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Renesas Electronics (6723) investor relations material
Renesas Electronics Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary25 Jul, 2025
Executive summary
Q2 2025 revenue was ¥324.6B–¥334.6B (non-GAAP/IFRS), down 9.5% year-over-year but up 5.1% sequentially; gross margin held steady at 56.8%.
Automotive segment outperformed in China in Q2 but declined 15% year-over-year; IIoT and mobile showed sequential growth.
Operating profit (non-GAAP) for Q2 2025 was ¥91.9B (28.3% margin), up from Q1 but down from prior year; IFRS OP was ¥39.8B.
GAAP/IFRS net loss of ¥201.3B in Q2 2025, mainly due to a ¥235B valuation loss on Wolfspeed.
Management maintains a cautious outlook, expecting flattish or slight revenue increases, with data center and AI-related segments as key growth drivers.
Financial highlights
Q2 2025 non-GAAP EBITDA was ¥110.2B; free cash flow margin declined to 7.8% from 21.3% in Q1.
Gross margin (non-GAAP) remained stable at 56.8%; IFRS gross margin was 55.7%.
Year-on-year, revenue declined 9.5%, but increased 5.1% sequentially from Q1.
Basic and diluted EPS for six months ended June 30, 2025 was ¥(97.34), compared to ¥77.20 and ¥78.25 in the prior year.
Cash and cash equivalents at June 30, 2025 were ¥211.1B, down from ¥229.2B at year-end 2024.
Outlook and guidance
Q3 2025 revenue forecast midpoint is ¥330.0B, up 1.7% sequentially but down 4.4% year-over-year; gross margin expected at 56.5%.
Device sales (excluding FX) projected to grow 2% Q-on-Q; gross margin to decrease slightly due to product mix and cost increases.
OpEx to increase in H2, mainly driven by R&D and SG&A, after a slow start in H1.
Management targets a 25–30% OP margin range on a constant currency basis, with ongoing cost reduction initiatives.
Nine-month non-GAAP revenue forecast is ¥955.9B to ¥970.9B, down 9.5% to 8.0% year-over-year.
Assess China's automotive market slowdown impact.
Explain the R&D focus shift and its implications.
How will Altium acquisition accelerate growth?
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Next Renesas Electronics earnings date
Q3 202530 Oct, 2025
Next Renesas Electronics earnings date
Q3 202530 Oct, 2025
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Frequently asked questions
Renesas Electronics Corporation is a global supplier of semiconductor solutions, specializing in microcontrollers, analog, power, and SoC (System on Chip) products. The company plays a crucial role in powering a wide array of applications across diverse markets, including automotive, industrial, home electronics, office automation, and information communication technology. With its comprehensive product lineup, Renesas supports the development of advanced technologies in fields such as ADAS (Advanced Driver Assistance Systems), autonomous driving, smart cities, and IoT (Internet of Things). The company is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.
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