| Revenue: guided vs achieved | 12.60% achieved Guided 9.00%–11.00%, 14.5% above the top of the range; confirmed by management |
|---|---|
| Management target | Revenue 10.0% FY27 |
| Revenue growth | 15.6% YoY growth; same-store revenue up 12.6%. |
|---|---|
| Margins | 39.1% comparable EBITDA margin; focus on high-margin upscale segment. |
| Demand visibility | Strong corporate demand; major events scheduled in Bangalore, Hyderabad, Delhi. |
| Management confidence | High; aggressive on premium scaling and debt reduction targets. |
Growth
Revenue grew 15.6% YoY with RevPAR up 14%, largely driven by a 9% rate increase.
Outlook
Targets 2.5x net debt/EBITDA and aims for upscale/upper-upscale segment to reach 60% income by FY30.
Risks
Expansion capex of ₹2,400 Cr by FY31 and potential interest rate volatility pose balance sheet risks.
Last quarter's promises, checked
Delivered
- Guided 9.0–11.0% revenue growth → delivered 12.6% same-store (= BEAT)
- Guided W Hyderabad fully operational 2H FY28 → opening Q2 FY28 (= BEAT, timing)
Earnings Call Transcript filed with NSE, NSE: SAMHI. Summary written with AI assistance from the document.
Samhi Hotels Ltd: key numbers
- Share price
- ₹158.50
- Market cap
- ₹3,524 Cr
- Revenue (annual)
- ₹1,248 Cr
- Net profit (annual)
- ₹503.0 Cr
- P/E (TTM)
- 7.9×Sector 44.8×
- 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 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%
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.