YAS enters into 6.8B KRW display manufacturing equipment supply contract with LG Display... 19.56% of sales revenue order boosts earnings outlook

YAS has signed a display manufacturing equipment supply contract with LG Display. The contract amount is 6.8 billion KRW (excluding VAT), representing 19.56% of its 2025 consolidated revenue (approx. 34.8 billion KRW), a significant order.
The contract period runs from May 22, 2026 to March 3, 2027, with payment terms: 90% milestone (after delivery and inspection) and 10% final (after acceptance test). No upfront payment is required.
This order secures a stable revenue base for YAS and strengthens its position in the display equipment market. However, since no upfront payment is made, cash flow management until the milestone payment is important.
[AI Comprehensive Analysis]This contract is expected to positively impact YAS's short-term earnings. However, the market may have already priced in such news, limiting the stock price reaction. Future investment by LG Display and additional orders will be key drivers for the stock.