https://www.avient.com/sites/default/files/2023-01/Hydrocerol Chemical Foaming Agents for Injection Molding Technical Bulletin.pdf
Sink marks and warpage are caused by material
shrinkage in thick or asymmetric areas during
cooling.
https://www.avient.com/sites/default/files/2022-11/Packaging Anti-fog Whitepaper.pdf
But the reasons for fog
forming on packaging and agricultural films are
just the same as those in the San Francisco Bay
area.
https://www.avient.com/sites/default/files/2024-05/AVNT Q1 2024 Earnings Presentation_For_Website_w_non-GAAP_5_6_1.pdf
Q1 2023
(TOTAL COMPANY)
$846 $829
$134
$143
17.3%
(in millions)
$0.63
$0.76
Adjusted EPS
(in millions)
+ 7% + 21%
Sales Adjusted EBITDA Adjusted EPS
6
- 2%
15.8%
+150 bps
Q1 2024 SEGMENT PERFORMANCE
(COLORS, ADDITIVES & INKS)
$537
$515
$91
$97
18.8%
(in millions) (in millions)
+ 7%
7
- 4%
17.0%
+180 bps
• Year over year demand
continues to improve for the
segment but slowly due to
continued weakness in Europe
• Raw material deflation & cost
reduction actions primary drivers
of adjusted EBITDA growth and
margin expansion of +180 bps vs
Q1 2023
Q1 2024 SEGMENT PERFORMANCE
(SPECIALTY ENGINEERED MATERIALS)
$310
$314
$64
$73
23.2%
(in millions) (in millions)
+ 14%
8
+ 1%
20.8%
+240 bps
• Sales growth in defense end
market offset by weaker
demand in telecommunications
end market
• Raw material deflation and
favorable mix impact from
defense sales primary drivers
of adjusted EBITDA growth and
margin expansion of +240 bps
vs Q1 2023
Q1 EBITDA BRIDGE
(TOTAL COMPANY)
9
$ millions
CAI:
Price / Mix (1)
Deflation 16
SEM:
Price / Mix 4
Deflation 7
Net Price Benefit 26
Wage/Other Inflation (9)
FX (2)
Q1 2024 $143
Adjusted
EBITDA
Q1 2023 $ 134
Demand (6)
• Positive net price benefit:
o Favorable raw material
deflation in both segments
• Wage and other inflation more than
offset cost reductions/synergies
2024 G U I DAN CE
FY 2024 GUIDANCE
Original Revised
Adjusted EBITDA $505 to $535 million $510 to $535 million
Adjusted EPS $2.40 to $2.65 $2.50 to $2.65
Interest Expense $105 to $110 million $105 million
Adjusted Effective Tax Rate 23% to 25% 23% to 25%
Capital Expenditures ~$140 million ~$140 million
11
Q2 2024: Adjusted EPS of $0.71
CE O “ TO P O F MI N D”
FO CU S ARE AS
AREAS OF FOCUS
13
+7%
Drive Profitable Organic
Top-Line Growth with
Margin Expansion
Amplify Innovation Build Leadership & Talent
Pipeline
AP P E N DI X
16
Performance
Additives
15%
Pigments
TiO2
Dyestuffs
Polyethylene
10%Nylon
Polypropylene
Styrenic Block
Copolymer
Other Raw
Materials
38%
~40% hydrocarbon based
(Grey shaded materials are hydrocarbon based,
includes portion of “Other Raw Materials”)
Non-hydrocarbon
based materials
RAW MATERIAL BASKET
SEGMENT DATA
U.S. & Canada
41%
36%
2023 SEGMENT, END MARKET AND GEOGRAPHY
GEOGRAPHY REVENUESEGMENT FINANCIALS
19%
23%Industrial
Building and
7%
END MARKET REVENUE
$2,007M $358M
$1,138M $224M
Sales EBITDA
Specialty Engineered Materials
Color Additives and Inks
$502M$3,143M
(1)
7%
18
(1) Total company sales and adjusted EBITDA of $3,143M and $502M, respectively, include intercompany sales eliminations and corporate costs
2023 REVENUE | $2 .0 BILLION
34%
37%
21%
END MARKET REGION
19
34%
21%
15%
Building &
1% Energy
COLOR, ADDITIVES & INKS
2023 REVENUE | $1 .1 BILLION
52%
35%
20
6%Industrial
12%
10% Defense
Building &
END MARKET REGION
SPECIALTY ENGINEERED MATERIALS
32%
26%
Building &
6%
2% Defense
1%
(18% of sales)
2023 AVIENT REGIONAL SALES
25%
Building &
(36% of sales)Transportation
22%
Building &
12%
6%
US &
Canada
(41% of sales)
59%
22%
Building &
LATAM
(5% of sales)
21
BY END MARKET
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.
https://www.avient.com/sites/default/files/2025-03/380605_AVIENT_2024AR_full_250325.pdf
With our strategy in place, our focus is now on execution,
and we have already made meaningful progress in
many areas.
https://www.avient.com/sites/default/files/2024-10/Avient_CodeConduct_2024_INDO2.pdf
Avient melarang keras kepemilikan, pembuatan, distribusi, penyaluran,
penjualan, atau penggunaan zat terkontrol yang melanggar hukum,
obat-obatan terlarang, atau perlengkapan untuk mengonsumsi narkoba
di properti perusahaan (termasuk area parkir) atau selama menjalankan
bisnis perusahaan.
PEDOMAN PERILAKU | 17
PEDOMAN PERILAKU
MENGHORMATI SEMUA
KEJUJURAN DI
INTEGRITAS DALAM
TANGGUNG JAWAB
http://Kebijakan Penggunaan Sistem Informasi Avient,
http://Kebijakan Penggunaan Sistem Informasi Avient,
http://polynet/ethics/CorporatePolicies/CyberandDataIncidentResponsePolicy/tabid/2729/Default.aspx
Informasi dan Perdagangan Orang Dalam
Di Avient, Anda mungkin mengetahui informasi penting terkait Avient
atau perusahaan mana pun yang berbisnis dengan kita yang belum
diungkapkan kepada publik.
subject=
http://Avient.com/sustainability
https://www.avient.com/company/sustainability/sustainability-report/products/no-surprises-pledge-0
https://www.avient.com/company/sustainability/sustainability-report/products/no-surprises-pledge-0
T: Supervisor saya meminta saya untuk mengikuti prosedur
pembuangan limbah baru, tetapi saya tidak yakin apakah prosedur
itu aman atau bahkan sah.
https://www.avient.com/industries/packaging/personal-care-packaging/hair-care
Men's hair care is rapidly expanding globally and is one the largest growth areas.
https://www.avient.com/sites/default/files/2020-07/avient-abac-spanish-spain-200720.pdf
Estas relaciones son importantes
para Avient y proporcionan contribuciones valiosas en
muchas áreas del negocio.
http://avient.ethicspoint.com
6
Referencia rápida: PUNTOS DEBE Y NO DEBE DE LA POLÍTICA ABAC
Debe...
• Saber que Avient prohíbe cualquier forma de soborno y corrupción y no permite pagos de facilitación
• Familiarizarse con los aspectos pertinentes de las Políticas ABAC y comunicárselos a los subordinados y terceros
• Plantear preguntas si no están claros la Política o los pasos que hay que dar
• Informar inmediatamente de infracciones o sospechas de infracción a su supervisor, el Departamento Jurídico o la
Línea Directa de Ética
• Saber que el “valor” no se mide necesariamente en términos monetarios
• Saber que los sobornos pueden incluir lo siguiente:
• Dinero en efectivo y equivalentes de efectivo (tarjetas obsequio o certificados de regalo)
• Obsequios, entretenimiento y atenciones cuando no exista una finalidad empresarial clara o vayan más allá de las
necesidades empresariales
• Pago de vacaciones o gastos de viaje
• Pagar a un funcionario gubernamental para que ignore un requisito aduanero pertinente o acelere una
devolución fiscal
• Servicios, favores y préstamos personales
• Ofertas de empleo u otros beneficios a familiares o amigos de la persona que tenga influencia
• Contribuciones a partidos políticos y candidatos
• Donaciones benéficas y patrocinios
• Otros artículos menos obvios incluyen contribuciones en especie, oportunidades de inversión y subcontratos
favorables o dirigidos
• Saber que la prohibición es de aplicación tanto si el artículo beneficiaría directamente a la persona o a otra persona,
como un familiar, un amigo o un socio comercial
• Mantener libros, registros y cuentas con detalles razonables y reflejar de forma precisa y justa la transacción
• Llevar a cabo la diligencia debida sobre agentes, distribuidores y otros terceros antes de comprometerse y durante la
relación, y obtener la aprobación del Departamento Legal
• Gestionar y controlar de forma apropiada las actividades comerciales realizadas a través de terceros
NO debe...
• Ofrecer, prometer, pagar o autorizar el pago de cualquier cosa de valor a algún funcionario gubernamental y/o
empleados del sector privado para ayudar a que Avient obtenga o mantenga negocios o se garantice alguna otra
ventaja comercial inapropiada.
Francisco Nakasato, 1700
13295-000 Itupeva São Paulo, Brasil
Teléfono: +55 11 4593 9200
Europa
Sede regional de Pommerloch,
Luxemburgo
19 Route de Bastogne Pommerloch,
Luxemburgo, L-9638
Teléfono: +352 269 050 35
Fax: +352 269 050 45
www.avient.com
http://www.avient.com
https://www.avient.com/sites/default/files/2020-03/2020proxy.pdf
Composites is a high-growth area where we’ve
invested, such as in January when we purchased Fiber-Line, a global leader in customized engineered fibers and
composite materials that serves the fiber optic cable, oil & gas, industrial and consumer industries.
AEPW is a $1.5 billion collaborative of more than 40 global organizations
with four focus areas: Innovation, Education, Infrastructure and Clean-Up.
https://www.avient.com/sites/default/files/2024-12/AVNT Investor Day 2024 Presentation.pdf
Moving up the value chain, and expanding
addressable market size by providing materials
solutions in select and prioritized areas
MARKETS TECHNOLOGY CUSTOMER SCALE
Copyright © .
2024 12
Catalyze the core – some examples today...
Moving up the value chain, and expanding addressable market size by
providing materials solutions in select and prioritized areas
MARKETS TECHNOLOGY CUSTOMER SCALE
+100
to
+200 bps
revenue growth
above GDP
Copyright © .
2024 59
Pathway to 20%+ adjusted EBITDA margins
• Organic volume growth and
SG&A efficiencies from prioritizing
resources across the company
• Increased sales in higher margin
growth platforms
Productivity • Manufacturing & sourcing efficiencies
• Footprint optimization
• Digital technologies
Avient margin expansion
+400bps
margin expansion 20%+
Strategic
objective
~16%
Current
adjusted
EBITDA
margin
+2%
+1%
+1%
Copyright © .
2024 60
Organic revenue growth with margin expansion
+100 to +200bps
above GDP
Organic revenue growth
LONG TERM FINANCIAL TARGETS
Copyright © .
2024 61
History of balanced capital deployment
.1
6
.2
0 $0
.2
6 $0
.3
4 $0
.4
.5
0 $0
.5
8
.7
.7
9
.8
.8
8 $0
.9
6
0
8
2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Dividend
$ per shareAdj.
https://www.avient.com/sites/default/files/resources/PolyOne%25202016%2520Annual%2520Report%2520Web.pdf
Our
filings are available to the public at the SEC’s website at http://www.sec.gov.
The USEPA has requested that companies located in the area of the lower Passaic River, including
Franklin-Burlington, cooperate in an investigation of contamination of approximately 17 miles of the lower Passaic
River (the lower Passaic River Study Area).
In February 2015, the Cooperating Parties submitted to the USEPA a remedial investigation report for the lower
Passaic River Study Area.