SBC Medical Group Holdings (SBC) Emerging Growth Conference 2025 summary

Conference overview

• The event was the 86th Emerging Growth Conference, featuring virtual presentations and Q&A sessions with investors.

• SBC Medical Group Holdings presented recent performance, business progress, and capital initiatives.

• The company operates 259 clinics, with recent expansion through the addition of Jenn Clinic and MB Career Lounge.

• Presentations were accessible via webcast, with opportunities for live questions from attendees.

Business performance and strategy

• Revenue declined 18% year-on-year due to strategic restructuring, franchise fee revisions, and increased point redemptions.

• The company exited staffing services and deconsolidated affiliates to focus on core growth areas.

• Procurement and rental revenue increased, driven by higher medical material purchases and device upgrades.

• High-growth areas include dermatological aesthetic medicine, orthopedics, and AGA treatment.

• Multi-brand strategy and new clinic launches (Neo Skin Clinic, Jenn Clinic) are key growth drivers.

Global expansion and initiatives

• Medical tourism is being strengthened, targeting Chinese tourists with enhanced marketing and interpreter support.

• Expansion in Southeast Asia includes Japanese language services in Singapore following the AHH acquisition.

• U.S. operations enhanced by appointing Dr. Steven Cohen as advisor and hiring experienced executives for global strategy and marketing.

• The company maintains a robust financial base, supporting organic growth and M&A opportunities.