https://www.avient.com/sites/default/files/resources/Investor%2520Day%2520-%2520May%25202012%2520-%2520Welcome%2520and%2520Introduction.pdf
Newlin
Page 6
Today’s Objectives
• Clear understanding of our mix
improvement strategy
• Instill confidence in PolyOne as a
growth companygrowth company
• Provide exposure and build relationships
with our exceptional management team
Unveiling of 2015 Performance Targets
Page 7
• Geon and M.A.
Hanna
consolidate
• Cultures clash –
commodity wins
• Dependent on
income derived from
commodity joint
ventures
The First 6 Years
• Globally organized along
three strategic platforms
• Non-core equity
investment dispositions
• Talent upgrades, discipline
instilled throughout
organization
• New CEO hired to
transform POL into
specialty business
�18 of 20 officers new
• Implemented four
pillar strategy
• Nearly 50% of
The Second 6 Years
History of PolyOne – A Transformation
• Focused on increasing
volume, not profits
• Heavily tied to cyclical
markets
2000 2006 2012
The FormationThe Formation
The TransformationThe Transformation
The New PolyOneThe New PolyOne
organization
• Demonstrated ability
to deliver
• Nearly 50% of
business operating
income derived from
Specialty Platform*
• Specialty assets
acquired
*Pro forma for ColorMatrix acquisition
Page 8
30%
50%
70%
90%
$10
$12
$14
$16
$18
PolyOnePolyOne
Stock Price
S&P 500 (relative performance)
Strategy and Execution Drive Results
| | | |
-50%
-30%
-10%
10%
30%
$0
$2
$4
$6
$8
$10
2006 2007 2008 2009 2010 2011 2012
Page 9
Four Pillar Strategy
The World’s Premier Provider of Specialized
Polymer Materials, Services & Solutions
Page 10
60%
80%
100%
%
o
f
O
p
ra
ti
g
I
co
m
*
Old
PolyOne
Transformation
2012
Target
“What We Said”
Mix Shift Highlights Specialty Transformation
Ahead of Schedule
*Operating Income excludes Corporate Charges
** Pro Forma for the acquisition of ColorMatrix and divestiture of SunBelt
2%
34%
42%
50% >50%
0%
20%
40%
2005 2008 2011 2011** 2012
%
o
f
O
p
ra
ti
g
I
co
m
*
JV's PP&S Distribution Specialty
Specialty OI $5M $46M $89M $117M “What We Said”
Page 11
2007 2012 Target 2011
“Where we were” “What we said” “Where we are”
1) Operating Income %
Specialty 3.2% 10% - 12% 8.9%
PP&S 6.1% 8% - 10% 7.2%
Pro forma ColorMatrix
Proof of Performance
Distribution 3.0% 4% - 5% 5.6%
2) Specialty Platform
sss% of Operating Income
20% >50% 50%
3) Specialty Vitality
Index
21% 35% - 40% 49%
4) ROIC* (pre-tax) 11% >15% 16%
5) Sales outside the US 37% >40% 40%
*ROIC is defined as TTM adjusted OI divided by the sum of average debt and equity over a 5 quarter period
Page 12
2011
Pro forma ColorMatrix
2015 Target
“Where we are” “Where we expect to be”
1) Operating Income %
Specialty 8.9%
PP&S 7.2%
12 – 16%
9 – 12%
Elevating our Expectations and Yours
PP&S 7.2%
Distribution 5.6%
2) Specialty Platform
% of Operating Income
50%
3) ROIC* (after-tax) 10%
4) Adjusted Annual
EPS Growth
3 yr CAGR = 71%
9 – 12%
6 – 7.5%
65 – 75%
15%
Double Digit Expansion
*ROIC is defined as TTM adjusted OI divided by the sum of average debt and equity over a 5 quarter period
Page 13
• Four pillar strategy, coupled with our ability to
execute is driving results
• Strong leadership team driving growth & executing
• Innovation and services provide differentiation and
How do we get there?
https://www.avient.com/sites/default/files/2020-08/colormatrix-flexcart-melt-injection-metering-system-flyer-1.pdf
Are data management facilities needed?
Values reported as “typical” or stated without a range do not state minimum or maximum properties; consult your
sales representative for property ranges and min/max specifications.
https://www.avient.com/sites/default/files/2020-08/colormatrix-flexcart-mini-liquid-metering-system-flyer-1.pdf
Are data management facilities needed?
Values reported as “typical” or stated without a range do not state minimum or maximum properties; consult your
sales representative for property ranges and min/max specifications.
https://www.avient.com/sites/default/files/2022-04/MEVOPUR LQ for Silicone Elastomers.pdf
Customized color solutions are
available on request
• Production under ISO 13485 / GMP quality
system with change control management
• Fingerprinting of raw materials and routine
batch testing
• Extractability evaluated in hexane, isopropanol,
and water according
to ISO 10993 part 18
REGULATORY SUPPORT
• Raw materials are pre-tested to biologically-
evaluated raw materials using ISO 10993-1 and
USP chapters , Class VI
• DMF/MAF documentation filed with the FDA
for all standard colors
APPLICATIONS
MEVOPUR LQ formulations can be applied
in demanding applications including:
• Medical devices such as catheter tubing
& connectors, syringe tips, and needleless
connectors
• Skin contact devices such as wearables
or soft-touch surfaces of medical devices
PRODUCT BULLETIN
MEVOPUR™-LQ YELLOW (PMS1205C)
Product Code FZ1M415005
MEVOPUR™-LQ TRANS YELLOW
Product Code FZ1M415006
MEVOPUR™-LQ BLUE (PMS292C)
Product Code FZ5M415008
MEVOPUR™-LQ TRANS BLUE
Product Code FZ5M415009
MEVOPUR™-LQ RED (PMS198C)
Product Code FZ3M415008
MEVOPUR™-LQ TRANS RED
Product Code FZ3M415009
MEVOPUR™-LQ GREEN (PMS346C)
Product Code FZ6M415008
MEVOPUR™-LQ TRANS GREEN
Product Code FZ6M415009
MEVOPUR™-LQ VIOLET (PMS2655C)
Product Code FZ4M415003
MEVOPUR™-LQ TRANS VIOLET
Product Code FZ4M415004
CUSTOM-MADE Individual options
Customized colors
are also available to
meet your needs,
please contact us.
Values reported as “typical” or stated without a range do not state minimum or maximum properties; consult your sales
representative for property ranges and min/max specifications.
https://www.avient.com/sites/default/files/2024-07/Composite Heat Release Technology Product Bulletin.pdf
THERMAL INERTIA
Thermal conductivity has traditionally been the
primary metric considered for material selection
to manage heat.
Values reported as “typical” or stated without a range do not state minimum or maximum properties; consult your
sales representative for property ranges and min/max specifications.
https://www.avient.com/sites/default/files/2024-12/Complet PKE Product Bulletin.pdf
KEY CHARACTERISTICS
• Chemical resistance
• Maintaining high impact performance at low
temperatures
• Low moisture uptake
• Dimensional stability comparable to nylon
• Higher impact resistance than short fiber
alternatives
• Eco-conscious alternative to nylons
• More cost-effective solution than specialty
nylons
• Available in non-PFAS* formulations to achieve
UL 94 V-0 flame rating at 1.5 mm
MARKETS & APPLICATIONS
These materials are for use in applications
traditionally made of metal requiring moisture,
chemical and cold impact performance
requirements, including:
• Industrial – pipes, tubing, fluid management
• Electrical & Electronics – connectors,
battery components, battery housings
• Transportation – under-the-hood fuel/
chemical contact components, non-structural
interior components
• Oil & Gas – fuel pump components, fuel doors
PRODUCT BULLETIN
* Non-PFAS flame-retardant (FR) grades are manufactured without
intentionally added PFAS-based raw materials.
Values reported as “typical” or stated without a range do not state minimum or maximum properties; consult your
sales representative for property ranges and min/max specifications.
https://www.avient.com/sites/default/files/2021-06/avient-ir-presentation-may-2021-w-non-gaap-recs.pdf
They are based on management’s expectations that involve a number of business risks and uncertainties, any of which
could cause actual results to differ materially from those expressed in or implied by the forward-looking statements. .
Management believes this provides comparability of the performance of the combined businesses.
We estimate in excess of $50 million dollars of new application sales by 2025, exclusively generated from the joining of our portfolios and technology teams.
https://www.avient.com/sites/default/files/2022-08/Avient CDP_Climate_Change_Questionnaire_2022.pdf
It’s the highest honor a non-sales
associate can receive at our company.
Monetary)
Sales
Our Chairman’s Club Award recognizes our top 25
sellers and one sales manager for their
outstanding performance and living our values of
Collaboration, Innovation and Excellence.
C-CH7.8a
(C-CH7.8a) Disclose sales of products that are greenhouse gases.
https://www.avient.com/company/sustainability/sustainability-report/products/markets/5g-case-study
From drinking water to air quality, sensors enabled by 5G can detect, manage and notify authorities about possible risks.
https://www.avient.com/services/innovation-centers
Looking for a better way to manage your new product development from idea to implementation?