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SBC Medical Group Holdings (SBC) investor relations material
SBC Medical Group Holdings Sidoti's Year End Virtual Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Business overview and strategy
Operates a global network of nearly 260 franchise clinics, primarily in Japan, focusing on aesthetic medicine and expanding into orthopedics, ophthalmology, and infertility treatment.
Diversification of services aims to enhance customer retention and strengthen market position.
Franchise clinics serve approximately 6.5 million customers annually, with a recent recovery in average revenue per customer visit due to pricing and promotional strategies.
International expansion is underway, with a consulting partnership in Thailand and ongoing exploration in the U.S. and other Asian markets.
Plans to acquire a majority stake in WAKU to boost R&D and expand offerings in regenerative medicine and skincare.
Financial performance and capital policy
Sales and income rebounded in Q3 2025 after restructuring and franchise fee revisions, aided by increased point-related revenue and lower listing costs.
Maintains a robust financial base with $180 million in cash and minimal debt, prioritizing growth investments over share buybacks.
Liquidity improvements and potential new share issuances are planned to attract a broader investor base.
Expects 10%-15% growth in clinic numbers and similar financial performance in 2026, barring special factors.
Growth drivers and market positioning
Key growth segments include aesthetic dermatology, domestic medical services (e.g., orthopedics), and international business.
Holds a 25% market share in Japan’s aesthetic medical market, with a 72% repeat visit rate and strong brand trust.
Differentiation is driven by high customer satisfaction, quality employee training, and a focus on long-term customer relationships.
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