SBC Medical Group Holdings (SBC) Emerging Growth Conference 88 summary

Business overview and growth strategy

• Focuses on management support for franchise clinics, primarily in aesthetic medicine, with diversification into orthopedics, ophthalmology, hair loss, and infertility treatments.

• Franchise clinics serve approximately 6.5 million customers annually, with a recent recovery in average revenue per visit due to pricing and multi-brand strategies.

• Revenue is generated mainly through franchise fees, with efforts to enhance customer retention and broaden service offerings.

Financial performance and capital policy

• Sales declined through Q2 due to restructuring but have rebounded, aided by increased point-related revenue and lower listing-related costs.

• Maintains a robust financial base with sufficient liquidity, using bank financing for working capital and strategic investments.

• Plans to improve share liquidity through new share issuance and potential CEO share sales to attract more institutional investors.

Expansion and investment initiatives

• Entered Thailand via partnership with Blessed Asia, leveraging a network of over 20 clinics and pharmacies.

• Launched a tender offer to acquire a majority stake in WAKU, aiming to boost R&D in regenerative medicine and skincare.

• Actively exploring international growth, with progress in Singapore and evaluation of opportunities in the U.S. and other Asian markets.