Renesas Electronics Corporation

2026/10/28 11:38 Updated
Market Cap: $35.5B (¥5.6T)
Stock Price: $19.40 (¥3,065)
Exchange Rate: 1 USD = ¥157.98

FY2026 Q3 Earnings Presentation Materials

Published the FY2026 Q3 earnings overview. Consolidated revenue was 350.9 billion yen (YoY +?, reported as a range), operating income was 150.5 billion yen (YoY approx. +?), EBITDA was 473.9 billion yen, and net income attributable to owners of parent was 341.2 billion yen. On a Non-GAAP basis excluding special items such as gains on the timing business transfer, revenue was 435.2 billion yen, EBITDA 473.9 billion yen, and operating income 150.5 billion yen. By segment, automotive revenue was 189.5 billion yen and industrial, infrastructure & IoT revenue was 243.8 billion yen. The outlook for the next fiscal year suggests a recovery trend on a Non-GAAP basis.

Importance:
Page Updated: October 29, 2026
IR Disclosure Date: October 29, 2026

Key Figures

  • Revenue: 3,509 (hundred million yen) / YoY +30.2%
  • Operating Income: 1,505 (hundred million yen) / QoQ +? / YoY +?
  • EBITDA: 4,739 (hundred million yen) / YoY +?
  • Automotive Revenue: 1,895 (hundred million yen)
  • Industrial, Infrastructure & IoT Revenue: 2,438 (hundred million yen)

AI要約

Earnings Overview

The FY2026 Q3 earnings presentation discloses performance on both Non-GAAP and GAAP bases. Revenue was 350.9 billion yen (9-month cumulative), Non-GAAP revenue was 435.2 billion yen, operating income was 150.5 billion yen, EBITDA was 473.9 billion yen, and net income attributable to owners of parent was 341.2 billion yen. The disclosure policy adopting IFRS is explained, and the impacts of certain items including gains on the timing business transfer are reconciled. By segment, automotive revenue was 189.5 billion yen and industrial, infrastructure & IoT revenue was 243.8 billion yen.

Outlook and Capital Allocation

A full-year outlook on a Non-GAAP basis excluding non-recurring items and PPA impacts is presented. The company continues to evaluate using metrics that exclude structural impacts such as the timing business transfer gain. While revenue and profit expansion is expected in the next fiscal year, attention remains on foreign exchange fluctuations and changes in market conditions as risk factors.

Revenue Trend

Operating Income Trend

EBITDA Trend

Segment Revenue Breakdown

Margin Analysis

This page uses AI to summarize IR materials from TDnet. Please refer to the original document for investment decisions.

Renesas Electronics Corporation

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