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Overview

Electric Appliances

Renesas Electronics Corporation

Renesas Electronics is a pure-play semiconductor manufacturer engaged in the research, development, design, manufacturing, and sales of semiconductors. The company operates two core segments: Automotive (providing microcontrollers, SoCs, analog and power semiconductors for vehicle control and in-vehicle infotainment systems) and Industrial/Infrastructure/IoT (serving smart society applications across industrial automation, infrastructure, and connected devices). Renesas holds strong competitive positions in automotive-grade microcontrollers and leverages a global network of design, manufacturing, and sales subsidiaries to serve customers worldwide.

Market Cap

¥5,275B

US$33.6B

EV

¥6,081B

US$38.8B

Stock¥2,886.5▼-1.11%

US$1 = ¥156.80 (2026-10-23)

LTM EV/EBITDA

11.8

x

LTM EV/EBIT

18.3

x

LTM PER

15.5

x

LTM PBR

1.9

x

Stock vs TOPIX (1Y, base=100)vs TOPIX ▲+35.3%pt

Oct 24, 25 – Oct 23, 26StockTOPIX

1Aug 3, 26H1 2026 earnings: Revenue +26% YoY, Net profit ¥217.3bn

2Oct 15, 26US CPI beat reignites Fed hike fears; CoreWeave bond crash triggers global semiconductor selloff

MC → EV Bridge

AI Briefing

Generating insights…

Performance & Balance

Revenue 5Y (¥B)

EBITDA 5Y (¥B)

Net Income 5Y (¥B)

Capital Structure

71%

29%

EquityD/E 0.41xDebt

Liquidity vs Debt 5Y (¥B)▼ Net Debt

CashInv. Sec.Debt

Shareholders

Top 10 hold 39.6%

as of 2026-06-30 · Source: Annual Securities Report

1

The Master Trust Bank of Japan, Ltd. (Trust Account)

15.65%

2

Custody Bank of Japan, Ltd. (Trust Account)

6.10%

3

TOYOTA MOTOR CORPORATION

4.10%

4

STATE STREET BANK AND TRUST COMPANY 505001 (Standing Proxy: Mizuho Bank, Ltd.)

3.40%

5

GOLDMAN, SACHS & CO. REG (Standing Proxy: Goldman Sachs Japan Co., Ltd.)

2.04%

6

MSCO CUSTOMER SECURITIES (Standing Proxy: Morgan Stanley MUFG Securities Co., Ltd.)

1.89%

7

THE BANK OF NEW YORK MELLON 140040 (Standing Proxy: Mizuho Bank, Ltd.)

1.75%

8

GOVERNMENT OF NORWAY (Standing Proxy: Citibank, N.A., Tokyo Branch)

1.58%

9

JP MORGAN CHASE BANK 385864 (Standing Proxy: Mizuho Bank, Ltd.)

1.52%

10

THE CHASE MANHATTAN BANK, N.A. LONDONSECS LENDING OMNIBUS ACCOUNT (Standing Proxy: Mizuho Bank, Ltd.)

1.52%

Management

7 officers

Hidetoshi SHIBATA

Director

See above, "(a) Current Status as of the Filing Date of the Securities Report, (i) Status of Directors"

1972-11-16

Selena Loh LACROIX

Director

See above, "(a) Current Status as of the Filing Date of the Securities Report, (i) Status of Directors"

1964-11-18

Jiro IWASAKI

Director

See above, "(a) Current Status as of the Filing Date of the Securities Report, (i) Status of Directors"

1945-12-06

Noboru YAMAMOTO

Director

See above, "(a) Current Status as of the Filing Date of the Securities Report, (i) Status of Directors"

1962-11-21

Takuya HIRANO

Director

See above, "(a) Current Status as of the Filing Date of the Securities Report, (i) Status of Directors"

1970-08-11

Asako MIZUNO

Director

See above, "(a) Current Status as of the Filing Date of the Securities Report, (i) Status of Directors"

1970-09-01

Kimberly MATHISEN

Director

Jul 1994 Joined Procter & Gamble Jun 2000 Associate, International Business Development, ASK Jeeves Jul 2000 Co-founder, Appear Networks Systems Oct 2001 Joined Eli Lilly and Company Sep 2007 General Manager, Germany Region, Eli Lilly and Company Jan 2011 Outside Director, NHST Holding Mar 2011 Vice President and Global Alliance Leader, U.S. Region, Eli Lilly and Company Jun 2013 CEO, Orkla Home & Personal Care Sep 2016 General Manager, Norway Region, Microsoft May 2019 Outside Director, Yara International May 2020 Vice Chair of the Board (part-time), Yara International Jan 2022 CEO, HUB Ocean (current) May 2022 Outside Director, Aker BioMarine (scheduled to retire Apr 2026) Sep 2022 Supervisory Board Member (part-time), Bayer (current) May 2023 Outside Director, Aker Horizons

Large Shareholding Reports

Fidelity Management & Research Company LLC

2026-06-09

3.23%

FMR LLC

2026-06-09

—

BlackRock Fund Advisors

2026-06-05

1.72%→2.27%

T. Rowe Price International Ltd.

2026-05-12

4.06%→3.22%

FMR LLC

2026-02-20

5.41%

T. Rowe Price International Ltd.

2025-11-10

4.06%

Sumitomo Mitsui Trust Asset Management Co., Ltd.

2025-10-06

3.15%

Nomura Asset Management Co., Ltd.

2025-08-06

5.03%

Disclosures

No disclosures

Primary Source Filings

EDINET

2026-08-06

Semi-Annual Securities Report

Period: Jan 2026 – Dec 2026

TDnet

2026-07-31

Q2 Earnings Flash

FY ending Dec 2026

EDINET

2026-07-10

Securities Registration Statement

EDINET

2026-06-25

中期経営計画

Finance - 2026 Capital Market Day

EDINETAmended

2026-06-09

Change Report

EDINET

2026-06-09

Large Shareholding Report

EDINET

2026-06-05

Large Shareholding Report

EDINET

2026-05-12

Large Shareholding Report

TDnet

2026-04-24

Q1 Earnings Flash

FY ending Dec 2026

EDINET

2026-04-10

Securities Registration Statement

EDINET

2026-03-19

Annual Securities Report

Period: Jan 2025 – Dec 2025

EDINET

2026-02-20

Large Shareholding Report

EDINET

2025-11-10

Large Shareholding Report

EDINETAmended

2025-10-30

Amended Securities Registration Statement

TDnet

2025-10-30

Q3 Earnings Flash

FY ending Dec 2025

EDINET

2025-10-10

Securities Registration Statement

EDINET

2025-10-06

Large Shareholding Report

EDINET

2025-08-06

Large Shareholding Report

EDINET

2025-08-01

Semi-Annual Securities Report

Period: Jan 2025 – Dec 2025

EDINETAmended

2025-07-25

Amended Securities Registration Statement

EDINET

2025-07-04

Securities Registration Statement

TDnet

2025-04-24

Q1 Earnings Flash

FY ending Dec 2025

EDINETAmended

2025-04-24

Amended Securities Registration Statement

EDINET

2025-04-07

Securities Registration Statement

EDINET

2025-03-26

Annual Securities Report

Period: Jan 2024 – Dec 2024

EDINET

2024-10-11

Securities Registration Statement

EDINET

2024-08-01

Semi-Annual Securities Report

Period: Jan 2024 – Dec 2024

EDINETAmended

2024-07-25

Amended Securities Registration Statement

EDINET

2024-07-09

Securities Registration Statement

EDINETAmended

2024-05-09

Amended Annual Securities Report

Period: Jan 2023 – Dec 2023

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Overview · AI · Stock

Overview

Electric Appliances

Renesas Electronics Corporation

Renesas Electronics is a pure-play semiconductor manufacturer engaged in the research, development, design, manufacturing, and sales of semiconductors. The company operates two core segments: Automotive (providing microcontrollers, SoCs, analog and power semiconductors for vehicle control and in-vehicle infotainment systems) and Industrial/Infrastructure/IoT (serving smart society applications across industrial automation, infrastructure, and connected devices). Renesas holds strong competitive positions in automotive-grade microcontrollers and leverages a global network of design, manufacturing, and sales subsidiaries to serve customers worldwide.

Market Cap

¥5,275B

US$33.6B

EV

¥6,081B

US$38.8B

Stock¥2,886.5▼-1.11%

US$1 = ¥156.80 (2026-10-23)

LTM EV/EBITDA

11.8

x

LTM EV/EBIT

18.3

x

LTM PER

15.5

x

LTM PBR

1.9

x

Stock vs TOPIX (1Y, base=100)vs TOPIX ▲+35.3%pt

Oct 24, 25 – Oct 23, 26StockTOPIX

1Aug 3, 26H1 2026 earnings: Revenue +26% YoY, Net profit ¥217.3bn

2Oct 15, 26US CPI beat reignites Fed hike fears; CoreWeave bond crash triggers global semiconductor selloff

MC → EV Bridge

AI Briefing

Generating insights…

Performance & Balance

Performance & Balance

Revenue 5Y (¥B)

EBITDA 5Y (¥B)

Net Income 5Y (¥B)

Capital Structure

71%

29%

EquityD/E 0.41xDebt

Liquidity vs Debt 5Y (¥B)▼ Net Debt

CashInv. Sec.Debt

Shareholders

Shareholders

Top 10 hold 39.6%

as of 2026-06-30 · Source: Annual Securities Report

1

The Master Trust Bank of Japan, Ltd. (Trust Account)

15.65%

2

Custody Bank of Japan, Ltd. (Trust Account)

6.10%

3

TOYOTA MOTOR CORPORATION

4.10%

4

STATE STREET BANK AND TRUST COMPANY 505001 (Standing Proxy: Mizuho Bank, Ltd.)

3.40%

5

GOLDMAN, SACHS & CO. REG (Standing Proxy: Goldman Sachs Japan Co., Ltd.)

2.04%

6

MSCO CUSTOMER SECURITIES (Standing Proxy: Morgan Stanley MUFG Securities Co., Ltd.)

1.89%

7

THE BANK OF NEW YORK MELLON 140040 (Standing Proxy: Mizuho Bank, Ltd.)

1.75%

8

GOVERNMENT OF NORWAY (Standing Proxy: Citibank, N.A., Tokyo Branch)

1.58%

9

JP MORGAN CHASE BANK 385864 (Standing Proxy: Mizuho Bank, Ltd.)

1.52%

10

THE CHASE MANHATTAN BANK, N.A. LONDONSECS LENDING OMNIBUS ACCOUNT (Standing Proxy: Mizuho Bank, Ltd.)

1.52%

Management

Management

7 officers

Hidetoshi SHIBATA

Director

See above, "(a) Current Status as of the Filing Date of the Securities Report, (i) Status of Directors"

1972-11-16

Selena Loh LACROIX

Director

See above, "(a) Current Status as of the Filing Date of the Securities Report, (i) Status of Directors"

1964-11-18

Jiro IWASAKI

Director

See above, "(a) Current Status as of the Filing Date of the Securities Report, (i) Status of Directors"

1945-12-06

Noboru YAMAMOTO

Director

See above, "(a) Current Status as of the Filing Date of the Securities Report, (i) Status of Directors"

1962-11-21

Takuya HIRANO

Director

See above, "(a) Current Status as of the Filing Date of the Securities Report, (i) Status of Directors"

1970-08-11

Asako MIZUNO

Director

See above, "(a) Current Status as of the Filing Date of the Securities Report, (i) Status of Directors"

1970-09-01

Kimberly MATHISEN

Director

Jul 1994 Joined Procter & Gamble Jun 2000 Associate, International Business Development, ASK Jeeves Jul 2000 Co-founder, Appear Networks Systems Oct 2001 Joined Eli Lilly and Company Sep 2007 General Manager, Germany Region, Eli Lilly and Company Jan 2011 Outside Director, NHST Holding Mar 2011 Vice President and Global Alliance Leader, U.S. Region, Eli Lilly and Company Jun 2013 CEO, Orkla Home & Personal Care Sep 2016 General Manager, Norway Region, Microsoft May 2019 Outside Director, Yara International May 2020 Vice Chair of the Board (part-time), Yara International Jan 2022 CEO, HUB Ocean (current) May 2022 Outside Director, Aker BioMarine (scheduled to retire Apr 2026) Sep 2022 Supervisory Board Member (part-time), Bayer (current) May 2023 Outside Director, Aker Horizons

Large Shareholding

Large Shareholding Reports

Fidelity Management & Research Company LLC

2026-06-09

3.23%

FMR LLC

2026-06-09

—

BlackRock Fund Advisors

2026-06-05

1.72%→2.27%

T. Rowe Price International Ltd.

2026-05-12

4.06%→3.22%

FMR LLC

2026-02-20

5.41%

T. Rowe Price International Ltd.

2025-11-10

4.06%

Sumitomo Mitsui Trust Asset Management Co., Ltd.

2025-10-06

3.15%

Nomura Asset Management Co., Ltd.

2025-08-06

5.03%

Disclosures

Disclosures

No disclosures

Primary Source Filings

Primary Source Filings

EDINET

2026-08-06

Semi-Annual Securities Report

Period: Jan 2026 – Dec 2026

TDnet

2026-07-31

Q2 Earnings Flash

FY ending Dec 2026

EDINET

2026-07-10

Securities Registration Statement

EDINET

2026-06-25

中期経営計画

Finance - 2026 Capital Market Day

EDINETAmended

2026-06-09

Change Report

EDINET

2026-06-09

Large Shareholding Report

EDINET

2026-06-05

Large Shareholding Report

EDINET

2026-05-12

Large Shareholding Report

TDnet

2026-04-24

Q1 Earnings Flash

FY ending Dec 2026

EDINET

2026-04-10

Securities Registration Statement

EDINET

2026-03-19

Annual Securities Report

Period: Jan 2025 – Dec 2025

EDINET

2026-02-20

Large Shareholding Report

EDINET

2025-11-10

Large Shareholding Report

EDINETAmended

2025-10-30

Amended Securities Registration Statement

TDnet

2025-10-30

Q3 Earnings Flash

FY ending Dec 2025

EDINET

2025-10-10

Securities Registration Statement

EDINET

2025-10-06

Large Shareholding Report

EDINET

2025-08-06

Large Shareholding Report

EDINET

2025-08-01

Semi-Annual Securities Report

Period: Jan 2025 – Dec 2025

EDINETAmended

2025-07-25

Amended Securities Registration Statement

EDINET

2025-07-04

Securities Registration Statement

TDnet

2025-04-24

Q1 Earnings Flash

FY ending Dec 2025

EDINETAmended

2025-04-24

Amended Securities Registration Statement

EDINET

2025-04-07

Securities Registration Statement

EDINET

2025-03-26

Annual Securities Report

Period: Jan 2024 – Dec 2024

EDINET

2024-10-11

Securities Registration Statement

EDINET

2024-08-01

Semi-Annual Securities Report

Period: Jan 2024 – Dec 2024

EDINETAmended

2024-07-25

Amended Securities Registration Statement

EDINET

2024-07-09

Securities Registration Statement

EDINETAmended

2024-05-09

Amended Annual Securities Report

Period: Jan 2023 – Dec 2023

Ask AI

Ask AI

I have this company's financials, ownership, and management on hand. Ask me anything from an M&A perspective.

End of Preview

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