SBC Medical Group Holdings (SBC) investor relations material

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.