Samhi Hotels Ltd

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 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 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 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 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.

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.