
In the interview, Aikawa discusses SBC Medical’s evolution from a domestic platform into a globally scalable model, as well as the company’s recent operational inflection, U.S. market entry, and long-term growth strategy.
The Q&A highlights several key themes, including:
- Improving unit economics, with Q4 average revenue per visit increasing 11% year over year to
$316 , signaling a recovery following a multi-quarter compression trend - Strategic
U.S. expansion through a minority investment in OrangeTwist, a premium medspa platform, marking SBC’s entry into the American market - A differentiated, capital-light business model that has generated EBITDA margins above 40% across a network of 283 locations and 6.63 million annual patient visits
- A disciplined transition year in 2025, where revenue declined due to intentional structural changes while net income grew 9% and margins remained intact
- A strong balance sheet, with
$164 million in cash and low leverage, providing flexibility for M&A and continued expansion - Long-term growth initiatives, including AI-driven operational infrastructure and the expansion of SBC Wellness 2.0 into Japan’s
$34 billion longevity market
“The recovery in average revenue per visit is the clearest signal of improving unit economics.”
The discussion also explores SBC’s positioning in the fragmented
“Few operators have built systems that replicate quality at scale. That is the system we are introducing into the
The full Q&A, published by PRISM MarketView, is available here: https://prismmarketview.com/q4-2025-earnings-beat-orangetwist-partnership-update-and-growth-strategy/
Watch SBC Medical’s latest earnings presentation: https://youtu.be/CUujUbs7vo8
SBC Media Group YouTube Channel: https://www.youtube.com/@SBCMedicalGroupHoldings
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A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/5bbc7cc7-f33c-4fcf-a2fc-f3506fcbd33f
A video accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/51fafc68-d841-4fb0-a6ea-ef411e11e7ad
Source: PRISM MarketView
