SBC Medical Group Holdings Incorporated Q2 FY2026 Earnings Call

· Earnings call transcript and AI-powered summary

SBC Medical Group Holdings Q2 2026 Earnings Summary

Financial Highlights (Q2 2026 vs Q2 2025)

  • Revenue: $49 million, +13% year-on-year.
  • Adjusted EBITDA: $20 million, +32% year-on-year.
  • Adjusted EBITDA margin: 41% (profit growth outpaced revenue growth).
  • Despite weaker yen headwind (most business in yen), results absorbed currency impact through higher management services revenue from points business expansion post-June 2025 policy change and revised service fees.

Operational Highlights (as of end-June 2026)

  • Clinic locations: 287, +34 year-on-year.
  • Trailing 12-month customer visits: 6.92 million, +10% year-on-year.
  • Year-to-date clinic revenue: +11% year-on-year.
  • Same-clinic revenue: +6% year-on-year.
  • Q2 average spend per visit: +9% year-on-year.
  • First-half aesthetic dermatology transaction value: +19% year-on-year.
  • Gorilla Clinic first-half transaction value: $62 million, +19% year-on-year.
  • Business mix: 84% aesthetic / 16% non-aesthetic (significant upside potential noted).

Strategic Updates

  • Multi-brand aesthetic dermatology acceleration: Renaming Shonan Aesthetic Dermatology to SBC Skin Clinic (2 new locations); adding 3 NEO Skin Clinic and 1 JUN CLINIC locations; launching THE LASER and SBC MEN'S FLASH formats.

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Hikaru Fukui: Welcome to SBC Medical Holdings Second Quarter 2026 Earnings Conference Call. Joining me on the call today are Yoshiyuki Aikawa, CEO; and Yuya Yoshida, CFO, COO and AI Evangelist. I am Fukui, Head of IR Department, and I will be your moderator today. Presentation materials for today are posted on our Investor Relations website. Minutes of the call will also be posted as soon as they are prepared. Today's discussion contains forward-looking statements. These forward-looking statements do not guarantee the future performance. Actual results may change due to various factors. For details, please refer to our filings with the SEC. Today's discussion may also refer to non-GAAP financial indicators. A reconciliation of GAAP to non-GAAP financial measures can be found on our presentation material for today. Let me introduce the program today. First, around 10 minutes of presentation will be delivered using AI. Please rest assured since the content has been reviewed beforehand. Then there will be a message from Dr. Aikawa before we move on to the Q&A session. [Operator Instructions] We will now start the presentation. Unknown Attendee: [AI Agent] Thank you for taking the time to join the Second Quarter 2026 Conference Call of SBC Medical Group Holdings Incorporated. I will now walk you through our results for the second quarter of 2026, and update on our business strategies and our capital and IR strategy. If I had to sum up this quarter in a single sentence, it is the

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