| Revenue growth | Same-store +12.6%; total income +15.6% reported |
|---|---|
| Margins | Reported 36.1% vs 37.3%; ex-GST 39.1%; upscale target ~40% |
| Order book | 7 new hotels, 1,669 rooms pipeline through FY31 |
| Demand visibility | Sold-out days 37% vs 32%; domestic ~80% of room nights |
| Management confidence | H2 FY27 operationally stronger; FCF to fund growth |
Growth
Same-store revenue +12.6%, RevPAR +14.3%; reported EBITDA +12.0%, comparable +21.3% ex-GST.
Outlook
H2 FY27 expected operationally stronger; W Hyderabad opens FY28; ~1,669-room pipeline through FY31; interest outflows stable.
Risks
Aviation headwinds: air passengers down ~4%, city-level 10-13%. GST change cut margins ~300bps; Hyatt Pune approval delays.
Last quarter's promises, checked
Delivered
- Same-store revenue growth 9–11% LT forecast → +12.6% (= BEAT)
- Reported EBITDA -4% YoY in Q1, expected to improve once one-time base falls away → +12.0% reported (= BEAT)
- Committed pipeline 1,660 rooms/7 hotels → 1,669 rooms/7 hotels (= BEAT)
Partly delivered
- ND:EBITDA 2.4–2.5x by FY28 (Q1 at 3.2x) → ~3.1x (= PARTIAL)
- >₹3,000cr FCF over FY27–FY31 → 'FCF to rise', no amount disclosed (= PARTIAL)
Missed
- Margin profile to 'significantly improve' → reported 36.1% vs 37.3% prior (= MISS)
Investor Presentation filed with BSE, NSE: SAMHI. Summary written with AI assistance from the document.
Samhi Hotels Ltd: key numbers
- Share price
- ₹153.99
- Market cap
- ₹3,424 Cr
- Revenue (annual)
- ₹1,248 Cr
- Net profit (annual)
- ₹503.0 Cr
- P/E (TTM)
- 6.8×Sector 44.5×
- 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 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 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%
Samhi Hotels Board Meeting Date
Samhi Hotels intimated a board meeting on November 3, 2026 to consider unaudited standalone and consolidated results for the quarter and six months ended September 30, 2026. The trading window stays closed until 02 trading days after results are declared.
Samhi Hotels Other Announcement
Samhi Hotels Limited has submitted the certificate under Regulation 74(5) of SEBI (Depositories and Participants) Regulations, 2018 for the quarter ended 30th September 2026.