https://www.avient.com/resources/safety-data-sheets?page=5372
MC-60867PA ANGLE ORANGE
MC-60900PP ORANGE 137C
MC-60986PE ORANGE W/UV
https://www.avient.com/resources/safety-data-sheets?page=5737
MC-60191PP MOLY ORANGE
MC-61362PP ORANGE W/UV
MC-61436PE SUN ORANGE
https://www.avient.com/sites/default/files/2024-05/AVNT Q1 2024 Earnings Presentation_For_Website_w_non-GAAP_5_6_1.pdf
Avient corporation first quarter 2024 results and 2024 financial guidance
AVIENT CORPORATION
F I R S T Q U A R T E R 2 0 2 4 R E S U L T S A N D 2 0 2 4
F I N A N C I A L G U I D A N C E
(NYSE: AVNT)
M AY 7 , 2 0 2 4
DISCLAIMER
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.
For the same reasons, Avient is unable to address the probable significance of the unavailable information.
2
O P E N I N G RE MARK S
4
REGIONAL DEMAND TRENDS-TOTAL COMPANY
Q 1 S A L E S V S P Y ( E X C L U D I N G F X )
4
+2%
-6%
Flat
+2%
Avient ex.
FX -1.5%
FX -0.5%
Total Avient -2.0%
Q 1 2024 RE S U LT S
Q1 2024 PERFORMANCE VS.
https://www.avient.com/sites/default/files/2024-10/Final 2_Avient Semicondcutor Packaging Case Study Snapshot 2024.pdf
SEMICONDUCTOR
PACKAGING OEM
S P E C I A L T Y , S T A T I C
D I S S I P A T I V E P A C K A G I N G
• Provide protection against electrostatic discharge (ESD) and environmental
variations
• Ensure highly specialized, clean manufacturing conditions
• Deliver stringent quality control of ionic and metal contamination
• Maintain availability of raw materials across a global supply chain
• Ability to translate production globally
• Protected critical electronics from ESD while providing
an environmental barrier
• Adhered to strict quality and cleanliness controls from
raw material handling through production to help
maintain high-purity standards, such as ultra-clean
feeders, deionized water, and specific HVAC systems,
supporting quality initiatives, including PCS reviews,
eCoA, and HA assessments
• Exceeded customer expectations for controlling ionic
and metal contamination down to parts per billion (PPB)
• Offered global capabilities with local support and material
supply to meet growing semiconductor industry needs
Stat-Tech Static Dissipative Formulations
KEY REQUIREMENTS
WHY AVIENT?
https://www.avient.com/sites/default/files/2021-01/w9-avient-corporation-july-2020.pdf
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3.
1 Name (as shown on your income tax return).
Enter the tax classification (C=C corporation, S=S corporation, P=Partnership)
Note: Check the appropriate box in the line above for the tax classification of the single-member owner.
The FATCA code(s) entered on this form (if any) indicating that I am exempt from FATCA reporting is correct.
https://www.avient.com/sites/default/files/2021-08/edgetek-base-station-antenna-case-study.pdf
MAJOR TELECOM
COMPANY
B A S E S T A T I O N P H A S E
S H I F T E R
• Required customized Dk / Df values tailored to a unique
antenna design
• Quick qualification of designs and short lead times were
critical to support the rapid rollout of new 5G networks
• Met required Dk / Df properties using two
customized solutions offering Dk 3.6, Df
0.0006 and Dk 3.1, Df 0.0007
• Accelerated speed to market due to
thermoplastics’ design flexibility
Custom Edgetek™ Formulations
KEY REQUIREMENTS WHY AVIENT?
https://www.avient.com/sites/default/files/2022-09/Omnicolor Safety Equip Application Snapshot.pdf
SAFETY EQUIPMENT
MANUFACTURER
R E S P I R A T O R A C C E S S O R Y
P A R T S
• Black color concentrate suitable for use in butyrate (PSU)
• Low let down ratio (LDR)
• Quick turnaround time
• Offered compatibility with desired resin
system in required color (Deep Black –
OC9UFA)
• Provided low usage rate of 1% LDR
• Afforded immediate availability of sample for
testing and ordering
Omnicolor™ Multipurpose Colorants
KEY REQUIREMENTS WHY AVIENT?
https://www.avient.com/sites/default/files/2022-05/AVNT May IR Presentation w Non GAAP Recs.pdf
NYSE: AVNT)
AVIENT CORPORATION
I N V E S T O R M E E T I N G S
M AY 2 0 2 2
DISCLAIMER
Forward-Looking Statements
In this presentation, statements that are not reported financial results or other historical information are “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995.
Financials are pro forma for the acquisition of Dyneema® and potential divestiture of Distribution
Avient Specialty
Other Specialty /
Chemical Companies
45
Source: Peer data per Bloomberg market data as of April 21, 2022
Total Enterprise Value / NTM EBITDA
With the Dyneema and Clariant
Color business acquisition and
divestment of the PP&S business,
along with the proposed sale of
our Distribution business, our
exposure is now concentrated in
less-cyclical and high-growth
markets.
OUR VALUATION VERSUS PEERS
Avient Specialty
Other
5.4
8.5
10.1 9.8
13.8
12.8 12.1 11.8
10.2
21.0
19.2
16.8
13.7 13.6
8.8 8.7 8.7 8.3 8.0
5.6
01
1)
01
6)
02
1)
(T
od
ay
)
PM PP
AV
VR C
Historic Multiple
APPENDIX
Performance
Additives
15%
Pigments
TiO2
Dyestuffs
3%Polyethylene
Nylon
6%
Polypropylene
Other Raw
Materials
30%
Styrenic Block
Copolymer
~40% hydrocarbon based
(Grey shaded materials are hydrocarbon based,
includes portion of “Other Raw Materials”)
Non-hydrocarbon
based materials
48
• Significant raw material price inflation and
tight inventory continued in Q1 2022
o The average cost of hydrocarbon based
materials was up 30%
o The average cost of non-hydrocarbon based
materials was up 20%
• Additionally, we continued to experience
other supply chain challenges during Q1
related to raw material spot purchases,
freight constraints and productivity loss as
a result of these shortages
Annual Purchases
RAW MATERIAL AND SUPPLY CHAIN UPDATE
Based on 2021 purchases, excludes Distribution business
SEGMENT DATA
U.S. & Canada
50%
Latin America
2021 SEGMENT, END MARKET AND GEOGRAPHY
GEOGRAPHY REVENUESEGMENT FINANCIALS
23%
19%
Building and
END MARKET REVENUE
(1) Total company sales and adjusted EBITDA of $4,819M and $581M, respectively, include intercompany sales eliminations and corporate costs
$2,402M
$409M
$919M
$164M
$1,631M
$94M
Sales EBITDA
Distribution
Specialty Engineered Materials
Color Additives and Inks
$581M$4,819M
15%
34%
Building &
1% Telecommunications
C O L O R , A D D I T I V E S & I N K S
2021 REVENUE | $2 .4 BILLION
32%
40%
Latin America
END MARKET REGION
51
S P E C I A LT Y E N G I N E E R E D M AT E R I A L S
27%
Building &
2021 REVENUE | $919 MILLION
END MARKET
55%
REGION
52
DI S T RI BU T I O N
26%
23%
Building and
80%
3%
Latin
America
END MARKET REGION
K EY SU PPL IER S
2021 REVENUE | $1 .6 BILLION
53
TOTA L C O M PA N Y R E G I O N A L S A L E S
BY END MARKET
30%
26%Healthcare
14%
Building &
2% Energy
(16% of sales)
32%
Building &
(25% of sales)
54
19%
Building &
US &
Canada
(50% of sales)
38%
33%
Building &
LATAM
(9% of sales)
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/2020-07/avient-abac-czech-200717.pdf
Tyto typy
korupčních obchodních aktivit se vztahují
na kohokoli, s kým spolupracujeme nebo
chceme spolupracovat.
Naše pověst
integrity je důležitější než potenciální zisky, které lze získat
nepatřičným jednáním s jinými osobami a organizacemi.
Obraťte se na svého právního partnera, aby
vyžádal náležitou hloubkovou kontrolu a zajistil, že jste
obdrželi písemný souhlas před zahájením spolupráce
s jakýmkoli zástupcem nebo třetí stranou.
https://www.avient.com/sites/default/files/2022-11/Seat Buckle System Application Snapshot.pdf
TIER 1 SUPPLIER
S E A T B U C K L E S Y S T E M
• Rapid development of 3 colors for global OEM platform, for
3 materials (POM, SAN, PP)
• Help Tier 1 transition from printing to laser marking of
buckles
• Develop formulation that offers laser marking solution plus
color
• Quick reaction to develop three colors for
this global vehicle launch
• Smartbatch™ color + laser marking
formulation met requirements for critical
safety components
Smartbatch™ Combination Colorants &
Additives
KEY REQUIREMENTS
WHY AVIENT?