https://www.avient.com/sites/default/files/2025-02/Avient Investor Presentation - February 2025_w_Non-GAAP.pdf
Moving up the value chain, and expanding
addressable market size by providing materials
solutions in select and prioritized areas
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GROWING
AT
GROWING
AT
1 Core grows above macro
driven by share wins and
faster business development
in prioritized portfolios
(growth vectors)
CATALYZE THE CORE
2 Portfolios in high growth markets
grow faster than core – building
sizeable businesses of scale rapidly
BUILD NEW PLATFORMS OF SCALE
► Prioritizing
► differently
► Creating “space”
► focused front-end and
back-end structures
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2025 10
Organic revenue growth with margin expansion
LONG TERM FINANCIAL TARGETS
+100 to +200bps
above GDP
Organic revenue growth
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Pathway to 20%+ adjusted EBITDA margins
Operating
leverage
• Organic volume growth and
SG&A efficiencies from prioritizing
resources across the company
2
Mix
improvement
• Increased sales in higher margin
growth platforms
3
Productivity • Manufacturing & sourcing efficiencies
• Footprint optimization
• Digital technologies
Avient margin expansion
Schematic illustration only
Productivity
+400bps
margin expansion 20%+
Strategic
objective
16.2%
2024
adjusted
+2%
+1%
Operating
leverage
+1%
Mix
improvement
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Disciplined capital allocation
PRIORITIZATION AND PHILOSHOPY
Capex Expected annual spend between 3-5% of revenue to
support investment in organic growth
M&A De-emphasized in near term; complement organic growth strategy
with M&A over time, as needed
2 Dividends Increasing each year with underlying earnings growth
3 Debt pay down Target net debt to adjusted EBITDA less than 2.5x
4 Share repurchases Opportunistic buy backs
5
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Avient is a compelling investment thesis
2024 Results
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Color, Additives & Inks
END MARKETS REGIONS
34%
21%
11%
Packaging
Telecom 1%Energy 1%
34%
US & Canada
Latin America
Europe, Middle East
Construction
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Specialty Engineered Materials
END MARKETS REGIONS
17%
14%13%
Defense
Packaging
Telecom
54%
33%
US & Canada
Europe,
Middle East
Energy
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Avient 2024 regional sales, by end market
US & CANADA
41% of sales
EMEA
35% of sales
ASIA
18% of sales
LATIN AMERICA
6% of sales
22%
Packaging TelecomEnergyDefenseHealthcareBuilding &
TransportationIndustrialConsumer
26%
16%
31%
26%
1%1% 2%
61%
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NON-HYDROCARBON
MATERIALS
HYDROCARBON-BASED
~35% of the raw material basket
including part of “Other raw materials”
are hydrocarbon-based
Raw material basket
16%
4% 4%
Performance
additives
Pigments
TiO2
Dyestuffs
Styrenic block
copolymers
Polypropylene
Nylon
Polyethylene
Other raw
materials
Reconciliation of Non-GAAP Financial Measures
(Unaudited)
(Dollars in millions, except for per share data)
Senior management uses comparisons of adjusted net income from continuing operations attributable to Avient shareholders
and diluted adjusted earnings per share (EPS) from continuing operations attributable to Avient shareholders, excluding special
items, to assess performance and facilitate comparability of results.
https://www.avient.com/products/engineered-polymer-formulations/flame-retardant-formulations/bergamid-fr-non-halogen-flame-retardant-formulations
Ideal for applications requiring dimensional stiffness at high operating temperatures, our Bergamid™ line combines the application flexibility of nylon with the eco-conscious performance of a non-halogenated fire retardant system.
Avient assists in creating electronic connector for a new, low-cost computer to meet technical requirements, avoid over-engineering and meet cost-performance requirements with Bergamid™ nylon material
https://www.avient.com/investor-center/news/avient-announces-registration-details-2023-sustainability-day
11 a.m.
https://www.avient.com/products/engineered-polymer-formulations/sustainable-formulations/gravi-tech-rec-recycled-formulations
Customized density offering a wide range of specific gravities (1.5 - 11 gm/cm³)
https://www.avient.com/news/polyone-board-elects-william-r-jellison-director
He will serve on the Audit Committee, and his election expands the number of PolyOne directors to 11.
https://www.avient.com/knowledge-base/article/transform-product-development-fea
Dec 11, 2023
https://www.avient.com/news/polyone-oncolor-naturals-launched-pcd-paris
PolyOne’s Sandrine Reboux, senior marketing manager, and Marc Gauthier, business development manager, will be presenting OnColor Naturals, along with other solutions from the current sustainability portfolio, on January 29th at 11 am CET during the Innovation & Technology Theatre sessions.
https://www.avient.com/products/engineered-polymer-formulations/sustainable-formulations/gravi-tech-bio-bio-based-formulations
Customized density offering a wide range of specific gravities (1.5 - 11 gm/cm3)
https://www.avient.com/products/engineered-polymer-formulations/conductive-signal-radiation-shielding-formulations/trilliant
With some grades matching the actual density of lead (11 gm/cm3), but at a lighter weight, manufacturers see the benefits of a more sustainable solution that also offers increased design freedom and excellent chemical resistance.
https://www.avient.com/knowledge-base/article/overmolding-part-design?rtype[]=1164
Feb 11, 2025