Avient : IR Presentation - May 2026

Published: 2026-05-11 08:44:10 ET AVNT

Published on 05/11/2026 at 08:44 am EDT

AVNT

Investor Presentation

MAY 2026

Avient

at a glance...

Specialty Engineered Materials

SEM

38%

2025 sales by end market

PACKAGING

23%

2025 SALES 2025 ADJ. EBITDA

$3.3B

$545M

Color, Additives & Inks

C AI

62%

2025 sales

by business segment

US,

CONSUMER

18%

INDUSTRIAL

14%

TRANSPORTATION

11%

BUILDING & CONSTRUCTION

10%

2025 ADJ. EPS

2025 ADJ. EBITDA

$2.82

MARGIN

16.7%

2011

15 YEARS

LATAM

Asia

18%

40%

2025 sales

by region

36%

Canada

EMEA

HEALTHCARE

DEFENSE

ENERGY

TELECOM

Building a stronger company, positioned for long-term growth with early execution yielding results

Clear visibility to

MARGIN EXPANSION

•

Productivity & organization simplification Profitable mix

Innovation

Portfolio positioned for

ABOVE MARKET GROWTH

•

Growth vectors aligned to high growth market segments and secular trends

Track record of

STRONG EXECUTION & CASH GENERATION

•

Ability to consistently generate strong free cash flow and growing earnings in a slow-to-no growth environment

Exposure to diverse economies and

BROAD GLOBAL CUSTOMER BASE

•

Global reach with a local touch

Adj. EBITDA margin

16.7%

16.2%

16.0%

2023

2024

2025

Consistently improving value creation metrics

Adj. EPS

$2.82

$2.66

$2.36

2023

2024

2025

Adj. ROIC %

8.6%

8.3%

7.7%

2023

2024

2025

Adj. ROIC % = Tax-affected Adj. EBITA

(5-quarter average of invested capital - Cash)

Net leverage

3.1x

3.0x

2.6x

2023

2024

2025

Net leverage = (Total debt - Cash)

Adj. EBITDA

Our purpose and strategic framework

Avient sales growth

GROWING

Prioritizing

►

differently

Creating "space"

and driving

productivity

focused front-end and

back-end structures

Portfolios in high growth markets grow faster than core - building sizeable businesses of scale rapidly

BUILD NEW PLATFORMS OF SCALE

Core grows above macro driven by share wins and faster business development in prioritized portfolios (growth vectors)

CATALYZE THE CORE

SECULAR TRENDS

Organic revenue growth with adj. EBITDA margin expansion

+100 to +200bps

above GDP

Organic revenue growth

Adjusted EBITDA Margin

Avient margin expansion

Schematic illustration only

+400bps

margin expansion

+2%

20%+

Strategic objective

+1%

Operating

leverage

+1%

Mix

improvement

16.7%

2025

adjusted EBITDA

margin

Productivity

Manufacturing & sourcing efficiencies

Footprint optimization

Digital technologies

Mix

improvement

Increased sales in higher margin growth platforms

Operating leverage

Organic volume growth and SG&A efficiencies from prioritizing resources across the company

1 Capex

Expected annual spend between 3-5% of revenue to

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

5 M&A

Complement organic growth strategy with M&A over time, as needed

Webcast

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 to stay net price positive in each quarter of 2026

Expect organic sales growth in both businesses in Q2 2026

Focus on productivity and cost control actions continues and will be

adjusted to business conditions in an agile manner

Q1 2026

Results

Q1 2026 vs. Q1 2025

ORGANIC

(excludes impact of foreign exchange)

REPORTED

Sales

$847M

-2.0%

4.5%

2.5%

Adj. EBITDA

$150M

-1.9%

5.5%

3.6%

Margin %

17.7%

+20 bps

Adj. EPS

$0.83

1.0%

8.2%

9.2%

Sales generally in line with expectations

Expanded adj. EBITDA margins by 20 bps

Adj. EPS of $0.83 ahead of guidance of $0.81

2025 debt paydown of $150M contributed

Q1 2026

Q1 2025

Q1 2026

Q1 2025

Adj.

EBITDA

margin

19.7%

Adj.

EBITDA

margin

19.3%

100

520

104

528

Adj. EBITDA

+3%

(2%)

+2%

(3%)

Sales

Growth in healthcare and stable packaging demand was more than offset by organic sales decline in consumer, transportation and industrial

Productivity and net price/mix benefit more than offset lower demand and inflation driving 40 bps of margin expansion

Q1 2026

Q1 2025

Q1 2026

Q1 2025

Adj.

EBITDA

margin

21.8%

Adj.

EBITDA

margin

22.2%

308

320

Adj. EBITDA

+2%

(2%)

+4%

+0%

Sales

Share gains in building and construction as well as packaging applications were offset by subdued demand in consumer, transportation and industrial end markets

Margins impacted by current quarter mix effects and inflation which was partially offset by productivity actions

US & Canada Europe, Middle East & Africa

Asia Latin America

-3%

-2%

+2%

-6%

Year-over-year revenue growth, excludes the impact of foreign exchange

Guidance

ADJ. EBITDA - full year 2026

+2% to +7% growth

No change from prior guidance

ADJ. EPS - full year 2026

$2.93 to $3.17

+4% to +12% growth

No change from prior guidance

Q2 2026

$0.89

adj. EPS guidance

+11% growth yoy

MACRO ASSUMPTIONS INFLUENCING RANGE

Improvement in consumer spending due to government policies

Pricing ahead of raw material inflation

Continued acceleration of NATO spending on defense

FX volatility

Global demand uncertainty

and supply chain disruptions due to the Iran conflict

Persistent inflation impacting consumer spending resulting in a continued low

growth environment

Disclaimer

Avient Corporation published this content on May 11, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on May 11, 2026 at 12:43 UTC.