ALFA Finder| 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
- ₹162.63
- Market cap
- ₹3,616 Cr
- Revenue (annual)
- ₹1,248 Cr
- Net profit (annual)
- ₹503.0 Cr
- P/E (TTM)
- 8.1×Sector 47.2×
- 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.
More from Samhi Hotels Ltd
All →Samhi Hotels Earnings Call Transcript: 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.
- Call
- Guides 10% growth
Samhi Hotels Results Update
SAMHI Hotels reported unaudited Q2 and H1 FY27 results, with Q2 total income up 15.6% to Rs 3,427 Mn and PAT of Rs 411 Mn. Management highlighted same-store growth and a pipeline of about 1,700 new rooms through FY2031.
Samhi Hotels Investor Presentation: Key Takeaways
Q2 FY27 total income ₹3,427mn (+15.6% YoY), consolidated EBITDA ₹1,238mn (36.1% margin, 39.1% ex-GST), PAT ₹411mn. Same-store revenue +12.6%, ahead of 9-11% guidance.
Samhi Hotels Debt & Borrowing: ₹70 Cr
Samhi Hotels will guarantee Rs.70 Crore of loans from ICICI Bank for subsidiary Duet Hyderabad. The company states there is no material impact.
- Value
- ₹70.00 Cr
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
Samhi Hotels Capital Structure Change
FMR LLC and FIL Limited, non-promoter investors, bought 4.67 million Samhi Hotels shares in the open market. Their stake rose from 5.06% to 7.16%.
- Promoter stake change
- +2.10%