Renesas Electronics Corporation (RNECF) Q2 2025 Earnings Call Transcript

Renesas Electronics Corporation (OTCPK:RNECF) Q2 2025 Earnings Conference Call July 24, 2025 9:00 PM ET

Company Participants

Hidetoshi Shibata – President, CEO, Director & Representative Executive Officer
Shuhei Shinkai – CFO and Executive Officer of Finance, Corporate Strategy, Accounting & Control, Investor Relations

Conference Call Participants

Daiki Takayama – Goldman Sachs Group, Inc., Research Division
Junji Okawa – Daiwa Securities Co. Ltd., Research Division
Kazuo Yoshikawa – Morgan Stanley, Research Division
Kenji Yasui – UBS Investment Bank, Research Division
Mikio Hirakawa – BofA Securities, Research Division
Shingo Kobayashi – Nippon Yakin Kogyo Co., Ltd.

Operator

Good morning, everyone. If you’d like to listen to this session in English, please click the interpretation icon at the bottom of the screen and select English channel.

Thank you very much for taking your time despite your busy schedule to attend Renesas Electronics’ 2025 Second Quarter Earnings Call. We thank you very much indeed.

For today, simultaneous interpretation service is provided. Please click the interpretation icon at the bottom of the screen and select the language of your choice. Speakers, please turn your video on.

For today’s session, we have our President and CEO, Hidetoshi Shibata; Senior Vice President and CFO, Shuhei Shinkai; and some other staff members from the company. After opening remarks from Mr. Shibata, Mr. Shinkai will explain the second quarter results. After that, we would like to take questions. We expect to finish the entire session in about 60 minutes. Please be advised that the material to be used for today’s session is already posted on the IR site of our homepage.

Now Mr. Shibata, please turn the microphone, and the floor is yours.

Hidetoshi Shibata

Good morning, everyone. This is Shibata. First of all, recently, we have seen a certain conclusion with respect to the tariff issue, which I think is wonderful. The government, I think, has arrived