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© 2026 Renesas Electronics Corporation. All rights reserved. 3Q 2026 PRESENTATION RENESAS ELECTRONICS CORPORATION OCTOBER 29, 2026
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© 2026 Renesas Electronics Corporation. All rights reserved. Page 2 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 from GAAP (IFRS: International Financial Reporting Standards) figures following a certain set of rules. The Group believes providing Non-GAAP figures will help to better understand the Group’s constant business results. The Group reports its forecasts on a quarterly basis as a substitute for a yearly forecast
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© 2026 Renesas Electronics Corporation. All rights reserved. Page 3 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 secu rities report for FY2018/12. ▪ Non-GAAP figures: Non-GAAP figures are calculated by removing or adjusting non-recurring items and other adjustments from GAAP (IFRS) figures following a certain set of rules. This adjustment and exclusion include the amortization of intangible assets recogni zed from acquisitions, other PPA (purchase price allocation) adjustments relating to acquisitions, stock-based compensation, as well as other non-recurring expenses and income the Group believes to be applicable. In addition, the Timing business, for which a business transfer was announced in February 2026, was transferred on July 1, 2026, and its financial results from February 2026 through the transfer date and a gain on sale of the Timing Business have been excluded from Non-GAAP financial measures. ▪ Presentation of financial forecasts: Starting from the consolidated forecasts for the three months ended March 31, 2019, the Group presents its financial forecasts as a range, and gross margin and operating margin figures in the Non -GAAP format. The gross margin and operating margin forecasts are given assuming the midpoint in the sales revenue forecast. ▪ Change of the method for aggregating Reportable Segment: Due to the Group’s organizational changes in the three months ended March 31, 2024, the methodology for aggregating revenue for reportable segments changed from a product -based approach to an application-based approach. The reportable segment classification for the Timing business has been reclassified from “Automotive Business” and “Industrial/Infrastructure/IoT Business” to “Others” beginning with the three months ended June 30, 2026. Note that segment information from FY2025 has been prepared based on the categorization method following the change.
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© 2026 Renesas Electronics Corporation. All rights reserved. Page 4 3Q 2026 FINANCIAL SNAPSHOT NON-GAAP 1. Each figure represents comparisons with the midpoint in the sales revenue forecast range 2. Revenue reserve adjustment 3. Operating profit + Depreciation and amortization 4. Reference figure calculated by excluding the Timing business from the results of the comparable period (B yen) 2025 2026 Results adjusted for the Timing business4 3Q (Jul-Sep) 9 months (Jan-Sep) 2Q (Apr-Jun) 3Q (Jul-Sep) Forecast 3Q (Jul-Sep) Actual YoY QoQ Change from Jul. 31 FCT1 9 months (Jan-Sep) YoY Change from Jul. 31 FCT1 2025 3Q (Jul-Sep) YoY (Adjusted) Revenue 334.2 967.6 405.3 430.0 (±7.5) 435.2 +30.2% +7.4% +1.2% 1,212.8 +25.3% +0.4% 326.7 +33.2% Revenue (Excluding FX and one- time2 impact) - - - - - +22.3% +8.6% +1.8% - +18.0% +0.7% - +25.0% Gross Margin 57.6% 57.1% 58.1% 57.5% 59.4% +1.8pts +1.3pts +1.9pts 58.9% +1.8pts +0.7pt 57.2% +2.1pts Operating Profit (Margin) 103.2 (30.9%) 278.9 (28.8%) 132.7 (32.7%) (32.5%) 150.5 (34.6%) +47.3 (+3.7pts) +17.8 (+1.8pts) (+2.1pts) 408.7 (33.7%) +129.8 (+4.9pts) +10.8 (+0.7pt) (30.2%) (+4.4pts) EBITDA3 122.5 336.3 154.3 - 173.4 +50.8 +19.1 - 473.9 +137.6 - - - Profit Attributable to Owners of Parent 88.2 239.3 113.3 - 125.0 +36.8 +11.7 - 341.2 +101.9 - - - 1 US$= 146 yen 149 yen 159 yen 159 yen 161 yen 14 yen JPY dep. 2 yen JPY dep. 2 yen JPY dep. 158 yen 10 yen JPY dep. 1 yen JPY dep. 146 yen 14 yen JPY dep. 1 Euro= 170 yen 164 yen 185 yen 184 yen 185 yen 15 yen JPY dep. 0 yen JPY dep. 1 yen JPY dep. 184 yen 20 yen JPY dep. 0 yen JPY dep. 170 yen 15 yen JPY dep.
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© 2026 Renesas Electronics Corporation. All rights reserved. Page 5 Company Total vs FCT QoQ Automotive Industrial / Infrastructure / IoT Revenue 435.2 B yen vs FCT: +1.2% QoQ: +7.4% 189.5 B yen vs FCT: - QoQ: +1.3% 243.8 B yen vs FCT: + QoQ: +12.7% Gross Margin 59.4 % vs FCT: +1.9pts QoQ: +1.3pts 55.3 % QoQ: +0.1pt 62.8 % QoQ: +2.2pts Operating Margin 34.6 % vs FCT: +2.1pts QoQ: +1.8pts 32.9 % QoQ: -1.5pts 36.2 % QoQ: +4.3pts 3Q 2026 REVENUE AND GROSS / OPERATING MARGIN ▲ Yen depreciation ▲ Mix improvement ▲ Decreased manufacturing costs ▲ Yen depreciation ▲ Mix improvement ▲ Increased utilization ▲ Increased gross profit ▲ Increased gross profit ▼ Increased operating expenses
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© 2026 Renesas Electronics Corporation. All rights reserved. Page 6 140.8 143.9 154.5 166.5 177.6 195.9 216.3 243.8 148.8 154.9 161.4 158.8 162.9 171.6 187.1 189.5 292.6 308.8 324.6 334.2 350.9 372.3 405.3 435.2 4Q 1Q25 2Q 3Q 4Q 1Q26 2Q 3Q (B yen) QUARTERLY REVENUE TRENDS NON-GAAP Total Revenue3 YoY: +30.2% (+22.3%) QoQ: +7.4% (+8.6%) Automotive3 YoY: +19.3% (+13.3%) QoQ: +1.3% (+3.2%) Industrial/ Infrastructure/IoT3 YoY: +46.4% (+36.5%) QoQ: +12.7% (+13.6%) ■Automotive ■Industrial ■Infrastructure ■IoT □Others 1. The Timing business has been reclassified from “Automotive” and “Industrial/Infrastructure/IoT” to “Others” from 1Q 2025 through 1Q 2026 (January 2026) 2. Revenue from the Timing business has been excluded from Non-GAAP revenue since February 2026 3. YoY/QoQ figures shown in parentheses exclude FX and one-time impact 1Q2621Q251
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© 2026 Renesas Electronics Corporation. All rights reserved. Page 7 0.0 50.0 100.0 150.0 200.0 250.0 4Q 1Q25 2Q 3Q 4Q 1Q26 2Q 3Q INVENTORY 0.0 50.0 100.0 150.0 200.0 250.0 4Q 1Q25 2Q 3Q 4Q 1Q26 2Q 3Q 80 100 120 140 160 (B yen) (Days) 6 8 10 12 14 DOI2 WOI5 Sales Channel Inventory3 (Management Accounting Basis4)In-House Inventory1 (Financial Accounting Basis) (Weeks) 3Q Results: Increased (Increased DOI) ▪ WIP: Increased Diebank, Production increased based on capacity expansion ▪ FG: Increased to meet demand 4Q Forecast: Increase (Increase DOI) ▪ WIP: Increase Diebank, Production with capacity expansion, Prepare for demand growth from 1Q27 ▪ FG: Increase to meet demand 3Q Results: Increased (Increased WOI) ▪ Auto: Increased inventory, but less than forecast due to stronger sell-through ▪ IIoT: Increased inventory, while WOI remained flat on strong sell-through ■Long-Term Inventory6 ■Liquid Inventory7■Finished Goods ■Work-In Process ■Raw Materials (B yen) 1. Including Timing business 2. DOI: Inventory valuation balance at the end of the quarter / cost of sales of the quarter (Non-GAAP) × 90 3. Channel Inventory: Total inventory amount for distributors., note that the channel inventories of former Transphorm are not included. Excluding the Timing business from 1Q 2026 onward 4. Management Accounting Basis: The definition of inventory pricing was changed from channel booking price basis to the net selling price basis from 4Q2024 (including retroactive updates to past records) 5. WOI: Channel inventory at the end of the quarter / (cost of channel sales in the quarter / 13 weeks). It should be noted t hat from the inventory management perspective, to calculate appropriate WOI, certain Long-Term Inventory is excluded from Channel Inventory 6. Long-Term Inventory: Inventory with unique holding periods (End of Life or “EOL” products, e-commerce inventory etc.) 7. Liquid Inventory: Channel Inventory – Long-Term Inventory 4Q Forecast: Increase (Increase WOI) ▪ Auto: Inventory replenishment to increase inventory levels ▪ IIoT: Continued inventory build
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© 2026 Renesas Electronics Corporation. All rights reserved. Page 8 17.3 12.7 8.4 17.8 18.8 94.0 22.6 111.2 -10% 0% 10% 20% 30% 4Q 1Q25 2Q 3Q 4Q 1Q26 2Q 3Q Revenue Ratio3 0% 20% 40% 60% 80% 100% 4Q 1Q25 2Q 3Q 4Q 1Q26 2Q 3Q Total 6-inch line 8-inch line 12-inch line FRONT-END UTILIZATION RATE1 AND CAPITAL EXPENDITURES2 1. The figures exclude former Intersil and former Transphorm 2. The figures represent the investment decision-basis amounts for tangible and intangible fixed assets, converted using the budgeted exchange rate for the fiscal period. Therefore, they do not match the sum listed in the cash flow statement. However, for investments related to former Dialog and former Altium, amounts based on equipment delivery are used through 2025 actuals 3. Calculated based on total company revenue converted and capital expenditures amount at the current-period budgeted exchange rate Capital ExpendituresFront-end Utilization Rate (Wafer Input Basis) (B yen)
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© 2026 Renesas Electronics Corporation. All rights reserved. Page 9 4Q AND FULL YEAR 2026 FORECAST NON-GAAP 1. Each figure represents comparisons with the midpoint in the sales revenue forecast range 2. Reference figures calculated excluding the Timing business from actual results 3. Revenue reserve adjustment 4Q 2026 Forecast FX Sensitivity Impact of a 1 JPY fluctuation (B yen) US$ Euro Revenue 2.2 0.2 Operating Profit 1.1 0.1 (B yen) 2025 2026 Adjusted for the Timing business2 4Q (Oct-Dec) Full-year (Jan-Dec) 3Q (Jul-Sep) 4Q (Oct-Dec) Midpoint Forecast (Range)1 YoY QoQ Full-year (Jan-Dec) Forecast YoY 2025 4Q (Oct-Dec) YoY 2025 Full-year (Jan-Dec) 2026 Full-year (Jan-Dec) Forecast YoY Revenue 350.9 1,318.5 435.2 454.0 (±7.5) +29.4% (±2.1pts) +4.3% (±1.7pts) 1,666.8 (±7.5) +26.4% (±0.6pt) 342.0 +32.8% 1,287.5 1,663.6 29.2% Revenue (Excluding FX and one-time3 impact) - - - - +24.6% +4.2% - +19.7% - +27.7% - - 22.2% Gross Margin 59.3% 57.6% 59.4% 58.0% -1.3pts -1.4pts 58.6% +1.0pt 58.8% -0.8pt 57.2% 58.6% +1.4pts Operating Margin 30.8% 29.3% 34.6% 32.0% +1.2pts -2.6pts 33.2% +3.9pts 29.9% +2.1pts 28.6% 33.2% +4.6pts 1 US$= 152 yen 150 yen 161 yen 157 yen 6 yen JPY dep. 4 yen JPY app. 158 yen 9 yen JPY dep. 152 yen 6 yen JPY dep. 150 yen 158 yen 9 yen JPY dep. 1 Euro= 176 yen 167 yen 185 yen 178 yen 2 yen JPY dep. 7yen JPY app. 183 yen 16 yen JPY dep. 176 yen 2 yen JPY dep. 167 yen 183 yen 16 yen JPY dep.
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© 2026 Renesas Electronics Corporation. All rights reserved. Page 10 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.
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© 2026 Renesas Electronics Corporation. All rights reserved. Page 11 BUSINESS TRENDS NON-GAAP 1. R&D expenses, SG&A expenses, other expenses and other income 2.Operating profit + Depreciation and amortization (B yen) 2025 2026 1Q (Jan-Mar) 2Q (Apr-Jun) 3Q (Jul-Sep) 4Q (Oct-Dec) Full-Year (Jan-Dec) 1Q (Jan-Mar) 2Q (Apr-Jun) 3Q (Jul-Sep) YoY QoQ 9 months (Jan-Sep) YoY Revenue 308.8 324.6 334.2 350.9 1,318.5 372.3 405.3 435.2 +30.2% +7.4% 1,212.8 +25.3% Gross Margin 56.7% 56.8% 57.6% 59.3% 57.6% 59.2% 58.1% 59.4% +1.8pts +1.3pts 58.9% +1.8pts Operating Expenses1 (Margin) 91.4 (29.6%) 92.5 (28.5%) 89.3 (26.7%) 99.9 (28.5%) 373.1 (28.3%) 94.8 (25.5%) 102.6 (25.3%) 107.8 (24.8%) +18.5 (-1.9pts) +5.2 (-0.5pt) 305.2 (25.2%) +32.0 (-3.1pts) R&D (Margin) 53.8 (17.4%) 54.0 (16.6%) 52.4 (15.7%) 58.1 (16.6%) 218.2 (16.6%) 54.5 (14.6%) 58.1 (14.3%) 61.6 (14.2%) +9.2 (-1.5pts) +3.5 (-0.2pt) 174.2 (14.4%) +14.0 (-2.2pts) SG&A, Others (Margin) 37.6 (12.2%) 38.5 (11.8%) 36.9 (11.0%) 41.8 (11.9%) 154.8 (11.7%) 40.3 (10.8%) 44.5 (11.0%) 46.2 (10.6%) +9.3 (-0.4pt) +1.7 (-0.4pt) 131.0 (10.8%) +18.0 (-0.9pt) Operating Profit (Margin) 83.8 (27.1%) 91.9 (28.3%) 103.2 (30.9%) 108.0 (30.8%) 386.9 (29.3%) 125.4 (33.7%) 132.7 (32.7%) 150.5 (34.6%) +47.3 (+3.7pts) +17.8 (+1.8pts) 408.7 (33.7%) +129.8 (+4.9pts) EBITDA2 103.5 110.2 122.5 127.8 464.1 146.2 154.3 173.4 +50.8 +19.1 473.9 +137.6 Profit Attributable to Owners of Parent 73.3 77.8 88.2 90.0 329.3 102.9 113.3 125.0 +36.8 +11.7 341.2 +101.9
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© 2026 Renesas Electronics Corporation. All rights reserved. Page 12 REVENUE AND GROSS PROFIT BY SEGMENT NON-GAAP (B yen) 2025 2026 1Q (Jan-Mar) 2Q (Apr-Jun) 3Q (Jul-Sep) 4Q (Oct-Dec) Full-Year (Jan-Dec) 1Q3 (Jan-Mar) 2Q (Apr-Jun) 3Q (Jul-Sep) YoY QoQ 9 months (Jan-Sep) YoY Revenue 308.8 324.6 334.2 350.9 1,318.5 372.3 405.3 435.2 +30.2% +7.4% 1,212.8 +25.3% Automotive1 154.9 161.4 158.8 162.9 638.0 171.6 187.1 189.5 +19.3% +1.3% 548.2 +15.4% Industrial, Infrastructure, IoT1 143.9 154.5 166.5 177.6 642.5 195.9 216.3 243.8 +46.4% +12.7% 656.0 +41.1% Others1 9.9 8.8 8.9 10.4 38.1 12.4 15.1 1.9 -78.7% -87.4% 29.3 +6.3% Adjustments2 - - - - - -7.6 -13.2 - - - -20.7 - Gross Profit (Margin) 175.2 (56.7%) 184.4 (56.8%) 192.5 (57.6%) 207.9 (59.3%) 759.9 (57.6%) 220.3 (59.2%) 235.3 (58.1%) 258.3 (59.4%) +65.9 (+1.8pts) +23.0 (+1.3pts) 713.9 (58.9%) +161.8 (+1.8pts) Automotive1 80.8 (52.2%) 84.5 (52.4%) 87.7 (55.2%) 92.0 (56.5%) 345.0 (54.1%) 96.4 (56.2%) 103.4 (55.3%) 104.8 (55.3%) +17.1 (+0.1pt) +1.5 (+0.1pt) 304.6 (55.6%) +51.6 (+2.3pts) Industrial, Infrastructure, IoT1 88.2 (61.3%) 93.3 (60.4%) 98.9 (59.4%) 108.5 (61.1%) 388.9 (60.5%) 121.3 (61.9%) 131.3 (60.7%) 153.2 (62.8%) +54.4 (+3.5pts) +21.9 (+2.2pts) 405.8 (61.9%) +125.4 (+1.5pts) Others1 6.0 (60.3%) 6.1 (69.2%) 5.8 (65.1%) 7.4 (70.4%) 25.2 (66.2%) 8.7 (70.0%) 11.0 (72.9%) 0.3 (14.7%) -5.5 (-50.4pts) -10.7 (-58.2pts) 19.9 (67.9%) +2.1 (+3.2pts) Adjustments2 0.2 0.4 0.1 0.0 0.8 -6.1 -10.3 - - - -16.4 -17.2 1. The Timing business has been reclassified from the Automotive and Industrial, Infrastructure & IoT segments to "Others" from 1Q 2025 through 1Q 2026 (January 2026) 2. Adjustments include deductions or adjustments of non-recurring items or other specified adjustments, allocated in the reportable segments 3. The Timing business has been excluded from Non-GAAP financial measures starting from February 2026.
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© 2026 Renesas Electronics Corporation. All rights reserved. Page 13 OPERATING PROFIT AND EBITDA1 BY SEGMENT NON-GAAP (B yen) 2025 2026 1Q (Jan-Mar) 2Q (Apr-Jun) 3Q (Jul-Sep) 4Q (Oct-Dec) Full-Year (Jan-Dec) 1Q4 (Jan-Mar) 2Q (Apr-Jun) 3Q (Jul-Sep) YoY QoQ 9 months (Jan-Sep) YoY Operating Profit (Margin) 83.8 (27.1%) 91.9 (28.3%) 103.2 (30.9%) 108.0 (30.8%) 386.9 (29.3%) 125.4 (33.7%) 132.7 (32.7%) 150.5 (34.6%) +47.3 (+3.7pts) +17.8 (+1.8pts) 408.7 (33.7%) +129.8 (+4.9pts) Automotive2 46.0 (29.7%) 37.6 (23.3%) 56.1 (35.3%) 56.0 (34.4%) 195.7 (30.7%) 61.7 (35.9%) 64.4 (34.4%) 62.3 (32.9%) +6.2 (-2.4pts) -2.1 (-1.5pts) 188.3 (34.4%) +48.7 (+5.0pts) Industrial, Infrastructure, IoT2 28.8 (20.0%) 38.3 (24.8%) 45.7 (27.4%) 41.6 (23.4%) 154.4 (24.0%) 62.8 (32.1%) 69.0 (31.9%) 88.3 (36.2%) +42.6 (+8.8pts) +19.3 (+4.3pts) 220.1 (33.6%) +107.3 (+9.3pts) Others2 3.1 (30.8%) 4.1 (46.4%) 4.0 (44.7%) 5.4 (51.5%) 16.5 (43.3%) 6.2 (49.7%) 8.3 (54.9%) -0.0 (-1.2%) -4.0 (-45.9pts) -8.3 (-56.1pts) 14.4 (49.1%) +3.3 (+8.9pts) Adjustments3 5.9 11.9 -2.5 5.0 20.3 -5.2 -8.9 - +2.5 +8.9 -14.2 -29.5 EBITDA 103.5 110.2 122.5 127.8 464.1 146.2 154.3 173.4 +50.8 +19.1 473.9 +137.6 Automotive2 57.2 48.4 66.8 66.9 239.2 73.2 76.3 74.7 +7.9 -1.6 224.3 +51.9 Industrial, Infrastructure, IoT2 37.1 45.7 54.1 50.3 187.3 71.9 78.4 98.7 +44.5 +20.3 248.9 +112.0 Others2 3.4 4.2 4.1 5.5 17.3 6.4 8.6 -0.0 -4.2 -8.6 14.9 +3.2 Adjustments3 5.9 11.9 -2.5 5.0 20.3 -5.2 -9.0 - +2.5 +9.0 -14.2 -29.5 1. Operating profit + Depreciation and amortization 2. The Timing business has been reclassified from the Automotive and Industrial, Infrastructure & IoT segments to “Others” from 1Q 2025 through 1Q 2026 (January 2026) 3. Adjustments include deductions or adjustments of non-recurring items or other specified adjustments, allocated in the reportable segments 4. The Timing business has been excluded from Non-GAAP financial measures starting from February 2026.
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© 2026 Renesas Electronics Corporation. All rights reserved. Page 14 STATEMENT OF FINANCIAL POSITION GAAP (B yen) 2025/3 2025/6 2025/9 2025/12 2026/3 2026/6 2026/9 Total Assets 4,195.5 3,872.2 4,012.7 4,177.2 4,227.4 4,562.5 4,702.3 Cash and Cash Equivalents1 177.6 211.1 238.4 295.9 267.6 376.0 637.2 Inventories 175.6 165.7 174.5 185.9 200.0 212.1 231.9 Goodwill2 2,134.5 2,067.9 2,125.6 2,239.3 2,286.2 2,016.3 1,953.5 Intangible Assets2 653.6 610.8 597.9 593.3 573.2 549.2 510.0 Total Liabilities 1,873.2 1,835.9 1,770.4 1,728.7 1,680.9 1,707.0 1,797.3 Interest-Bearing Liabilities3 1,377.9 1,346.6 1,304.3 1,226.8 1,203.5 1,179.4 1,147.5 Total Equity 2,322.3 2,036.3 2,242.3 2,448.5 2,546.4 2,855.6 2,905.0 D/E Ratio (Gross)4 0.59 0.66 0.58 0.50 0.47 0.41 0.40 D/E Ratio (Net) 5 0.52 0.56 0.48 0.38 0.37 0.28 0.18 Equity Ratio Attributable to Owners of Parent6 55.2% 52.5% 55.8% 58.5% 60.1% 62.5% 61.7% Leverage Ratio (Gross) 7 3.0 3.1 3.0 2.6 2.4 2.1 1.9 Leverage Ratio (Net) 8 2.6 2.6 2.5 2.0 1.8 1.5 0.8 Average number of shares during the period (excluding treasury stock) (in million shares) 1,796 1,807 1,811 1,813 1,814 1,823 1,829 1. This is comprised of cash on hand, demand deposit, and short-term investments that are readily convertible into cash, bearing low risk of changes in value and are redeemable in three months or less from each acquisition date 2. As of the end of the second quarter of FY2026, assets of the Timing Business (including goodwill and intangible assets) were reclassified as assets held for sale. 3. Borrowings (current and non-current liabilities) + Lease Liabilities (current liabilities) + Lease Liabilities (non-current liabilities) + Bonds 4. Interest-Bearing Liabilities / Equity attributable to owners of parent 5. (Interest-Bearing Liabilities - Cash and Cash Equivalents) / Equity attributable to owners of parent 6. Equity attributable to owners of parent / Total liabilities and equity 7. Interest-Bearing Liabilities / EBITDA (Non-GAAP) 8. (Interest-Bearing Liabilities-Cash and Cash Equivalents) / EBITDA (Non-GAAP)
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© 2026 Renesas Electronics Corporation. All rights reserved. Page 15 GAAP / NON-GAAP RECONCILIATION (B yen) 2025 2026 3Q (Jul-Sep) Full-Year 3Q (Jul-Sep) Gross Profit Operating Profit Net Profit1 EBITDA Gross Profit Operating Profit Net Profit1 EBITDA Gross Profit Operating Profit Net Profit1 EBITDA Non-GAAP (vs Revenue) 192.5 (57.6%) 103.2 (30.9%) 88.2 (26.4%) 122.5 (36.7%) 759.9 (57.6%) 386.9 (29.3%) 329.3 (25.0%) 464.1 (35.2%) 258.3 (59.4%) 150.5 (34.6%) 125.0 (28.7%) 173.4 (39.8%) Recurring Items -0.8 -34.5 -31.4 -9.1 -3.5 -148.5 -128.8 -37.1 -0.7 -31.6 -27.0 -9.7 Former-Intersil PPA Effects -0.1 -2.9 -2.4 - -0.3 -11.8 -9.1 - -0.1 -3.2 -2.4 - Former-IDT PPA Effects -0.1 -6.2 -5.5 - -0.3 -32.8 -29.1 - -0.1 -3.5 -2.6 - Former-Dialog PPA Effects -0.1 -9.9 -9.3 - -0.2 -40.6 -32.9 - -0.0 -8.2 -6.7 - Former-Altium PPA Effects - -5.5 -4.2 - - -22.3 -17.0 - - -6.0 -4.6 - Other PPA Effects - -0.9 -0.9 - - -3.9 -3.7 - - -1.0 -1.0 - Stock-Based Compensation -0.6 -9.1 -9.1 -9.1 -2.7 -37.1 -37.1 -37.1 -0.5 -9.7 -9.7 -9.7 Non-Recurring Items 0.6 3.9 49.4 3.9 -2.6 -37.2 -252.3 -37.2 -0.6 446.4 274.2 446.5 Wolfspeed-related One-time Expenses2 - - 44.5 - - - -237.6 - - - -44.9 - Gain on Sale of Timing Business - - - - - - - - - 450.3 321.6 450.3 Others 0.6 3.9 4.9 3.9 -2.6 -37.2 -14.7 -37.2 -0.6 -3.9 -2.5 -3.8 Non-GAAP Adjustments Total -0.2 -30.6 18.0 -5.2 -6.2 -185.7 -381.1 -74.3 -1.3 414.8 247.2 436.8 GAAP (vs Revenue) 192.3 (57.3%) 72.6 (21.7%) 106.3 (31.7%) 117.4 (35.0%) 753.8 (57.1%) 201.2 (15.2%) -51.8 (-3.9%) 389.8 (29.5%) 257.1 (59.0%) 565.3 (129.7%) 372.2 (85.4%) 610.2 (140.0%) 1. Profit Attributable to Owners of Parent 2. Impairment loss and valuation gain/loss on the deposit or other financial assets related to Wolfspeed
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© 2026 Renesas Electronics Corporation. All rights reserved. Page 16 0.0 50.0 100.0 150.0 200.0 250.0 300.0 3Q 2026 CONSOLIDATED OPERATING PROFIT BRIDGE FROM NON-GAAP TO GAAP 150.5 565.3 Non-GAAP GAAP Former-Intersil PPA Effects Former-IDT PPA Effects Stock-Based Compensation Others Former-Dialog PPA Effects Other PPA Effects Former-Altium PPA Effects (B yen) Recurring Items Non-Recurring Items Gain on Sale of Timing Business
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© 2026 Renesas Electronics Corporation. All rights reserved. Page 17 3Q 2026 FINANCIAL SNAPSHOT GAAP (B yen) 2025 2026 3Q (Jul-Sep) 9 months (Jan-Sep) 2Q (Apr-Jun) 3Q (Jul-Sep) YoY QoQ 9 months (Jan-Sep) YoY Revenue 335.4 969.7 418.4 435.9 +30.0% +4.2% 1,234.7 +27.3% Gross Margin 57.3% 56.4% 58.6% 59.0% +1.6pts +0.4pt 58.8% +2.4pts Operating Profit (Margin) 72.6 (21.7%) 133.9 (13.8%) 102.1 (24.4%) 565.32 (129.7%) +492.7 (+108.0pts) +463.2 (+105.3pts) 758.02 (61.4%) +624.1 (+47.6pts) EBITDA1 117.4 276.7 148.9 610.2 +492.8 +461.3 897.0 +620.3 Profit Attributable to Owners of Parent (Loss) 106.33 -69.13 149.2 372.23 +265.9 +223.0 589.53 +658.6 1 US$= 146 yen 149 yen 159 yen 161 yen 14 yen JPY dep. 2 yen JPY dep. 158 yen 10 yen JPY dep. 1 Euro= 170 yen 164 yen 185 yen 185 yen 15 yen JPY dep. 0 yen JPY dep. 184 yen 20 yen JPY dep. 1. Operating profit + Depreciation and amortization 2. Recognized a ¥450.3 billion gain from the transfer of the Timing business 3. Valuation losses and profits on the deposit to Wolfspeed and other financial assets (2Q25: valuation loss of ¥235.0 billion; 3Q25: valuation profit of ¥44.5 billion; 1Q26: valuation loss of ¥5.8 billion; 2Q26: valuation profit of ¥63. 3 billion; 3Q26: valuation loss of ¥44.9 billion)
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© 2026 Renesas Electronics Corporation. All rights reserved. Page 18 0% 20% 40% 60% 0 500 1,000 1,500 2020 2021 2022 2023 2024 2025 Industrial, Infra and IoT 50％ + Automotive 50％ - Control 60% - Info 40% - Infra 30% IoT 40% - Industrial 30% + Others, 5% Power, 20% + Analog, 20% + SoC, 15% - MCU, 40% Total 100％ RENESAS AT A GLANCE Growth Trajectory1 2035 Aspiration - Market Cap 6x breakdown b-2 Multiple expansion a Execution of mid-term plan b-1 Valuation gap-fill 3x Valuation 1. Non-GAAP, FX Rate 1 US$= 150 yen, 1 Euro= 167 yen 2. Cash flows from operating activities + Cash flows from investing activities: The cash flows from investing activities do not include: (1) acquisition-related payments, (2) purchase of shares of subsidiaries and associates, and (3) Proceeds from sale of businesses Operating MarginGross Margin Revenue (B yen) 2025 Highlights1 Revenue 1,318.5 B yen Gross Margin 57.6% Operating Margin 29.3% EBITDA Margin 35.2% FCF Margin2 25.1% EPS 182.27 yen Revenue Composition b-1 b-2 2022 Market cap 2025 2x Scalea
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© 2026 Renesas Electronics Corporation. All rights reserved. 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 statements do not represent any guarantee by management of future performance. In many cases, but not all, we use such words as “aim,” “anticipate,” “believe,” “continue,” “endeavor,” “estimate,” “expect,” “initiative,” “intend,” “may,” “plan,” “potential,” “probability,” “project,” “risk,” “seek,” “should,” “strive,” “target,” “will” and similar expressions to identify forward looking statements. You can also identify forward-looking statements by discussions of strategy, plans or intentions. These statements discuss future expectations, identify strategies, contain projections of our results of operations or financial condition, or state other forward-looking information based on our current expectations, assumptions, estimates and projections about our business and industry, our future business strategies and the environment in which we will operate in the future. Known and unknown risks, uncertainties and other factors could cause our actual results, performance or achievements to differ materially from those contained or implied in any forward-looking statement, including, but not limited to: general economic conditions in our markets, which are primarily Japan, North America, Asia and Europe; demand for, and competitive pricing pressure on, our products and services in the marketplace; our ability to continue to win acceptance of its products and services in these highly competitive markets; and movements in currency exchange rates, particularly the rate between the yen and the U.S. dollar. Among other factors, a worsening of the world economy, a worsening of financial conditions in the world markets, and a deterioration in the domestic and overseas stock markets, would cause actual results to differ from the projected results forecast. This presentation is based on the economic, regulatory, market and other conditions as in effect on the date hereof. It should be understood that subsequent developments may affect the information contained in this presentation, which neither we nor our advisors or representatives are under an obligation to update, revise or affirm.