Business description: Renesas Electronics Corporation

Renesas Electronics Corp is a Japan-based semiconductor manufacturer mainly engaged in the research, design, development, manufacture, sale and servicing of semiconductor products. The Company operates in two business segments. The Automotive segment is engaged in vehicle control business which provides semiconductors for controlling the engine and body of automobiles, and vehicle information business which provides semiconductors for in-vehicle information devices such as car navigation systems. The segment mainly provides microcontrollers, system-on-chip (SoC), analog semiconductors and power semiconductors. The Industry, Infrastructure and Internet of Things (IoT) segment is engaged in the industry business that supports the smart society, the infrastructure business and IoT business. The segment mainly provides microcontrollers, SoCs and analog semiconductors. The Company is also engaged in the development and contracted production of semiconductors.

Number of employees: 21,907

Sales by Activity: Renesas Electronics Corporation

Fiscal Period: December 2021 (JPY) 2022 (JPY) 2023 (JPY) 2024 (JPY) 2025 (JPY)

Industrial/Infrastructure/Iot

516B 846B 765B 637B 672B

Automotive

462B 645B 695B 703B 640B

Other

16.56B 11.78B 9.96B 8.91B 7.03B

Unallocated Adjustments

- -1.85B -292M - 2.73B

Geographical breakdown of sales: Renesas Electronics Corporation

Fiscal Period: December 2021 (JPY) 2022 (JPY) 2023 (JPY) 2024 (JPY) 2025 (JPY)

China

231B 424B 359B 375B 409B

Asia (Excluding Japan and China)

213B 319B 311B 301B 302B

Japan

315B 377B 377B 284B 269B

Europe

148B 237B 262B 231B 203B

North America

83.58B 138B 156B 156B 136B

Others

3.54B 6.1B 5.31B 2.56B 2.26B

Executive Committee: Renesas Electronics Corporation

Manager TitleAgeSince
Chief Executive Officer 53 30/06/2019
Director of Finance/CFO - 31/07/2019
Chief Tech/Sci/R&D Officer - 31/12/2024
Chief Operating Officer - 31/12/2024
Investor Relations Contact - -

Composition of the Board of Directors: Renesas Electronics Corporation

Director TitleAgeSince
Chairman 53 -
Director/Board Member 63 31/01/2014
Director/Board Member 80 31/05/2016
Director/Board Member 61 26/03/2020
Director/Board Member 63 30/03/2021
Director/Board Member - 25/03/2024
Director/Board Member 54 24/03/2026
Director/Board Member 55 -

Shareholders: Renesas Electronics Corporation

NameEquities%Valuation
Fidelity Management & Research Co. LLC
5.06 %
94,652,797 5.06 % 1 940 M ¥
4.01 %
75,015,900 4.01 % 1 538 M ¥
2.985 %
55,837,200 2.985 % 1 145 M ¥
BlackRock Fund Advisors
2.867 %
53,621,520 2.867 % 1 099 M ¥
BlackRock Financial Management, Inc.
1.659 %
31,030,594 1.659 % 636 M ¥
NameEquities%Valuation
Fidelity Management & Research Co. LLC
0.1746 %
6,531,616 0.1746 % 67 M ¥
Ramirez Asset Management, Inc.
0.0167 %
625,839 0.0167 % 6 M ¥
Sterling Capital Management LLC
0.005316 %
198,899 0.005316 % 2 M ¥
RhumbLine Advisers LP
0.001951 %
72,978 0.001951 % 747 952 ¥
Fulton Bank, N.A.(Lancaster, Pennsylvania)
0.00101 %
37,778 0.00101 % 387 187 ¥

Holdings: Renesas Electronics Corporation

NameEquities%Valuation
55,837,200 2.98% 1 145 M $
16,852,372 37.38% 498 M $

Company details: Renesas Electronics Corporation

Renesas Electronics Corp.

TOYOSU FORESIA

135-0061, Tokyo

+81 3 6773 3000

http://www.renesas.com/us/ja/
address Renesas Electronics Corporation(6723)

Group companies: Renesas Electronics Corporation

NameCategory and Sector
Semiconductors
Semiconductors
Semiconductors
Semiconductors

Other Semiconductors

Change 5d. change 1-year change 3-years change Capi.($)
+7.14%+3.51%+100.86%+90.55% 40.44B
+1.97%+10.56%+88.12%+667.86% 5,332B
-0.37%+2.86%+105.78%+582.57% 2,028B
+11.51%+88.00%+888.95%+2,078.45% 898B
+0.79%+34.33%+346.12%+372.49% 748B
+3.62%+35.14%+504.30%+348.51% 651B
+3.46%+6.01%+72.84%+84.75% 271B
+8.42%+41.07%+63.61%+128.26% 250B
-0.29%+4.62%+83.64% - 226B
+1.49%+6.48%+103.72%+134.08% 206B
Average +2.43%+15.14%+235.79%+498.61% 1,065B
Weighted average by Cap. +1.38%+13.25%+201.82%+690.70%
Trader
Investor
Global
Quality
ESG MSCI
AA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
13
Last Close Price
3,500.00JPY
Average target price
3,346.92JPY
Spread / Average Target
-4.37%

Quarterly revenue - Rate of surprise

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