https://www.avient.com/sites/default/files/2022-04/Sustainable Material Answers_ Recycled PET 2022_0.pdf
utm_source=eBook&utm_id=rPET
Button 92:
Button 93:
Button 3:
Button 83:
Button 5:
Button 6:
Button 66:
Button 67:
Button 68:
Button 69:
Button 70:
Button 71:
Button 72:
Button 73:
Button 74:
Button 75:
Button 76:
Button 77:
Button 78:
Button 79:
Button 84:
Button 85:
Button 86:
Button 87:
Button 88:
Button 89:
Button 90:
Button 91:
Button 80:
https://www.avient.com/sites/default/files/2021-05/avnt-tpe-beginner-guide-fin.pdf
https://www.avient.com/products/thermoplastic-elastomers/tpe-knowledge-center
https://www.avient.com/services/how-resources/tpe-faqs
Button 3:
Button 83:
Button 5:
Button 6:
Button 66:
Button 67:
Button 68:
Button 69:
Button 70:
Button 71:
Button 72:
Button 73:
Button 74:
Button 75:
Button 76:
Button 77:
Button 78:
Button 79:
Button 80:
Button 82:
https://www.avient.com/sites/default/files/2023-07/Avient-2022-Sustainability-Report.pdf
Pune, India 69.
$19M+
FOR UNITED WAY SINCE 2007
Community Service and Charitable Contributions
HOME | Contents | Message from the CEO | About Us | People | Products | Planet | Performance | Metrics | Index Sustainability Report | 2022 69
https://www.unitedway.org/
http://www.fec.gov/
https://www.ohiosos.gov/?
GRI 412: Human Rights Assessment
412–2 Employee training on human rights policies or procedures Performance—The Highest Ethical Standards Page 77
GRI 413: Local Communities
413–1 Operations with local community engagement, impact assessments,
and development programs Planet—Community Service & Charitable Contributions Page 69
413–2 Operations with significant actual and potential negative impacts on
local communities
Planet—Community Service & Charitable Contributions Page 69
To our knowledge, Avient’s operations do not have a[n] significant actual or potential negative impact on local
communities.
https://www.avient.com/sites/default/files/2022-04/Sustainable Material Answers_ Circular Economy 2022_1.pdf
Contact us today
https://avient.me/3FxhNrw
Button 92:
Button 93:
Button 3:
Button 83:
Button 5:
Button 6:
Button 66:
Button 67:
Button 68:
Button 69:
Button 70:
Button 71:
Button 72:
Button 73:
Button 74:
Button 75:
Button 77:
Button 76:
Button 78:
Button 79:
Button 84:
Button 85:
Button 86:
Button 87:
Button 88:
Button 89:
Button 90:
https://www.avient.com/sites/default/files/2022-04/Sustainable Material Answers_ Recycled PET 2022.pdf
utm_source=eBook&utm_id=rPET
Button 92:
Button 93:
Button 3:
Button 83:
Button 5:
Button 6:
Button 66:
Button 67:
Button 68:
Button 69:
Button 70:
Button 71:
Button 72:
Button 73:
Button 74:
Button 75:
Button 76:
Button 77:
Button 78:
Button 79:
Button 84:
Button 85:
Button 86:
Button 87:
Button 88:
Button 89:
Button 90:
Button 91:
Button 80:
https://www.avient.com/sites/default/files/2025-05/AVNT Q1 2025 Webcast Slides_w_non-GAAP.pdf
EBITDA
73
69
• Flat sales (excl.
https://www.avient.com/sites/default/files/2025-05/AVNT Q1 2025 webcast slides_v17.pdf
EBITDA
73
69
• Flat sales (excl.
https://www.avient.com/sites/default/files/2021-06/avient-ir-presentation-may-2021-w-non-gaap-recs.pdf
This
innovation drives performance and is
reflective of consistent, strategic
investments in our portfolio…and
people.
2020 Pro forma $991 $86
Sustainable Solutions 15 11% 6
Healthcare 28 22% 6
Composites 6 10% 3
Growth in Emerging Regions 44 30% 10
Other 53 10% 7
Sub-total $1,137 15% $118
FX Impact 25 - 2
Synergies - - 11
Incentives, Travel, Other Employee Costs - - (8)
2021 Actual $1,162 17% $123
Q1 2021 ORGANIC SALES AND OPERATING INCOME
18 (1) Financial information is pro forma to include a full year of Clariant Masterbatch business acquisition
Sales Growth Rate
Operating
Income$ millions
19
Wire & Cable Transportation Industrial Healthcare Packaging Consumer
Q1 2020PF Q1 2021
(2) Financial information is presented on a constant currency basis
(1,2)
(42% of total revenue)
(58% of total revenue)
Q1 END MARKET SALES PERFORMANCE
+17%
+14% +8%
+10%
+8% +22%
+5%
+24%
Q 2 AN D FU LL Y EA R
2021 O U TLO O K
$69
$112
$0.42
$0.80
ORGANIC GROWTH PROJECTIONS – Q2
21
Sales Adjusted Operating Income
$870
$1,100
+ 26%
+ 62% + 90%
(1) (1) (1)
(1) Financial information is pro forma to include a full year of Clariant Masterbatch business acquisition
FULL YEAR GUIDANCE INCREASED
22
Sales Adj.
Free cash flow conversion calculated as (EBITDA – Capex) / EBITDA
Median: 84% Median: 77%
HIGH FREE CASH FLOW
CONVERSION
Avient reflects 2021 estimated EBITDA of $560M and excludes one-time synergy capture CAPEX ($20M)
87 89 87 86
82 81
76
88 87 84
82 81
78 77 77 77 76 73
70
69
50
19
Total Enterprise Value / 2021E EBITDA
Our current valuation with updated
guidance implies an EBITDA multiple
that is below specialty formulator
peers and the majority of our
chemical peers.
https://www.avient.com/sites/default/files/resources/Gabelli%2520Conf%2520-%2520POL%2520IR%2520Presentation%2520wNon%2520GAAP%2520Reconciliation%252003%252026%252015.pdf
PolyOne Corporation Page 4
PolyOne Commodity to Specialty
Transformation
• Volume driven,
commodity
producer
• Heavily tied to
cyclical end
markets
• Performance largely
dependent on non-
controlling joint
ventures
2000-2005 2006 - 2009 2010 – 2014 2015 and
beyond
• Steve Newlin
appointed,
Chairman,
President and CEO
• New leadership
team appointed
• Implementation of
four pillar strategy
• Focus on value
based selling,
investment in
commercial
resources and
innovation to drive
transformation
• 21 consecutive
quarters of double-
digit adjusted EPS
growth
• Shift to faster
growing, high
margin, less cyclical
end markets
• Key acquisitions
propel current and
future growth, as
well as margin
expansion
• Established
aggressive 2015
targets
• Continue specialty
transformation
• Vitality index and
innovation driving
growth and
expanding margins
• Specialty business
margins have 20+%
potential
• Double digit
operating income
and adjusted EPS
growth
PolyOne Corporation Page 5
Building &
10%
Electrical &
9%
Distribution
28%
PP&S
Specialty
52%
69%
13%
7% Asia
2014 Revenues: $3.8 Billion
End Markets
2014 Revenues: $3.8 Billion
PolyOne
At A Glance
$13
$31
$46 $46
$92 $96
$122
$195
$242
2006 2007 2008 2009 2010 2011 2012 2013 2014
Specialty Operating Income ($M)
PolyOne Corporation Page 6
Old
PolyOne
*Operating Income excludes corporate charges and special items
2%
34% 43%
62%
65%
0%
20%
40%
60%
80%
100%
2005 2008 2010 2013 2014 2015
%
o
f O
pe
ra
tin
g
In
co
m
e*
JV's Performance Products & Solutions Distribution Specialty
65-75%
Specialty OI $5M $46M $87M $195M $242M Target
Mix Shift Highlights Specialty Transformation
Transformation 2015
Target
PolyOne Corporation Page 7
Confirmation of Our Strategy
The World’s Premier Provider of Specialized
Polymer Materials, Services and Solutions
Specialization Globalization
Operational
Excellence
Commercial
Excellence
PolyOne Corporation Page 8
-150%
-50%
50%
150%
250%
350%
450%
550%
PolyOne S&P 500
Strategy and Execution Drive Results
$0.12
$0.27
$0.21
$0.13
$0.68
$0.82
$1.00
$1.31
$1.80
'06 '07 '08 '09 '10 '11 '12 '13 '14
‘06-‘14 EPS CAGR = 40%
EPS Share Price vs.
https://www.avient.com/sites/default/files/2023-03/AVNT Q2 2022 Earnings Presentation - Website Version.pdf
S EC O N D Q UART ER 2022
RE S U LTS
$122
$134
$0.87
$0.98
Q2 2022 PERFORMANCE
(TOTAL COMPANY)
4
Sales Adjusted Operating Income
$1,235
$1,302
+ 5%
Adjusted EPS
+ 10% + 13%
(in millions) (in millions)
(+ 10% excluding FX) (+ 16% excluding FX) (+ 20% excluding FX)
Q2 2022 SEGMENT PERFORMANCE
5
CAI
$624
$649
($ in millions)
SEM Distribution
$86
$94
+ 4% + 9%
$404
$443
$24
$27
+ 10% + 13%
(1)
$241 $244
$37 $37
+ 1% Flat
(+ 10% excluding FX) (+ 16% excluding FX) (+ 6% excluding FX) (+ 3% excluding FX)
Q2 2021 $1,235 $122
Sustainable Solutions 17 7% 7
Healthcare 23 14% 5
Composites (ex Outdoor High Performance) 10 20% 4
Growth in Asia / LATAM 5 3% 1
Other 69 11% 5
Sub-total $1,359 10% $144
Outdoor High Performance Impact (9) (5)
Wage Inflation and Overtime (7)
Other Supply Chain Costs (2)
Clariant Color Integration Synergies 7
Incentives, Other Employee Costs 4
FX (48) (7)
Q2 2022 $1,302 5% $134
Q2 2022 SALES AND OPERATING INCOME
(TOTAL COMPANY)
6
Sales Growth Rate
Operating
Income$ millions
EBITDA
Q2 EBITDA BRIDGE
7
Price increases more than
offsets raw material and
supply chain impacts
Q2 2021 $ 159
Demand (29)
$ millions
CAI:
Price / Mix 87
Inflation (58)
SEM:
Price / Mix 36
Inflation (24)
Distribution:
Price / Mix 45
Inflation (41)
Net Price Benefit 45
Wage Inflation and Overtime (7)
Other Supply Chain Costs (2)
Clariant Color Integration Synergies 7
Incentives, Other Employee Costs 4
FX (7)
Q2 2022 $ 170
China Lockdowns / Russia Impact $ (14)
Outdoor High Performance (5)
Transportation (5)
8
Q2 '21 Adjusted EPS 0.87$
Color, Additives and Inks 0.11
Specialty Engineered Materials 0.01
Distribution 0.03
Corporate Costs 0.01
F/X (0.05)
Segment OI 0.11$
Interest Expense 0.03
Tax Rate (0.03)
Q2 '22 Adjusted EPS 0.98$
Q2 EPS BRIDGE
Key Updates
• Provided progress on 2030 Sustainability Goals
• Emphasized commitment to U.N.