Renesas Electronics Corporation

2026/02/16 Updated
Market Cap: $34.8B (¥5.3T)
Stock Price: $19.23 (¥2,940)
Exchange Rate: 1 USD = ¥152.91

Presentation for Q4 and Full Year of Fiscal Year Ending December 2025

For the full fiscal year ending December 2025, revenue was ¥1,318.5 billion (YoY -2.2%), operating income was ¥386.9 billion (YoY -¥11.0 billion), and net income attributable to owners of parent was ¥329.3 billion (YoY -¥31.1 billion).

Importance:
Page Updated: February 5, 2026
IR Disclosure Date: February 5, 2026

Key Figures

  • Full Year Revenue: ¥1,318.5 billion (YoY -2.2%)
  • Full Year Operating Income: ¥386.9 billion (YoY -¥11.0 billion)
  • Net Income Attributable to Owners of Parent: ¥329.3 billion (YoY -¥31.1 billion)

AI要約

Performance Overview

For the full fiscal year ending December 2025, revenue was ¥1,318.5 billion, a 2.2% decrease year-over-year; however, the gross profit margin improved by 1.6 points to 57.6%. Operating income amounted to ¥386.9 billion, down ¥11.0 billion year-over-year, yet operating margin improved by 1.7 points to 28.3%. Net income attributable to owners of parent was ¥329.3 billion, a decrease of ¥31.1 billion year-over-year. The fourth quarter alone showed strong growth with revenue of ¥350.9 billion (up 19.9% YoY) and operating income of ¥108.0 billion (up ¥32.5 billion YoY).

Segment Performance and Outlook

By segment, the automotive business posted revenue of ¥639.7 billion (down 9.0% YoY), while the industrial, infrastructure, and IoT business recorded ¥671.8 billion (up 5.5% YoY). The industrial, infrastructure, and IoT segment showed steady growth, whereas the automotive business continued to trend downward. For the first quarter of fiscal 2026, revenue is forecast at ¥308.8 billion, the fourth quarter at ¥350.9 billion, and the full year is projected to increase significantly to ¥3,750 billion (up 21.4% YoY). The operating margin is also expected to improve to 32.0%.

Quarterly Revenue Trend

Quarterly Operating Income Trend

Segment Revenue Breakdown (Fiscal Year Ending December 2025)

Gross Profit Margin and Operating Margin Trends

Quarterly EBITDA Trend

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