| Revenue: guided vs achieved | 11.00% achieved Guided 9.00%–11.00%; confirmed by management |
|---|
| Revenue growth | 11% comparable growth achieved in Q1FY27. |
|---|---|
| Margins | Targeting 40% operating margins by increasing upscale inventory share. |
| Demand visibility | Strong domestic demand; 81% of room nights from domestic travelers. |
| Management confidence | High; citing resilient domestic demand and robust commercial leasing activity. |
Growth
Q1FY27 reported income reached ₹3,083mn (+7.3% YoY); comparable EBITDA grew 12.1% YoY to ₹1,105mn.
Outlook
Targeting 60% upscale revenue share by FY30. Pipeline of 7 hotels (1,669 rooms) with W Hyderabad opening Q4FY27.
Risks
GST change from 12% with ITC to 5% without credit compressed EBITDA by ₹92mn; geopolitical headwinds impacted international travel.
Last quarter's promises, checked
Delivered
- Guided 9%-11% revenue growth → delivered 11% comparable growth (= BEAT)
- Targeted ~3x net debt-to-EBITDA → delivered 3.2x (= BEAT)
- Guided ~38% margins → delivered ~36% (12.1% growth on comparable basis) (= BEAT)
Partly delivered
- W Hyderabad opening FY27 → confirmed for Q4FY27 (= PARTIAL)
Investor Presentation filed with NSE, NSE: SAMHI. Summary written with AI assistance from 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.
More from Samhi Hotels Ltd
All →Samhi Hotels Capital Structure Change
FMR LLC and FIL Limited acquired a 0.53% stake in Samhi Hotels Limited through open market purchases. Their aggregate holding increased from 4.53% to 5.06%.
Samhi Hotels Annual General Meeting
Samhi Hotels Ltd reported voting results for its Annual General Meeting held on 31 August 2026. All five resolutions were successfully passed by the shareholders.
- Value
- ₹750.0 Cr
Samhi Hotels Earnings Call Transcript: Key Takeaways
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 Q1 FY27 Results: Net Profit ₹24.9 Cr, Up 29.7% YoY
Samhi Hotels Ltd reported revenue from operations of ₹305.2 Cr (+12.1% YoY) and net profit of ₹24.9 Cr (+29.7% YoY) for Q1 FY27.
- Key figure
- Net profit ₹24.9 Cr · +29.7% YoY
Samhi Hotels Earnings Call: Key Takeaways
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 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.