1. What Happened? : $34 Million Green Tea Powder Supply Contract Signed

NUBO has entered into a $34 million green tea powder supply contract with a US-based global company. The contract spans three years, from October 1, 2026, to September 30, 2029, and covers regions outside the US. This substantial deal, equivalent to approximately 48.63% of NUBO’s annual revenue, is anticipated to contribute significantly to the company’s growth.

2. Why Does It Matter? : Securing New Growth Engine and Business Diversification

This contract signifies more than just revenue growth; it marks a pivotal shift in NUBO’s business structure. Beyond its existing fertilizer, organic farming materials, and golf course landscaping businesses, NUBO has secured a new growth engine in green tea powder supply. This diversification strengthens the company’s portfolio and reduces its dependence on the volatility of specific industries. Furthermore, entry into the US market is expected to enhance NUBO’s global competitiveness and boost brand recognition.

3. So What? : Expected Revenue Growth and Profitability Improvement

  • Revenue Growth: Projected annual additional revenue of approximately $12 million, promising stable growth over the next three years starting from 2026.
  • Profitability Improvement: Potential for securing stable margins through the green tea powder supply business.
  • Financial Structure Improvement: Secure and stable cash flow due to the three-year long-term contract.
  • Global Market Expansion: Expected expansion of overseas sales channels, starting with entry into the US market.

4. Investor Action Plan: Positive Signal, but Careful Monitoring Required

This contract is a positive indicator of NUBO’s mid- to long-term growth potential. However, investors should consider several factors before making investment decisions.

  • Exchange Rate Volatility: Fluctuations in exchange rates during the contract period could impact profitability.
  • Business Profitability: It’s crucial to understand the specific profitability and cost structure of the green tea powder supply business.
  • Macroeconomic Factors: Continuous monitoring of macroeconomic variables, including interest rates, oil prices, and raw material prices, is necessary.

This report is for investment reference only, and the final investment decision rests with the investor.