SBC Medical Group Holdings (SBC) investor relations material

Executive summary

• Q3 2026 revenue rose 35.13% YoY to $58.6M; operating income increased 66.34% to $26.4M, attributable net income rose 22.36% to $15.7M, and Adjusted EBITDA grew 66% to $27.6M.

• Growth reflected higher management services revenue, August service-fee revisions, new clinic openings and Waqoo consolidation.

Financial highlights

• Q3 basic EPS was $0.15, up 25% YoY; 9M EPS was $0.37, up 3%.

• 9M revenue was $150.8M, up 12.53%; operating income was $63.1M, up 15.48%, and attributable net income was $37.7M, up 2.47%.

• 9M Adjusted EBITDA was $66.1M, up 17%; its margin was 44%, up 2 points YoY.

• 9M operating cash flow was $50.2M, versus $27.3M used in 9M25.

Outlook and guidance

• Longevity plans include in-house blood biomarker testing, a longevity center and online platform in 2027, followed by personalized protocols and international menu rollout in 2027–28; meaningful revenue is expected around 2028.

• DNA methylation testing is in development to assess biological age, drawing on Waqoo research and technology capabilities.

• Six proprietary local-LLM features target clinical documentation, scheduling, security, marketing and treatment/customer recommendations.

• Plans combine Japan clinic growth and productivity initiatives with U.S. expansion through OrangeTwist and expansion in ASEAN; operating cash flow will fund growth investment.