Samhi Hotels Ltd
Samhi Hotels Ltd Q1 FY27 Results & Concall Highlights: Revenue, Margins & Order Book
Q1 FY27 earnings call: what management guided on revenue, margins and order book.
What the Q1 FY27 call signalled
3 of 5 strong
The short version
Same-store revenue growth forecast is maintained at 9%-11% long-term, as affirmed by consistent 9% same-store RevPAR growth (Page 5, 16). - Strong growth pipeline secured across key cities: Hyderabad, Bangalore, Chennai, Noida, Navi Mumbai with marquee brands like The W, Westin, and Marriott (Page 5). - Portfolio mix shifting towards upscale and upper upscale segments, expected to increase upscale revenue share from ~40%-41% to ~60% by FY 2030, driving higher revenue and margins (Page 5). - July (post Q1) showed encouraging trends with total revenue growth split evenly between rate and occupancy increases, signaling a positive demand outlook for H2 (Page 8). - RARE asset-light model is projected to stabilize at Rs. SAMHI expects continued revenue growth in the range of 9%-11% long term, with same-store RevPAR growth around 9%, supported by strong demand and portfolio mix shifts towards upscale hotels (Page 4, 5). - EBITDA growth is expected to improve in upcoming quarters after adjustments for one-time income and GST impacts, targeting rational revenue and EBITDA numbers by Q3 FY2027 (Page 18). - The asset-light RARE business model is projected to generate Rs.
From Samhi Hotels Ltd's Q1 FY27 earnings-call transcript · updated 25 Aug 2026.
Revenue & Sales Performance
- Same-store revenue growth forecast is maintained at 9%-11% long-term, as affirmed by consistent 9% same-store RevPAR growth (Page 5, 16).
- Strong growth pipeline secured across key cities: Hyderabad, Bangalore, Chennai, Noida, Navi Mumbai with marquee brands like The W, Westin, and Marriott (Page 5).
- Portfolio mix shifting towards upscale and upper upscale segments, expected to increase upscale revenue share from ~40%-41% to ~60% by FY 2030, driving higher revenue and margins (Page 5).
- July (post Q1) showed encouraging trends with total revenue growth split evenly between rate and occupancy increases, signaling a positive demand outlook for H2 (Page 8).
- RARE asset-light model is projected to stabilize at Rs. 100-120 crore top line with EBITDA margins around 35%, contributing Rs. 35-40 crore EBITDA in 1.5-2 years (Pages 15-16).
- Overall, management is confident about healthy revenue growth driven by occupancy, rate growth, and expansion in higher-margin segments despite near-term challenges (Pages 4-8).
Profitability & Margins
See what Samhi Hotels Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Navi Mumbai Project: Expected to break ground by April 1, 2027, with a 3-4 year delivery timeline. Initial capital investment will be small through FY 2028, mainly for RCC structure, with major capex starting in FY 2029 and FY 2030 (Page 20).
- Growth Pipeline: Strong pipeline secured in Hyderabad, Bangalore, Chennai, Noida, and Navi Mumbai with marquee brands like The W, Westin, and Marriott focusing on upper upscale and upscale segments. Approximately 1,660 rooms in the committed pipeline plus 450 rooms being rebranded from upper midscale to upscale (Page 5).
- Partnership with GIC: Evaluating partnerships for new upscale opportunities with GIC having rights to participate up to 35%. No partnerships for existing assets currently (Page 13).
- RARE India: Incremental capital allocation is negligible and capped around Rs. 60 crores with expected capital allocation to remain around 10%-12% of total capital (Page 7).
- Enabling Resolution: Board enabled for capital raise (equity/debt mix undetermined) to stay prepared for acquisitions or unforeseen opportunities (Pages 18-19).
Top-ranked in Leisure Services
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Samhi Hotels Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
Samhi Hotels Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹345 Cr, net profit ₹399 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Samhi Hotels Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Samhi Hotels Ltd Q1 FY27 results?
Same-store revenue growth forecast is maintained at 9%-11% long-term, as affirmed by consistent 9% same-store RevPAR growth (Page 5, 16). - Strong growth pipeline secured across key cities: Hyderabad, Bangalore, Chennai, Noida, Navi Mumbai with marquee brands like The W, Westin, and Marriott (Page 5). - Portfolio mix shifting towards upscale and upper upscale segments, expected to increase upscale revenue share from ~40%-41% to ~60% by FY 2030, driving higher revenue and margins (Page 5). - July (post Q1) showed encouraging trends with total revenue growth split evenly between rate and occupancy increases, signaling a positive demand outlook for H2 (Page 8). - RARE asset-light model is projected to stabilize at Rs. SAMHI expects continued revenue growth in the range of 9%-11% long term, with same-store RevPAR growth around 9%, supported by strong demand and portfolio mix shifts towards upscale hotels (Page 4, 5). - EBITDA growth is expected to improve in upcoming quarters after adjustments for one-time income and GST impacts, targeting rational revenue and EBITDA numbers by Q3 FY2027 (Page 18). - The asset-light RARE business model is projected to generate Rs.
What is Samhi Hotels Ltd share price analysis?
Samhi Hotels Ltd currently shows a below-average growth signal. The stock trades at a P/E of 8.6 with a market cap of ₹3,629 Cr. Investors should review the full earnings analysis for detailed insights.
Is Samhi Hotels Ltd planning capital expenditure?
Navi Mumbai Project: Expected to break ground by April 1, 2027, with a 3-4 year delivery timeline.
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.