SBC Medical Group Holdings (SBC) Corporate presentation summary

Group structure and global presence

• Operates as a management services organization with 20+ brands across surgical, non-invasive aesthetic, and medical services, managing 237 locations in Japan and 46 overseas, including the US and Southeast Asia.

• Expanded from a single clinic in 2000 to Japan's largest aesthetic medical group, listed on NASDAQ in 2024, and now accelerating global expansion.

• Provides consulting, marketing, procurement, administrative affairs, and equipment leasing to client clinics.

• Multi-brand strategy covers aesthetic, dermatology, surgery, hair loss, dental, fertility, gynecology, orthopedics, and ophthalmology.

• Strategic investments and acquisitions include Orange Twist (US) and Aesthetics Healthcare Holdings (Singapore).

Competitive advantages and governance

• Self-reinforcing model leverages advanced operations, brand trust, case data, and a robust network for competitive advantage.

• Integrated infrastructure and advanced HR education ensure high service quality and repeat rates.

• Japanese medical law requires MSO structures; CEO relatives serve as general meeting members of medical corporations, but do not hold equity.

• Multi-layered governance, economic alignment, and legal constraints minimize conflicts of interest.

• Service fees are a mix of fixed and variable components, with revenue drivers including clinic count, same-store revenue, and new treatments.

Growth, scalability, and clinic economics

• Rapid expansion enabled by controlling initial investment ($486k average), early customer acquisition, and scalable clinic deployment.

• Average period to profitability for new clinics is five months.

• Popular treatments include anti-aging, hair removal, and double eyelid surgery, with high average revenue per visit ($230 for dermatology, $1,650 for surgery).

• Customer base is growing, with increasing male participation and high repeat rates driving lifetime value.

• Active academic initiatives and global conference participation enhance medical quality and brand credibility.