https://www.avient.com/investor-center/events/polyone-corporation-investor-day-1
https://www.avient.com/sites/default/files/2020-05/polyone-investor-presentation-may-2020_0.pdf
Microsoft PowerPoint - PolyOne Investor Presentation 5.4.20_v8
P E O P LE
P RO D U CT S P LA N E T
P E RF O R MAN C E
JVs Performance Products & Solutions Distribution Specialty
To be the world’s
premier provider of
specialized polymer
materials, services and
solutions
To be the world’s
premier provider of
specialized polymer
materials, services
and sustainable
solutions
2016 2017 2018 2019
Lightweighting Reduced Material Requirements Improved Recyclability
Renewable Energy Applications Eco-conscious Bio-derived Content
Reduced Energy Use VOC Reduction
$275M
$325M
$355M
$410M 14% Total Annual Growth
9% Organic Annual Growth
PolyOne Corporation 33
Senior management uses comparisons of adjusted net income from continuing operations attributable to PolyOne shareholders and diluted adjusted earnings per share (EPS) from continuing
operations attributable to PolyOne shareholders, excluding special items, to assess performance and facilitate comparability of results.
Senior management believes these measures are useful to
investors because they allow for comparison to PolyOne's performance in prior periods without the effect of items that, by their nature, tend to obscure PolyOne's operating results due to the
potential variability across periods based on timing, frequency and magnitude.
Adjusted EPS attributable to PolyOne common shareholders is calculated as follows:
2009* 2010* 2011* 2012* 2013* 2014* 2015* 2016** 2017** 2018 2018***
Q1
2019*** 2019
Q1
2020
Net income from continuing operations attributable to PolyOne
common shareholders $ 106.7 $ 152.5 $ 153.4 $ 53.3 $ 94.0 $ 78.0 $ 144.6 $ 166.4 $ 173.5 $ 161.1 $ 87.7 $ 22.4 $ 75.5 $ 33.1
Joint venture equity earnings, after tax (19.0) (14.7) (3.7) — — — — — — — — — — —
Special items, before tax(1) (48.7) 24.2 (48.1) 55.1 46.3 164.2 87.6 23.8 32.9 59.5 58.7 12.2 61.7 9.6
Special items, tax adjustments(1) (27.2) (96.7) (24.7) (18.9) (13.7) (73.7) (58.7) (15.9) (24.8) (25.3) (25.1) (1.2) (5.9) (1.0)
Adjusted net income from continuing operations attributable to
PolyOne common shareholders $ 11.8 $ 65.3 $ 76.9 $ 89.5 $ 126.6 $ 168.5 $ 173.5 $ 174.3 $ 181.6 $ 195.3 $ 121.3 $ 33.4 $ 131.3 $ 41.7
Diluted shares 93.4 96.0 94.3 89.8 96.5 93.5 88.7 84.6 82.1 80.4 80.4 78.2 77.7 86.7
Adjusted EPS attributable to PolyOne common shareholders $ 0.13 $ 0.68 $ 0.82 $ 1.00 $ 1.31 $ 1.80 $ 1.96 $ 2.06 $ 2.21 $ 2.43 $ 1.51 $ 0.43 $ 1.69 $ 0.48
* Historical results are shown as presented in prior filings and have not been updated to reflect subsequent changes in accounting principle, discontinued operations or the related resegmentation.
** Pro forma for sale of Designed Structures and Solutions segment (DSS).
*** Pro forma for sale of Performance Products and Solutions segment (PP&S).
https://www.avient.com/sites/default/files/2020-10/tpes-for-automotive-hvac-product-bulletin.pdf
ONFLEX™ LO
7120-45
ONFLEX™ HT
40A-3S2131
BERGAFLEX™
BFIG 45A-300
Applications HVAC Seals HVAC Seals HVAC Seals
Interior - direct airflow Interior & exterior Interior - direct airflow
HVAC feature Low VOC/FOG & odor Low VOC/FOG & odor Low odor
Cold air Hot air Cold air
VDA 270 ≤3.0 ≤3.0 ≤3.0
VOC/FOG
VDA 278 (VOC) 97µg/g 100µg/g 196µg/g
VDA 278 (FOG) 1131µg/g 1116µg/g 1707µg/g
DIN 75201 (FOG) 0.3mg 1.7mg 1.1mg
73°F (23°C) 72 hrs 15% 12% 15%
158°F (70°C) 22 hrs 45% 28% 50%
212°F (100°C) 22 hrs 70% 45% 90%
Density 1.15 g/ml 1.00 g/ml 1.17 g/ml
Processing Injection Molding Injection Molding/
Extrusion Injection Molding
Bonds to Polypropylene Polypropylene/
Polyethylene Polypropylene
Hardness range 35–65 Shore A 40–70 Shore A 35–65 Shore A
HOW GLS TPEs MAKE THE DIFFERENCE IN AUTOMOTIVE HVAC APPLICATIONS
• Low VOC/FOG – externally tested to VDA 278
and shows significant reductions in volatile
organic compounds and fogging when
compared to current TPE technologies
• Industry standards – helps to achieve VOC/
FOG performance standards for improved VIAQ
• Reduced manufacturing steps – does not
require pre-drying or post heating to reduce
VOC in parts produced
• Design optimization – color can be added at
the machine
• Easy to process – can be extruded, injection
molded and extrusion blow molded
• Recyclable – Our automotive TPEs are
compatible with most municipal recycle
streams
• Global support – Avient automotive TPEs
can be manufactured in locations that are
convenient to your operations, including
North America, Europe or China
To learn more about GLS TPEs for
automotive applications, contact Avient
at +1.844.4AVIENT (+1.844.428.4368).
https://www.avient.com/resources/safety-data-sheets?page=3004
BFI 45A-300 NATURAL
83701431 BLACK
HENNA 257 UV
https://www.avient.com/resources/safety-data-sheets?page=7097
SOLEIC BLACK
BLACK ABS
NEU-100I MAMMOTH TPSIV 4000-75A
https://www.avient.com/sites/default/files/resources/Investor%2520Day%2520-%2520May%25202012%2520-%2520Specialization.pdf
end life”
New designs for energy and carbon efficiency
New applications for used and recycled plastics
Page 31
Therma-Tech™ LED Lighting
• Replaces metal in LED lighting
• Extends LED durability and life
span eliminating hot spots
• Greater design flexibility with • Greater design flexibility with
fewer parts
• Weight reduction
• Simplifies manufacturing and
lowers total production cost
Page 32
Decreasing Decreasing
Dependence on Dependence on
Fossil FuelsFossil Fuels
Globalizing and Globalizing and
LocalizingLocalizing
Protecting the Protecting the
EnvironmentEnvironment
Protecting the Protecting the
EnvironmentEnvironment
Improving Improving
Health and Health and
WellnessWellness
Improving Improving
Health and Health and
WellnessWellness
Alignment with Megatrends
• Aging
population
• Longer life
expectancy
• Healthy living
• Aging in place
• Aging
population
• Longer life
expectancy
• Healthy living
• Aging in place
• Environmental
consciousness
• Alternative
energy
• Resource
efficiency
• Biotechnology
• Environmental
consciousness
• Alternative
energy
• Resource
efficiency
• Biotechnology
• Global
leader/local
expert with
customized
solutions
• Global OEMs
seeking one
standard of
service
everywhere
• Global
leader/local
expert with
customized
solutions
• Global OEMs
seeking one
standard of
service
everywhere
• Efficiency focus
• Reduced
size/weight
• Mass transit
• Alternative
materials
• Electric vehicles
• Efficiency focus
• Reduced
size/weight
• Mass transit
• Alternative
materials
• Electric vehicles
Page 33
48.7%
$40.5
26.3%
Research & Development
Spending
Specialty Platform
Vitality Index Progression*
Innovation Drives Earnings Growth
Specialty Platform
Gross Margin %
* Percentage of Specialty platform revenue from products introduced in last five years
19.5%
$20.3
14.3%
($ millions)
Page 34
StrategyStrategy
PolyOne Innovation Framework
Unmet Needs
Identification
Idea Generation
and Shaping
Offering Offering Offering Offering
Phased Offering
Launch
Offering Offering
LaunchLaunch
Offering Offering
DevelopmentDevelopment
Market
Penetration
and Value
Maximization
Intellectual Property ● Resources ● CultureIntellectual Property ● Resources ● Culture
Page 35
• Accelerate growth in targeted industries and expand
geographic presence through market-driven innovations
• Leverage new talent, tools, and training to drive customer
satisfaction and margin expansion
Critical Imperatives
satisfaction and margin expansion
• Translate best practices
to / from ColorMatrix
• Drive specialization using a
value-based mindset
Page 36
Page 37
https://www.avient.com/resources/safety-data-sheets?page=1581
Geon(TM) MB2938 HP LC Poly
DX9/BLACK/357ABS
Q160-2-1
https://www.avient.com/sites/default/files/2022-04/Sustainable Material Answers_ Circular Economy 2022_1.pdf
Defining circular
According to the Ellen MacArthur Foundation, a circular economy is one that is
“restorative and regenerative by design.”
This graphic shows the difference between a circular economy and a linear one.
Due
to a lack of sorting and processing technology currently available, for example, most
recycled plastics are reprocessed and downcycled into lower-value materials like
carpet fibers; only 2% are recycled into products with a similar value to the original
product.
https://www.avient.com/resources/safety-data-sheets?page=6408
UV GREY 40 PE
POLY SILVER
PCAM PINK SALT 2
https://www.avient.com/sites/default/files/2025-01/Firearms Product Selection Guide.pdf
ENGINEERED POLYMER SOLUTIONS - FEATURES & CHARACTERISTICS
Resin Nymax™ Formulations Characteristics Applications
PA6 GF 600 A 14 Natural 14% Glass Reinforced
Stocks, Frames,
Receivers,
Handguards,
Forearms,
Picatinny Rails, Grips
PA6 GF 600 A 33 Natural 33% Glass Reinforced, Heat Stabilized
PA6 NM6000-0026 HI BK 33% Glass Reinforced, Toughened
PA6 GF 600 A 60 UV Black 60% Glass Reinforced, Heat Stabilized
PA6 GF 600 A 33 Black 28 V 33% Glass Reinforced, Heat Stabilized, UV
PA6 1010 A Black 13 Super Toughened, Heat Stabilized
PA6 1010 A Natural Super Toughened, Heat Stabilized
PA6 NM6000-0027 ST Black Super Toughened
PA6 NM6000-00013 HS UV Black 50% GF, High Flow PA6
PA66 NM6600-0018 HI HS 14 Nat 14% Glass Reinforced, Toughened, Heat Stabilized
PA66 GF 1200 A 33 HS Black 22 33% Glass Reinforced, Heat Stabilized
PA66 GF 1200 A 33 HS Natural 33% Glass Reinforced, Heat Stabilized
PA66 NM6600-0019 HI HS 33 Nat 33% Glass Reinforced, Toughened, Heat Stabilized
PA66 NM6600-0020 HI HS 43 Nat 43% Glass Reinforced, Heat Stabilized
PA66 1200 A L Natural Unreinforced
PA66 1200 A ZIP 22 Natural Unreinforced
PA66 NM6600-0021 ST Black Super Toughened
PA66 NM 1200 MT HS Black Toughened, Heat Stabilized
PA66 NM 1200 MT HS Natural Toughened, Heat Stabilized
Specialty Products Color Characteristics Applications
Edgetek™ ET6200-0031 Black Black 20% Glass Reinforced PA12
Stocks, Frames, Receivers, Handguards, Forearms,
Picatinny Rails, Bolt Carriers, Grips
Gravi-Tech™ X GT 33991-05A-01-3 Copper 3sg, PA6, Copper
Gravi-Tech™ X GT-30197-001-P4 Gray 4sg, PA610, Tungston
Gravi-Tech™ GT 6400-0001 GRV 5.0 Black 5sg, PA610, Tungston
Thermoplastic Elastomers Durometer OM Substrate Color Characteristics Applications
OnFlex™ AF 7210 25-90A PP Black/Natural General Purpose with UV Stabilizer
Grips,
Recoil Pads,
Gun Straps
Dynaflex™ G7900 30-90A PP Black/Natural General Purpose
Versaflex™ XP 2850 50A PP Natural Wet Grip Technology
Versaflex™ VDT 4202-40 40A PP Black/Natural Vibration Damping
Versaflex™ VDT 5120-40 40A PA Black/Natural Vibration Damping
Versaflex™ OM6059-9 60A PA Black High Flow
Versaflex™ OM6258 60A PA Black/Natural Enhanced Bond