https://www.avient.com/sites/default/files/2021-06/avient-ir-presentation-may-2021-w-non-gaap-recs.pdf
We are Avient.
6
BETTER TOGETHER: POLYONE AND
CLARIANT MASTERBATCH
Key Financial Data (1)
2021E Sales $4.3 billion
2021E EBITDA $560 million
2021E Free Cash Flow $275 million
88% of EBITDA from specialty applications
(1) As of April 30, 2021 webcast
Synergies
($ millions)
Three-Year
Estimate
Administrative $ 20
Sourcing 30
Operational 25
Total Synergies $ 75
7
CLARIANT COST SYNERGIES
• On-track to realize $45 million of expected
synergies in 2021 – up from previous estimate of
$35 million
• Relentless focus on guiding principles for
acquisition integration: safety first, employee
collaboration and exceeding customer expectations
• Future revenue synergies in excess of $50 million
by 2025 are not part of these estimates and
represent additional growth over the long term
8
• Barrier technology
• Functional additives
• Processing aids
• Flame retardants
• Light-weighting
additives
Complementary
Technologies
• Clariant’s approved
formulations and
certified facilities
• Legacy PolyOne’s
leading share in
distribution channels
Healthcare
Solutions
• Clariant’s position
in SE Asia,
Latin America,
Germany & Italy
• Legacy PolyOne’s
position in U.S.,
Canada and China
Regional
Strengths
• Solutions with Avient’s
engineered materials
customers
• Avient’s distribution
channels
Segment
Cross-selling
COMPLEMENTARY TECHNOLOGIES AND
CUSTOMERS DRIVE REVENUE SYNERGIES
Revenue synergy opportunities in excess of $50MM by 2025
The complementary aspects of our combined businesses are unquestionable.
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.
Whether
an additional line at an existing
manufacturing plant, or a new
facility in a growing region, we
ramp-up quickly and cost-efficiently.
26
Capex / Revenue
2021E (%)
AVIENT IS ASSET LIGHT
Avient Specialty
Other
2 3 2 2 2 3 3 4 3 3 3 4 4 5 5 5 6
7 7 8
24
t
(E
xc
l.
https://www.avient.com/resources/safety-data-sheets?page=2860
CORAL PEARL NYLON
Q520 6-3 WHT NYLON G/F VERS2
PP FR 8-6 LMS-1000
https://www.avient.com/sites/default/files/2020-07/case-study-one-pager-nymax-roof-rack-spanish.pdf
OEM AUTOMOTRIZ
DESTACADO
B A S T I D O R P A R A T E C H O
• Resistencia a impactos
• Estabilidad UV a largo plazo
• Igualado al color negro específico
• Se desarrolló un acuerdo de cadena de
suministro a fin de asegurar un suministro
confiable y mitigar los riesgos
• Se proporcionó la entrega justo a tiempo para
ayudar al cliente a mantener bajos niveles de
capital de trabajo y optimizar el espacio de
almacenamiento
• Se proporcionó un producto que favorece la
sustentabilidad a fin de aumentar
potencialmente, el atractivo comercial del
producto final para el cliente
Formulación de nylon reciclado postindustrial
Nymax™ PIR
REQUERIMIENTOS CLAVE
¿POR QUÉ AVIENT?
https://www.avient.com/sites/default/files/2025-05/Bergamid Crane Control Housing case study snapshot.pdf
INDUSTRIAL EQUIPMENT
MANUFACTURER
H O U S I N G F O R C R A N E
C O N T R O L
• High impact performance, charpy notched > 60kJ/m2
• Part assembly: tight dimensional tolerances ±0.05mm
• Critical weld lines are invisible on the final part
• Red RAL 3020 as branding color
• Color stability during injection
• Offered a nylon (PA66) formulation with high
impact resistance and dimensional stability
• Supported injection trials with field technical
services
• Developed a ready-to-use solution in RAL
3020 with excellent color stability, helping to
reduce scrap rate from >50% to 4%
• Enabled timely production through fast new
developments and samplings
• Offered additional color options
Bergamid Polyamide Formulations
KEY REQUIREMENTS
WHY AVIENT?
https://www.avient.com/knowledge-base/case-study/reduce-carbon-footprint-replacing-traditional-materials?rtype[]=1124
The new materials also offer sustainability benefits over the product lifecycle through carbon footprint reductions compared to competitive materials—PK base resin production emits up to 61 percent less carbon dioxide (CO2) than nylon and POM.
https://www.avient.com/knowledge-base/case-study/reduce-carbon-footprint-replacing-traditional-materials?sust[]=1139
The new materials also offer sustainability benefits over the product lifecycle through carbon footprint reductions compared to competitive materials—PK base resin production emits up to 61 percent less carbon dioxide (CO2) than nylon and POM.
https://www.avient.com/knowledge-base/case-study/reduce-carbon-footprint-replacing-traditional-materials?ind[]=6597
The new materials also offer sustainability benefits over the product lifecycle through carbon footprint reductions compared to competitive materials—PK base resin production emits up to 61 percent less carbon dioxide (CO2) than nylon and POM.
https://www.avient.com/knowledge-base/case-study/reduce-carbon-footprint-replacing-traditional-materials?ind[]=21506
The new materials also offer sustainability benefits over the product lifecycle through carbon footprint reductions compared to competitive materials—PK base resin production emits up to 61 percent less carbon dioxide (CO2) than nylon and POM.
https://www.avient.com/knowledge-base/case-study/reduce-carbon-footprint-replacing-traditional-materials?pname[]=10734
The new materials also offer sustainability benefits over the product lifecycle through carbon footprint reductions compared to competitive materials—PK base resin production emits up to 61 percent less carbon dioxide (CO2) than nylon and POM.
https://www.avient.com/news/advanced-technologies-and-sustainable-material-innovations-avient-debut-chinaplas-2024
Avient will exhibit newly launched OnColor™ Durable Orange Nylon Colorants for high-voltage electric vehicle (EV) connectors.
Versaflex™ TF Adhesive TPE for Textile Fabrics: a cost-effective alternative to TPU adhesive films and traditional glues, free of plasticizers, with low VOC content, OEKO-TEX 100-2 compliance, and excellent washability up to 60°C, combining strong and seamless adhesion to polyester and nylon fabrics with outstanding elastic recovery for high wearing comfort in target applications such as functional sports attire, fitness apparel, and underwear
Bergamid™ FR Non-Halogen Flame Retardant Formulations: developed for high-voltage connectors, designed to combine the application flexibility of high-flow nylons for thin-wall designs with the sustainable performance of a non-halogenated fire retardant system, available in unfilled or reinforced PA6, PA66 and PA 6/66 grades with UL 94 V0 and CTI 800+ ratings