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Earnings Call

Samhi Hotels Earnings Call: Key Takeaways

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.

Why this was an Alfa AlertRevenue beat: Guided 9-11% income growth, achieved 12.3%, which is ~11.8% above the upper end of guidance; management explicitly noted outperformance.
Highlights
Revenue growth12.3% YoY for FY26; 9.3% YoY for Q4.
MarginsEBITDA margin 36.2% for FY26; impacted by GST structural changes.
Demand visibilityStrong; robust commercial office activity driving RevPAR in major cities.
Management confidenceHigh; cited tangible outperformance despite macro headwinds.

Growth

FY26 Income grew 12.3% YoY to ₹12,790mn. Consol. EBITDA rose 8.8% to ₹4,626mn (13% excl. GST impact).

Outlook

Targeting 78% revenue uplift via 6 transformative assets; medium-term Net Debt/EBITDA target of ~2.5x.

Risks

Geopolitical conflicts (Middle East) and GST rate changes impacted Q4 margins and room night yields.

Source

Earnings Call filed with BSE, NSE: SAMHI. Summary written with AI assistance from the document.

Read the document ↗

Samhi Hotels Ltd: key numbers

Share price
₹159.19
Market cap
₹3,540 Cr
Revenue (annual)
₹1,248 Cr
Net profit (annual)
₹503.0 Cr
P/E (TTM)
7.0×Sector 43.7×
Promoter holding
0.00%+0.00% QoQ
FII holding
44.62%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Value
₹750.0 Cr