Camus Engineering & Construction Amends SK Hynix M15 Project PC Construction Contract with One-Month Extension, No Shareholder Dilution

On June 26, 2026, Camus Engineering & Construction disclosed a correction to its single sales and supply contract for the SK Hynix M15X project, extending the PC material supply and installation contract end date from June 30, 2026 to July 31, 2026.
This amendment is solely due to a change in contract period. The contract amount is 98,615,000,000 KRW, representing 35.4% of the company's 2023 consolidated revenue. The counterparty, SK Eco Plant, is a highly credible affiliate of a major Korean conglomerate.
No equity issuance or capital change is involved, so no dilution for existing shareholders. However, the original client SK Hynix may change the procurement method for PC materials, which could lead to contract separation or amount adjustment.
[AI Summary]This correction is a routine schedule adjustment for an existing large-scale project with no new funding or equity impact, limiting direct shareholder value effect. While the contract size relative to market cap is significant, investors should monitor potential changes in order conditions from the client.