Renesas Electronics Corporation · TSE:6723

Renesas Electronics — Investor Day (June 2025)

15 slides from Renesas Electronics's investor day presentation, Jun 26, 2025

  1. Slide 1: State of the Company

    STATE OF THE COMPANY JUNE 26, 2025 HIDETOSHI SHIBATA CEO RENESAS ELECTRONICS CORPORATION © 2025 Renesas Electronics Corporation. All rights reserved.

  2. Slide 2: Wakeup Call

    WAKEUP CALL © 2025 Renesas Electronics Corporation. All rights reserved. Page 2

  3. Slide 3: Near-Term Implications

    NEAR-TERM IMPLICATIONS Uncertain economy Adjustment Stronger China ？ ？ © 2025 Renesas Electronics Corporation. All rights reserved. Page 3

  4. Slide 4: What Do We Do?

    WHAT DO WE DO? Adjustment Beyond hardware Back to basics © 2025 Renesas Electronics Corporation. All rights reserved. Page 4

  5. Slide 5: 2030 2035 Aspiration

    2030  2035 ASPIRATION Top 3 20+bn $ 6x Embedded semi solution suppliers Revenue Market cap vs 2022 © 2025 Renesas Electronics Corporation. All rights reserved. Page 5

  6. Slide 6: Model

    Non-GAAP MODEL 2019 2020 2021 2022 2023 2024 Model*1 Adjusted*1 Revenue Grow 6,204 6,357 8,894 12,282 11,648 10,100 (oku yen) @SAM+ Gross 43% 48% 54% 56% 57% 55% 55% margin Operating 12% 19% 29% 35% 32% 27% 30%  25 – 30% margin *1: $1 = 100yen, €1 = 120yen, continuing business-basis and not includi

  7. Slide 7: Beyond Hardware

    BEYOND HARDWARE Digitalization UX © 2025 Renesas Electronics Corporation. All rights reserved. Page 7

  8. Slide 8: Digitalization

    DIGITALIZATION Other semi vendor Software RL78, RA, RX, products RH850 & RZ © 2025 Renesas Electronics Corporation. All rights reserved. Page 8

  9. Slide 9: UX

    UX  System-oriented marketing and roadmap  Winning Combo solutions UX  “Whole products”  Renesas 365  Improved documentation  Software products Software & (how-to notes, app notes, Digitalization user manuals etc.)  Professional services Embedded Processing  Mass-market developers’ platforms

  10. Slide 10: Back to Basics

    BACK TO BASICS Efficiency Productivity Purposefulness © 2025 Renesas Electronics Corporation. All rights reserved. Page 10

  11. Slide 11: Back to Basics

    BACK TO BASICS  Centralization  Upstream design  Embedded compute  Process  Modular architecture  Digitalization  scale, reuse, upgrade  Standardization  Vertical that moves  Constant update the needle Efficiency Productivity Purposefulness © 2025 Renesas Electronics Corporation. All right

  12. Slide 12: Illustrative Purposeful Investments

    ILLUSTRATIVE PURPOSEFUL INVESTMENTS High Performance Computing RISC-V | Software Embedded Processing Localization Scalability | Core technologies Analog & Connectivity Whole product Power GaN | Module Software & Digitalization Renesas 365 | Altium.X Technology NPU | AI & Methodology People Well-bein

  13. Slide 13: Our Purpose: To Make Our Lives Easier

    OUR PURPOSE To Make Our Lives Easier by complementing human capabilities © 2025 Renesas Electronics Corporation. All rights reserved. Page 13

  14. Slide 14: Thank You

    THANK YOU © 2025 Renesas Electronics Corporation. All rights reserved.

  15. Slide 15: Forward-Looking Statements

    (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 statements do not r

Renesas Electronics — Investor Day (June 2025) on 6ix