SBC Medical CEO Details Recovery in Unit Economics and Strategic U.S. Expansion in Exclusive Interview

In an exclusive interview published by PRISM MarketView, Yoshiyuki Aikawa, Chairman and CEO of SBC Medical Group Holdings, outlined the company's operational recovery and international growth strategy. The discussion centered on improving unit economics, with fourth-quarter average revenue per visit increasing 11% year over year to $316, which Aikawa described as the clearest signal of recovery following a period of compression. This financial improvement occurs alongside a capital-light business model that has consistently generated EBITDA margins above 40% across a network of 283 locations handling 6.63 million annual patient visits.

The interview highlighted a disciplined transition year in 2025, where revenue declined due to intentional structural changes while net income grew 9% and margins remained intact. Aikawa emphasized the company's strong balance sheet, with $164 million in cash and low leverage, providing flexibility for mergers and acquisitions and continued expansion. This financial position supports the company's strategic entry into the U.S. market through a minority investment in OrangeTwist, a premium medspa platform. Management believes its system-driven approach to clinical quality, customer retention, and operational efficiency can differentiate the platform in the fragmented U.S. aesthetic market, as few operators have built systems that replicate quality at scale.

Long-term growth initiatives include developing AI-driven operational infrastructure and expanding the SBC Wellness 2.0 platform into Japan's $34 billion longevity market. The full Q&A detailing these strategies is available at PRISM MarketView. Additionally, the company's latest earnings presentation can be viewed at YouTube. The company's evolution from a domestic platform to a globally scalable model represents a significant shift in its operational strategy, focusing on sustainable growth through improved economics and strategic market expansion.