SBC Medical Group Holdings (SBC) investor relations material

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.