Sbc Medical Group Holdings Incorporated · NASDAQ:SBC
Sbc Medical — Q2 2026 Earnings Presentation
34 slides from Sbc Medical's earnings presentation, Aug 13, 2026
Slide 1: 2Q 2026 Investor Presentation
About Us 2Q 2026 Investor Presentation August 2026
Slide 2: Disclaimer
About Us Disclaimer This presentation contains forward-looking statements. Forward-looking statements are not historical facts or statements of current conditions, but instead represent only the of SBC Medical Group Holdings Incorporated (the "Company") beliefs regarding future events and performanc
Slide 3: Table of Contents
About Us Table of Contents I. 2Q 2026 Clinic Highlights P4 II. 2Q 2026 Performance Highlights P6 III. Business Strategies Update P9 IV. Capital & IR Strategies P22 Appendix. P24 3
Slide 4: 2Q 2026 Clinic Highlights
About Us Ⅰ. 2Q 2026 Clinic Highlights 4
Slide 5: 2Q 2026 Clinic Highlights
About Us 2Q 2026 Clinic Highlights Clinic Highlights • Driven by higher average-revenue per visit and an expanding customer base, clinic performance— the foundation of our financials—has sustained robust growth Clinics Key Figures Number of Locations¹ Total Clinic Revenue¹ ² ³ ⁴ Average Spend per Vi
Slide 6: 2Q 2026 Performance Highlights
About Us Ⅱ. 2Q 2026 Performance Highlights 6
Slide 7: 2Q 2026 Financial Performance Highlights
About 2Q 2026 Financial Performance Highlights Performance Us • Delivered strong growth from the top line down to EPS, backed by our shift toward a high-margin structure Unit 2Q26 2Q25 1H26 1H25 Highlights YoY YoY Total revenues MM US$ 49 +13% 43 92 +2% 91 Net income attributable to MM US$ 11 +335%
Slide 8: 2Q 2026 Performance Highlights
About 2Q 2026 Performance Highlights Performance Us • Total revenue grew +13% and income from operations +30% YoY, a strong performance that overcame the impact of JP yen depreciation • Following the revision in June 2025, the points business drove revenue growth Highlights Change & Contributing Fac
Slide 9: Business Strategies Update
About Us Ⅲ. Business Strategies Update 9
Slide 10: Growth Strategy Overview
About Growth Strategy Overview Business Us Strategies • To help people live “young and vigorous” lives, we approach the Longevity market from both appearance and function bases • We are strengthening SBC’s competitiveness through AI, aiming to become the name synonymous with “Healthcare × AI" Strate
Slide 11: Multi-Brand Optimization (1)
About Multi-Brand Optimization (1) Business Us Strategies • Aesthetic dermatology 1H transaction value¹ ² ³ ⁴ grew strongly by 19% YoY • To better capture increasingly diverse customer needs and further enhance customer lifetime value (LTV), we are accelerating our multi-brand strategy Accelerating
Slide 12: Multi-Brand Optimization (2)
About Multi-Brand Optimization (2) Business Us Strategies • Expand the high-performing NEO Skin Clinic and JUN CLINIC brands • Launch dedicated hair removal clinics to enhance customer convenience and further improve operational efficiency Accelerating Response to Diversifying Customer Needs Across
Slide 13: Multi-Brand Optimization (3)
About Multi-Brand Optimization (3) Business Us Strategies • Revenue growth in both the dermatology and alopecia (AGA) segments was driven by the increased penetration of high-value-added treatments among existing customers Accelerating Response to Diversifying Customer Needs Across Existing and New
Slide 14: Expansion of Non-Aesthetic Healthcare Business
About Expansion of Non-Aesthetic Healthcare Business Business Us Strategies • Aiming to make SBC synonymous with Longevity in Japan via Aesthetics + Non-Aesthetic Healthcare • Aesthetics comprises 84% of transaction value¹ ² ³ ⁴; Non-Aesthetic Healthcare comprises 16% = large upside Appearance (Aest
Slide 15: U.S. Strategy — Building a Foothold with OrangeTwist
About U.S. Strategy — Building a Foothold with OrangeTwist Business Us • OrangeTwist (OT): a move to win the world's largest U.S. beauty, health & Longevity market • Expanding our U.S. footprint and Longevity sector through mutual knowledge sharing, built on OT’s Strategies robust membership (40%+ r
Slide 16: Southeast Asia Strategy
About Southeast Asia Strategy Business — Exporting Japan’s “Affordable × Reliable × Standardized” Model Us Strategies • Aesthetic healthcare market grows steadily, yet “Affordable × Reliable × Standardized” supply stays scarce • Export the low-cost, high-utilization Operating System (OS) honed in Ja
Slide 17: AI Strategy
About AI Strategy Business — Leveraging Our 26 Years of Data for Growth and Profitability Us Strategies • Deploying AI across clinics to drive sophisticated business strategies • Accelerating revenue growth while improving efficiency (SG&A leverage) — sustained EPS growth Strengthen the MSO Platform
Slide 18: AI Strategy — Empowering Clinic Management through AI (1)
About Business AI Strategy — Empowering Clinic Management through AI (1) Us Strategies • Drive clinic revenue growth by eliminating opportunity loss and enhancing customer acquisition through AI-driven solutions for 24/7 automation, multilingual support, and marketing AI that Strengthens Clinics’ Re
Slide 19: AI Strategy — Empowering Clinic Management through AI (2)
About Business AI Strategy — Empowering Clinic Management through AI (2) Us Strategies • Use AI to elevate clinic site selection and launch — expanding the network across whole areas • Turning on-site know-how into company assets to drive scalable growth and enhance the appeal of joining our network
Slide 20: Service Fee Update
About Service Fee Update Business Us Strategies • Service fee levels are being revised in stages (call center: from July; Gorilla / Rize Clinic: from June), aiming for sustained growth in “Average Fee per Clinic“ (AFPC) • These steps reflect the greater value delivered to clinics, maintaining a win-
Slide 21: Our Growth Trajectory — Profitable Acceleration at Scale
About Our Growth Trajectory — Profitable Acceleration at Scale Business Us Strategies • Reinforced the core platform while positioning for international and new service/product growth • Now entering a phase of multifaceted acceleration across domestic, international, and new domains Platform Strengt
Slide 22: Capital & IR Strategies
About Us Ⅳ. Capital & IR Strategies 22
Slide 23: Capital & IR Strategies — Toward Enhanced Shareholder Value
About Capital & IR Strategies — Toward Enhanced Shareholder Value Capital Us& IR Strategies • Driving shareholder value by leveraging our established capital market foundation and strategic groundwork • Executing a dual-lever strategy: Deploying cash for growth to drive EPS, while expanding awarenes
Slide 24: Appendix
Appendix. SBC Medical Group tio 24
Slide 25: 1H 2026 Performance Highlights
About Appendix. 1H 2026 Performance Highlights Us • The negative YoY impact of the 1Q fee revision was largely offset by strong 2Q results • Following the revision in June 2025, the points business drove revenue growth Change & Contributing Factors (MM US$) (MM US$) 1H26 1H25 YoY Total revenues (FX
Slide 26: Consolidated Income Statement
About Appendix. Consolidated Income Statement Us (MM US$) 2Q26 1Q26 2Q25 1H26 1H25 QoQ YoY YoY% Total revenues 49 +14% +13% 43 43 92 +2% 91 SBC core segment 45 +4% +3% 43 43 88 (3)% 91 • Franchising revenue 10 +5% (5)% 9 10 19 (28)% 26 • Procurement revenue 13 +9% (15)% 12 16 26 (14)% 30 • Managemen
Slide 27: Consolidated Balance Sheet
About Appendix. Consolidated Balance Sheet Us Jun. Dec. (MM US$) (MM US$) Jun. 2026 Dec. 2025 2026 Change 2025 Change TOTAL ASSETS 407 +27 380 TOTAL LIABILITIES 127 +10 117 Total current assets 259 +28 231 Total current liabilities 78 +17 61 • Cash and cash • Accounts payable 23 +6 17 184 +20 164 eq
Slide 28: Consolidated Cash Flow Statement
About Appendix. Consolidated Cash Flow Statement Us (MM US$) 1H26 1H25 YoY Net cash provided by (used in) operating activities 32 +38 (6) Net cash provided by investing activities 0 (15) 15 Net cash provided by (used in) financing activities (4) (11) 7 Effect of exchange rate changes (7) (19) 12 Net
Slide 29: Strong Financial Foundation for Growth
About Appendix. Strong Financial Foundation for Growth Us • A sound financial foundation with ample cash reserves and borrowing capacity to support future growth investments Balance Sheet Key Figures (as of June 30, 2026)⁷ Cash and Cash Equivalents Interest-Bearing Liabilities² Net Interest-Bearing
Slide 30: Non-GAAP Financial Measures
About Appendix. Non-GAAP Financial Measures Us This presentation references certain non-GAAP financial measures. Reconciliations of such measures to the most directly comparable GAAP measures are shown below. Reconciliation Table on Non-GAAP Financials (MM US$) 2Q26 2Q25 1H26 1H25 (A) Total revenues
Slide 31: Non-GAAP Financial Measures
About Appendix. Non-GAAP Financial Measures Us This presentation references certain non-GAAP financial measures. Reconciliations of such measures to the most directly comparable GAAP measures are shown below. Reconciliation Table on Non-GAAP Financials (MM US$) Jun. 2026 Dec. 2025 (A) Bank and other
Slide 32: Expansion of Non-Aesthetic Healthcare Business
About Appendix. Expansion of Non-Aesthetic Healthcare Business Us • Transaction value was $94 million in 1H2026, up 16% YoY¹ ² ³ ⁴ • As its 2nd growth engine, SBC is leveraging its expertise in cash-pay medical services through a dedicated team, with the aim of becoming the brand synonymous with Lon
Slide 33: Investment Highlights
About Appendix. Investment Highlights Us 1 Japan's #1 Aesthetic Medical Group 4 First-Mover Advantage in Japan’s in Number of Clinics1 Longevity Market From a single clinic in 2000 to 287 locations across 20+ brands. Unique positioning to approach the market from both appearance 6.9M+ annual custome
Slide 34: Thank you
About Us Thank you Contact: ir@sbc-holdings.com IR Site LinkedIn
SBC Medical Group Holdings — Q2 2026 Earnings Presentation on 6ix