https://www.avient.com/sites/default/files/resources/September%2520Investor%2520Presentation.pdf
Ripcords
• Lubricated, color coated, various fibers
• Rips through any material including steel armor
• Made from Kevlar, Vectran LCP or PET polyester
12.
Cable jacket/sheath– Made of
PE or PVC
9
Fiber-Line Product
PolyOne Materials
F I B E R O P T I C A L G R O W T H D R I V E R S
PolyOne Corporation 22
5G Networks
Enable lower latency, greater
flexibility & efficiency
Installation of these networks are
in the very early stages
Installation will start in urban
hubs and will continue to expand
into suburban and rural areas
By 2025, only 14% of the world
will have 5G connections
Growth is expected over multi-
year period
5G technology will be a leading growth driver in fiber optic cable for several years
10x
Speed Increase
&
8x
More Antennae Required
5G vs. 4G
PolyOne Corporation 23
Safety Technology Geography Service FinancialPeople
Low EH&S
risk profile
New and
complementary
technologies
Leverage our
global footprint
Strong
customer
relationships
Foundational
operating
margins of
8-10% with
ability to double
Motivated team
with a specialty
culture
I N V E S T - T O - G R O W M & A S T R A T E G Y
PolyOne Corporation 24
Capture
sourcing
synergies
Cross-sell
& blend
technology
8-10%
operating
margins
I N V E S T - T O - G R O W M & A P L A Y B O O K
Protect
customers
Retain
employees
Implement LSS to
drive efficiency
improvements
Innovate with
combined
portfolio
Safety
First!
PolyOne investor presentation
Forward Looking Statements
USE OF �NON-GAAP�MEASURES
Vision
Safety First
PolyOne Post pp&s divestment�2018 Revenue | $2.9 billion
Proof of Performance
Sustainable Path to Double-Digit EPS Growth
Investment in Commercial Resources driving growth
The Evolving Customer Relationship
Slide Number 11
Aligning with trends for Growth
Innovation
3 Horizons of Development
Innovation Pipeline
Innovation Spotlight: Composites
Composites Refresher
Strategic Investment History
COMPOSITES in Transportation
Fiber-line highlights
PolyOne applications in Fiber optic cables
Fiber optical growth drivers
Invest-to-Grow M&A Strategy
Invest-to-Grow M&A Playbook
Invest-to-Grow Proof of performance
Invest-to-Grow Driving the future
Strong Pipeline�driven by fragmented Market
Returning cash to shareholders�Over $1.2 Billion since 2011
ROIC drives shareholder return
Why Invest In PolyOne?
https://www.avient.com/idea/military-grade-protection-us-soldiers
The composite material is 25% the weight of comparable steel structures and also weights significantly less than concrete, making them easily deployable in the field.
Boosting rPET Quality and Safety in Packaging
Boosting rPET Quality and Safety in Packaging
https://www.avient.com/sites/default/files/2020-10/auto-injector-application-study.pdf
Healthcare Solutions
Products and components must meet
regulatory standards and
application-specific demands that
deliver patient safety, security and
comfort.
Requirements:
USP Class VI skin contact
colorant for drug differentiation
Solution:
OnColor™ HC, MEVOPUR® 4
Button
5
Batch or SKU
identifier
Safety and
trigger cap
6
DRUG
CONCENTRATION 1
DRUG
CONCENTRATION 2
DRUG
CONCENTRATION 3
Patient Handling
Age or certain disease states can
severely limit patient dexterity making
the self-administration of
medication difficult and frustrating.
Requirements:
Thermal conductivity for warming
of medicants
Solution:
Trilliant™ Therma-Tech™
Thermally Conductive
Formulations
Heating system
13
Heat Exchanger
14
Technology Enabled
Design
Connected medical devices are
transforming the way care is
delivered by making it simpler, easier,
more collaborative, and more data
driven.
https://www.avient.com/sites/default/files/2021-04/avient-q4-earnings-and-2021-outlook-website.pdf
D
is
t.
)
R
P
M
P
P
G
K
W
R
F
U
L
A
V
Y
G
C
P
IF
F
F
M
C
H
X
L
H
U
N
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M
N
F
O
E
E
C
L
K
R
A
S
C
L
A
S
H
C
E
G
R
A
A
L
B
Median: 5%Median: 3%
Source: Peer data per Bloomberg market data as of February 5, 2021
Avient reflects 2021 estimated revenue of $4,100M and excludes one-time synergy capture CAPEX ($20M)
Avient Specialty
Formulators
Other
Chemical/Specialty
Companies
Free Cash Flow Conversion (1)
2021E (%)
Being asset light helps us to generate
strong free cash flow that is in line
with specialty formulators.
Free cash flow conversion calculated as (EBITDA – Capex) / EBITDA
Median: 83% Median: 76%
H I G H F R E E C A S H F L OW
C O N V E R S I O N
Avient reflects 2021 estimated EBITDA of $510M and excludes one-time synergy capture CAPEX ($20M)
Source: Peer data per Bloomberg market data as of February 5, 2021
85 87 86 86
81 81
59
92
88
81 79 79 79
76 76 75
73
67 67
64
60
7
A
vi
e
n
t
P
P
G
K
W
R
R
P
M
F
U
L
A
V
Y
G
C
P
IF
F
F
M
C
U
N
V
R
H
X
L
E
M
N
B
N
R
E
C
L
C
E
A
S
H
F
O
E
G
R
A
H
U
N
K
R
A
S
C
L
A
L
B
Source: Peer data per Bloomberg market data as of February 5, 2021
Total Enterprise Value / 2021E EBITDA
Our current valuation implies an
EBITDA multiple that is significantly
below specialty formulator peers and
our historic valuations, when the
company had considerable exposure
to more cyclical and challenging end
markets.
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/sites/default/files/2020-09/advanced-dispersions-color-selection-chart-1.pdf
PR 202
Semi-Transparent
Masstone Tint
ADVANCED DISPERSIONS
SPECIALTY COLORANTS
Spectrophotometric
Fact Sheet
EXPLANATION OF SPECTROPHOTOMETRIC DATA
Avient certifies our colorants based on CIELAB
spectrophotometric color difference data for each
lot of product.
https://www.avient.com/idea/tough-enough-protect-power-grid
Specifically, GlasArmor™ ballistic panels from Avient, constructed using multiple layers of woven fiberglass encapsulated with a proprietary resin system, weighing significantly less than concrete and steel.
Boosting rPET Quality and Safety in Packaging
Boosting rPET Quality and Safety in Packaging
https://www.avient.com/sites/default/files/2024-03/Terms and Conditions of Sale in Turkey.pdf
Seller warrants good
and clear title in goods subject to the sale
(“Product”) and that the Product conforms at the
time of shipment to a Certificate of Analysis, a
Certificate of Compliance, or a Product
Specification Sheet, if any such document exists,
and other specifications signed by Seller
(“Specifications”).
Buyer
acknowledges that information in Seller’s
marketing materials, technical data sheets and
other descriptive publications distributed or
published on its websites may vary from time to
time without notice.
Buyer acknowledges that Seller has
furnished to Buyer Safety Data Sheets, which
include warnings together with safety and health
information concerning the Product and/or the
containers for such Product.
https://www.avient.com/sites/default/files/2024-03/Terms and Conditions of Sale for the Kingdom of Saudi Arabia.pdf
Seller warrants good and clear title in
goods subject to the sale (“Product”) and that the Product conforms at the
time of shipment to a Certificate of Analysis, a Certificate of Compliance,
or a Product Specification Sheet, if any such document exists, and other
specifications signed by Seller (“Specifications”).
Buyer
acknowledges that information in Seller’s marketing materials, technical
data sheets and other descriptive publications distributed or published on
its websites may vary from time to time without notice.
Buyer acknowledges that Seller has furnished to
Buyer Safety Data Sheets, which include warnings together with safety and
health information concerning the Product and/or the containers for such
Product.
https://www.avient.com/sites/default/files/2024-12/Terms and Conditions of Sale for Guatemala %28English and Spanish Translation%29.pdf
Seller warrants
good and clear title in goods subject to the sale
(“Product”) and that the Product conforms at the
time of shipment to a Certificate of Analysis, a
Certificate of Compliance, or a Product
Specification Sheet, if any such document exists,
and other specifications signed by Seller
(“Specifications”).
Buyer
acknowledges that information in Seller’s
marketing materials, technical data sheets and
other descriptive publications distributed or
published on its websites may vary from time to
time without notice.
Buyer acknowledges
that Seller has furnished to Buyer Safety Data
Sheets, which include warnings together with
safety and health information concerning the
Product and/or the containers for such Product.
https://www.avient.com/sites/default/files/2022-08/Pipe wrap translation - Application Snapshot.pdf
R E I N F O RC E D
T H E R M O P L A S T I C P I P E
F O R O I L + G A S
• Reinforcement for HDPE pipe to meet the performance of
traditional steel pipe for oil and gas applications
• Temperature performance up to 65˚C with operating
pressure up to 1500 psi
• Spoolable, lightweight material to simplify transport and
installation
• Provided material compatibility with HDPE
and added reinforcement to meet burst
strength requirements
• Customized tape thickness to meet specific
processing needs
• Ensured supply chain reliability with fast
delivery and quality control in North America
• Flexible, reinforced plastic solution enabled
spoolable pipe and reduced weight
Polystrand™ Continuous Glass Fiber
Reinforced Polyethylene Tape
KEY REQUIREMENTS
WHY AVIENT?