https://www.avient.com/resources/safety-data-sheets?page=3830
181272 RD PA612 MASTERBATCH
136267 TNA LLDPE MASTERBATCH
136268 GYA LLDPE MASTERBATCH
https://www.avient.com/sites/default/files/2020-07/woonkeatmoh_0.pdf
Moh previously
worked at Bayerand Clariant, where he served in various commercial leadership roles.
https://www.avient.com/sites/default/files/2022-08/AVNT Aug 2022 Presentation - Jefferies.pdf
Pro Forma Financial Information
Avient acquired the Clariant Color business on July 1, 2020 (the “Acquisition Date”).
To provide comparable financial results, Avient references “pro forma” financial metrics, which include the business results of Clariant Color for
periods prior to the Acquisition Date.
W H AT W E D O : M AT E R I A L S C I E N C E
5
CUSTOM
FORMULATION
SUSTAINABILITY FOR A BETTER TOMORROW
Revenue From Sustainable Solutions* 2016-2021
$310
205
140
80
75
45
40
20
$915M2021 Sales
($ in millions)
*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
Future Growth Revenue Assumptions From Sustainable Solutions: 8 - 12%
6
S E C O N D Q U A R T E R 2 0 2 2
R E S U L T S
$122
$134
2021 2022
$0.87
$0.98
2021 2022
Q2 2022 PERFORMANCE
( T O TA L C O M PA N Y )
8
Sales Adjusted Operating Income
$1,235
$1,302
2021 2022
+ 5%
Adjusted EPS
+ 10% + 13%
(in millions) (in millions)
(+ 10% excluding FX) (+ 16% excluding FX) (+ 20% excluding FX)
Q2 2022 SEGMENT PERFORMANCE
9
CAI
$624
$649
Sales
($ in millions)
SEM Distribution
$86
$94
Operating Income
+ 4% + 9%
$404
$443
Sales
$24
$27
Operating Income
+ 10% + 13%
(1)
$241 $244
Sales
$37 $37
Operating Income
+ 1% Flat
(+ 10% excluding FX) (+ 16% excluding FX) (+ 6% excluding FX) (+ 3% excluding FX)
Q2 2021 $1,235 $122
Sustainable Solutions 17 7% 7
Healthcare 23 14% 5
Composites (ex Outdoor High Performance) 10 20% 4
Growth in Asia / LATAM 5 3% 1
Other 69 11% 5
Sub-total $1,359 10% $144
Outdoor High Performance Impact (9) (5)
Wage Inflation and Overtime (7)
Other Supply Chain Costs (2)
Clariant Color Integration Synergies 7
Incentives, Other Employee Costs 4
FX (48) (7)
Q2 2022 $1,302 5% $134
Q2 2022 SALES AND OPERATING INCOME
( T O TA L C O M PA N Y )
10
Sales Growth Rate
Adjusted
Operating
Income$ millions
Adjusted
EBITDA
Q2 EBITDA BRIDGE
11
Price increases more than
offsets raw material and
supply chain impacts
Q2 2021 $ 159
Demand (29)
$ millions
CAI:
Price / Mix 87
Inflation (58)
SEM:
Price / Mix 36
Inflation (24)
Distribution:
Price / Mix 45
Inflation (41)
Net Price Benefit 45
Wage Inflation and Overtime (7)
Other Supply Chain Costs (2)
Clariant Color Integration Synergies 7
Incentives, Other Employee Costs 4
FX (7)
Q2 2022 $ 170
China Lockdowns / Russia Impact $ (14)
Outdoor High Performance (5)
Transportation (5)
12
Q2 '21 Adjusted EPS 0.87$
Color, Additives and Inks 0.11
Specialty Engineered Materials 0.01
Distribution 0.03
Corporate Costs 0.01
F/X (0.05)
Segment OI 0.11$
Interest Expense 0.03
Tax Rate (0.03)
Q2 '22 Adjusted EPS 0.98$
Q2 EPS BRIDGE
Key Updates
• Provided progress on 2030 Sustainability Goals
• Emphasized commitment to U.N.
https://www.avient.com/products/polymer-colorants/fiber-colorants/renol-fiber-colorants
Quality Masterbatches for Spun-Dyed PET and PA
The masterbatches are offered in pellet form and developed for optimal fiber coloration in the POY, FDY, DTY, ATY and BCF manufacturing processes.
The color can be combined with additives for a single masterbatch solution that provides coloration and enhances the properties of spun-dyed fibers.
https://www.avient.com/resources/safety-data-sheets?page=2103
97919 OR PE MASTERBATCH
97915 PK PE MASTERBATCH
97910 BL PE MASTERBATCH
https://www.avient.com/idea/secret-controlling-interior-vehicle-dust
Using antistatic masterbatches can minimize these cleaning processes.
Suppliers and OEMs looking for a broader color palette will also benefit from masterbatches.
If antistatic masterbatches seem like a good fit for your vehicle, consider these steps:
https://www.avient.com/products/polymer-colorants/solid-color-masterbatches/mesa-solid-and-dry-blend-colorants
We offer cost-effective masterbatch or dry colorant solutions in small or large volumes that are compatible with a variety of resins.
Cost-effective solid masterbatch or dry colorant options
Solid Color Masterbatches
https://www.avient.com/idea/auto-supplier-cuts-costs-painting-trim-parts
Masterbatch approach eliminates added cost, chemical volatility of painting
The new material, which could be produced in a metallic-effect masterbatch, would allow the supplier to replace the time-consuming painting process.
The switch to masterbatch technology was made without a large capital investment.
https://www.avient.com/investors/events-presentations?page=7
PolyOne Acquisition of Clariant Color Masterbatch – 12/19/2019
https://www.avient.com/investors/events-presentations?page=6
PolyOne Acquisition of Clariant Color Masterbatch – 12/19/2019