Avient Corporation · NYSE:AVNT
Avient — Investor Presentation (February 2026)
24 slides from Avient's investor presentation, February 2026
Slide 1: Avient Corporation Investor Presentation
Avient Corporation AVNT Investor Presentation FEBRUARY 2026
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 2025 sales by end market Engineered Materials PACKAGING 38% 23% SEM CONSUMER 2025 sales 18% by business segment Color, INDUSTRIAL Additives 62% 14% 2025 SALES 2025 ADJ. EBITDA & Inks TRANSPORTATION CAI $3.3B $545M 11% BUILDING & CONSTRUCTION US, 10% 2025 ADJ. EBITDA 4
Slide 4: Why invest in Avient?
Why invest in Avient ? Building a stronger company, positioned for long-term growth with early execution yielding results Clear visibility to • Productivity & organization simplification • Mix MARGIN EXPANSION • Innovation Portfolio positioned for • Growth vectors aligned to high growth ABOVE MARKET
Slide 5: Consistently improving value creation metrics
Consistently improving value creation metrics Adj. EPS Adj. EBITDA margin Adj. ROIC % Net leverage 8.6% 8.3% 3.1x 16.7% $2.82 3.0x 7.7% $2.66 16.2% 16.0% 2.6x $2.36 2023 2024 2025 2023 2024 2025 2023 2024 2025 2023 2024 2025 Adj. ROIC % = Tax-affected Adj. EBITA Net leverage = (Total debt – Cash) (5
Slide 6: Our purpose and strategic framework
Our purpose and strategic framework Copyright © 2026 . Avient Corporation. All Rights Reserved 6
Slide 7: 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 8: 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 © 2026 . Avient Corporation. All Rights Reserved 8
Slide 9: Long-term financial targets
Long-term financial targets +100 to +200bps above GDP Organic revenue growth Copyright © 2026 . Avient Corporation. All Rights Reserved 9
Slide 10: 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 11: Disciplined capital allocation
Disciplined capital allocation Expected annual spend between 3-5% of revenue to 1 Capex support investment in organic growth 2 Dividends Increasing with underlying earnings growth 3 Debt pay down Target net debt to adjusted EBITDA less than 2.5x 4 Share repurchases Opportunistic buy backs Complement
Slide 12: FY 2025 results
FY 2025 results
Slide 13: Q4 and full year 2025 performance
Q4 and full year 2025 performance Q4 2025 vs. Q4 2024 FULL YEAR 2025 vs. FULL YEAR 2024 Q4 2025 FY 2025 results ORGANIC FX AS results ORGANIC FX AS (excludes impact of REPORTED (excludes impact of REPORTED foreign exchange) foreign exchange) Sales $761M -0.8% 2.7% 1.9% $3,260M -0.3% 0.9% 0.6% Adj. E
Slide 14: Color, Additives & Inks – FY 2025 performance
Color, Additives & Inks – FY 2025 performance Sales Adj. EBITDA • Organic sales decline primarily (1%) +2% driven by weakness in consumer, (2%) +1% industrial and building & 391 construction partially offset by 2,047 growth in healthcare 2,034 384 • Adj. EBITDA margin expansion of 50 bps driven by f
Slide 15: Specialty Engineered Materials – FY 2025 performance
Specialty Engineered Materials – FY 2025 performance Sales Adj. EBITDA • Organic sales growth driven by +3% +1% capitalizing on secular trends in +2% Flat our high growth end markets, 1,231 252 particularly in healthcare, 249 1,197 defense and telecommunications • Adj. EBITDA margin declined by 40 b
Slide 16: FY 2025 organic revenue growth - by region
FY 2025 organic revenue growth - by region US & Canada Europe, Middle Asia Latin America East & Africa -2% -1% +3% +4% Year-over-year revenue growth, excludes the impact of foreign exchange Copyright © 2026 . Avient Corporation. All Rights Reserved 16
Slide 17: 2026 guidance
2026 guidance
Slide 18: 2026 financial guidance
2026 financial guidance ADJ. EBITDA - full year 2026 ADJ. EPS - full year 2026 Q1 2026 $555 to 585M $2.93 to $3.17 $0.81 +2% to +7% growth +4% to +12% growth adj. EPS guidance MACRO ASSUMPTIONS INFLUENCING RANGE Improvement in Easing interest Continued FX volatility Policy uncertainty Persistent inf
Slide 19: Appendix
oN S@AVIENT
Slide 20: Avient 2025 sales
Avient 2025 sales BUSINESS SEGMENTS END MARKETS REGIONS C AI Telecom Latin America Energy US & Defense Canada 62% 4% 3% Packaging 6% Asia 40% 8% 23% 18% Healthcare 9% Building & 10% construction 18% Consumer 11% 38% Transportation 14% 36% SEM Industrial Europe, Middle East and Africa Copyright © 202
Slide 21: Color, Additives & Inks
Color, Additives & Inks END MARKETS REGIONS Energy 1% Telecom 1% Latin America Transportation 8% 10% Healthcare US & Canada 9% Packaging 33% 35% Asia 20% Building & 11% Construction 15% Industrial 20% 37% Consumer Europe, Middle East and Africa Copyright © 2026 . Avient Corporation. All Rights Reser
Slide 22: Specialty Engineered Materials
Specialty Engineered Materials END MARKETS REGIONS Packaging Telecom Defense Asia 5% 7% 14% Healthcare 22% 8% Energy US & Canada 9% 52% 15% Consumer 34% Building & 9% construction 11% 14% Europe, Transportation Middle East Industrial and Africa Copyright © 2026 . Avient Corporation. All Rights Reser
Slide 23: Avient 2025 regional sales, by end market
Avient 2025 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 40% of sales 36% of sales 18% of sales 6% of sales 2% 1% 1% 3% 1% 5% 5% 5% 6% 13% 11% 6% 12% 25% 10% 33% 7% 5% 19% 5% 12% 10% 10% 20% 13% 61% 12% 13% 13% 13% 9% 15% 24% Packaging Consumer Industrial Transport
Slide 24: Raw material basket
Raw material basket Styrenic block copolymers Polypropylene Performance Nylon additives 5% 4% 16% 5% Polyethylene 8% 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