Renesas Electronics Corporation
Presentation for Q1 FY2026
For Q1 FY2026, net revenue was JPY 372.3 billion (YoY +20.6%), operating income was JPY 125.4 billion (YoY +49.6%), and net income attributable to owners of parent was JPY 102.9 billion (YoY +40.5%).
Key Figures
- Net Revenue: JPY 372.3 billion (YoY +20.6%)
- Operating Income: JPY 125.4 billion (YoY +JPY 41.6 billion, +49.6%)
- Net Income Attributable to Owners of Parent: JPY 102.9 billion (YoY +JPY 29.7 billion)
AI要約
Performance Overview
In Q1 FY2026, Renesas Electronics achieved net revenue of JPY 372.3 billion (YoY +20.6%), operating income of JPY 125.4 billion (YoY +49.6%), and net income attributable to owners of parent of JPY 102.9 billion (YoY +40.5%). The gross profit margin improved by 2.4 percentage points year-over-year to 59.2%, and the operating margin rose 6.5 percentage points to 33.7%. EBITDA also increased significantly to JPY 146.2 billion compared to the previous year. The exchange rates were JPY 156 per 1 USD and JPY 183 per 1 EUR, reflecting a weaker yen compared to the previous year.
Segment Performance and Inventory Status
The automotive segment posted net revenue of JPY 171.7 billion (YoY +10.6%), while the industrial, infrastructure, and IoT segment reached JPY 199.0 billion (YoY +32.0%), maintaining steady growth. Gross profit margins for the automotive and industrial, infrastructure, IoT segments were 56.2% and 62.0% respectively, with operating margins at 35.9% and 31.9%. Inventory levels rose for work-in-progress and finished goods, and sales channel inventories also showed an increasing trend. Capital expenditures increased substantially due to higher front-end equipment utilization rates.
Net Revenue Quarterly Trend
Operating Margin Trend
Segment Net Revenue Breakdown (1Q26)
Renesas Electronics Corporation
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