Avient Corporation · NYSE:AVNT

Avient — Q3 2025 Earnings Presentation

19 slides from Avient's earnings presentation, Nov 5, 2025

  1. Slide 1: Avient Corporation Q3 2025 results

    Avient Corporation AVNT Q3 2025 results 2025 full-year financial guidance NOVEMBER 5, 2025

  2. Slide 2: Disclaimer: Forward-looking statements

    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

  3. Slide 3: 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.

  4. Slide 4: 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

  5. Slide 5: Q3 2025 results

    Q3 2025 results

  6. Slide 6: 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

  7. Slide 7: 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.

  8. Slide 8: 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 8

  9. Slide 9: 2025 guidance

    2025 guidance

  10. Slide 10: 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

  11. Slide 11: S@AVIENT

    oN S@AVIENT

  12. Slide 12: 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

  13. Slide 13: 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

  14. Slide 14: 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

  15. Slide 15: 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

  16. Slide 16: 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

  17. Slide 17: 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

  18. Slide 18: 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

  19. Slide 19: 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,

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