SBC Medical Group Holdings (SBC) Q3 Investor Summit Group Virtual Conference 2026 earnings summary

Business model and operational overview

• Operates as a medical services organization (MSO) supporting clinics with centralized marketing, procurement, technology, hiring, and training, enabling scalable growth.

• Platform is being strengthened through AI and expansion into longevity and global markets, supported by strong profitability and a solid balance sheet.

Financial and operational performance

• Number of locations reached 287, up 34 year-on-year, with 6.92 million annual customer visits, up 10%.

• Year-to-date clinic revenue rose 11%, same-clinic revenue up 6%, and average spend per visit increased 9%.

• Second quarter revenue was $49 million, up 13% year-on-year; adjusted EBITDA was $20 million, up 32%, with a 41% margin.

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

Strategic initiatives and growth drivers

• Four growth strategies: accelerate multi-brand aesthetic dermatology, expand non-aesthetic business, expand globally, and strengthen competitiveness and cost structure through AI.

• Multi-brand strategy in aesthetic dermatology includes rebranding and opening new clinics to capture diverse customer needs.

• Launching new formats for men's aesthetics and hair removal, with strong transaction value growth in related brands.

• Non-aesthetic healthcare positioned as a second growth engine, with a dedicated team established and plans for M&A-driven expansion.