| Revenue: guided vs achieved | 10.80% achieved Guided 9.00%–11.00% |
|---|---|
| Management target | Revenue FY31 |
| Revenue growth | Comparable revenue up 10.8%; total income reached 308.3 Cr. |
|---|---|
| Margins | Upscale segment to drive margins; mid-scale impacted by GST changes. |
| Order book | Committed pipeline of 1,660 rooms across 7 new hotels. |
| Demand visibility | Strong domestic demand; international travel recovering after West Asia crisis. |
| Management confidence | Balanced; focused on financial discipline and board flexibility for growth. |
Growth
Revenue grew 10.8% on a comparable basis, driven primarily by 79.3% occupancy despite international travel headwinds.
Outlook
Management targets 3,000 Cr cumulative cash flow by FY31 and doubling revenue by 2030.
Risks
GST regime change from 12% with ITC to 5% without ITC significantly impacts mid-scale margins.
Last quarter's promises, checked
Delivered
- Revenue growth 9-11% → delivered 12.3% (= BEAT)
- Net Debt-to-EBITDA ~3x → delivered 3.07x (= BEAT)
- PBT before exceptional items ~INR 165 Cr → delivered INR 165 Cr (= BEAT)
Partly delivered
- GIC platform funding INR 750 Cr → delivered INR 600 Cr to date (= PARTIAL)
Missed
- EBITDA growth 19-20% (adjusted) → delivered 13% (adjusted) (= MISS)
Earnings Call Transcript filed with BSE, 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 Investor Presentation: Key Takeaways
SAMHI Hotels reported strong Q1FY27 comparable revenue growth of 10.8% YoY. Strategy focuses on upscaling inventory through a 1,669-room pipeline and RARE India leisure platform expansion.
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.