SBC Medical Group Holdings
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SBC Medical Group Holdings (SBC) investor relations material

SBC Medical Group Holdings Emerging Growth Conference 89 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Emerging Growth Conference 89 summary22 Jan, 2026

Business overview and recent performance

  • Largest aesthetic medical group in Japan, supporting 258 franchise clinics with 6.5 million annual customers.

  • Expanded services to include orthopedics, ophthalmology, hair loss, and infertility treatments.

  • Revenue per customer visit is recovering due to pricing, promotion, and multi-branding strategies.

  • Q3 2025 shows signs of financial turnaround, with improved operating and net income and high EBITDA margin.

  • Maintains robust financial base, recently utilizing bank financing for working capital and strategic investments.

Global expansion and partnerships

  • Initiated global expansion with a minority investment in Orange Twist, a leading US med spa operator.

  • Focused on partnering with strong local operators rather than replicating the domestic model.

  • Orange Twist operates in multiple US states and is positioned for further growth.

  • Collaboration aims to blend advanced Japanese treatments with high-end US customer experience.

  • Plans to expand SBC clinics in the US and introduce luxury med spa concepts in Japan.

Strategic vision and future growth

  • Aims to be the top medical group in Japan by 2035 and globally by 2050.

  • Exploring partnerships and minority investments in Asia and other regions.

  • Focus on regenerative aesthetics, longevity medicine, and AI-driven treatments.

  • Intends to scale up M&A and operational roles over the next three to five years.

  • Expects international revenue to rise from 1% to over 20% in the next three to five years.

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Q4 202527 Mar, 2026
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