Fujikura stock gains a major fusion supply agreement at scale
Published on 10/05/2026 at 14:06 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Fujikura stock was last at JPY 5,566 on the Tokyo Stock Exchange at 3:30 p.m. JST on October 5, 2026, after the company secured a major high-temperature superconducting tape agreement for commercial fusion projects. The stock slipped 0.57 percent during the session, while the new order adds a long-dated growth project to Fujikura's expanding optical and energy technology portfolio.
Fusion order adds industrial scale
As PR Newswire reported on September 30, 2026, Commonwealth Fusion Systems agreed to purchase more than 10,000 km of Fujikura's high-temperature superconducting tape for its ARC fusion power plants. Fujikura is investing in additional manufacturing capacity so the material can be delivered at scale.
The agreement is described as the largest single purchase order of its kind for HTS tape. The financial value was not disclosed, so the commercial importance rests on the contracted volume, production expansion and the planned use of the material in the first grid-scale ARC plant.
Guidance points to faster growth
Simply Wall St reported that Fujikura revised its fiscal 2027 outlook on August 7, 2026. First-half sales guidance rose to JPY 821.0 billion from JPY 778.0 billion, while operating profit guidance increased to JPY 198.0 billion from JPY 174.0 billion.
For the fiscal year ending March 31, 2027, the company now expects sales of JPY 1.755 trillion and operating profit of JPY 432.0 billion, compared with prior guidance of JPY 1.462 trillion and JPY 310.0 billion. The scale of the revision puts data-center demand and optical component products at the center of Fujikura's near-term earnings story.
Quarterly growth supports the case
Fujikura's first-quarter fiscal 2027 revenue reached JPY 402.0 billion, up 50 percent from the prior-year quarter, while net income rose 157 percent to JPY 80.4 billion, according to Simply Wall St. Operating profit was JPY 104.8 billion, giving the fusion agreement a backdrop of rapid underlying expansion rather than a standalone technology announcement.
Stock remains below yearly peak
Fujikura stock traded within a JPY 5,532 to JPY 5,685 range on October 5, 2026. Its 52-week range was JPY 2,350 to JPY 7,933, and the JPY 9.2 trillion market capitalization reflects a valuation that now depends on converting optical infrastructure demand and new superconducting capacity into sustained earnings.
Fujikura stock facts
- Company: Fujikura Ltd.
- Ticker: 5803
- Trading venue: Tokyo Stock Exchange Prime Market
- Price (as of October 5, 2026, 3:30 p.m. JST): JPY 5,566
- Market capitalization: JPY 9.2 trillion (as of October 5, 2026)
- 52-week range: JPY 2,350-JPY 7,933 (as of October 5, 2026)
- Sector / Industry: Industrials / Electrical Equipment and Parts
