Q3 2025 SBC Medical Group Holdings Inc Earnings Call Transcript
Key Points
- SBC Medical Group Holdings Inc (SBC) expanded its franchisee clinics to 258 locations, marking an increase of 34 new clinics.
- The annual number of customers has grown to approximately 6.5 million, indicating a steady increase in customer base.
- The average revenue per customer visit is showing signs of recovery due to successful pricing and promotional strategies.
- SBC has entered the Thai market through a partnership with BLEZ ASIA, aiming to provide affordable laser treatments.
- The company maintains a robust financial base with sufficient cash and deposits, allowing for strategic investments and growth.
- Sales were initially affected by restructuring and division to franchise fees, impacting financial performance.
- The liquidity of SBC's shares is low, making it difficult for institutional investors to trade.
- Increased costs due to medical equipment leases and consolidation of AHH in Singapore affected financials.
- The impact of the new initiatives in Thailand is expected to be minimal in the near term as they are in the proof of concept stage.
- SBC has not provided concrete revenue or profit growth numbers, which may concern investors seeking financial guidance.
Good evening. Iâm Michelle Skoui, Head of IR Department. Since it is now the scheduled time, Iâd like to begin todayâs session.
Thank you very much for taking time out of your busy schedule to join the early briefing of SBC Medical Group Holdings. Today, we will be presenting our third-quarter financial results, business progress, and capital policy. (Operator Instructions) .
Now, Iâd like to hand the presentation over to our CFO, Mr. Yoshida. Mr. Yoshida, the floor is yours.
Good afternoon. Iâm Yuya Yoshida, CFO of SBC Medical Group Holdings. Thank you very much for joining our conference call today despite your busy schedules.
I will now walk you through our results for the third quarter, the progress of our business and our capital policy. Please turn on slide 5. Okay. First, regarding our franchisee clinics performance. We added the number of clinics to 258 clinics by 34 locations increase, and
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