Fujikura secures 10,000 km fusion tape deal for Fujikura stock

Published on 10/23/2026 at 10:00 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Fujikura secures a 10,000 km fusion tape deal dated September 30, 2026. Fujikura stock costs EUR 23.02 on October 23, 2026.

Fujikura expands its growth platform

Fujikura agreed to supply more than 10,000 km of superconducting tape on September 30, 2026.
Full-year fiscal 2027 sales guidance rose to JPY 1,755.0 billion from JPY 1,462.0 billion on August 8, 2026.
Fujikura stock was trading at EUR 23.02 at 9:47 a.m. CEST at Lang & Schwarz on October 23, 2026.

Fujikura, JP3811000003, Illustration mit AI erstellt.

Fujikura (ISIN JP3811000003) was trading at EUR 23.02 at Lang & Schwarz on October 23, 2026 at 9:47 a.m. CEST. The latest strategic development is a supply agreement covering more than 10,000 km of high-temperature superconducting tape for Commonwealth Fusion Systems, announced on September 30, 2026 by JPX Market Explorer.

The agreement connects Fujikura's existing optical and electrical infrastructure businesses with the emerging fusion-energy supply chain. CFS plans to use the tape in ARC fusion power plants, while Fujikura is expanding manufacturing capacity to deliver the material at scale. The size of the order gives the project a measurable industrial dimension rather than leaving it as a technology demonstration.

Guidance points to stronger demand

Fujikura's raised guidance provides the clearest operating benchmark. For the fiscal year ending March 31, 2027, the company expects sales of JPY 1,755.0 billion, up 20.04 percent from previous guidance of JPY 1,462.0 billion, while operating profit guidance increased to JPY 432.0 billion from JPY 310.0 billion. JPX Market Explorer reported the revision on August 8, 2026 and attributed the outlook to optical component demand from data centers.

The first-half forecast also rose to JPY 821.0 billion in sales and JPY 198.0 billion in operating profit, from JPY 778.0 billion and JPY 174.0 billion. That comparison matters because the fusion agreement requires additional capacity while Fujikura is already investing behind fast-growing communications demand.

What does the tape deal change?

The deal broadens Fujikura's growth story beyond data-center connectivity, but execution remains central. Simply Wall St said on October 14, 2026 that scaling production and controlling costs would be important as new high-temperature superconducting capacity comes online.

Three dated milestones frame the story

On June 25, 2026, Fujikura reported fiscal-year sales of JPY 1,182.358 billion and net income of JPY 157.163 billion. On August 8, 2026, it raised fiscal 2027 sales guidance to JPY 1,755.0 billion. On September 30, 2026, the company entered the more than 10,000 km tape agreement with CFS. These events show a progression from strong reported results to higher guidance and a new industrial application.

Next date is November 10

Fujikura is scheduled to report its second-quarter fiscal 2027 results on November 10, 2026, according to Simply Wall St. That release should show whether the first-half guidance is translating into reported operating profit.

Stock stays in a wide range

Fujikura's primary listing is on the Tokyo Stock Exchange Prime Market, where the finance snapshot showed a JPY 2,622.50 to JPY 7,933.00 52-week range as of October 23, 2026. The current euro quotation therefore sits within a market picture shaped by both strong growth expectations and sharp price volatility.

Fujikura was trading at EUR 23.02 at Lang & Schwarz on October 23, 2026 at 9:47 a.m. CEST.

The further course of trading is shown by the continuously updated real-time quote of Fujikura stock.