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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.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.
- TimeTickerHeadlineOpen
- RHM
Major defense contracts and strong cash flow drive robust growth and high margins into 2026. - WWD
Q1 FY2026 sales up 29%, EPS up 53%, and guidance raised on strong demand and execution. - HMN
Record core EPS, 57.7% net income growth, and strong outlook signal robust performance. - FTV
2025 results beat guidance, with strong EPS growth and $1.6B in share repurchases. - WNC
Q4 2025 revenue was $321.5M with losses, but Parts & Services grew 33% year-over-year. - AAT
2025 FFO and income declined, but 2026 guidance and liquidity remain strong. - BGL
Tokenized gold coin and fintech platform drive growth, backed by mining and regulatory strength. - WAFD
All proposals passed with strong support; focus remains on innovation, competition, and shareholder value. - AVY
FY25 adjusted EPS up 1% to $9.53, $8.9B sales, and $861M returned to shareholders. - LLY
Q4 2025 revenue rose 43% to $19.3B; 2026 guidance set at $80–$83B revenue.
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