https://www.avient.com/sites/default/files/2022-05/ColorMatrix Amosorb Solo Technical Bulletin.pdf
Pressure from the media, the scientific community,
end-consumers, and legislation is pushing
members of the polymer industry value chain
to play their part, in proposing alternative
sustainable solutions that can perform in terms of
recyclability.
Providing
solutions that are considered recyclable within the
colored bottle stream will thus be an integral part
of the recyclability strategy for both convertors and
brand owners.
Zero Waste Europe
Avient is committed to playing its part in this
recyclability journey and helping achieve such
ambitious targets by providing solutions that will
allow the market to fully achieve these goals.
https://www.avient.com/investor-center/news/polyone-announces-second-quarter-2017-results
Specialty Engineered Materials
Specialty Engineered Materials
Specialty Engineered Materials
https://www.avient.com/investor-center/news/avient-announces-fourth-quarter-and-full-year-2020-results-and-provides-guidance-2021
Specialty Engineered Materials
Specialty Engineered Materials
Specialty Engineered Materials
https://www.avient.com/sites/default/files/2020-09/advanced-dispersions-color-selection-chart-1.pdf
ADVANCED DISPERSIONS
COLOR SELECTION CHART
KEY
RS = Red Shade
YS = Yellow Shade
VYS = Very Yellow Shade
BS = Blue Shade
VBS = Very Blue Shade
GS = Green Shade
VGS = Very Green Shade
Tints = 10 Parts TiO2 : 1 Part Pigment
DIARYLIDE HR
C.I.
C.I. numbers refer to the Color Index, the industry’s standard guide.
• In each pair of color chips, the left sample represents the masstone or full shade, which is the color hue
in clear media.
• The chip on the right shows the relative tint strength using 10 parts TiO2.
https://www.avient.com/sites/default/files/2023-03/Gravi-Tech- Portable Speaker-Application Snapshot.pdf
https://www.avient.com/products/engineered-polymer-formulations/general-engineered-formulations/gravi-tech-density-modified-formulations
https://www.avient.com/sites/default/files/2024-03/LubriOne PKE - Storage Box Latch case study snapshot.pdf
All Rights Reserved
https://www.avient.com/products/engineered-polymer-formulations/general-engineered-formulations/lubrione-internally-lubricated-formulations
https://www.avient.com/sites/default/files/2024-07/woonkeatmoh_2024.pdf
This has included Sales Director for Avient’s Color and Additives
segment in Asia and General Manager of Engineered Materials Asia.
Moh holds a bachelor’s of science in Engineering from the University of New Brunswick.
https://www.avient.com/sites/default/files/2024-12/2024 Avient Executive Bios_Woon Keat Moh.pdf
This has included Sales Director for Avient’s Color and Additives
segment in Asia and General Manager of Engineered Materials Asia.
Moh holds a Bachelor of Science in Engineering from the University of New Brunswick.
https://www.avient.com/sites/default/files/2022-08/Avient Candidates Data Privacy Notice Final - English.pdf
However, submitting such data is
voluntary and you are not required to submit it as part of your online resume and application submission.
For example, if you provided a personal mobile phone number as part of your contact
information within the recruiting system, it would be transferred to the company HR administration
system.
We do not collect or compile your personal
information provided to us as part of your application for dissemination or sale to third parties for
consumer marketing purposes.
5.
https://www.avient.com/sites/default/files/2022-03/AVNT Mar 2022 Presentation.pdf
Our exceptional polymer scientists and design engineers are integral to their
product development process.
Purchase price multiple rapidly declining on strength of
business and synergy capture
14
$133
$205
2019PF 2021
14
Clariant Color EBITDA Growth
Purchase Price Multiple
10.8x
7.0x
6.1x
2019PF 2021 2021 w/ Full
Synergies
11.9%
16.2%
2019PF 2021
EBITDA Margins
CLARIANT COLOR:
TRANSFORMATIONAL ACQUISITION
(1) Financial information is pro forma to include a full year of Clariant Color business
($ millions)
Initial
Synergy
Estimate
2021
Synergy
Realization
Total
Synergies
Expected
Administrative $ 18 $ 29 $ 40
Sourcing 24 20 24
Operational 18 5 21
Total Synergies $ 60 $ 54 $ 85
CLARIANT COLOR INTEGRATION &
COST SYNERGIES UPDATE
15
• Integration going extremely well: synergy target increased to $85 million at December 9th Investor Day
• Relentless focus on guiding principles of safety first, employee collaboration and exceeding customer expectations
• Future revenue synergies are not part of these estimates and represent additional growth over the long term
SUSTAINABILITY FOR A BETTER TOMORROW
• Revenue from sustainable solutions grew
16% in 2021 and expected to grow 8-12% in
2022 as our innovation efforts and
collaboration with customers accelerates
• Investments centered around innovation and
global sustainability megatrends
o Enabling a circular economy –
Technologies that allow for increased use of
post-consumer recycled (PCR) material and
improve recyclability of plastics
o Light-weighting – Composites and CAI
applications to reduce weight and material
requirements, which minimize energy and
carbon emissions
o Eco-Conscious – Health and human safety
applications as well as Avient’s alternative
materials to replace lead, PVC, halogens,
BPA and other less eco-friendly options
*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
2016 2017 2018 2019 2020PF** 2021
$405M
$455M
$550M
$790M
Revenue From Sustainable Solutions* 2016-2021
$915M
$340M
PEOPLE
C U L T U R E I S E V E R Y T H I N G
Community Service
7x Safer
than Industry Average
World-Class Safety
Leadership Development
Over $16 million
raised since 2010
Diversity & Inclusion
17
Q4 2020 $997 $80
Sustainable Solutions 23 12% 8
Healthcare 53 43% 9
Composites 7 22% 2
Growth in Asia / LATAM 14 10% 3
Other 118 23% 2
Sub-total $1,212 22% $104
Wage Inflation and Overtime (11)
Other Supply Chain Costs (4)
Synergies 9
Incentives, FX, Other Employee Costs (10) (13)
Q4 2021 $1,202 21% $85
Q4 2021 SALES AND OPERATING INCOME
18
Sales Growth Rate
Operating
Income$ millions
EBITDA
Q4 EBITDA BRIDGE
19
Price increases more than
offsets raw material and
supply chain impacts
Q4 2020 $ 118
Demand -
$ millions
CAI:
Price / Mix 62
Inflation (45)
SEM:
Price / Mix 25
Inflation (20)
Distribution:
Price / Mix 114
Inflation (109)
Net Price Benefit 27
Wage Inflation and Overtime (11)
Other Supply Chain Costs (4)
Synergies 9
Incentives, FX, Other Employee Costs (13)
Q4 2021 $ 126
Transportation (5)$
Outdoor High Performance (3)
Other 8
Total Demand -
Q4 2021 SEGMENT PERFORMANCE
20
$526
$581
SEM Distribution
$58
$61
+ 11% + 6%
$305
$425
$18
$22
+ 39% + 22%
$191
$228
$30
$29
+ 19% - 3%
2022 O U TLO O K
REVENUE GROWTH DRIVERS
Growth Drivers
Long-Term
Growth Rate
2022E
Growth Rate
Sustainable Solutions 8–12% 12%
Healthcare 8–10% 10%
Composites 10% 3%
Asia / LATAM 5% 6%
Other (GDP growth) 2–3% 2–3%
Avient 6.5% 6%
22
Excluding Outdoor High Performance 13%
(7.5% excl.
APPENDIX
Performance
Additives
15%
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
35
• Significant raw material price inflation
and tight inventory continued in Q4 2021
o For the full year, the average cost of
hydrocarbon based materials was up
50% in 2021
o For the full year, the average cost of non-
hydrocarbon based materials was up
12% in 2021
• Additionally, we continued to experience
other supply chain challenges during Q4
related to raw material spot purchases,
freight constraints and productivity loss
as a result of these shortages
Annual Purchases
RAW MATERIAL AND SUPPLY CHAIN UPDATE
Based on 2021 purchases, excludes Distribution business
SEGMENT DATA
U.S. & Canada
50%
Latin America
9%
2021 SEGMENT, END MARKET AND GEOGRAPHY
37
GEOGRAPHY REVENUESEGMENT FINANCIALS
23%
19%
Building and
END MARKET REVENUE
(1) Total company sales and adjusted EBITDA of $4,819M and $581M, respectively, include intercompany sales eliminations and corporate costs
$2,402M
$409M
$919M
$164M
$1,631M
$94M
Sales EBITDA
Distribution
Specialty Engineered Materials
Color Additives and Inks
$581M$4,819M
15%
34%
21%
Building &
9%
1% Telecommunications
C O L O R , A D D I T I V E S & I N K S
2021 REVENUE | $2 .4 BILL ION
32%
40%
21%
Latin America
END MARKET REGION
38
S P E C I A LT Y E N G I N E E R E D M AT E R I A L S
27%
Building &
2021 REVENUE | $919 MILLION
END MARKET
55%
20%
REGION
39
DI S TR IBU T I ON
26%
23%
20%
Building and
80%
3%
Latin
America
END MARKET REGION
K E Y S U P P L I ER S
2021 REVENUE | $1 .6 B ILL ION
40
TOTA L C O M PA N Y R E G I O N A L S A L E S
BY END MARKET
30%
26%Healthcare
14%
Building &
2% Energy
(16% of sales)
32%
Building &
(25% of sales)
41
19%
Building &
US &
Canada
(50% of sales)
38%
33%
Building &
LATAM
(9% of sales)