Slide 1: 4Q/Full-Year 2025 Presentation
4Q/FULL-YEAR 2025 PRESENTATION RENESAS ELECTRONICS CORPORATION FEBRUARY 5, 2026 © 2026 Renesas Electronics Corporation. All rights reserved.
Slide 2: Timing Business Transfer and Partnership MOU
TIMING BUSINESS TRANSFER AND PARTNERSHIP MOU Timing Business Overview Deal Highlights FY2024 revenue: $201.4mn (30.4bn yen2) The business offers a broad portfolio of timing solutions, delivering high-performance clock generation, distribution, and synchronization for digital electronic systems
Slide 3: Non-GAAP Basis Information
NON-GAAP BASIS INFORMATION In this section, Renesas Electronics Group (hereinafter “the Group”) applies Non-GAAP financial measures (hereinafter “Non-GAAP basis”) used for management’s decision making. Non-GAAP figures are calculated by removing or adjusting non-recurring items and other adjustments
Slide 4: Disclaimer
DISCLAIMER Adoption of IFRS: With the outlook that the Group will continue to expand globally and to provide financial figures that can be compared on a global scale, the Group discloses its consolidated financial statements in accordance with IFRS starting from the annual securities report for FY
Slide 5: 4Q/Full-Year 2025 Financial Snapshot
4Q/FULL-YEAR 2025 FINANCIAL SNAPSHOT NON-GAAP 2024 2025 4Q 4Q Change Full-Year Change 4Q Full-Year 3Q (Oct-Dec) (Oct-Dec) from Oct 30 (Jan-Dec) from Oct 30 (B yen) (Oct-Dec) (Jan-Dec) (Jul-Sep) Forecast Actual YoY QoQ FCT1 Actual YoY FCT1 340.0 Revenue 292.6 1,348.5 334.2 (±7.5) 350.9 +19.9% +5.0% +
Slide 6: 4Q 2025 Revenue and Gross / Operating Margin
4Q 2025 REVENUE AND GROSS / OPERATING MARGIN NON-GAAP Industrial / Company Total vs FCT QoQ Automotive Infrastructure / IoT 350.9 B yen 163.3 B yen 186.0 B yen Revenue vs FCT: +3.2% vs FCT: + vs FCT: + QoQ: +5.0% QoQ: +2.6% QoQ: +7.1% Gross 59.3 % ▲ Mix improvement ▲ Decreased manufacturing 56.5 % 6
Slide 7: Quarterly Revenue Trends
QUARTERLY REVENUE TRENDS NON-GAAP (B yen) ■Automotive ■Industrial ■Infrastructure ■IoT □Others Total Revenue1 YoY: +19.9% (+13.2%) QoQ: +5.0% (+2.3%) 351.8 358.8 350.9 345.3 334.2 324.6 308.8 292.6 Automotive1 178.2 190.4 163.3 185.5 159.2 YoY: +9.8% (+3.0%) 161.8 QoQ: +2.6% (-0.6%) 155.3 148.8 Indu
Slide 8: Inventory
INVENTORY In-House Inventory1 (Financial Accounting Basis) Sales Channel Inventory3 (Management Accounting Basis4) (Days) DOI2 WOI5 (Weeks) 160 4Q Results: Increased 4Q Results: Decreased 14 140 12 120 WIP: Increased Diebank 10 Decreased due to 100 increased sell-through 8 80 6 revenue 1Q Foreca
Slide 9: Front-End Utilization Rate and Capital Expenditures
FRONT-END UTILIZATION RATE1 AND CAPITAL EXPENDITURES2 Front-end Utilization Rate (Wafter Input Basis) Capital Expenditures Total 6-inch line 8-inch line 12-inch line (B yen) Revenue Ratio3 20% 15% 100% 10% 80% 36.6 5% 60% 0% 22.2 18.8 -5% 40% 17.3 17.8 13.7 12.7 -10% 20% 8.4 -15% 0% -20% 1Q24 2Q 3Q
Slide 10: 1Q 2026 Forecast
1Q 2026 FORECAST NON-GAAP 2025 2026 1Q (Jan-Mar) 1Q 4Q Midpoint Forecast (B yen) (Jan-Mar) (Oct-Dec) (Range)1 YoY QoQ 375.0 +21.4% +6.9% Revenue 308.8 350.9 (±7.5) (±2.4pts) (±2.1pts) Revenue - - - +17.8% +4.9% (Excluding FX Impact) Gross Margin 56.7% 59.3% 58.5% +1.8pts -0.8pt Operating Margin 27.1
Slide 11: Appendix
APPENDIX The figures in this section are mainly based on segment disclosure and GAAP (IFRS) stated on a financial reporting basis and are provided as additional information. © 2026 Renesas Electronics Corporation. All rights reserved. Page 11
Slide 12: Business Trends
BUSINESS TRENDS NON-GAAP 2024 2025 1Q 2Q 3Q 4Q Full-Year 1Q 2Q 3Q 4Q Full-Year (B yen) (Jan-Mar) (Apr-Jun) (Jul-Sep) (Oct-Dec) (Jan-Dec) (Jan-Mar) (Apr-Jun) (Jul-Sep) (Oct-Dec) YoY QoQ (Jan-Dec) YoY Revenue 351.8 358.8 345.3 292.6 1,348.5 308.8 324.6 334.2 350.9 +19.9% +5.0% 1,318.5 -2.2% Gross Marg
Slide 13: Revenue and Gross Profit by Segment
REVENUE AND GROSS PROFIT BY SEGMENT NON-GAAP 2024 2025 1Q 2Q 3Q 4Q Full-Year 1Q 2Q 3Q 4Q Full-Year (B yen) (Jan-Mar) (Apr-Jun) (Jul-Sep) (Oct-Dec) (Jan-Dec) (Jan-Mar) (Apr-Jun) (Jul-Sep) (Oct-Dec) YoY QoQ (Jan-Dec) YoY Revenue 351.8 358.8 345.3 292.6 1,348.5 308.8 324.6 334.2 350.9 +19.9% +5.0% 1,31
Slide 14: Operating Profit and EBITDA by Segment
OPERATING PROFIT AND EBITDA1 BY SEGMENT NON-GAAP 2024 2025 1Q 2Q 3Q 4Q Full-Year 1Q 2Q 3Q 4Q Full-Year (B yen) (Jan-Mar) (Apr-Jun) (Jul-Sep) (Oct-Dec) (Jan-Dec) (Jan-Mar) (Apr-Jun) (Jul-Sep) (Oct-Dec) YoY QoQ (Jan-Dec) YoY Operating Profit 113.5 110.6 98.4 75.4 397.9 83.8 91.9 103.2 108.0 +32.5 +4.8
Slide 15: Statement of Financial Position
STATEMENT OF FINANCIAL POSITION GAAP (B yen) 2024/3 2024/6 2024/9 2024/12 2025/3 2025/6 2025/9 2025/12 Total Assets 3,233.7 3,663.0 4,201.6 4,490.4 4,195.5 3,872.2 4,012.7 4,177.2 Cash and Cash Equivalents1 231.8 288.4 239.1 229.2 177.6 211.1 238.4 295.9 Inventories 171.4 178.1 173.1 176.5 175.6 165
Slide 16: GAAP / Non-GAAP Reconciliation
GAAP / NON-GAAP RECONCILIATION 2024 2025 Full-Year 4Q Full-Year Operating Operating Operating (B yen) Gross Profit Profit Net Profit1 EBITDA Gross Profit Profit Net Profit1 EBITDA Gross Profit Profit Net Profit1 EBITDA Non-GAAP 756.3 397.9 360.4 486.2 207.9 108.0 90.0 127.8 759.9 386.9 329.3 464.1 (
Slide 17: 4Q 2025 Consolidated Operating Profit
4Q 2025 CONSOLIDATED OPERATING PROFIT BRIDGE FROM NON-GAAP TO GAAP (B yen) Former-Intersil Former-IDT 108.0 PPA Effects PPA Effects Former-Dialog PPA Effects Former-Altium PPA Effects Other Stock-Based PPA Effects Compensation Others 67.2 Recurring Items Non-Recurring Items Non-GAAP GAAP © 2026 Rene
Slide 18: 4Q/Full-Year 2025 Financial Snapshot (GAAP)
4Q/FULL-YEAR 2025 FINANCIAL SNAPSHOT GAAP 2024 2025 4Q Full-Year 3Q 4Q Full-Year (B yen) (Oct-Dec) (Jan-Dec) (Jul-Sep) (Oct-Dec) YoY QoQ (Jan-Dec) YoY Revenue 292.6 1,348.5 335.4 351.5 -+20.1% +4.8% 1,321.2 -2.0% Gross Margin 54.4% 55.6% 57.3% 59.0% +4.6pts +1.6pts 57.1% +1.4pts Operating Profit 22.
Slide 19: Highlights
HIGHLIGHTS Continuation of Dividends Wolfspeed status update Renesas 365 Cash Dividends: 28 yen per share, On January 30, 2026, following Renesas 365 Powered by Altium, Total 50.8 billion yen CFIUS approval, acquired a first-of-its-kind industry solution Dividend Yield: 2.0% Wolfspeed’s conv
Slide 20: Altium Progress to Date
ALTIUM PROGRESS TO DATE Group ARR1 Progression Platform KPI Concept +14% Volume Metrics YoY Altium New Logos Agile New Accounts Altium Develop New Users Octopart Discover 3Q24 4Q24 1Q25 2Q25 3Q25 4Q25 1. ARR Definition: Annual Recurring Revenue ("ARR") is the annualized value of active customer cont
Slide 21: Renesas at a Glance
RENESAS AT A GLANCE 2025 Highlight1 Growth Trajectory1 Revenue Gross Operating Margin Margin 1,500 (B yen) Revenue Operating Margin FCF Margin2 60% 1,318.5 B yen 29.3% 25.1% 1,000 40% Gross Margin EBIDTA Margin EPS 500 20% 57.6% 35.2% 182.27 yen 0 0% 2020 2021 2022 2023 2024 2025 Revenue Composition
Slide 22: Renesas.com
Renesas.com (FORWARD-LOOKING STATEMENTS) The statements in this presentation with respect to the plans, strategies and forecasts of Renesas Electronics and its consolidated subsidiaries (collectively “we”) are forward-looking statements involving risks and uncertainties. Such forward looking stateme