ALFA Concalls
Every earnings call, live and summarised
Earnings calls
Every Samhi Hotels earnings call we streamed: the live audio and our summary of what management said.
Samhi Hotels delivered robust performance driven by high occupancy and asset scaling. Management remains highly optimistic about premiumization through upcoming flagship launches like W Hyderabad.
Samhi Hotels delivered robust performance driven by high occupancy and asset scaling. Management remains highly optimistic about premiumization through upcoming flagship launches like W Hyderabad.
Targets 2.5x net debt/EBITDA and aims for upscale/upper-upscale segment to reach 60% income by FY30.
Samhi is pivoting towards upscale assets to offset mid-scale margin compression caused by GST changes. While RevPAR growth remains resilient at 9.6%, an enabling resolution for a 750 Cr fundraise suggests preparation for opportunistic distress acquisitions.
SAMHI Hotels delivered FY26 revenue of ₹1,279cr (up 12.3%) and PBT of ₹165cr. Management focused on deleveraging and asset recycling to fund a ₹2,200cr capex pipeline.
Samhi delivered solid FY26 results with 12.3% revenue growth, beating its 9-11% guidance despite significant geopolitical and environmental disruptions. Profit before tax nearly doubled, though one-time tax assets and reversals heavily inflated the reported bottom line.
SAMHI Hotels reported strong FY26 performance with 12.3% income growth and significant deleveraging (Net Debt/EBITDA at 3.0x). Strategy focuses on upscale segment expansion and asset-light 'Experiential Leisure' through the RARE India acquisition.
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.