https://www.avient.com/resources/safety-data-sheets?page=2550
1375U ORANGE PCR 9607S
These last two characters are the package code, which is not needed when searching for a product.
https://www.avient.com/sites/default/files/2022-02/AVNT Q4 2021 Earnings Presentation_0.pdf
Unless otherwise stated, Adjusted Operating Income, Adjusted EBITDA and Adjusted EPS figures included in this presentation exclude the impact of special items as defined in our quarterly earnings releases.
2021 PE RF O RM AN CE
$80
$85
$0.52
$0.58
Q4 2021 PERFORMANCE
Sales Adjusted Operating Income
$997
$1,202
+ 21%
Adjusted EPS
+ 6% + 12%
(in millions) (in millions)
$308
$429
$1.93
$3.05
FULL YEAR 2021 PERFORMANCE
Sales Adjusted Operating Income
$3,783
$4,819
+ 27%
Adjusted EPS
+ 39% + 58%
(in millions) (in millions)
(1) (1) (1)
FULL YEAR 2021 SEGMENT PERFORMANCE
6
$2,043
$2,402
SEM Distribution
$226
$303
+ 18% + 34%
$1,110
$1,631
$70
$93
+ 47% + 33%
$709
$919
$94
$132
+ 30% + 40%
Full Year 2020 (Pro forma) $3,783 $308
Sustainable Solutions 147 19% 60
Healthcare 143 28% 30
Composites 58 43% 29
Growth in Asia / LATAM 107 21% 26
Other 543 30% 58
Sub-total $4,781 26% $511
Wage Inflation and Overtime (39)
Other Supply Chain Costs (15)
COVID Response Applications (22) (12)
Synergies 44
FX, Incentives, Other Employee Costs 60 (60)
Full Year 2021 $4,819 27% $429
FULL YEAR 2021 SALES AND OPERATING INCOME
Sales Growth Rate
Operating
Income$ millions
8
Full Year 2020 (Pro forma) $ 457
Demand 135
$ millions
CAI:
Price / Mix 158
Inflation (120)
SEM:
Price / Mix 84
Inflation (65)
Distribution:
Price / Mix 318
Inflation (304)
Net Price Benefit 71
Wage Inflation and Overtime (39)
Other Supply Chain Costs (15)
COVID Response Applications (12)
Synergies 44
Incentives, FX, Other Employee Costs (60)
Full Year 2021 $ 581
• Demand impact driven by growth
in key focus areas: sustainable
solutions, healthcare, composites
and growth in Asia / LATAM
• Price increases more than offset
raw material and supply chain
impacts
FULL YEAR 2021 EBITDA BRIDGE
SPECIALTY EBITDA MARGIN EXPANSION
9
(1) 2018-2020 financial information is pro forma to include a full year of Clariant Color business
15.3% 15.2%
16.2%
17.0%
2018 2019 2020 2021
14.8%
15.2%
17.6% 17.8%
2018 2019 2020 2021
SEM
• Record margins in 2021 despite
unprecedented supply chain challenges
• Continued portfolio transformation to
high-growth end markets and
sustainable solutions
• Clariant Color synergy realization
• Investments in composites and outdoor
high performance applications drove
growth and mix improvements
• Acquisition of Clariant Color business significantly expanded
presence in healthcare, packaging and consumer end markets
• Strength of portfolio – double-digit annual EBITDA growth
since acquisition
• $54 million of synergies realized in 2021
• Acquisition completed on July 1, 2020 for $1.45 billion.
Purchase price multiple rapidly declining on strength of
business and synergy capture
10
$133
$205
2019PF 2021
10
Clariant Color EBITDA Growth
Purchase Price Multiple
10.8x
7.0x
6.1x
2019PF 2021 2021 w/ Full
Synergies
11.9%
16.2%
2019PF 2021
EBITDA Margins
CLARIANT COLOR:
TRANSFORMATIONAL ACQUISITION
(1) Financial information is pro forma to include a full year of Clariant Color business
($ millions)
Initial
Synergy
Estimate
2021
Synergy
Realization
Total
Synergies
Expected
Administrative $ 18 $ 29 $ 40
Sourcing 24 20 24
Operational 18 5 21
Total Synergies $ 60 $ 54 $ 85
CLARIANT COLOR INTEGRATION &
COST SYNERGIES UPDATE
11
• Integration going extremely well: synergy target increased to $85 million at December 9th Investor Day
• Relentless focus on guiding principles of safety first, employee collaboration and exceeding customer expectations
• Future revenue synergies are not part of these estimates and represent additional growth over the long term
SUSTAINABILITY FOR A BETTER TOMORROW
• Revenue from sustainable solutions grew
16% in 2021 and expected to grow 8-12% in
2022 as our innovation efforts and
collaboration with customers accelerates
• Investments centered around innovation and
global sustainability megatrends
o Enabling a circular economy –
Technologies that allow for increased use of
post-consumer recycled (PCR) material and
improve recyclability of plastics
o Light-weighting – Composites and CAI
applications to reduce weight and material
requirements, which minimize energy and
carbon emissions
o Eco-Conscious – Health and human safety
applications as well as Avient’s alternative
materials to replace lead, PVC, halogens,
BPA and other less eco-friendly options
*Avient Sustainable Solutions definitions aligned with FTC 2012 Guide for the Use of Environmental Marketing Claims (“Green Guides”)
**2020 is Pro Forma to include full year of the Clariant Color business
2016 2017 2018 2019 2020PF** 2021
$405M
$455M
$550M
$790M
Revenue From Sustainable Solutions* 2016-2021
$915M
$340M
PEOPLE
C U L T U R E I S E V E R Y T H I N G
Community Service
7x Safer
than Industry Average
World-Class Safety
Leadership Development
Over $16 million
raised since 2010
Diversity & Inclusion
13
Q4 2020 $997 $80
Sustainable Solutions 23 12% 8
Healthcare 53 43% 9
Composites 7 22% 2
Growth in Asia / LATAM 14 10% 3
Other 118 23% 2
Sub-total $1,212 22% $104
Wage Inflation and Overtime (11)
Other Supply Chain Costs (4)
Synergies 9
Incentives, FX, Other Employee Costs (10) (13)
Q4 2021 $1,202 21% $85
Q4 2021 SALES AND OPERATING INCOME
14
Sales Growth Rate
Operating
Income$ millions
Q4 EBITDA BRIDGE
15
Price increases more than
offsets raw material and
supply chain impacts
Q4 2020 $ 118
Demand -
$ millions
CAI:
Price / Mix 62
Inflation (45)
SEM:
Price / Mix 25
Inflation (20)
Distribution:
Price / Mix 114
Inflation (109)
Net Price Benefit 27
Wage Inflation and Overtime (11)
Other Supply Chain Costs (4)
Synergies 9
Incentives, FX, Other Employee Costs (13)
Q4 2021 $ 126
Transportation (5)$
Outdoor High Performance (3)
Other 8
Total Demand -
Q4 2021 SEGMENT PERFORMANCE
16
$526
$581
SEM Distribution
$58
$61
+ 11% + 6%
$305
$425
$18
$22
+ 39% + 22%
$191
$228
$30
$29
+ 19% - 3%
2022 O U TLO O K
REVENUE GROWTH DRIVERS
Growth Drivers
Long-Term
Growth Rate
2022E
Growth Rate
Sustainable Solutions 8–12% 12%
Healthcare 8–10% 10%
Composites 10% 3%
Asia / LATAM 5% 6%
Other (GDP growth) 2–3% 2–3%
Avient 6.5% 6%
18
Excluding Outdoor High Performance 13%
(7.5% excl.
https://www.avient.com/sites/default/files/2020-08/detectable-blacks-product-bulletin.pdf
OnColor™ IR Sortable Black
Infrared Sortable Black for Recyclable Packaging
OnColor™ Infrared Sortable Black for Recyclable
Packaging is a black colorant created without the
addition of carbon black pigment.
Detection and sorting of black products in material
recovery facilities is a known issue which affects
the packaging and recycling industries.
In the
presence of carbon black, currently used to color
most black packaging, all the wavelengths are
absorbed and black polymers can’t be identified,
inevitably keeping black packaging out of recycling
streams at considerable cost to our environment.
https://www.avient.com/sites/default/files/2020-11/gls-tpes-soft-touch-selection-guide.pdf
GLS™ TPES
FOR SOFT TOUCH
PACKAGING SOLUTIONS
PRODUCT SELECTION GUIDE
SOFT TOUCH
IS A PACKAGING
DIFFERENTIATOR
You’ve heard it before: Consumers
view packaging as an extension of the
product and their first perception of
value is often based on the look and
feel of the package.
Soft touch packaging.
THE SENSORY
EXPERIENCE
Packaging that connects with consumers
through multiple senses is a hot topic, especially
in the cosmetic and luxury packaging sectors.
https://www.avient.com/sites/default/files/2022-12/OnColor NIR Sortable Colorants Product Bulletin_CN.pdf
根据需求定制可检测黑色和深色着色剂
具有固体和液体配方
适用于PET、聚烯烃和PCR
加工工艺:挤出、注塑和热成型
着色强度和分散性,类似于传统的黑色着色剂
良好的加工性能
具有竞争力的低添加比(LDR),同时取决于
制品的适用标准、部件的几何形状以及添加
的成分
根据需求可提供食品接触相关文件证明
零售商
品牌商
加工商
废料回收厂
包装回收相关组织
+86.21.28981188
www.avient.com
版权所有©2022 埃万特公司。
https://www.avient.com/news/avient-unveil-new-specialized-and-sustainable-solutions-fakuma-2023
Sustainable Solutions Portfolio – Avient has a range of sustainable solutions that can help customers meet sustainability goals, including recycled and bio-based polymers, colorants for recycled materials, a color prediction service that helps increase the use of PCR content, and additives that can help to enhance the recycling process.
https://www.avient.com/news/avient-highlights-its-broad-range-thermoplastic-composite-tapes-engineered-fibers-and-advanced-composite-materials-camx
For example, incorporating post-consumer recycled (PCR) resin into composite materials such as unidirectional tape can significantly reduce the carbon footprint of those composites.
https://www.avient.com/sites/default/files/2025-03/Latam Cesa Slip AntiBlock Case Study.pdf
FLEXIBLE PACKAGING
MANUFACTURER
F L E X I B L E P O U L T R Y P A C K A G I N G
• Provide low friction resistance for multilayer film structures
with external polyamides
• Prevent self-adhesion of plastic films
• Enhance the end-use appearance
• Provided additives that result in a lower
coefficient of friction for packaging end
products
• Enhanced the appearance of packaging
surfaces by creating a smoother finish
• Offered expertise in additives for polyamides
in flexible packaging and assistance in
achieving regulatory approval
Cesa Anti-Block Additives and Cesa Slip
Additives
KEY REQUIREMENTS
WHY AVIENT?
https://www.avient.com/products/polymer-additives/surface-modifier-additives/cesa-anti-block-additives
Slide 1: Flexible packaging manufacturer
https://www.avient.com/sites/default/files/2024-11/ColorMatrix Lactra LX Product Bulletin.pdf
Both paperboard and multilayer polymers restrict
design freedom, so the final packaging is often less
than ergonomic.
To increase the user-friendly aspects of UHT dairy
packaging, ColorMatrix Lactra LX Light Blocking
Additive expands design freedom by allowing
designers to use a single PET layer bottle to create
the same visible light blocking as paperboard and
multilayer HDPE and PET packaging.
MARKETS AND APPLICATIONS
Dairy packaging, including UHT liquid dairy
products
https://www.avient.com/sites/default/files/2021-07/lactra-low-tio2-product-bulletin_0.pdf
DAIRY PACKAGING OPTIONS
Dairy brands have employed various packaging
materials and formats to protect dairy products
from visible light including colored glass, laminated
paperboard cartons, and multilayer plastics.
Monolayer PET expands design freedom,
allowing designers to create unique packaging
shapes with the same visible light blocking as
paperboard and multilayer HDPE packaging.
PRODUCT BULLETIN
LEGISLATION & TARIFFS
As the packaging industry seeks to align with global
sustainability trends, many new legislative changes
surrounding single use plastic packaging can be
observed.