KOSES Amends Supply Contract with Bloom Energy, Extending Term for AI Server Electrode Cell Automation Equipment

On July 10, 2026, KOSES filed a correction extending the end date of its supply contract with Bloom Energy Corporation for AI server electrode cell automation equipment from July 13, 2026 to February 18, 2027.
The contract amount remains unchanged at KRW 18,883 million, representing 27.29% of 2024 consolidated revenue of KRW 69,184 million. Payment terms and other conditions are also unchanged.
Bloom Energy is a global leader in solid oxide fuel cells with high creditworthiness, and this amendment is merely a schedule adjustment, thus having limited impact on shareholder value.
[AI Summary]This disclosure is a simple correction for contract term extension with no financial changes, resulting in a neutral impact on the stock price. The relationship with credible counterparty Bloom Energy remains intact, and no additional funding or equity dilution occurs.