https://www.avient.com/resources/safety-data-sheets?page=4398
98883W1MX WILFLEX ONE FLUO ORANGE
DM790A UT Orange Plastisol
https://www.avient.com/resources/safety-data-sheets?page=4598
STAN-TONE HCC-103251 AZO ORANGE YS
STAN-TONE HCC-103264 ORANGE AZO YS
https://www.avient.com/resources/safety-data-sheets?page=6544
SILCOGUM ORANGE 107458
S301.3 ETFE2185 CC HIGH ORANGE
https://www.avient.com/news/two-new-polymer-solutions-avient-launching-battery-show-supporting-sustainability-battery-and-electric-vehicle-applications
Also announced are two new Edgetek™ PKE non-halogen flame retardant (NHFR) formulations made with polyketone, which can have a lower carbon footprint compared to polyamide 6 reinforced materials, and are pre-colored in orange for high-voltage connectors in electric vehicles.
The new Edgetek PKE NHFR formulations can be laser marked and are pre-colored in orange for high-voltage applications in EVs.
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
Appliances
5%
Building &
Construction
12%
Consumer
10%
Electrical &
Electronics
5%
Healthcare
11%
Industrial
14%
Packaging
14%
Transportation
20%
Wire & Cable
9%
Distribution
28%
PP&S
20%
Specialty
52%
United States
69%
Europe
13%
Canada
7% Asia
6%
Latin America
5%
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.
S&P 500
All time high of
$43.34
July 1st, 2014
PolyOne Corporation Page 9
2006 2014 2015 Target
“Where we were” “Where we are” (Est. in 2012)
1) Operating Income %
Specialty:
Global Color, Additives & Inks 1.7% 14.7% 12 – 16%
Global Specialty Engineered
Materials 1.1% 12.1% 12 – 16%
Designed Structures & Solutions 1.4% (2012) 7.3% 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% 65% 65 – 75%
3) ROIC* 5.0% 11.3% 15%
4) Adjusted EPS Growth N/A 37% Double Digit Expansion
*ROIC is defined as TTM adjusted OI divided by the sum of average debt and equity over a 5 quarter period
Proof of Performance & 2015 Goals
PolyOne Corporation Page 10
Continuing Earnings Growth
Double
Digit EPS
Expansion
Ongoing LSS
Programs
Incremental
Share
Buybacks
Mergers &
Acquisitions
Continued
Gross
Margin
Expansion
Mid Single
Digit
Revenue
Growth
Accelerated
Innovation &
Mix
Improvement
PolyOne Corporation Page 11
Innovation Drives Earnings Growth
*Percentage of Specialty Platform revenue from products introduced in last five years
$20
$53
2006 2014
Research & Development
Spending
($ millions)
Specialty Platform
Vitality Index Progression*
14%
27%
2006 2014
Specialty Platform
Gross Margin %
20%
44%
2006 2014
Specialty Vitality Index Target ≥ 35%
PolyOne Corporation Page 12
Megatrends Aligned with Key End Markets
Decreasing
Dependence
on Fossil
Fuels
Protecting
the
Environment
Improving
Health and
Wellness
Megatrend End Markets
Globalizing
and
Localizing
Health &
Wellness
Transportation
Packaging
Consumer
PolyOne Corporation Page 13
60%
94%
20%
30%
40%
50%
60%
70%
80%
90%
100%
2008 2014
Pension Funding**
As of December 31, 2014
Debt Maturities & Pension Funding – 12/31/14
Net Debt / EBITDA* = 1.9x
$49
$317
$600
$0
$100
$200
$300
$400
$500
$600
$700
$800
2015 2020 2023
Debt Maturities
As of December 31, 2014
($ millions)
Coupon Rate: 7.500% 7.375% 5.250%
** includes US-qualified pension plans only *TTM 12/31/2014
PolyOne Corporation Page 14
Free Cash Flow and Strong Balance Sheet
Fund Investment / Shareholder Return
Expanding our sales,
marketing, and
technical capabilities
Investing in operational
and LSS initiatives
(including synergy
capture)
~75% of capital
expenditures fund
growth initiatives
Organic
Growth
Acquisitions
Share
Repurchases
Dividends
$0.16
$0.20
$0.24
$0.32
$0.40
$0.10
$0.20
$0.30
$0.40
$0.50
2011 2012 2013 2014 2015
Annual Dividend
Targets that expand
our:
• Specialty offerings
• End market
presence
• Geographic breadth
• Operating Margin
Synergy opportunities
Adjacent material
solutions
Repurchased 1.6
million shares in Q4
2014
Repurchased 11.3
million shares since
early 2013
8.7 million shares are
available for
repurchase under the
current authorization
PolyOne Corporation Page 15
PolyOne Core Values
Innovation
Collaboration
Excellence
PolyOne Corporation Page 16
The New PolyOne: A Specialty Growth Company
Why Invest In PolyOne?
https://www.avient.com/investor-center/news/polyone-corporation-investor-day-be-held-conjunction-global-npe-2018-exhibition
Orange County Convention Center
https://www.avient.com/sites/default/files/2020-11/cotrep-at-20-19-avient-corporation-cesar-ir-pp-94000725.pdf
AT 20-19
1
Avis Technique – Tri
Détectabilité et tri de la solution colorante AVIENT CORPORATION / CESA® IR PP 94000725
dans les centres de tri
D
E
S
C
R
IP
TI
O
N
D
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L
A
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M
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GENERALITES
Demandeur Avient Corporation
Date de la demande 2020
Référence de la solution colorante CESA® IR PP 94000725
Limite max de concentration de la
solution colorante
4%
DESCRIPTION DE LA SOLUTION COLORANTE
Couleur Noire
Solution colorante adaptée pour : Emballages rigides en PP
OBJET DE LA DEMANDE
Etude de la détectabilité dans les centres de tri français de la solution colorante noire CESA® IR PP 94000725
proposée par Avient Corporation et utilisée pour colorer des emballages rigides en PP.
https://www.avient.com/sites/default/files/2020-11/cotrep-at-20-18-avient-corporation-cesar-ir-pe-94000816.pdf
AT 20-18
1
Avis Technique – Tri
Détectabilité et tri de la solution colorante AVIENT CORPORATION / CESA® IR PE 94000816
dans les centres de tri
D
E
S
C
R
IP
TI
O
N
D
E
L
A
D
E
M
A
N
D
E
GENERALITES
Demandeur Avient Corporation
Date de la demande 2020
Référence de la solution colorante CESA® IR PE 94000816
Limite max de concentration de la
solution colorante
4%
DESCRIPTION DE LA SOLUTION COLORANTE
Couleur Noire
Solution colorante adaptée pour : Emballages rigides en PE
OBJET DE LA DEMANDE
Etude de la détectabilité dans les centres de tri français de la solution colorante noire CESA® IR PE 94000816
proposée par Avient Corporation et utilisée pour colorer des emballages rigides en PE.
https://www.avient.com/sites/default/files/2020-11/cotrep-at-20-17-avient-corporation-cesar-ir-pe-94000828.pdf
AT 20-17
1
Avis Technique – Tri
Détectabilité et tri de la solution colorante AVIENT CORPORATION / CESA® IR PE 94000828
les centres de tri
D
E
S
C
R
IP
TI
O
N
D
E
L
A
D
E
M
A
N
D
E
GENERALITES
Demandeur Avient Corporation
Date de la demande 2020
Référence de la solution colorante CESA® IR PE 94000828
Limite max de concentration de la
solution colorante
4%
DESCRIPTION DE LA SOLUTION COLORANTE
Couleur Noire
Solution colorante adaptée pour : Emballages rigides en PE
OBJET DE LA DEMANDE
Etude de la détectabilité dans les centres de tri français de la solution colorante CESA® IR PE 94000828
proposée par Avient Corporation et utilisée pour colorer des emballages rigides en PE.
https://www.avient.com/sites/default/files/2023-06/2023 Advanced Composites Automotive Overview.pdf
Standard and custom tapes, laminates, and panels
are available in a variety of combinations of matrix
resin systems including PP, PE, PETG, aPET, and
PA6, and include fiber reinforcements such as
E-Glass and S-Glass.