SBC Medical Group Holdings (SBC) Corporate presentation summary

Group structure and business overview

• Operates Japan's largest aesthetic medical clinic network with 287 clinics and 6.92 million annual visits, expanding into longevity and global markets with a multi-brand strategy.

• U.S.-listed holding company structure with 100% ownership of Japanese and overseas subsidiaries, supporting both directly managed and affiliated clinics.

• Growth driven by strategic investments, acquisitions, and expansion into Southeast Asia and the U.S., with recent milestones including NASDAQ listing and Russell 3000® Index inclusion.

• Multi-layered governance and legal structures ensure compliance with Japanese medical law, separating profit distribution and management roles.

• Competitive advantage built on brand trust, high repeat rates, integrated infrastructure, and advanced HR and data-driven management.

Clinic economics and operational performance

• Scalable clinic deployment model reduces initial investment ($486K average) and achieves profitability within five months on average.

• High repeat rate (73%) and strong customer retention (93% existing customer ratio in 1H 2026) drive revenue growth.

• Popular treatments include hair removal, anti-aging, and double eyelid surgery, with average spend per visit ranging from $210 (dermatology) to $1,680 (surgery).

• Male customer ratio has increased to 44% in 1H 2026, reflecting growing demand for men's aesthetic services.

• Revenue streams include franchise, procurement, management, and rental fees, with variable and fixed components tied to clinic performance.

Financial highlights and non-GAAP measures

• Adjusted EBITDA for 1H 2026 reached $38M, with basic EPS of $0.21.

• Uses non-GAAP measures such as Adjusted EBITDA to provide insight into underlying business trends, with reconciliations provided.

• Financial performance supported by strong clinic economics, high repeat rates, and expanding service portfolio.