SBC Medical Group Holdings Lytham Partners Fall 2026 Investor Conference

Good day, everyone, and thank you for joining us today for the Lytham Partners Fall 2026 Investor Conference. My name is Joe Dorame, managing partner at Lytham Partners. I would like to welcome SBC Medical Group, which trades on the Nasdaq under the ticker SBC. Today, I will be moderating a fireside chat with Stephen Rodgers, global head of planning and strategy, and Hikaru Fukui, head of investor relations. Let's get started. Welcome, Stephen and Hikaru.

Great. Thanks for having us, Joe.

All right. To begin, please provide an overview of SBC Medical and what makes the company unique.

Yeah. Thank you very much. We are a medical service organization, managing the aesthetic medical group, largest aesthetic medical group in Japan. We opened the first clinic in 2000, and over 26 years, we are steadily expanding our network. And now, our network is more than 280 and serving 6.9 million patients on annual basis.

One of our strength points is a high repeat rate. Once the customer visits our clinic, many customers visit our clinic continuously. This supports our steady growth. Also, I think that our platform is very efficient and we cover the largest network with a very limited staff and assets. This is also a strength point. Recently, we are utilizing AI to strengthen our platform. This is also a very interesting point.

That's helpful. Thank you. What are the primary growth drivers you're focused on, and how do they translate into near-term execution priorities?

Yeah. Thank you very much.