Avient Corporation · NYSE:AVNT
Avient — Investor Presentation (November 2025)
28 slides from Avient's investor presentation, November 2025
Slide 1: Avient Corporation Investor Presentation
Avient Corporation AVNT Investor presentation NOVEMBER 2025
Slide 2: Disclaimer
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. Forward-looking statements give current expectations or foreca
Slide 3: Avient at a glance
Avient at a glance... Specialty 2024 sales by end market Engineered Materials PACKAGING 37% 23% SEM CONSUMER 2024 SALES 2024 ADJ. EBITDA 2024 sales 20% by business segment $3.2B $526M Color, Additives 63% INDUSTRIAL 15% & Inks 2024 ADJ. EPS TRANSPORTATION CAI 10% $2.66 BUILDING & CONSTRUCTION US, 10
Slide 4: Our purpose and strategic framework
Our purpose and strategic framework Copyright © 2025 . Internal only Avient Corporation. All Rights Reserved 4
Slide 5: Strategic approach to drive sustainable growth
Strategic approach to drive sustainable growth Avient sales growth ► Prioritizing 2 Portfolios in high growth markets ► differently grow faster than core – building GROWING sizeable businesses of scale rapidly AT BUILD NEW PLATFORMS OF SCALE GROWING ► Creating “space” AT 1 Core grows above macro and
Slide 6: Intersecting secular trends and high growth markets with our technologies
Intersecting secular trends and high growth markets with our technologies to create product platforms of scale SECULAR TRENDS Copyright © 2025 . Avient Corporation. All Rights Reserved 6
Slide 7: Long-term financial targets
Long-term financial targets +100 to +200bps above GDP Organic revenue growth Copyright © 2025 . Avient Corporation. All Rights Reserved 7
Slide 8: Pathway to 20%+ adjusted EBITDA margins
Pathway to 20%+ adjusted EBITDA margins Avient margin expansion Schematic illustration only 1 Productivity • Manufacturing & sourcing efficiencies +400bps • Footprint optimization margin expansion 20%+ +2% • Digital technologies Strategic objective 2 +1% Operating Mix • Increased sales in higher mar
Slide 9: Disciplined capital allocation
Disciplined capital allocation PRIORITIZATION AND PHILOSHOPY Expected annual spend between 3-5% of revenue to 1 Capex support investment in organic growth 2 Dividends Increasing each year with underlying earnings growth 3 Debt pay down Target net debt to adjusted EBITDA less than 2.5x 4 Share repurc
Slide 10: Avient is a compelling investment thesis
Avient is a compelling investment thesis Copyright © 2025 . Avient Corporation. All Rights Reserved 10
Slide 11: Q3 2025 webcast
Q3 2025 webcast
Slide 12: Q3 and September YTD 2025 highlights
Q3 and September YTD 2025 highlights Q3 2025 vs. Q3 2024 Sep YTD 2025 vs. Sep YTD 2024 Q3 2025 YTD 2025 results ORGANIC FX AS results ORGANIC FX AS (excludes impact of REPORTED (excludes impact of REPORTED foreign exchange) foreign exchange) Sales $807M -2.9% 1.8% -1.1% $2,500M -0.2% 0.4% 0.2% Adj.
Slide 13: End market trends
End market trends ~40% ofsales 2024 ~40% ofsales 2024 ~20% ofsales 2024 Consumer Packaging Industrial Building and Energy Transportation Defense Healthcare Telecom construction • Consumer and Packaging • Industrial and Building & construction remain negative; Q3 growth • Consistent strong growth in
Slide 14: Q3 2025 results
Q3 2025 results
Slide 15: Color, Additives & Inks – Q3 2025 performance
Color, Additives & Inks – Q3 2025 performance Sales Adj. EBITDA • Organic sales decline driven by (2%) (1%) As Reported As Reported weakness in consumer, (4%) (3%) Excl. FX Excl. FX packaging, and building & 522 97 construction partially offset by 96 growth in healthcare 510 • Adj. EBITDA margin exp
Slide 16: Specialty Engineered Materials – Q3 2025 performance
Specialty Engineered Materials – Q3 2025 performance Sales Adj. EBITDA • Organic sales decline driven by +1% +4% As Reported As Reported weakness in consumer, industrial (1%) +2% Excl. FX Excl. FX and energy partially offset by 59 growth in healthcare, defense 298 295 and telecommunication 57 • Adj.
Slide 17: Q3 2025 organic revenue growth - by region
Q3 2025 organic revenue growth - by region US & Canada Europe, Middle Asia Latin America East & Africa -5% -3% -1% +1% Year-over-year revenue growth, excludes the impact of foreign exchange Copyright © 2025 . Avient Corporation. All Rights Reserved 17
Slide 18: 2025 guidance
2025 guidance
Slide 19: 2025 financial guidance
2025 financial guidance ADJ. EBITDA - full year 2025 ADJ. EPS - full year 2025 $540M to $550M $2.77 to $2.87 +3% to +5% growth +4% to +8% growth (prior guidance $545M to $560M) (no change from prior guidance) POTENTIAL ACCELERATORS POTENTIAL DECELERATORS ▲ Improved consumer confidence and lower inte
Slide 20: Appendix
oN S@AVIENT
Slide 21: Avient 2024 sales
Avient 2024 sales BUSINESS SEGMENTS END MARKETS REGIONS C AI Telecom Latin America Energy US & Canada Defense 63% 4% 3% Packaging 6% Asia 41% 7% 23% Healthcare 18% 8% 10% Building & construction 20% 10% Consumer 37% Transportation 15% 35% SEM Industrial Europe, Middle East and Africa Copyright © 202
Slide 22: Color, Additives & Inks
Color, Additives & Inks END MARKETS REGIONS Energy 1% Telecom 1% Latin America Transportation 8% 9% Healthcare 9% Packaging US & Canada 34% Asia 34% 20% Building & 11% Construction 15% 21% 37% Industrial Consumer Europe, Middle East and Africa Copyright © 2025 . Avient Corporation. All Rights Reserv
Slide 23: Specialty Engineered Materials
Specialty Engineered Materials END MARKETS REGIONS Packaging Telecom Asia Defense 4% 7% 13% Healthcare 20% 7% Energy 9% 54% US & Canada 17% 33% Europe, 9% Consumer Middle East Building & and Africa construction 13% 14% Transportation Industrial Copyright © 2025 . Avient Corporation. All Rights Reser
Slide 24: Avient 2024 regional sales, by end market
Avient 2024 regional sales, by end market U S & C AN AD A EMEA AS I A L AT I N AM E R I C A 41% of sales 35% of sales 18% of sales 6% of sales 2% 1% 1% 2% 2% 4% 5% 4% 6% 13% 10% 6% 10% 26% 9% 31% 7% 5% 5% 10% 22% 10% 10% 20% 61% 13% 13% 14% 13% 14% 26% 9% 16% Packaging Consumer Industrial Transporta
Slide 25: Raw material basket
Raw material basket Styrenic block copolymers Polypropylene Performance Nylon additives 4% 4% 16% 5% Polyethylene 9% 14% Pigments Other raw 9% materials TiO2 37% HYDROCARBON-BASED Dyestuffs ~35% of the raw material basket 2% including part of “Other raw materials” NON-HYDROCARBON are hydrocarbon-bas
Slide 26: Reconciliation of Non-GAAP financial measures
Three months ended Sep 30, Reconciliation of Reconciliation to condensed consolidated statements of income 2025 $ Millions 1 EPS (in $) 2024 $ Millions 1 EPS (in $) Non-GAAP financial Net income attributable to Avient common shareholders 32.6 0.36 38.2 0.41 Special items, after-tax 15.7 0.17 6.6 0.0
Slide 27: Reconciliation of Non-GAAP financial measures
Three months ended Sep 30, Reconciliation of Reconciliation to EBITDA and Adjusted EBITDA 2025 $ Millions 2024 $ Millions Non-GAAP financial Sales Color, Additives and Inks Specialty Engineered Materials 509.9 297.7 521.5 294.6 measures Corporate Sales (1.1) 806.5 (0.9) 815.2 PAGE 2 OF 3 Operating i
Slide 28: Reconciliation of Non-GAAP financial measures
Reconciliation of Non-GAAP financial measures PAGE 3 OF 3 Year ended Reconciliation to condensed December 31, 2024 consolidated statements of income $ Millions EPS (in $) 1 Net income attributable to Avient common shareholders 169.5 1.84 Year ended Reconciliation to December 31, 2024 Special items,