisition completed on July 1, 2020 for $1.45 billion.
https://www.avient.com/sites/default/files/resources/PolyOne%25202018%2520Proxy%2520Statement.PDF
Please complete, sign, date and
return your proxy or voting instruction form, or submit your vote and
proxy by telephone or over the Internet.
On July 19, 2017, we completed the sale of our DSS business to
Arsenal Capital Partners.
In the event of a
change of control, cash-settled performance units for which all performance periods are completed as of December
31, 2017 are valued at actual attainment, and cash-settled performance units for which all performance periods are
not completed as of December 31, 2017 are valued at target attainment.
https://www.avient.com/sites/default/files/resources/PolyOne%25202017%2520Proxy%2520Statement.PDF
Please complete, sign, date and
return your proxy or voting instruction forff m, or submit your vote and
proxy by telephone or over the Internet.
Upon completing this assessment, the Compensation Committee also determined that no “confliff cts of
interest have been raised by the work perforff med by the Consultant.”
In the event of a
change of control, cash-settled performance units for which all perforff mance periods are completed as of December
31, 2016 are valued at actual attainment, and cash-settled performance units for which all perforff mance periods are
not completed as of December 31, 2016 are valued at target attainment.