https://www.avient.com/investor-center/news/avient-hold-fourth-quarter-2020-conference-call
January 14, 2021 Jan. 14, 2021 View original content to download multimedia:http://www.prnewswire.com/news-releases/avient-to-hold-fourth-quarter-2020-conference-call-301207987.html
https://www.avient.com/investor-center/news/avient-hold-first-quarter-2021-conference-call
April 14, 2021 April 14, 2021 View original content to download multimedia:http://www.prnewswire.com/news-releases/avient-to-hold-first-quarter-2021-conference-call-301269161.html
https://www.avient.com/sites/default/files/2021-06/avient-ir-presentation-may-2021-w-non-gaap-recs.pdf
These investments also consider our global footprint, and we are positioned very well and strategically from a regional perspective. 12 Growth Drivers 2020 Revenue ($ Millions) Long-Term Growth Rate Sustainable Solutions $ 560 8–12% Healthcare 555 8–10% Composites / 5G 212 10% Growth in Emerging Regions 672 5% Other (GDP growth) 1,784 2–3% Pro Forma Avient $ 3,783 6.5% Q 1 2 0 2 1 P E R F O R M A N C E U P D AT E $86 $123 2020PF 2021 $0.53 $0.89 2020PF 2021 Q1 2021 – ORGANIC PERFORMANCE ( T O TA L C O M PA N Y ) 14 Sales Adjusted Operating Income $991 $1,162 2020PF 2021 + 17% Adjusted EPS + 43% + 68% (in millions) (in millions) (1) (1) (1) (1) Financial information is pro forma to include a full year of Clariant Masterbatch business acquisition Q1 2021 SEGMENT PERFORMANCE 15 CAI $536 $609 Sales ($ in millions) SEM Distribution $64 $89 Operating Income (1) Financial information is pro forma to include a full year of Clariant Masterbatch business acquisition +14% +39% $290 $363 Sales $19 $24 Operating Income +25% +26% (1) $185 $217 Sales $22 $34 Operating Income +17% +55% SPECIALTY EBITDA MARGIN EXPANSION 16 CAI (1) 2018-2020 financial information is pro forma to include a full year of Clariant Masterbatch business acquisition 15.3% 15.2% 16.2% 19.1% 2018 2019 2020 Q1 2021 14.8% 15.2% 17.6% 19.4% 2018 2019 2020 Q1 2021 (1) SEM • Continued portfolio transformation to high-growth end markets and sustainable solutions • Clariant Masterbatch synergy realization • Investments in composites and outdoor high performance applications drive growth and mix improvements CAI EBITDA MARGIN EXPANSION 17 Legacy CAI 18.9% 18.9% 21.0% 2019 2020 Q1 2021 Legacy Clariant MB 11.9% 13.8% 17.4% 2019 2020 Q1 2021 • Early synergy capture translating to the bottom line • Positive mix with growth in healthcare, consumer and packaging end-markets • World-class vitality index of 36% represents sales from products introduced in the last five years. 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% $123 Q1 2021 ORGANIC SALES AND OPERATING INCOME ( T O TA L C O M PA N Y ) 18 (1) Financial information is pro forma to include a full year of Clariant Masterbatch business acquisition Sales Growth Rate Adjusted Operating Income$ millions (1) 19 Electrical & Electronics Building & Construction Wire & Cable Transportation Industrial Healthcare Packaging Consumer Q1 2020PF Q1 2021 (1) Financial information is pro forma to include a full year of Clariant Masterbatch business acquisition (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 A N D F U L L Y E A R 2 0 2 1 O U T L O O K $69 $112 2020PF 2021E $0.42 $0.80 2020PF 2021E ORGANIC GROWTH PROJECTIONS – Q2 ( T O TA L C O M PA N Y ) 21 Sales Adjusted Operating Income $870 $1,100 2020PF 2021E + 26% Adjusted EPS + 62% + 90% (in millions) (in millions) (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. We will deliver for our stakeholders through multiple value creation levers—many of which are unique to Avient: o Demand for sustainable solutions, healthcare, and composites, together with Clariant Masterbatch revenue synergies, that will drive 2021 revenue growth of 14% and long-term growth in excess of GDP o Clariant Masterbatch cost synergy capture will result in significant near-term benefit In addition, we remain committed to increasing annual dividends in line with earnings growth and opportunistically buying back shares, all while remaining modestly levered.
https://www.avient.com/sites/default/files/resources/POL%2520IR%2520Presentation%2520Wells%2520Fargo%252005%252008%25202014%2520w%2520non%2520GAAP.pdf
Use of Non-GAAP Measures Page 3 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 • 18 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 • Targeting $2.50 Adjusted EPS by 2015, nearly double 2013 EPS • Drive double digit operating income and adjusted EPS growth Confirmation of Our Strategy The World’s Premier Provider of Specialized Polymer Materials, Services and Solutions Specialization Globalization Operational Excellence Commercial Excellence -150.00% -50.00% 50.00% 150.00% 250.00% 350.00% 450.00% PolyOne S&P 500 Russell 2000 Dow Jones Chemical All time high of $39.28 April 4th, 2014 • 18 consecutive quarters of double digit EPS growth • 49% CAGR adjusted EPS expansion 2006-2013 • 2013 stock price increased 73% versus 30% growth in the S&P • More than seven fold increase in market cap: $0.5b $3.6b Strategy and Execution Drive Results Page 6 Appliance 4% Building & Construction 13% Wire & Cable 9% Electrical & Electronics 5% Consumer 10%Packaging 16% Industrial 12% HealthCare 11% Transportation 18% Misc. 2% 0.12 0.27 0.21 0.13 0.68 0.82 1.00 1.31 2.50 $0.00 $0.25 $0.50 $0.75 $1.00 $1.25 $1.50 $1.75 $2.00 $2.25 $2.50 2006 2007 2008 2009 2010 2011 2012 2013 2015 Target A dj us te d Ea rn in gs P er S ha re 2013 Revenues: $3.8 Billion End Markets 2013 Revenues: $3.8 Billion EPS Page 7 PolyOne At A Glance United States 67% Europe 14% Canada 7% Asia6% Latin America 6% Specialty 54% PP&S 18% Distribution 28% Mix Shift Highlights Specialty Transformation Page 8 Old PolyOne Transformation *Operating Income excludes corporate charges and special items 2% 34% 43% 62% 64% 0% 20% 40% 60% 80% 100% 2005 2008 2010 2013 Q1 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 $60M Target 2015 Target Proof of Performance & 2015 Goals Page 9 2006 Q1 2014 2015 “Where we were” “Where we are” Target 1) Operating Income % Specialty: Global Color, Additives & Inks 1.7% 13.8% 12 – 16% Global Specialty Engineered Materials 1.1% 11.6% 12 – 16% Designed Structures & Solutions -- 6.5% 8 – 10% Performance Products & Solutions 5.5% 7.7% 9 – 12% Distribution 2.6% 6.1% 6 – 7.5% 2) Specialty Platform % of Operating Income 6.0% 64% 65 – 75% 3) ROIC* (after-tax) 5.0% 9.4% 15% 4) Adjusted EPS Growth N/A 42% Double DigitExpansion *ROIC is defined as TTM adjusted OI divided by the sum of average debt and equity over a 5 quarter period Bridge to $2.50 Adjusted EPS by 2015 2015 EPS: $2.50 2013 EPS: $1.31 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 CAGR Innovation Drives Earnings Growth $20.3 $52.3 2006 2013 Research & Development Spending ($ millions) Specialty Platform Vitality Index Progression* *Percentage of Specialty Platform revenue from products introduced in last five years Page 11 14.3% 30.7% 2006 2013 Specialty Platform Gross Margin % 19.5% 42.0% 2006 Q1 2014 Healthcare Consumer Packaging and Additive Technology Transportation Page 12 Unique and Innovative Solutions https://www.dropbox.com/sh/dwe4t8aacvhb8ui/uD3p_bdglP/Presentation revise pics/GLS Beverage can closure XO 2.jpg https://www.dropbox.com/sh/dwe4t8aacvhb8ui/-YgkycKypw/Anti-Counterfeiting release & images/GN1979.JPG 60% 100% 20% 30% 40% 50% 60% 70% 80% 90% 100% 2008 2014 Pension Funding** As of 31 de marzo de 2014 Debt Maturities & Pension Funding – 3/31/14 Net Debt / EBITDA* = 1.9x $48 $317 $600 $0 $100 $200 $300 $400 $500 $600 $700 $800 2015 2020 2023 Debt Maturities As of 31 de marzo de 2014 ($ millions) Coupon Rates: 7.500% 7.375% 5.250% ** includes US-qualified pension plans only *TTM 3/31/2014 Free Cash Flow and Strong Balance Sheet Fund Investment / Shareholder Return $0.16 $0.20 $0.24 $0.32 $0.10 $0.20 $0.30 $0.40 2011 2012 2013 2014 Annual Dividend Expanding our sales, marketing, and technical capabilities Investing in operational and initiatives that drive profitability growth Manufacturing realignment Targets that expand our: • Specialty offerings • End market presence • Geographic footprint • Operating Margin Synergy opportunities Adjacent material solutions Repurchased 1.4 million shares in Q1 2014 Repurchased 6.4 million shares since April 2013 13.6 million shares are available for repurchase under the current authorization Organic Growth Acquisitions Share Repurchases Dividends The New PolyOne: A Specialty Growth Company Why Invest In PolyOne? ���PolyOne Investor Presentation�5th Annual Wells Fargo�Industrial and Construction Conference �8 de mayo de 2014 �� Forward – Looking Statements Use of Non-GAAP Measures PolyOne Commodity to Specialty Transformation Confirmation of Our Strategy Strategy and Execution Drive Results PolyOne�At A Glance Mix Shift Highlights Specialty Transformation Proof of Performance & 2015 Goals Bridge to $2.50 Adjusted EPS by 2015 Innovation Drives Earnings Growth Unique and Innovative Solutions Debt Maturities & Pension Funding – 3/31/14 Free Cash Flow and Strong Balance Sheet �Fund Investment / Shareholder Return Why Invest In PolyOne?
https://www.avient.com/sites/default/files/2020-09/stan-tone-hcc-product-bulletin-1.pdf
% Pigment Specific Gravity Color Index Heat Stability Lightfastness WHITE HCC-12144 Titanium Dioxide, Anatase 61 1.89 PW-6 1 I/O C HCC-12145 Titanium Dioxide, Rutile 70 2.09 PW-6 1 I/O YELLOW HCC-12148 (a) Diarylide AAOT GS 35 1.09 PY-14 3 I HCC-12516 (a) Diarylide AAMX RS 30 1.07 PY-13 3 I HCC-12149 (a) Diarylide HR RS 22 1.04 PY-83 2 I/O (Mass) HCC-12194 Iron Oxide 70 2.08 PY-42 2 C I/O HCC-12503 Benzimidazolone GS 30 1.09 PY-151 2 I/O (Mass) HCC-5253 (b) Isoindolinone RS 30 1.12 PY-110 1 I/O ORANGE HCC-17394 Benzimidazolone RS 20 1.05 PO-36 2 I/O HCC-17747 Azo YS 30 1.11 PO-64 2 I/O HCC-33428 Dianisidine RS 29 1.06 PO-16 3 I/O (Mass) RED HCC-12156 (a) Red 2B, Ca Salt BS 30 1.12 PR-48:2 2 I/O (Mass) HCC-12160 (a) Red 2B, Ca Salt YS 33 1.12 PR-48:1 2 I/O (Mass) HCC-12158 (a) Pyrazolone YS 25 1.05 PR-38 2 C I/O (Mass) HCC-12159 Pigment Scarlet BS 38 1.21 PR-60:1 2 I/O (Mass) HCC-12196 Iron Oxide, Dark VBS 65 2.09 PR-101 1 I/O HCC-12197 Iron Oxide, Light BS 70 2.24 PR-101 1 I/O HCC-18653 Iron Oxide, Light VYS 70 2.23 PR-101 1 I/O HCC-11796 (a) Specialty Naphthol BS 32 1.06 PR-170 2 I/O (Mass) C HCC-12742 (a) Specialty Naphthol YS 30 1.07 PR-170 2 I/O (Mass) C HCC-2160 (b) Quinacridone BS 26 1.08 PV-19 2 I/O HCC-12309 Quinacridone YS 25 1.07 PV-19 2 I/O HCC-7707 Perylene Scarlet YS 25 1.04 PR-149 2 I/O HCC-15738 Diketo-Pyrrolo- Pyrrol YS 30 1.1 PR-254 1 I/O BLUE HCC-12164 Phthalocyanine GS 27 1.08 PB-15:3 1 I/O HCC-12166 Phthalocyanine RS 18 1.05 PB-15 1 I/O HCC-12168 Phthalocyanine RS-NC 32 1.11 PB-15:1 1 I/O HCC-12929 (c) Ultramarine 53 1.4 PB-29 1 I/O Stan-Tone Code Pigment Type Approx. % Pigment Approx. % Solids Color Index pH Typical Lightfastness GREEN HCC-12172 Phthalocyanine BS 17 1.07 PG-7 1 I/O HCC-12173 Phthalo Brominated VYS 25 1.16 PG-36 1 I/O HCC-10562 Phthalocyanine YS 30 1.15 PG-7 1 I/O HCC-12176 Chromium Oxide 80 2.8 PG-17 1 I/O VIOLET/MAGENTA HCC-17680 (c) Ultramarine Violet 50 1.46 PV-15 1 I/O HCC-2170 (b) Quinacridone Violet 30 1.09 PV-19 2 I/O HCC-14562 Quinacridone Magenta 25 1.06 PR-122 2 I/O HCC-26775 Benzimidazolone 20 1.03 PV-32 2 I/O HCC-33159 (a) Carbazole Violet 12 1.03 PV-23 2 I/O BROWN/TAN HCC-1286 (b) Iron Oxide, Tan HR 60 1.85 PBr-11 1 I/O HCC-12201 Iron Oxide, Light 71 2.21 PBr-6 2 C I/O HCC-12202 Iron Oxide, Dark 67.5 2.06 PBr-6 2 C I/O BLACK HCC-12203 Furnace-High Jet 18 1.06 PBk-7 1 I/O HCC-12204 Furnace-High Jet 6 1 PBk-7 1 I/O HCC-12205 Furnace-Low Jet 34 1.15 PBk-7 1 I/O HCC-12206 Furnace-Medium Jet 20 1.07 PBk-7 1 I/O HCC-18654 Furnace-Ultra High Jet 15 1.04 PBk-7 1 I/O HCC-14674 Iron Oxide 59 1.82 PBk-11 2 C I/O ALUMINUM HCC-12177 Aluminum 50 1.43 PM-1 2 I/O HCC RS = Red Shade YS = Yellow Shade VYS = Very Yellow Shade BS = Blue Shade VBS = Very Blue Shade GS = Green Shade NC = Non-Crystallizing HR = Heat-Resistant (a) = Potential Bleed / Migration (b) = ESO plasticizer (Epoxidized Soybean Oil) (c) = Pigment may fade in acidic environment LIGHTFASTNESS I = Indoor Only I/O = Indoor or Outdoor Mass = Outdoor Masstone Application Only C = Some Caution Advised HEAT STABILITY 1 = Above 400°F 2 = 350°F–400°F 3 = Below 350°F C = Some Caution Advised www.avient.com Copyright © 2020, Avient Corporation.
https://www.avient.com/investor-center/news/polyone-hold-second-quarter-2016-conference-call
To view the original version on PR Newswire, visit:http://www.prnewswire.com/news-releases/polyone-to-hold-second-quarter-2016-conference-call-300296731.html
https://www.avient.com/investor-center/news/polyone-hold-first-quarter-2016-conference-call
To view the original version on PR Newswire, visit:http://www.prnewswire.com/news-releases/polyone-to-hold-first-quarter-2016-conference-call-300249512.html
https://www.avient.com/investor-center/news/polyone-corporation-announces-quarterly-dividend-2
View original content:http://www.prnewswire.com/news-releases/polyone-corporation-announces-quarterly-dividend-300803571.html
https://www.avient.com/investor-center/news/polyone-corporation-announces-quarterly-dividend-10
To view the original version on PR Newswire, visit:http://www.prnewswire.com/news-releases/polyone-corporation-announces-quarterly-dividend-300218452.html
https://www.avient.com/investor-center/news/polyone-present-longbows-10th-annual-basic-materials-conference
To view the original version on PR Newswire, visit:http://www.prnewswire.com/news-releases/polyone-to-present-at-longbows-10th-annual-basic-materials-conference-300224906.html