https://www.avient.com/products/advanced-composites/composite-ballistic-protection/glasarmor-ballistic-resistant-panels
Army Corps of Engineers rely on GlasArmor ballistic resistant panels to protect soldiers in combat.
https://www.avient.com/sites/default/files/2022-08/AVNT Aug 2022 Presentation - Jefferies.pdf
Pro Forma Financial Information
Avient acquired the Clariant Color business on July 1, 2020 (the “Acquisition Date”).
To provide comparable financial results, Avient references “pro forma” financial metrics, which include the business results of Clariant Color for
periods prior to the Acquisition Date.
WHAT WE DO: MATERIAL SCIENCE
5
CUSTOM
FORMULATION
SUSTAINABILITY FOR A BETTER TOMORROW
Revenue From Sustainable Solutions* 2016-2021
$310
205
140
80
75
45
40
20
$915M2021 Sales
*Avient Sustainable Solutions definitions aligned with FTC 2012 Guide for the Use of Environmental Marketing Claims (“Green Guides”)
**2020 is Pro Forma to include full year of the Clariant Color business
Future Growth Revenue Assumptions From Sustainable Solutions: 8 - 12%
6
S E CO N D Q UART E R 2022
RE S U LT S
$122
$134
$0.87
$0.98
Q2 2022 PERFORMANCE
(TOTAL COMPANY)
8
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
9
CAI
$624
$649
SEM Distribution
$86
$94
+ 4% + 9%
$404
$443
$24
$27
+ 10% + 13%
$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% $134
Q2 2022 SALES AND OPERATING INCOME
(TOTAL COMPANY)
10
Sales Growth Rate
Operating
Income$ millions
EBITDA
Q2 EBITDA BRIDGE
11
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)
12
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.
https://www.avient.com/sites/default/files/2024-07/woonkeatmoh_2024.pdf
Moh previously
worked at Bayerand Clariant, where he served in various commercial leadership roles.
https://www.avient.com/sites/default/files/2024-12/2024 Avient Executive Bios_Woon Keat Moh.pdf
Moh previously
worked at Bayerand Clariant, where he served in various commercial leadership roles.
https://www.avient.com/resources/safety-data-sheets?page=3491
3189-BE-50 LLDPE MASTERBATCH
10151616 GN LDPE MASTERBATCH
78409 BK PP MASTERBATCH
https://www.avient.com/resources/safety-data-sheets?page=3488
10149723 YE LLDPE MASTERBATCH
86192 GN LLDPE MASTERBATCH
10160271 OR LDPE MASTERBATCH
https://www.avient.com/resources/safety-data-sheets?page=6924
43135 YE TPU MASTERBATCH
61265 YE PA6 MASTERBATCH
133680 RD TPU MASTERBATCH
https://www.avient.com/resources/safety-data-sheets?page=3490
73845 NP PP AS MASTERBATCH
118292 BL PP MASTERBATCH
97442 GN LLDPE MASTERBATCH
https://www.avient.com/resources/safety-data-sheets?page=3489
10158560 RD LDPE MASTERBATCH
63263 AQ TR PP MASTERBATCH
122798 GY PP MASTERBATCH
https://www.avient.com/products/polymer-colorants/solid-color-masterbatches/oncolor-ul-94-colorants
Avient’s master file of UL 94 recognized masterbatches is available here.
More than 2,000 recognized masterbatches available in all color options
UL 94 Recognized Masterbatches