Avient (AVNT) Investor presentation summary

Business overview and performance

• Diversified global business with $3.3B in 2025 sales and $545M adjusted EBITDA, split 62% Color, Additives & Inks and 38% Specialty Engineered Materials.

• 2025 adjusted EPS reached $2.82 with a 16.7% adjusted EBITDA margin and 15 years of consecutive dividend growth.

• Sales by region: 40% US/Canada, 36% EMEA, 18% Asia, 6% LATAM; end markets include packaging, consumer, industrial, transportation, and healthcare.

Strategic direction and growth drivers

• Focus on margin expansion, above-market growth, and strong cash generation through productivity, innovation, and portfolio mix.

• Strategy targets intersecting high-growth markets and secular trends, building scalable product platforms.

• Growth vectors include composites for construction, electrification, defense, healthcare, and sustainability solutions.

Financial performance and targets

• 2025 organic revenue growth was flat overall, with Asia and LATAM up 3–4%, while US/Canada and EMEA declined.

• 2025 adjusted EBITDA margin expanded by 50 bps to 16.7%, and adjusted EPS grew 6% year-over-year.

• Specialty Engineered Materials saw organic sales growth in healthcare, defense, and telecom, but margin declined 40 bps due to planned maintenance and investments.

• Color, Additives & Inks experienced a 1% organic sales decline, offset by margin expansion from cost actions and productivity.