https://www.avient.com/sites/default/files/2021-06/avient-ir-presentation-june-2021-w-non-gaap-recs_0.pdf
Each of such adjustments has not yet occurred, are out of the Company's control and/or cannot be reasonably predicted.
These investments also
consider our global footprint, and we are positioned very well and
strategically from a regional perspective.
12
Growth Drivers
2020
Revenue
($ Millions)
Long-Term
Growth Rate
Sustainable Solutions $ 560 8–12%
Healthcare 555 8–10%
Composites / 5G 212 10%
Growth in Emerging Regions 672 5%
Other (GDP growth) 1,784 2–3%
Pro Forma Avient $ 3,783 6.5%
Q 1 2 0 2 1 P E R F O R M A N C E
U P D AT E
$86
$123
2020PF 2021
$0.53
$0.89
2020PF 2021
Q1 2021 – ORGANIC PERFORMANCE
( T O TA L C O M PA N Y )
14
Sales Adjusted Operating Income
$991
$1,162
2020PF 2021
+ 17%
Adjusted EPS
+ 43% + 68%
(in millions) (in millions)
(1) (1) (1)
(1) Financial information is pro forma to include a full year of Clariant Masterbatch business acquisition
Q1 2021 SEGMENT PERFORMANCE
15
CAI
$536
$609
Sales
($ in millions)
SEM Distribution
$64
$89
Operating Income
(1) Financial information is pro forma to include a full year of Clariant Masterbatch business acquisition
+14%
+39%
$290
$363
Sales
$19
$24
Operating Income
+25%
+26%
(1)
$185
$217
Sales
$22
$34
Operating Income
+17%
+55%
SPECIALTY EBITDA MARGIN EXPANSION
16
CAI
(1) 2018-2020 financial information is pro forma to include a full year of Clariant Masterbatch business acquisition
15.3% 15.2%
16.2%
19.1%
2018 2019 2020 Q1 2021
14.8% 15.2%
17.6%
19.4%
2018 2019 2020 Q1 2021
(1)
SEM
• Continued portfolio transformation to
high-growth end markets and
sustainable solutions
• Clariant Masterbatch synergy realization
• Investments in composites and outdoor
high performance applications drive
growth and mix improvements
CAI EBITDA MARGIN EXPANSION
17
Legacy CAI
18.9% 18.9%
21.0%
2019 2020 Q1 2021
Legacy
Clariant MB
11.9%
13.8%
17.4%
2019 2020 Q1 2021
• Early synergy capture translating to
the bottom line
• Positive mix with growth in healthcare,
consumer and packaging end-markets
• World-class vitality index of 36%
represents sales from products
introduced in the last five years.
https://www.avient.com/sites/default/files/2020-08/detectable-blacks-product-bulletin.pdf
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/2020-09/industrial-springs-application-bulletin2020.pdf
Elastomers can’t handle the highest
loads and tend to wear out rapidly.
https://www.avient.com/sites/default/files/2023-01/Revolve Tripod Case Study.pdf
COMPOSITE
TRIPOD
STANDS OUT
FROM THE
CROWD
INNOVATIVE, ROLLABLE TRIPOD DESIGN GAINS STRENGTH
AND DURABILITY FROM COMPOSITES
© 2023, All Rights Reserved
Avient Corporation, 33587 Walker Road, Avon Lake, Ohio USA 44012
To learn more about the Polystrand thermoplastic
composites that made the Revolve tripod possible,
visit www.avient.com/composites.
https://www.avient.com/sites/default/files/2021-12/composite-vibratory-springs-case-study.pdf
THE SOLUTION
The company’s product management team reached
out to Avient’s Gordon Composites group to identify an
alternative spring solution.
https://www.avient.com/sites/default/files/2023-03/Therma-Tech Heat Sink for Auto Lights Case Study.pdf
Due to the success of this
project, the new, lighter heat sink made from Therma-
Tech conductive thermoplastics has been rolled out
across multiple vehicle models.
https://www.avient.com/sites/default/files/2024-06/Foaming Prediction Service Product Bulletin_A4.pdf
The foaming simulation is carried out under
confidentiality and is currently available for
components made from polypropylene (PP), talcum
filled PP, and glass fiber filled PP, with a minimum
part thickness of 2mm.
https://www.avient.com/sites/default/files/2023-09/Comple_t LFT Wheelchair Caster Case Study.pdf
In 2016, Frog Legs set out to enhance their product
further by reducing weight.
https://www.avient.com/sites/default/files/2023-03/Silcosperse Flame Retardant Additives Product Bulletin %281%29.pdf
Ceramification prevents flaking
that char can cause and creates
a layer that blocks the oxygen
(burning dies out without oxygen).
https://www.avient.com/sites/default/files/2023-09/Cesa Fiber Additives for Heat Preservation Technical Bulletin.pdf
Contact your Avient representative
to find out about availability in
your country or region.