Posco Future M

003670 · KOSPI · Industrials · LARGE CAP

[Amended] Supply contract terminated

Posco Future M amends its disclosure, following expiry of the confidentiality withholding period, on the termination of a mid- to long-term ESS cathode material supply contract with SolarEdge Technologies Korea; the termination amount is US$680M, equal to 25.5% of recent sales of US$2.66B.

Supply contract([Amended] Supply contract terminated)· FILED 2026-08-21· RCEPT 20260821800175

What happened

Posco Future M / Termination of Single Sales/Supply Contract / (2026.08.21) Termination of Single Sales/Supply Contract

Amendment Report (Disclosure) Amendment date: 2026-08-21

1. Disclosure document subject to amendment: Termination of single sales/supply contract 2. Filing date of the disclosure document subject to amendment: 2026-08-21 3. Reason for amendment: Disclosure of the previously withheld matter upon expiry of the withholding period

4. Amended items - Item 3 (Counterparty): Before - (blank); After - SolarEdge Technologies Korea - Item 7 (Disclosure withholding details - reason for withholding): Before - Maintenance of business confidentiality; After - (blank) - Item 7 (Disclosure withholding details - withholding deadline): Before - 2026-08-23; After - (blank) - Item 8 (Other matters material to investment decisions): unchanged before and after - - "2. Termination amount under termination details" is the amount remaining after deducting the already-performed amount of KRW 106,652,403,658 from the original contract amount. - "2. Recent sales under termination details" is consolidated sales for fiscal year 2024. - "6. Termination date" is the date on which the Company and the counterparty agreed to terminate.

Termination of Single Sales/Supply Contract

1. Classification of sales/supply contract termination: Supply of goods Name of terminated contract: Mid- to long-term supply contract for ESS cathode materials

2. Termination details Termination amount (KRW): 945,049,504,591 Recent sales (KRW): 3,699,944,235,821 Ratio to sales (%): 25.5 Large-company status: Applicable

3. Counterparty: SolarEdge Technologies Korea Relationship with the Company: -

4. Contract period Start date: 2022-08-24 End date: 2026-08-23

5. Main reason for termination: Termination by mutual agreement of both parties following the counterparty's discontinuation of its ESS business division

6. Termination date: 2025-08-08

7. Disclosure withholding details Reason for withholding: - Withholding deadline: -

8. Other matters material to investment decisions - "2. Termination amount under termination details" is the amount remaining after deducting the already-performed amount of KRW 106,652,403,658 from the original contract amount. - "2. Recent sales under termination details" is consolidated sales for fiscal year 2024. - "6. Termination date" is the date on which the Company and the counterparty agreed to terminate.

Related disclosures: 2022-08-25 Execution of single sales/supply contract; 2025-08-11 Termination of single sales/supply contract

Filed2026-08-21, [Amended] Supply contract terminated
SourceDART rcept 20260821800175 → open original filing

Source: DART. Information only, not investment advice.

For informational purposes only. This is not investment advice, a recommendation, or a solicitation to buy or sell any security. Do your own research; any investment decision is your own responsibility.

Data from DART, Korea's official corporate-filing system. Data sourced from official DART filings. Accuracy is not guaranteed. Figures are as of the date shown. As of 2026-08-21 (KST). · Converted at 1 USD ≈ ₩1,325 (rate of 2026-10-21).