SBC Medical Group Holdings Incorporated

SBC Medical Group Holdings reported second quarter 2026 revenue of $49 million, up 13% year-on-year, with adjusted EBITDA of $20 million, up 32%, and an adjusted EBITDA margin of 41%. The company said profit growth outpaced revenue growth despite a weaker yen, driven by higher management services revenue from its points business and service fee revisions. SBC ended June with 287 locations, up 34 year-on-year, and trailing twelve-month customer visits of 6.92 million, up 10%. The company also announced plans to rename Shonan Aesthetic Dermatology to SBC Skin Clinic, launch new formats THE LASER and SBC MEN'S FLASH, and expects about $15 million in annual service fee increases from enhanced call center and clinic support functions.

SBC Medical Group Holdings outlined a target of 1,000 clinics by 2035 and an incremental service-fee opportunity of roughly $15 million per year on a full-year basis during its second-quarter earnings call. The company reported Q2 revenue of $49 million, up 13% year-on-year, and adjusted EBITDA of $20 million, up 32%, with a 41% adjusted EBITDA margin. Management said the service-fee gains would phase in, with about half of the unrealized gains included in the third and fourth quarters of this fiscal year and full contribution starting next fiscal year. The company also highlighted AI initiatives, including a chatbot released in August and an AI call center expected before year-end, to scale operations without increasing indirect headcount.