https://www.avient.com/sites/default/files/2022-08/AVNT Aug 2022 Presentation - Jefferies.pdf
Global Compact &
fulfilled Communication of Progress (COP)
requirements
• New Sustainability Strategy overview page including
our 2022 AIP ESG metrics
• New ESG Performance page with ESG ratings,
awards, and certifications
• Increased disclosures on carbon emissions, including
disclosure of Climate Change Scenario Analysis
• Added new Product Stewardship and Chemical
Management policies
• Enhanced data reporting for Workforce
Demographics
• Improved social disclosures on human rights,
dependent care and special leave and strategic
training management
2021 SUSTAINABILITY REPORT
Launching integrated sustainability website in parallel with report
Aligned with leading reporting frameworks
13
ESG PERFORMANCE & AWARDS
14
16th
ENVIRONMENTAL
SOCIAL
GOVERNANCE
1
(as of 6/30/22)
2022 O U T LO O K
$429
$490
$3.05
$3.50
FY 2022 GUIDANCE
(TOTAL COMPANY: CURRENT PORTFOLIO)
16
Sales Adjusted Operating Income
$4,819
$5,100
+ 6%
Adjusted EPS
+ 14% + 15%
(in millions) (in millions)
(+ 9% excluding FX) (+ 18% excluding FX) (+ 20% excluding FX)
17
CASH FLOW / LEVERAGE
($ millions) 2022E
Cash Flow from Operating Activities 400$
Less:
Run-Rate CapEx (90)
CapEx for Clariant Integration (10)
CapEx for IT System Upgrade (15)
Total CapEx (115)
Free Cash Flow 285$
Adjusted EBITDA 635$
Net Debt / Adjusted EBITDA 1.6x
18
DYNEEMA / DISTRIBUTION UPDATES
• Strong performance so far in 2022 in-line
with our modeling
• Acquisition to be finalized as early as
September 1, pending standard
regulatory process and closing conditions
• Encouraging interest thus far from
potential buyers for world-class business
with a strong track record
• Second round bids due in August
DISTRIBUTION
19
PRO FORMA MODELING UPDATE
2022E
($M)
Revenue 5,100$ 415$ 5,515$ (1,635)$ 3,880$
Adjusted EBITDA 635 130 765 (109) 656
EBITDA % 12% 31% 14% 7% 17%
Adj.
Defense
6%
END MARKET TRANSFORMATION TO LESS
CYCLICAL INDUSTRIES
(W ITH DY N EEM A , EX .
D ISTR IBU TIO N )
22
END-MARKET FOCUS FOR
NEW INNOVATION
Semiconductors Robotics Healthcare
Interconnected disruptive markets with massive innovation needs
23
APPENDIX
Performance
Additives
Pigments
TiO2
Dyestuffs
3%Polyethylene
Nylon
6%
Polypropylene
Other Raw
Materials
30%
Styrenic Block
Copolymer
~40% hydrocarbon based
(Grey shaded materials are hydrocarbon based,
includes portion of “Other Raw Materials”)
Non-hydrocarbon
based materials
30
• Significant raw material price inflation and
tight inventory continued in Q2 2022,
although at a slightly lesser rate compared
to the prior quarter
o For Q2 2022, the average cost of key
hydrocarbon based materials was up 15%,
roughly the same as the average cost of non-
hydrocarbon based materials
https://www.avient.com/sites/default/files/resources/September%2520Investor%2520Presentation.pdf
Outer strength member
• Base fiber of Kevlar, E-Glass, Zylon, Vectran LCP
• Often be coated with Fiber-Line coatings (Swellcoat,
Bondcoat, Wearcoat)
6.
Binder
• PET, Polyester, Kevlar yarns coated with Swellcoat
(absorbs and blocks water)
2 3 4
7
6
8
9.
T H E N E W P O L Y O N E : A S P E C I A L T Y G R O W T H C O M P A N Y
Growing leadership position in attractive markets
Innovation, technology and service are differentiators
Capital management is a strength: Record-setting cash generation
to continue for years
Expand ROIC while increasing invested capital
Proven acquisition strategy with robust pipeline
Commercial investments are fueling momentum and generating
organic growth
SERVICE:
T H E T I M E L E S S
D I F F E R E N T I A T O R
PolyOne Corporation 31
T A L E N T D E V E L O P M E N T
PolyOne Corporation 32
Leadership Program Participants
2012
2013
2015
47
86
2016
125
169
315
Campus Hires
2008
2011
2017
25
47
PolyOne LSS Blackbelts
2008
2011
67
220
147
2018 141
A U N I Q U E C U S T O M E R E X P E R I E N C E
Industrial
Design
IQ DESIGN LABS
PolyOne Corporation 33
Material
& Color
Expertise
Manufacturing
Expertise
14
Industrial designers
$0
$10M
$4M
$80M
Opportunity funnel New business revenue
LSS CUSTOMER FIRST
PolyOne Corporation 34
Customer Projects
Enables sales growth by building more intimate
customer relationships, giving us insight to customers’
needs, with a service that is not easily replicated
2 104
3 D P R I N T I N G
B R I N G I N G N E W I D E A S T O L I F E
PolyOne Corporation 35
Enables validation of fit and function
Shortens design cycle and time to market
Avoids tooling rework
Drives innovation
Delivers substantial customer value
PolyOne Corporation 36
From concept to production
99.9%
Reduction in
turnaround time
Traditional Timeline
up to 24 weeks
PolyOne ColorMatrix
Select™
6 hours
Innovative system for processors and OEMs to develop colors in real time
Complete system that provides customers with the freedom to match,
prototype and produce color entirely within their own facility
C O L O R M A T R I X S E L E C T ™
“Being able to create color and produce parts in 1 day is unheard of in this industry”
-CEO, Industry Leader
I N N O V A T I N G W I T H P O L Y O N E
PolyOne Corporation 37
SEGMENT HIGHLIGHTS
C O L O R , A D D I T I V E S & I N K S
PolyOne Corporation 38
Solid
Colorants
Performance
Additives
Screen
Printing Inks
Liquid
Colorants
28% Industrial
14%
Textiles
Building & Construction
10%
Appliances
Electrical &
Electronic 1%
Operating Income & MarginRevenue by Region
C O L O R , A D D I T I V E S & I N K S
2 0 1 8 R E V E N U E | O V E R $ 1 B I L L I O N
$4
$25
$104
$159
0.9%
5.5%
12.2%
15.1%
14.0%
16.0%
100
110
120
130
140
150
160
170
PolyOne Corporation 39
Europe
35%
45%
14%
1%
Mexico
South
America
S P E C I A L T Y E N G I N E E R E D M A T E R I A L S
PolyOne Corporation 40
Engineered
Formulations
Advanced
Thermoplastic
Elastomers
21%
13%Healthcare
Building &
Construction 4%
Electrical &
Electronics
S P E C I A L T Y E N G I N E E R E D M A T E R I A L S
Revenue by Region Operating Income & Margin
2 0 1 8 R E V E N U E | $ 6 4 6 M I L L I O N
PolyOne Corporation 41
$21
$57
$72
0.1%
5.1%
9.3%
11.2%
Europe
28%
46%
24%
P E R F O R M A N C E P R O D U C T S & S O L U T I O N S
PolyOne Corporation 42
Specialty Vinyl
Solutions
Healthcare
Formulations
Smart Device
Flame Retardant
Polymers
Building &
28%
17%
16%Consumer
Electrical &
Asia
78%
Mexico
P E R F O R M A N C E P R O D U C T S & S O L U T I O N S
Operating Income & MarginRevenue by Region
2 0 1 8 R E V E N U E | $ 7 3 6 M I L L I O N
$40
$24
$56
$74
4.6%
3.6%
7.2%
14.0%
16.0%
10
100
PolyOne Corporation 43
D I S T R I B U T I O N
E N D M A R K E T S & S U P P L I E R S
PolyOne Corporation 44
27%
22%
Electrical &
Building &
$20
$25
$63
$71
2.9%
5.9%
5.6%
1.0%
3.0%
5.0%
7.0%
15
25
35
45
55
65
75
Operating Income & Margin2018 Revenue | $1.3 Billion
http://www.avient.com/Pages/VariationRoot.aspx
O V E R V I E W O F R A W M A T E R I A L P U R C H A S E S
PolyOne Corporation 45
Performance
Additives
PVC
Pigments
Polyethylene
Plasticizers
Polypropylene
TiO2
Nylon
Styrenic Block
Copolymer
Other Raw
27%
$1.3 billion of raw material purchases in 2018 excluding Distribution business
Note: All figures exclude Distribution business
T A R G E T E N D M A R K E T S &
A P P L I C A T I O N E X A M P L E S
PolyOne Corporation 46
Thermally Conductive
Chemical Resistant
Polymer Colorants
Elastomeric Grips and
Handles
Structural Composites
Antimicrobial Technologies
Anti-Counterfeiting
Target End Markets… Healthcare
Catheter Technologies
Under-hood Components
Target End Markets… Automotive
Interior Structural
Sound & Vibration
Management
Roof Systems
Air Management
Electronics and Cameras
Lighting
Exterior / Interior Trim
Braces & Brackets
Fasteners
Seals & Flaps
Target End Markets… Consumer
Thermally Conductive
Polymer Colorants
Elastomeric Grips and
Handles
Structural Composite
Oxygen Scavenger
Laser Marking Additives
Antistatic Technologies
UV Light Barrier Technologies
Cap & Closure Colorants
Process Optimization
Antioxidant Technologies
Density Modified
Target End Markets… Packaging
Impart weight, sound and
metallic finish to caps and
closures for cosmetics and
spirits applications
Elevate quality and
prestige perceptions
among high-end
consumers
Eliminate time and cost
associated with secondary
operations and assembly
Luxury Packaging
GravitechTM Density Modified Polymers
Eliminate costs by
increasing pigment density
Enhance color
performance without
altering form and
formulation
Increase design
capabilities by reducing
weight and layer thickness
Optimize Color Usage
OnColorTM Super Concentrates
Inhibit microbial growth on
polymer surfaces
Enhance value or products
and devices
Highly versatile
concentrate with the
ability to be incorporated
into a wide variety of
products
Combat Bacteria Formation
WithStandTM Antimicrobial Technology
Durable, long-lasting products stand
up to the most aggressive
disinfectants
Minimize environmental stress
cracking and discoloration
One of the broadest medically
approved polymer and colorant
portfolios
Medical Device Housings
Chemically Resistant Engineered Polymers
Color & Design Services
Greater control of color
development and supply chain
Work across entire design
process from concept to
commercialization
Inspire creativity in the use of
polymer materials, colors, and
effects
Innovative brand differentiation
Faster development timelines
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
ColorMatrix Fiber Colorant
Solutions
Proprietary advanced liquid color
formulations and equipment
enable greater efficiency and
productivity
Eliminates aqueous dyeing and its
associated wastewater treatment
Solid Color Concentrates
Extrusion-spun fibers colored via
solid masterbatch
Fiber Colorants
Reconciliation of Non-GAAP Financial Measures (Unaudited)
(Dollars in millions, except per share data)
Senior management uses comparisons of adjusted net income from continuing operations attributable to PolyOne shareholders and diluted adjusted earnings per share (EPS)
from continuing operations attributable to PolyOne shareholders, excluding special items, to assess performance and facilitate comparability of results.
https://www.avient.com/sites/default/files/2021-10/microbial-susceptibility-of-various-polymers-and-evaluation.pdf
The loading of ZPT was reduced from 1500 to
1250, and 750 ppm, and a blue tint colorant masterbatch
was added at two levels, 3% and 6% by weight of the final
compound.
CFU, colony-forming unit; ZPT, zinc pyrithione
6 ZANDER ET AL.
Gaylarde, Introduction to Biodeteri-
oration, Cambridge University Press, New York, NY 2004.
[6] W.
https://www.avient.com/sites/default/files/2023-10/Stat-Tech TPE - Anti-Static Bellow - Case Study Snapshot.pdf
RADIO CONTROL
SYSTEM PRODUCER
A N T I - S T A T I C B E L L O W
• Electrical resistivity of < E+6 Ω
• Soft grades between 40-50 Shore A
• Abrasion resistant
• Light weight material
• Designed to meet ATEX standards
• Replaced conductive EPDM thermoset
rubber enhancing processability and
enabled in-house injection molding
• Provided electrical resistivity at a low shore
hardness, improving joystick
maneuverability
• Enabled greater scrap re-use rate
Stat-Tech™ Thermoplastic Elastomer
KEY REQUIREMENTS
WHY AVIENT?
https://www.avient.com/sites/default/files/2020-07/case-study-one-pager-edgetek-screwdriver-handle.pdf
PREMIUM TOOL
BRAND
S C R E W D R I V E R H A N D L E
• High impact resistance
• High tensile strength
• Aesthetic surface
• Good processability
• Customized a nylon 6 based formulation,
with an emphasis on the impact properties
and processability, yet delivering the
desired aesthetic surface
• Met the customer’s aggressive timeline
and helped troubleshoot application needs
to determine the best material solution
Custom Edgetek™ Nylon Formulation
KEY REQUIREMENTS
WHY AVIENT?
https://www.avient.com/sites/default/files/2025-01/ISO 16949 Tossiat%2C France.pdf
Any translations of this document shall be used for reference only.)
2/2
Appendix to the Certificate of Approval
AWARDED TO
PolyOne France Tossiat
Route de la vavrette, 01250, Tossiat - France
IATF USI: LWZS4P
REMOTE SUPPORT FUNCTION(S)
NAME ADDRESS SCOPE
AVIENT LUXEMBOURG
19, Route de bastogne,
9638, Pommerloch -
Luxembourg
IATF USI: GAZS9A
Purchasing, Logistics, Supplier
Management
PolyOne Europe Logistics
7 Rue bleriot, 4460,
Grace-Hollogne - Belgium
IATF USI: P4WA4Y
Warehousing
Polyone Poland
Ul. wschdnia 6, 99-300,
Kutno - Poland
IATF USI: C4W5ZL
Logistics
https://e-cer.bureauveritas.com/68LJQE0ZV0CO6I7YW0YSXOUMV9WWROQPHPI2AOHRRLFFVRAVTFVZGXKWIE3TOWLTTKEWCPQB9UNAPXHH6T0HXOMUEDVYPRPJLEXBBTKQYPBRICYOKY143TECQ5UMHGA3JX
2024-12-13T10:07:11+0100
Authenticity and Integrity
https://www.avient.com/sites/default/files/2020-08/2020-composites-overmolding-overview.pdf
SPORTING GOODS
Boots, bindings,
protective equipment
MARINE
Hull reinforcement,
seats, paddles
50% Long
Glass Fiber
Reinforced
50% Long
Glass Fiber
Reinforced
PP + 0°
50% Long
Glass Fiber
Reinforced
PP + 0°/90°
50% Long Glass
Fiber Reinforced
PP +
0°/90°/90°/0°
17K 28K 29K
50% Long
Glass Fiber
Reinforced
PP + 0°/90°/0°
29K 31K
+60.7%
FLEXURAL STRENGTH (ASTM D7264)
IMPACT RESISTANCE (ASTM D3763)
50% Long
Glass Fiber
Reinforced
50% Long
Glass Fiber
Reinforced
PP + 0°
50% Long
Glass Fiber
Reinforced
PP + 0°/90°
50% Long
Glass Fiber
Reinforced
PP + 0°/90°/0°
50% Long Glass
Fiber Reinforced
PP +
0°/90°/90°/0°
E
ne
rg
y
T
ot
al
(
J)
Fo
rc
e
P
ea
k
(k
N
)
18
16
14
12
10
8
6
0
6.0
5.9
4.0
3.0
2.0
1.0
0.0
11.2 15.1 14.6 12.7 16.4
1.2 1.9 2.8 4.0 5.0
+58.3%
+34.8%
50% Long
Glass Fiber
Reinforced
50% Long
Glass Fiber
Reinforced
PP + 0°
50% Long
Glass Fiber
Reinforced
PP + 0°/90°
50% Long Glass
Fiber Reinforced
PP +
0°/90°/90°/0°
17K 28K 29K
50% Long
Glass Fiber
Reinforced
PP + 0°/90°/0°
29K 31K
+60.7%
FLEXURAL STRENGTH (ASTM D7264)
IMPACT RESISTANCE (ASTM D3763)
50% Long
Glass Fiber
Reinforced
50% Long
Glass Fiber
Reinforced
PP + 0°
50% Long
Glass Fiber
Reinforced
PP + 0°/90°
50% Long
Glass Fiber
Reinforced
PP + 0°/90°/0°
50% Long Glass
Fiber Reinforced
PP +
0°/90°/90°/0°
E
ne
rg
y
T
ot
al
(
J)
Fo
rc
e
P
ea
k
(k
N
)
18
16
14
12
10
8
6
0
6.0
5.9
4.0
3.0
2.0
1.0
0.0
11.2 15.1 14.6 12.7 16.4
1.2 1.9 2.8 4.0 5.0
+58.3%
+34.8%
Application
design
Modeling &
simulation
Prototyping
& validation
Material
selection
Composite/
resin
compatibility
Custom
formulations
Mold filling analysis
Technical support
Process optimization
PROCESSING
MATERIALS
Material selection is crucial to an
application’s success.
https://www.avient.com/sites/default/files/2022-06/Edgetek REC Recycled Content Product Bulletin Asia_CN.pdf
Edgetek REC PC产品组合包括6个PCR和6个
PIR等级,玻纤填料含量为10-30%。
https://www.avient.com/sites/default/files/2020-11/gravi-tech-product-bulletin-cn.pdf
主要特性
Gravi-Tech配方的主要特性和优势包括:
• 定制化密度, 介于 1.5-11 gm/cm3 之间, 具有多种不同
的比重
• 模量范围广, 有从高柔性到高刚性的多种模量可供选择
• 防腐蚀性, 具备抗氧化特性, 可长期使用并受益
• 耐化学性, 可耐受燃料、油和其它刺激性化学品
产品公告
目标市场和应用
Gravi-Tech 复合材料适用于多种市场中的众多应用, 包括:
联系信息
欲了解关于 Gravi-Tech 密度改性解决方案的更多信息,
请致电埃万特:+86-21-60284888
消费品
保健
基础树脂 比重
尼龙 6 2.3, 2.7, 3.5, 4, 4.5, 5, 6
TPE 2.6, 3.9
TPU 2.6, 3, 4.5, 7.5, 9
4SPP
尼龙 12 4, 6.9, 11
技术特性
豪华包装、高尔夫球杆、 钓具、 赌场 / 游戏筹码、 举重器、
狩猎用品、 餐具、 器具和狩猎弹药
工业
弹药、 反应器屏蔽、 减震和隔音、 军事 / 战术装备、 机场
射线屏蔽、 多种食品级器皿、 建筑设备、 惯性配重、 水下
电缆配重
射线屏蔽、 核医药运输容器、 实验室家具和设备
www.avient.com
版权所有©2020埃万特公司。
https://www.avient.com/sites/default/files/2020-09/versaflex-pf-technical-bulletin-sept-2020-es-la.pdf
• Automoción y otros medios de transporte.
100/0 90/10 80/20 70/30 60/40 40/60 30/70 20/80 10/90 0/100
0,9
1,1
2,0
2,4
2,8
3,7
3,8
4,9
0
1
2
3
4
6
7
8
6,5
1,6
MD6727
MD6748
MD6700
MD6666
9512
MD6649
MD6741
0
2
4
6
8
10
12
% de MD6741/MD6700
El grado de adherencia puede personalizarse para superficies de sustrato.