SBC Medical Group Holdings Inc
NASDAQ:SBC

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SBC Medical Group Holdings Inc Logo
SBC Medical Group Holdings Inc
NASDAQ:SBC
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Price: 4.8 USD 2.35% Market Closed
Market Cap: $492.4m

SBC Medical Group Holdings Inc
Investor Relations

SBC Medical Group Holdings Inc. is a medical aesthetics company tied to cosmetic and skin-care clinics, especially in Japan. It helps run and expand clinics that offer treatments such as cosmetic surgery, dermatology, and beauty procedures. The company sits behind the clinic network by handling the business side of the operation rather than just seeing patients itself. It makes money mainly by supporting clinics with management services, branding, marketing, training, procurement, and other back-office work. It may also earn fees from franchise-style arrangements and from selling products used in or around clinic operations. Its main customers are clinic operators and, indirectly, the patients who use those clinics for cosmetic treatments. What makes its business model different is that it is not a standard hospital or drugmaker. It acts more like a specialized service partner for aesthetic clinics, helping them open, grow, and run more consistently under a shared system. That gives it a role in the value chain between the medical providers and the consumer-facing clinics.

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Last Earnings Call
Fiscal Period
Q2 2026
Call Date
Aug 13, 2026
AI Summary
Q2 2026

Strong quarter: SBC said Q2 2026 revenue was $49 million, up 13% year-on-year, while adjusted EBITDA rose 32% to $20 million and margin improved to 41%.

Reacceleration: Management said 2025 restructuring is complete and growth has reaccelerated, helped by higher customer volume, higher spend per visit, and stronger management services revenue.

Fee upside: The company highlighted about $15 million of annual fee upside from service revisions, with part of that starting to flow through in late 2026 and fuller impact expected next fiscal year.

AI push: SBC is using AI to improve clinic operations, customer service, site selection, and staff training, and says AI should help both efficiency and sales without materially raising fixed costs.

Expansion plan: The company is pushing multi-brand aesthetics, non-aesthetic health care, U.S. expansion through OrangeTwist, and asset-light Southeast Asia growth, while keeping a 2035 target of 1,000 clinics.

Capital focus: Management said cash is ample and the goal is to grow EPS and normalize valuation through organic growth, disciplined M&A, and broader investor outreach.

Key Financials
Revenue
$49 million
Adjusted EBITDA
$20 million
Adjusted EBITDA margin
41%
Locations
287
Trailing 12-month customer visits
6.92 million
Year-to-date clinic revenue
11%
Same-clinic revenue
6%
Average spend per visit
9%
First half transaction value
19%
Gorilla Clinic first half transaction value
$62 million
Transaction value mix
84% aesthetic / 16% non-aesthetic
OrangeTwist locations
24
OrangeTwist recurring revenue mix
40%+ of sales
Shareholder base growth
4.7x
Annual fee upside
about $15 million per year
Earnings Call Recording
Other Earnings Calls

Management

Dr. Yoshiyuki Aikawa
Chairman & CEO
No Bio Available
Mr. Ryoji Murata
Chief Financial Officer
No Bio Available
Yuji Katayose
Marketing Director
No Bio Available
Mr. Akira Komatsu
Chief Strategy Officer & Secretary
No Bio Available
Yoshimune Tanaka
Property Acquisition Director
No Bio Available
Mr. Yuya Yoshida
COO & Director
No Bio Available

Contacts

Address
CALIFORNIA
Irvine
200 Spectrum Center Dr., Suite 300
Contacts