| 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
- ₹147.25
- Market cap
- ₹3,274 Cr
- Revenue (annual)
- ₹1,248 Cr
- Net profit (annual)
- ₹503.0 Cr
- P/E (TTM)
- 6.5×Sector 43.5×
- 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 Annual General Meeting
SAMHI Hotels Ltd held its 16th Annual General Meeting on August 31, 2026. Shareholders considered agenda items including financial statements and a proposed capital raise.
Samhi Hotels Employee Stock Options
Samhi Hotels allotted 2,24,936 equity shares under its Employees Stock Option Plan 2023. These shares rank pari-passu with existing equity shares of the company.
Samhi Hotels Annual Report
SAMHI Hotels has filed a revised Integrated Annual Report for the financial year 2025-26 to correct typographical errors identified in the BRSR annexure.
Samhi Hotels Other Announcement
Samhi Hotels Limited submitted its Business Responsibility & Sustainability Report for the financial year 2025-26 as mandated under SEBI regulations.