https://www.avient.com/sites/default/files/2020-08/maxxam-polyolefins-formualtions-case-study.pdf
As a core part
of the HVAC system, the door flap is situated close to
a set of brush motors, which are packed with copper
wires.
https://www.avient.com/sites/default/files/2021-12/MagIQ Nonwoven Electret for HEPA Application Bulletin.pdf
The core parts of filter media are
engineered structures produced from PP meltblown
nonwoven material.
https://www.avient.com/sites/default/files/2024-11/Ballistic Panel Infographic.pdf
Shots
Composite
Panel
Nominal
Thickness
Nominal
Weight
Level 1
9mm full metal
copper jacket
with lead core
1175 ft/sec
358 m/sec
3
GlasArmor™
Level 1
0.256 in
6.5 mm
2.7 lb/ft2
13.2 kg/m2
Level 2
.357 magnum
jacketed head
soft point
1250 ft/sec
381 m/sec
3
GlasArmor™
Level 2
0.384 in
9.8 mm
4.0 lb/ft2
19.5 kg/m2
Level 3
.44 magnum lead
semi-wadcutter
gas checked
1350 ft/sec
411 m/sec
3
GlasArmor™
Level 3
0.500 in
12.7 mm
5.2 lb/ft2
26.4 kg/m2
ThermoBallistic™
Level 3
0.440 in
11.2 mm
3.9 lb/ft2
19.0 kg/m2
P
R
O
TE
CT
IO
N
L
EV
EL
S
Level 4–8: Customized solutions available, contact Avient to learn more.
https://www.avient.com/sites/default/files/2023-07/Avient_CodeConduct_2023_USA.pdf
Core and Personal Values
Core Values
Collaboration, Innovation, Excellence.
Maintain an appearance and conduct that
upholds Avient’s reputation and core values;
3.
Respecting Human Rights
Avient respects the dignity of individuals and upholds that
basic human rights are a core value of our business.
https://www.avient.com/sites/default/files/2020-10/tpe-overmold-design-guide.pdf
To minimize obstructions in the flow path (flowing around cores or pins)
To minimize obstructions in the flow path (flowing around cores or pins)
Accurate mold temperature is critical when running molds with core lifters.
https://www.avient.com/sites/default/files/resources/POL%2520IR%2520Presentation%2520-%2520Goldman%2520Sachs%2520Conference%2520w%2520nonGAAP.pdf
S&P 500
-150%
-50%
50%
150%
250%
350%
450%
550%
POL S&P 500
All time high of
$43.34
July 1st, 2014
PolyOne Corporation Page 9
2006 2014 YTD 2015
“Where we were” “Where we are” Target
1) Operating Income %
Specialty:
Global Color, Additives & Inks 1.7% 14.9% 12 – 16%
Global Specialty Engineered
Materials 1.1% 12.1% 12 – 16%
Designed Structures & Solutions -- 7.6% 8 – 10%
Performance Products &
Solutions 5.5% 8.1% 9 – 12%
Distribution 2.6% 6.2% 6 – 7.5%
2) Specialty Platform % of
Operating Income 6.0% 65% 65 – 75%
3) ROIC* 5.0% 10.6% 15%
4) Adjusted EPS Growth N/A 37% Double Digit Expansion
Proof of Performance & 2015 Goals
*ROIC is defined as TTM adjusted OI divided by the sum of average debt and equity over a 5 quarter period
PolyOne Corporation Page 10
32% Adjusted EPS CAGR from 2011
2015 EPS: $2.50
2011 EPS: $0.82
Continued Gross Margin
Expansion
Mergers & Acquisitions
Spartech Accretion
Incremental Share Buybacks
Ongoing LSS Programs
(50-100 bps/yr)
Accelerated Innovation
& Mix Improvement Several Levers to
Drive Growth
Mid Single Digit Revenue Growth
PolyOne Corporation Page 11
Innovation Drives Earnings Growth
*Percentage of Specialty Platform revenue from products introduced in last five years
$20
$53
2006 2013
Research & Development
Spending
($ millions)
Specialty Platform
Vitality Index Progression*
14%
31%
2006 2013
Specialty Platform
Gross Margin %
20%
43%
2006 2013
Specialty Vitality Index Target ≥ 35%
Vitality Products
+ 700 to 1000 bps
PolyOne Corporation Page 12
Prototype Frame
Opportunity
Scale-up &
Test Market
Build
Business Case
Commercial
Launch
Phase
1
Phase
2
Phase
3
Phase
4
Phase
5
4
11
5
10
6
9
3 4 2
15
9
1
10
4
Breakthrough
Platform
Derivative
A Rich Pipeline of Opportunity
Number of Projects 25 14 19 17 18 93
Addressable Market
($ millions)
TBD TBD $800 $450 $450 $1,700
PolyOne Corporation Page 13
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 14
60%
100%
20%
30%
40%
50%
60%
70%
80%
90%
100%
2008 2014
Pension Funding**
As of September 30, 2014
Debt Maturities & Pension Funding – 9/30/14
Net Debt / EBITDA* = 1.7x
$48
$317
$600
$0
$100
$200
$300
$400
$500
$600
$700
$800
2015 2020 2023
Debt Maturities
As of September 30, 2014
($ millions)
Coupon Rates: 7.500% 7.375% 5.250%
** includes US-qualified pension plans only *TTM 9/30/2014
PolyOne Corporation Page 15
Free Cash Flow and Strong Balance Sheet
Fund Investment / Shareholder Return
Expanding our sales, marketing,
and technical capabilities
Targets that expand our:
• Specialty offerings
• End market presence
• Geographic footprint
• Operating Margin
Synergy opportunities
Adjacent material solutions
Repurchased 1.5 million shares in
Q3 2014
Repurchased 9.7 million
shares since early 2013
10.3 million shares are
available for
repurchase under the
current authorization
Organic
Growth
Acquisitions
Share
Repurchases
Dividends
Investing in operational and
LSS initiatives (including
synergy capture)
Manufacturing alignment
$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
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?
��PolyOne Investor Presentation�Goldman Sachs 2014 US Emerging / SMID Cap Growth Conference�New York, NY�November 20, 2014��
Forward-Looking Statements
Use of Non-GAAP Measures
PolyOne Commodity to Specialty Transformation
PolyOne�At A Glance
Mix Shift Highlights Specialty Transformation
Confirmation of Our Strategy
Strategy and Execution Drive Results
Proof of Performance & 2015 Goals
32% Adjusted EPS CAGR from 2011
Innovation Drives Earnings Growth
A Rich Pipeline of Opportunity
Megatrends Aligned with Key End Markets
Debt Maturities & Pension Funding – 9/30/14
Free Cash Flow and Strong Balance Sheet �Fund Investment / Shareholder Return
PolyOne Core Values
Why Invest In PolyOne?
https://www.avient.com/sites/default/files/2025-03/380605_AVIENT_2024AR_full_250325.pdf
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
Foundational Strengths
Strategic Drivers
Unwavering
customer focus
Global reach with a local touch
Diverse
technology
portfolio
Commercial
excellence, financial
rigor & prudence
Culture of
safety and
sustainability
Catalyze the core
Build new platforms of scale
Portfolio
prioritization
Amplify
Innovation
Digital
for operational
excellence & growth
Leadership,
talent and culture
for the Avient of the future
Growing at
GDP+
Growing
at 10% plus
CAGR
Our Purpose and Strategic Framework
Dear Avient Shareholders,
2024 was a positive year for Avient where our
primary focus was on organic revenue growth
and margin expansion.
We have
conducted extensive portfolio prioritization and
identified growth vectors to both catalyze growth
in our core and to build businesses in high growth
markets supported by secular trends.
https://www.avient.com/sites/default/files/2021-09/avient2020sustainabilityreport-9-2-21.pdf
Our Culture
Core Values
Collaboration.
Our people continue to be a core pillar of Avient’s
sustainability strategy.
More than 3500 active Avient associates have been trained in
LSS and over 350 process improvement projects are active at any given time.
https://www.avient.com/investor-center/news/polyone-appoints-james-n-sloan-vice-president-treasurer
Guided by its Core Values, Sustainability Promise and No Surprises PledgeSM,
https://www.avient.com/investor-center/news/polyone-shareholders-approve-all-proposals-2017-annual-meeting
Guided by its Core Values, Sustainability Promise and No Surprises PledgeSM,