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Earnings Call

Samhi Hotels Earnings Call: Key Takeaways

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.

Why this was an Alfa AlertRevenue growth of 12.3% exceeded the guided upper end of 11.0% by 1.18 percentage points, representing a material 11.8% relative beat over the guidance midpoint.
Highlights
Revenue growth12.3% YoY growth, driven by core market demand and volume recovery.
MarginsEBITDA margins at 36.2%; targeting 38-40% normalized for GST impacts.
Demand visibilityStrong domestic and business travel; international travel resuming from core markets.
Management confidenceBalanced; optimistic on long-term compounding but cautious about near-term global volatility.

Growth

Revenue grew 12.3% YoY to ₹1,279cr; same-store RevPAR up 9.5% despite losing significant revenue to March disruptions.

Outlook

Projecting same-store revenue growth of 9-11% in FY27 and 14% total growth including new capacity additions.

Risks

GST regulatory changes impacting margins on rooms below ₹7,500 and persistent geopolitical volatility affecting long-haul international travel.

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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