SBC Medical Group Holdings (SBC) Emerging Growth Conference summary

Business overview and financial performance

• Operates as a medical services organization supporting clinics in diverse healthcare fields, with a scalable, centrally managed model built over 26 years.

• As of June 2026, 287 locations and 6.92 million annual customer visits, with clinic revenue up 11% and average spend per visit up 9%.

• Q2 2026 revenue reached $49 million (up 13% YoY), adjusted EBITDA $20 million (up 32%), and EBITDA margin 41%.

• Profit growth outpaced revenue growth, driven by higher management services revenue and revised service fees.

• Completed structural reforms in 2025, entering a phase of re-accelerated growth.

Strategic initiatives and growth drivers

• Four growth strategies: multi-brand expansion in aesthetic dermatology, non-aesthetic business growth, global expansion, and AI-driven competitiveness.

• Rebranding and expanding skin clinics, launching new formats for men's aesthetics, and growing high-value brands.

• Non-aesthetic healthcare positioned as a second growth engine, with a dedicated team established in June 2026 to drive clinic performance and M&A.

• Disciplined global expansion in the U.S. (via OrangeTwist partnership) and Southeast Asia (Powered by SBC model), focusing on recurring revenue and high ROIC.

• AI leveraged for operational efficiency, customer experience, and service fee increases, supporting recurring revenue and EPS growth.

AI and operational enhancements

• AI supports growth by improving customer experience, optimizing clinic network expansion, and enabling higher service fees with minimal additional cost.

• Enhanced call center and support functions expected to add $15 million annually, further boosting profitability.

• AI-driven data and management tools create a competitive barrier and support scalable expansion.