Avient Corporation · NYSE:AVNT

Avient — Investor Presentation (September 2025)

30 slides from Avient's investor presentation, September 2025

  1. Slide 1: Avient Corporation Investor Presentation September 2025

    Avient Corporation AVNT Investor presentation SEPTEMBER 2025

  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 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

  4. Slide 4: Our purpose and strategic framework

    Our purpose and strategic framework Copyright © 2025 . Internal only Avient Corporation. All Rights Reserved 4

  5. 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 dri

  6. 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

  7. 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

  8. 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

  9. 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

  10. Slide 10: Avient is a compelling investment thesis

    Avient is a compelling investment thesis Copyright © 2025 . Avient Corporation. All Rights Reserved 10

  11. Slide 11: Q2 2025 webcast

    Q2 2025 webcast

  12. Slide 12: Q2 2025 highlights

    Q2 2025 highlights Q2 2025 Q2 2025 VS. Q2 2024 results ORGANIC FX AS REPORTED ► Organic revenue growth Sales $867M 0.6% 1.4% 2.0% ► Adj. EBITDA margin of 17.2% Adj. EBITDA $149M 2.5% 1.4% 3.9% ► Executed playbook to deliver results Adj. EPS $0.80 3.9% 1.4% 5.3% Copyright © 2025 . Avient Corporation.

  13. Slide 13: Playbook in current environment

    Playbook in current environment Productivity Benefits 1. 1. Staying close to our customers to help them navigate the uncertain environment and execute their respective plans ► $6M of incremental 2. 2. Using our “global reach with a local touch” model to productivity in H2 vs win share and new busine

  14. Slide 14: Executing the strategy to deliver key financial metrics

    Executing the strategy to deliver key financial metrics ORGANIC GROWTH MARGIN EXPANSION CASH GENERATION INNOVATION • 5 consecutive quarters of • +20 bps H1 adj. EBITDA • Strong cash flow generation • Inventing differentiated organic revenue growth margin expansion to 17.3% strengthening the balance

  15. Slide 15: Q2 2025 results

    Q2 2025 results

  16. Slide 16: Color, Additives & Inks – Q2 2025 performance

    Color, Additives & Inks – Q2 2025 performance Sales Adj. EBITDA • Sales decline driven by (1%) +4% As Reported As Reported weakness in consumer, (2%) +4% Excl. FX Excl. FX transportation, and building & 542 539 113 construction partially offset by growth in healthcare 108 • Adjusted EBITDA margin ex

  17. Slide 17: Specialty Engineered Materials – Q2 2025 performance

    Specialty Engineered Materials – Q2 2025 performance Sales Adj. EBITDA • Strong growth in defense and +7% (2%) As Reported As Reported healthcare sales partially offset +6% (3%) Excl. FX Excl. FX by weak consumer demand 330 64 63 • Productivity initiatives and cost 308 controls more than offset by p

  18. Slide 18: Q2 2025 organic revenue growth - by region

    Q2 2025 organic revenue growth - by region US & Canada Europe, Middle Asia Latin America East & Africa +1% -1% +3% +6% Year-over-year revenue growth, excludes the impact of foreign exchange Copyright © 2025 . Avient Corporation. All Rights Reserved 18

  19. Slide 19: 2025 guidance

    2025 guidance

  20. Slide 20: 2025 financial guidance narrowed

    2025 financial guidance narrowed… ADJ. EBITDA - full year 2025 ADJ. EPS - full year 2025 ADJ. EPS – Q3 2025 $545 to 560M $2.77 to $2.87 $0.70 +4% to +6% growth excluding FX POTENTIAL ACCELERATORS POTENTIAL DECELERATORS ▲ Improved consumer confidence and lower interest rates ▼ Global trade uncertaint

  21. Slide 21: Appendix

    oN S@AVIENT

  22. Slide 22: 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

  23. Slide 23: 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

  24. Slide 24: 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

  25. Slide 25: 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

  26. Slide 26: 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

  27. Slide 27: Reconciliation of Non-GAAP financial measures

    Reconciliation of Reconciliation to condensed consolidated statements of income Three months ended June 30, 2025 1 2024 1 Non-GAAP financial Net income attributable to Avient common shareholders $ Millions 52.6 EPS (in $) 0.57 $ Millions 33.6 EPS (in $) 0.36 measures Special items, after-tax Amortiz

  28. Slide 28: Reconciliation of Non-GAAP financial measures

    Three months ended June 30, Reconciliation of Reconciliation to EBITDA and Adjusted EBITDA 2025 $ Millions 2024 $ Millions Non-GAAP financial Sales Color, Additives and Inks Specialty Engineered Materials 538.6 329.7 542.0 308.1 measures Corporate Sales (1.8) 866.5 (0.4) 849.7 PAGE 2 OF 4 Operating

  29. Slide 29: Reconciliation of Non-GAAP financial measures

    Three months ended Reconciliation of Reconciliation to condensed consolidated statements of income September 30, 2024 $ Millions EPS (in $) 1 Non-GAAP financial Net income attributable to Avient common shareholders Special items, after-tax 38.2 6.6 0.41 0.07 measures Amortization expense, after-tax

  30. Slide 30: Reconciliation of Non-GAAP financial measures

    Reconciliation of Reconciliation to condensed consolidated statements of income Six months ended June 30, 2025 1 2024 1 Non-GAAP financial Net income attributable to Avient common shareholders $ Millions 32.4 EPS (in $) 0.35 $ Millions 83.0 EPS (in $) 0.90 measures Special items, after-tax Amortizat

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