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MESSAGE _ENGLISH VERSION_
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Title:
First sale of the ODRA system to an industrial client serving the
semiconductor sector in the defense and AI industries in the U.S.
Legal basis:
Article 17_1_ MAR - inside information.
Content of the Report:
The Management Board of XTPL S.A. _the "Issuer", the "Company", "XTPL"_
announces that on March 9, 2026, the Company accepted an order for the
delivery of the ODRA system _"ODRA"_ from an industrial customer
headquartered in Silicon Valley, U.S. _the "Client"_, which constitutes
the conclusion of a sales agreement. The value of the agreement ranges
from USD 400,000 to USD 500,000. Revenue generated from the delivery of
the ordered device will have a positive impact on the financial results
of XTPL S.A. for the fourth quarter of 2026. The order will be processed
by XTPL Inc., headquartered in Boston, U.S. The transaction supports the
implementation of the 2026-2028 Strategy, which targets PLN 100 million
in revenues by 2028 [Current Report No. 27/2025 dated September 25,
2025].
The ODRA device _previously referred to under the working name DPS+_
constitutes XTPL's fourth business line, filling the gap between the DPS
_Delta Printing System_ laboratory devices and industrial UPD modules.
The standalone system is designed for High-Mix, Low-Volume _HMLV_
industrial manufacturing, i.e., diversified production in small batches.
Key features of ODRA
1. Potential for repeat orders: professional users typically require
more than one ODRA system, which differentiates this product line from
DPS _typically one device per client_.
2. User profile: industrial clients, including defense sector
contractors - in contrast to DPS, which is primarily used by
laboratories, research institutes, and R_D centers.
3. Unit price: USD 400,000-500,000 more than twice the price of DPS.
Client profile
The first purchaser of ODRA is an industrial client headquartered in
Silicon Valley, California, U.S., specializing in advanced semiconductor
packaging and providing prototyping and High-Mix, Low-Volume _HMLV_
production services for demanding clients in the technology and defense
sectors. The Client holds ITAR _International Traffic in Arms
Regulations_ certification, enabling collaboration with defense-sector
contractors. The Client is also a member of a prestigious international
R_D consortium for advanced semiconductor packaging in Silicon Valley.
The Client previously purchased a Delta Printing System _DPS_ _Current
Report No. 48/2024 dated October 14, 2024_ and has been using it for
over a year to conduct preliminary evaluation of XTPL technology. The
current purchase of the ODRA system represents an important validation
of XTPL's technology. The Client is transitioning from a prototyping
device to a more advanced, production-oriented tool in order to expand
its service offerings. There is potential for the purchase of additional
ODRA units following successful installation and validation of the first
system.
Market context
Advanced semiconductor packaging is one of the fastest-growing segments
of the global electronics industry, driven by the development of
artificial intelligence _AI_, 5G networks, autonomous driving, and the
Internet of Things _IoT_. XTPL's technology, enabling ultra-precise
deposition of conductive structures, addresses key needs within this
sector.
The profile of the first prospective ODRA user, its client portfolio,
and its ITAR certification provide significant potential for XTPL
technology in projects for the defense sector. The Company has
previously signaled interest from defense-sector entities in UPD
technology, which led to the sale of a DPS system to a U.S. industrial
customer from the defense sector _Current Report No. 12/2025 dated March
28, 2025_. Another DPS device was sold to the University of
Massachusetts, Lowell _Current Report No. 13/2025 dated April 8, 2025_,
which operates the Raytheon-UMass Lowell Research Institute _RURI_
laboratory. Potential applications include electromagnetic shielding for
drones, high-frequency communications for radar systems, and repair of
advanced microelectronic components in near-field battlefield
environments.
Accordingly, for the reasons described above, in the Management Board's
opinion the information disclosed in this current report meets the
criteria of inside information within the meaning of Article 7_1_ MAR.
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RB: Pierwsza sprzedaż systemu ODRA do klienta przemysłowego obsługującego obszar półprzewodnikowy
w sektorach obronnym i AI w USA
