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SBC Medical Group Holdings (SBC) investor relations material

SBC Medical Group Holdings Emerging Growth Conference 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Emerging Growth Conference 2025 summary25 Sep, 2025

Conference overview

  • The event is part of the Emerging Growth Conference, featuring presentations from various companies and interactive Q&A sessions with investors.

  • Presentations are streamed online, with recordings available on YouTube, and attendees can submit questions live.

  • The session featured SBC Medical Group Holdings Inc., which operates in both Japan and the US.

Business performance and restructuring

  • SBC expanded its clinic network to 259 locations, adding 36 clinics year-over-year.

  • Revenue declined 18% year-over-year due to strategic restructuring, franchise fee revisions, and deconsolidation of affiliates.

  • Increased point redemptions reduced management service revenues, but procurement and rental revenues rose.

  • The company expects growth to resume from the third quarter following these changes.

Strategic initiatives and growth areas

  • Diversification into orthopedics, ophthalmology, health, and infertility treatments aims to broaden customer reach and retention.

  • Acquisition of Zoom Clinic, known for personalized laser treatments, enhances the network's unique offerings and profitability.

  • Launch of NIO Skin Clinic targets expert-level customers, with high average spending and rapid growth.

  • Medical tourism is being strengthened, especially targeting Chinese tourists, leveraging the weak yen and social media outreach.

  • Focus on high-growth, high-margin areas like orthopedics and AG treatment, adapting to Japan's aging demographics.

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Next SBC Medical Group Holdings earnings date

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Q3 202512 Nov, 2025
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Q3 202512 Nov, 2025

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