Stock 6723 RENESAS ELECTRONICS CORPORATION
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Financials Renesas Electronics Corporation

Equities

6723

JP3164720009

Semiconductors

Market Closed - Japan Exchange
Other stock markets
 11:30:00 30/04/2024 am IST 		5-day change 1st Jan Change
2,628 JPY +3.50% Intraday chart for Renesas Electronics Corporation +15.23% +3.12%
25/04 Tech shares drag Japan's Nikkei lower RE
25/04 Transcript : Renesas Electronics Corporation, Q1 2024 Earnings Call, Apr 25, 2024

Valuation

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Capitalization 1 12,81,587 18,66,244 27,64,012 21,18,920 45,10,709 45,19,622 - -
Enterprise Value (EV) 1 19,06,878 23,47,256 33,56,176 25,38,595 47,26,976 46,27,759 41,37,013 39,31,853
P/E ratio -215 x 40.7 x 20.6 x 8.6 x 13.4 x 14.6 x 12.3 x 10.9 x
Yield - - - - - 1.12% 1.34% 1.45%
Capitalization / Revenue 1.78 x 2.61 x 2.78 x 1.41 x 3.07 x 2.98 x 2.71 x 2.53 x
EV / Revenue 2.65 x 3.28 x 3.38 x 1.69 x 3.22 x 3.05 x 2.48 x 2.2 x
EV / EBITDA 12.3 x 11.4 x 10.5 x 3.97 x 8.12 x 7.71 x 6 x 5.1 x
EV / FCF -3.53 x 12.8 x -9.43 x 6.65 x 20.6 x 13.3 x 9.95 x 8.58 x
FCF Yield -28.3% 7.83% -10.6% 15% 4.85% 7.51% 10.1% 11.7%
Price to Book 2.07 x 3.03 x 2.39 x 1.39 x 2.31 x 1.96 x 1.8 x 1.61 x
Nbr of stocks (in thousands) 17,08,782 17,29,605 19,42,383 17,90,384 17,69,599 17,79,729 - -
Reference price 2 750.0 1,079 1,423 1,184 2,549 2,540 2,540 2,540
Announcement Date 12/02/20 10/02/21 09/02/22 09/02/23 08/02/24 - - -
1JPY in Million2JPY
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net sales 1 7,18,243 7,15,673 9,94,418 15,00,900 14,69,415 15,15,188 16,66,253 17,85,131
EBITDA 1 1,54,871 2,06,669 3,20,097 6,39,200 5,81,900 6,00,432 6,89,011 7,71,216
EBIT 1 6,845 65,142 1,83,601 5,59,400 5,01,600 5,00,736 5,85,288 6,45,677
Operating Margin 0.95% 9.1% 18.46% 37.27% 34.14% 33.05% 35.13% 36.17%
Earnings before Tax (EBT) 1 257 65,216 1,52,463 3,62,299 4,22,173 4,03,677 4,80,792 5,35,838
Net income 1 -5,914 45,626 1,27,261 2,56,632 3,37,086 2,98,458 3,64,440 3,96,657
Net margin -0.82% 6.38% 12.8% 17.1% 22.94% 19.7% 21.87% 22.22%
EPS 2 -3.490 26.54 68.96 137.7 189.8 174.0 206.1 232.0
Free Cash Flow 1 -5,40,202 1,83,700 -3,55,742 3,81,802 2,29,135 3,47,600 4,15,771 4,58,100
FCF margin -75.21% 25.67% -35.77% 25.44% 15.59% 22.94% 24.95% 25.66%
FCF Conversion (EBITDA) - 88.89% - 59.73% 39.38% 57.89% 60.34% 59.4%
FCF Conversion (Net income) - 402.62% - 148.77% 67.98% 116.47% 114.08% 115.49%
Dividend per Share 2 - - - - - 28.44 34.08 36.75
Announcement Date 12/02/20 10/02/21 09/02/22 09/02/23 08/02/24 - - -
1JPY in Million2JPY
Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period: December 2020 S1 2020 S2 2021 S1 2021 Q3 2021 Q4 2021 S2 2022 Q1 2022 Q2 2022 S1 2022 Q3 2022 Q4 2022 S2 2023 Q1 2023 Q2 2023 S1 2023 Q3 2023 Q4 2023 S2 2024 Q1 2024 Q2 2024 S1 2024 Q3 2024 Q4 2024 S2 2025 Q1
Net sales 1 3,45,415 3,70,258 4,21,553 2,58,400 3,14,432 5,72,865 3,46,696 3,76,620 7,22,908 3,87,100 3,90,860 7,77,990 3,59,374 3,68,717 7,28,091 3,79,391 3,61,933 7,41,324 3,51,790 3,59,867 - 3,80,135 4,00,214 7,80,005 4,08,582
EBITDA 1 - - - 88,200 1,00,436 - 1,55,200 1,65,147 - 1,63,400 1,55,500 - 1,44,300 1,49,000 - 1,52,600 1,36,000 - 1,33,800 1,24,985 - 1,52,736 1,60,516 - 1,54,981
EBIT 1 30,569 35,216 65,661 53,800 64,116 1,17,940 1,35,500 1,45,319 2,10,005 1,42,800 1,35,700 2,78,600 1,23,265 97,257 2,20,522 98,006 1,15,500 2,47,800 1,13,500 1,16,542 - 1,28,267 1,41,337 - -
Operating Margin 8.85% 9.51% 15.58% 20.82% 20.39% 20.59% 39.08% 38.59% 29.05% 36.89% 34.72% 35.81% 34.3% 26.38% 30.29% 25.83% 31.91% 33.43% 32.26% 32.38% - 33.74% 35.32% - -
Earnings before Tax (EBT) 1 29,769 35,447 50,736 50,045 51,682 1,01,727 78,996 68,681 1,47,423 95,679 1,19,197 2,14,876 1,27,762 1,12,849 2,40,611 1,03,020 78,542 1,81,562 91,752 97,557 1,86,659 1,08,060 1,16,604 2,24,664 -
Net income 1 23,212 22,414 37,705 37,800 51,804 89,556 59,784 50,554 1,10,437 74,700 71,479 1,46,195 1,05,211 90,594 1,95,805 75,329 65,952 1,41,281 79,866 69,470 1,41,214 77,069 83,767 1,65,102 84,566
Net margin 6.72% 6.05% 8.94% 14.63% 16.48% 15.63% 17.24% 13.42% 15.28% 19.3% 18.29% 18.79% 29.28% 24.57% 26.89% 19.86% 18.22% 19.06% 22.7% 19.3% - 20.27% 20.93% 21.17% 20.7%
EPS 2 13.55 - 21.53 20.08 27.35 - 30.74 26.15 56.96 41.11 39.60 80.71 58.50 51.46 110.0 42.64 37.17 79.81 44.90 36.66 - 43.45 44.57 - 49.97
Dividend per Share 2 - - - - - - - - - - - - - - - - - - - 13.99 - - 13.99 - -
Announcement Date 30/07/20 10/02/21 29/07/21 28/10/21 09/02/22 09/02/22 27/04/22 28/07/22 28/07/22 26/10/22 09/02/23 09/02/23 27/04/23 27/07/23 27/07/23 26/10/23 08/02/24 08/02/24 25/04/24 - - - - - -
1JPY in Million2JPY
Estimates

Balance Sheet Analysis

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net Debt 1 6,25,291 4,81,012 5,92,164 4,19,675 2,16,267 1,08,138 - -
Net Cash position 1 - - - - - - 3,82,609 5,87,769
Leverage (Debt/EBITDA) 4.037 x 2.327 x 1.85 x 0.6566 x 0.3717 x 0.1801 x - -
Free Cash Flow 1 -5,40,202 1,83,700 -3,55,742 3,81,802 2,29,135 3,47,600 4,15,771 4,58,100
ROE (net income / shareholders' equity) -1% 7.4% 14.3% 19.1% 19.1% 15.8% 17.1% 17%
ROA (Net income/ Total Assets) 0.64% 3.98% 7.59% 13.9% 11.3% 11.9% 12.7% -
Assets 1 -9,25,364 11,46,088 16,75,759 18,48,251 29,89,748 25,08,050 28,69,608 -
Book Value Per Share 2 363.0 356.0 596.0 854.0 1,105 1,298 1,410 1,577
Cash Flow per Share 2 83.90 109.0 143.0 237.0 274.0 245.0 287.0 -
Capex 1 10,800 22,261 88,000 2,16,400 88,223 84,925 90,525 92,500
Capex / Sales 1.5% 3.11% 8.85% 14.42% 6% 5.6% 5.43% 5.18%
Announcement Date 12/02/20 10/02/21 09/02/22 09/02/23 08/02/24 - - -
1JPY in Million2JPY
Estimates

EPS & Dividend

Year-on-year evolution of the PER

Year-on-year evolution of the Yield

Change in Enterprise Value/EBITDA

Ratings for Renesas Electronics Corporation

Trading Rating
Investor Rating
ESG Refinitiv
A-
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
12
Last Close Price
2,540 JPY
Average target price
3,348 JPY
Spread / Average Target
+31.85%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

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