Avient Corporation · NYSE:AVNT

Avient — Investor Presentation (May 2026)

25 slides from Avient's investor presentation, May 2026

  1. Slide 1: Avient Corporation Investor Presentation May 2026

    Avient Corporation AVNT Investor Presentation MAY 2026

  2. 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

  3. Slide 3: Avient at a glance

    Avient at a glance... Specialty Engineered 2025 sales by end market Materials PACKAGING SEM 38% 23% CONSUMER 2025 sales 18% by business segment INDUSTRIAL Color, Additives 62% 14% 2025 SALES 2025 ADJ. EBITDA & Inks TRANSPORTATION C AI $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 • Profitable mix MARGIN EXPANSION • Innovation Portfolio positioned for • Growth vectors aligned to high growth A

  5. 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

  6. Slide 6: Our purpose and strategic framework

    Our purpose and strategic framework Copyright © 2026 . Avient Corporation. All Rights Reserved 6

  7. 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

  8. 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

  9. Slide 9: Long-term financial targets

    Long-term financial targets Organic revenue growth with adj. EBITDA margin expansion +100 to +200bps above GDP 20% + Organic revenue growth Adjusted EBITDA Margin Copyright © 2026 . Avient Corporation. All Rights Reserved 9

  10. 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

  11. 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

  12. Slide 12: Q1 2026 Webcast

    Q1 2026 Webcast

  13. Slide 13: Navigating through our volatile world

    Navigating through our volatile world Executing our time-tested playbook in these uncertain times... ► Our teams continue to be focused on staying close to our customers ► Securing raw materials, qualifying alternatives, and have been implementing pricing actions to stay ahead of inflation ► Expect

  14. Slide 14: Q1 2026 performance

    Q1 2026 performance Q1 2026 vs. Q1 2025 Q1 2026 Results ORGANIC FX AS (excludes impact of REPORTED foreign exchange) Sales $847M -2.0% 4.5% 2.5% ► Sales generally in line with expectations Adj. EBITDA $150M -1.9% 5.5% 3.6% Margin % 17.7% +20 bps +20 bps ► Expanded adj. EBITDA margins by 20 bps Adj.

  15. Slide 15: Color, Additives & Inks – Q1 2026 performance

    Color, Additives & Inks – Q1 2026 performance Sales Adj. EBITDA • Growth in healthcare and stable +2% +3% packaging demand was more (3%) (2%) than offset by organic sales 528 104 decline in consumer, transportation and industrial 520 100 • Productivity and net price/mix benefit more than offset lowe

  16. Slide 16: Specialty Engineered Materials – Q1 2026 performance

    Specialty Engineered Materials – Q1 2026 performance Sales Adj. EBITDA • Share gains in building and +4% +2% construction as well as +0% (2%) packaging applications were 70 offset by subdued demand in 320 69 consumer, transportation and industrial end markets 308 • Margins impacted by current Adj. q

  17. Slide 17: Q1 2026 organic revenue growth - by region

    Q1 2026 organic revenue growth - by region US & Canada Europe, Middle Asia Latin America East & Africa -3% -2% +2% -6% Year-over-year revenue growth, excludes the impact of foreign exchange Copyright © 2026 . Avient Corporation. All Rights Reserved 17

  18. Slide 18: 2026 Guidance

    2026 Guidance

  19. Slide 19: 2026 financial guidance

    2026 financial guidance ADJ. EBITDA - full year 2026 ADJ. EPS - full year 2026 Q2 2026 $555M to $585M $2.93 to $3.17 $0.89 +2% to +7% growth +4% to +12% growth adj. EPS guidance No change from prior guidance No change from prior guidance +11% growth yoy MACRO ASSUMPTIONS INFLUENCING RANGE Improvemen

  20. Slide 20: Appendix

    oN S@AVIENT

  21. Slide 21: 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

  22. Slide 22: 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

  23. Slide 23: 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

  24. Slide 24: 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

  25. Slide 25: 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

Avient — Investor Presentation (May 2026) on 6ix