FADU Signs SSD Supply Contract with Macnica Galaxy Worth 10.37B KRW... Revenue Diversification and Earnings Expectations

FADU has signed an SSD supply contract with Macnica Galaxy Inc., a semiconductor and total solution provider, with a contract amount of approximately 10.37B KRW, representing 11.22% of its 2025 consolidated revenue (92.42B KRW)
Contract terms: An advance payment of 70% of the contract amount (approx. 7.26B KRW) is expected to be received in June 2026, with the remaining balance paid within 30 days from shipment (contract period: 2026-05-28 to 2026-10-11)
The contract includes provisions for claiming damages in case of breach, limiting contract performance risk, and providing a stable revenue source, positively impacting stock outlook
[AI Comprehensive Analysis]This contract is part of FADU's efforts to diversify SSD revenue and may contribute to earnings improvement, but the contract size is negligible relative to its market cap (approx. 5.86T KRW), limiting its impact on the stock price