The call ran from 9:31 AM to 10:30 AM IST (1 h).
Key takeaways
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.
| Revenue: guided vs achieved | 12.60% achieved Guided 9.00%–11.00%, 14.5% above the top of the range; confirmed by management |
|---|---|
| Management target | Revenue 10.0% FY27 |
| Revenue growth | 15.6% YoY growth; same-store revenue up 12.6%. |
|---|---|
| Margins | 39.1% comparable EBITDA margin; focus on high-margin upscale segment. |
| Demand visibility | Strong corporate demand; major events scheduled in Bangalore, Hyderabad, Delhi. |
| Management confidence | High; aggressive on premium scaling and debt reduction targets. |
Growth
Revenue grew 15.6% YoY with RevPAR up 14%, largely driven by a 9% rate increase.
Outlook
Targets 2.5x net debt/EBITDA and aims for upscale/upper-upscale segment to reach 60% income by FY30.
Risks
Expansion capex of ₹2,400 Cr by FY31 and potential interest rate volatility pose balance sheet risks.
Last quarter's promises, checked
Delivered
- Guided 9.0–11.0% revenue growth → delivered 12.6% same-store (= BEAT)
- Guided W Hyderabad fully operational 2H FY28 → opening Q2 FY28 (= BEAT, timing)
Summary by ALFA Finder, written with AI assistance from our own recording of the call, published . Open it on ALFA Filings ›
The results behind this call
Samhi Hotels Q2 FY27 Results: Net Profit ₹41.1 Cr, Down 58.8% YoY
Samhi Hotels Ltd reported revenue from operations of ₹338.1 Cr (+15.4% YoY) and net profit of ₹41.1 Cr (-58.8% YoY) for Q2 FY27.
- Key figure
- Net profit ₹41.1 Cr · -58.8% YoY
What management said last time
Full summary →From the call summary published .
Outlook they gave
Management targets 3,000 Cr cumulative cash flow by FY31 and doubling revenue by 2030.
Growth they described
Revenue grew 10.8% on a comparable basis, driven primarily by 79.3% occupancy despite international travel headwinds.
Call details
| Company | Samhi Hotels Ltd |
|---|---|
| NSE symbol | SAMHI |
| ISIN | INE08U801020 |
| Call | Q2 FY27 earnings call |
| Date | Wednesday, 4 November 2026 |
| Time | 9:30 AM IST |
| Length | 1 h |
| Audio | Our stream on YouTube ↗ |
Samhi Hotels Ltd: key numbers
- Share price
- ₹158.50
- Market cap
- ₹3,524 Cr
- Revenue (annual)
- ₹1,248 Cr
- Net profit (annual)
- ₹503.0 Cr
- P/E (TTM)
- 7.9×Sector 44.8×
- Promoter holding
- 0.00%+0.00% QoQ
- FII holding
- 48.32%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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