https://www.avient.com/sites/default/files/2023-07/AVNT Q2 2023 Earnings Presentation%5B70%5D.pdf
AVIENT CORPORATION
S E C O N D Q U A R T E R 2 0 2 3 R E S U L T S
(NYSE: AVNT)
J U L Y 2 7 , 2 0 2 3
D I S C L A I M E R
Forward-Looking Statements
Certain statements contained in or incorporated by reference into this presentation constitute “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995.
GUIDANCE
( T O TA L C O M PA N Y )
7
$845
$824
Guidance Actual
$130 $131
Guidance Actual
Sales Adjusted EBITDA
(in millions)
$0.60
$0.63
Guidance Actual
Adjusted EPS
(in millions)
Q2 2023 PERFORMANCE VS.
Avient reflects 2023 adjusted EBITDA guidance of $525M and estimated run-rate CAPEX of $110M.
2023E (%)
23
79
90
84 83
76
73
88
82
77
74 72
67
57
20
A
vi
e
n
t
K
W
R
P
P
G
F
U
L
A
V
Y
R
P
M
F
M
C
C
E
H
X
L
E
C
L
A
S
H
H
U
N
E
M
N
S
C
L
Avient Specialty
Formulators
Other Specialty /
Chemical Companies
MULTI PL E EX PANSION
Source: Peer data per Bloomberg as of July 21, 2023
Note: Avient reflects 2023 adjusted EBITDA guidance of $525M and closing share price of $40.93.
https://www.avient.com/resources/safety-data-sheets?page=5828
SC-29040 T GREEN
SC-29040 T GRAY
PP FR 8-6 LMS-1000
https://www.avient.com/sites/default/files/2024-03/SEM Global Nylon Product Selection Guide_A4.pdf
PA6 GRADES RESIN TYPE GLASS FILLER
Nymax/Bergamid
(Prime Nylon)
Nymax REC
(Recycled Nylon)
Unfilled 10%–60%
Standard Grade ✔ ✔ ✔ ✔
Heat Stabilized Grades ✔ ✔ ✔ ✔
Mineral Reinforced Grades ✔ — ✔ ✔
Mineral/Glass Hybrids ✔ ✔ ✔ ✔
Flame Retardant Portfolio — — — —
V0 ✔ — ✔ ✔
V2 ✔ — ✔ ✔
Impact Modified Grades ✔ ✔ ✔ ✔
UV Stabilized ✔ ✔ ✔ ✔
PA66 GRADES RESIN TYPE GLASS FILLER
Standard Grade ✔ ✔ ✔ ✔
Heat Stabilized Grades ✔ ✔ ✔ ✔
Mineral Reinforced Grades ✔ — ✔ ✔
Mineral/Glass Hybrids ✔ — ✔ ✔
Flame Retardant Portfolio — — — —
V0 ✔ — ✔ ✔
V2 ✔ — ✔ ✔
Impact Modified Grades ✔ ✔ ✔ ✔
UV Stabilized ✔ ✔ ✔ ✔
To learn more about our PA6
and PA66 solutions, contact
Avient at +1.844.4AVIENT
(1.844.428.4368).
https://www.avient.com/sites/default/files/2025-02/Hammerhead FR Panel eBook.pdf
Consistent pricing: Raw materials for the FR composite panel (core,
laminate, FR components, etc.) are readily available and are rather stable
in terms of price.
We kept these exact pain points in mind when designing Hammerhead FR
panels.
FR COMPOSITE PANELS
CASE STUDY
What does success look like with our new Hammerhead FR flame retardant
composite panels?
https://www.avient.com/resources/safety-data-sheets?page=5124
CH740232FPMB BLACK
BLACK
PP FR 8-6 LMS-1000
https://www.avient.com/resources/safety-data-sheets?page=3327
WHITE DENSIFIER XF
BLACK STREAK
PP FR 8-6 LMS-1000
https://www.avient.com/sites/default/files/2021-08/versaflex-machine-cover-case-study-one-pager.pdf
RE S P IRATORY
DE VICE
MANUFACT URE R
C P A P M A C H I N E C O V E R
• Good aesthetics with high COF for grip functionality
• Chemically bondable to FR PC/ABS down to 1mm
• NCS S 9000-N color suitable for UV laser marking to white
• Good scratch and mar resistance
• Good chemical resistance to detergents, alcohols and bleach
• Pass VOCs & out-gassing in accordance to ISO 18562-3/2:2017
• Customized formulation to balance mar
resistance, flow, and laser marking
whiteness and clarity
• Collaborated on tooling improvements to
widen processing window and increase
yield rate
• Provided application development and on-
site technical support to manage short
shot, sink marks, burn marks and air trap
Customized VersaflexTM TPEs
WHY AVIENT?
https://www.avient.com/resources/safety-data-sheets?page=5532
PA6 G30 H black UV 70
X ET 23933-3 Select Comfort Gray- FR 3%
PP FR 8-6 LMS-1000
https://www.avient.com/products/fiber-line-engineered-fiber-solutions/fiber-line
T/METERS
T/INCH
T/INCH
https://www.avient.com/sites/default/files/2023-08/AVNT August IR Presentation w NonGAAP Recs%5B40%5D.pdf
AVIENT CORPORATION
I N V E S T O R P R E S E N T A T I O N
(NYSE: AVNT)
A U G U S T 2 0 2 3
D I S C L A I M E R
Forward-Looking Statements
Certain statements contained in or incorporated by reference into this presentation constitute “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995.
W H AT W E D O : W E A R E A F O R M UL ATO R
6
CUSTOM
FORMULATION
J U LY 2 7 , 2 0 2 3
W E B C A S T
P R E S E N TA T I O N
COMPOSI TES PORTF OL IO
D Y N E E M A ® E X P A N D S O U R E N G I N E E R E D F I B E R S A N D P A N E L S
T E C H N O L O G Y
LFT Tapes Laminates/Panels Shapes Pultrusion Engineered Fibers
8
DEFENSE TELECOMMUNICATIONS ENERGY TRANSPORTATION
Military • Law Enforcement
First Responders
Body Armor • Helmets
Vehicle Protection
Sustainable Infrastructure
Offshore Wind
Electrical Grid Protection
EV Battery Components
Commercial Laminates
Body & Trim • Air Cargo and
Railroad Car Panels
5G Applications
Fiber Optic Cables
Satellite Communications
Connectors and
Components
9
COMPOSI TES SERVE D IV ER SIF IED
END MAR KETS
INDUSTRIAL
Lifting Slings • Aquaculture
High Pressure Pipe
Conveyer Springs
Q 2 P E R F O R M A N C E
Q2 2023 PERFORMANCE VS.
Avient reflects 2023 adjusted EBITDA guidance of $525M and estimated run-rate CAPEX of $110M.
2023E (%)
27
79
89
83 83
78
75
90
81
76
72
68
63
53
11
A
vi
e
n
t
K
W
R
F
U
L
P
P
G
A
V
Y
R
P
M
F
M
C
C
E
E
C
L
A
S
H
H
X
L
H
U
N
E
M
N
S
C
L
Avient Specialty
Formulators
Other Specialty /
Chemical Companies
MULTI PL E EX PANSION
Source: Peer data per Bloomberg as of August 17, 2023
Note: Avient reflects 2023 adjusted EBITDA guidance of $525M and closing share price of $37.07.