Samhi Hotels Ltd
Samhi Hotels Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
SAMHI expects same-store total revenue growth of 9% to 11% CAGR over the next 3 to 5 years, driven largely by repricing. Guidance assumes RevPAR remains flat from 2025 to 2030 but company expects 5-6% annual RevPAR growth, implying potential upside.
From Samhi Hotels Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- SAMHI expects same-store total revenue growth of 9% to 11% CAGR over the next 3 to 5 years, driven largely by repricing.
- The upscale segment share is projected to increase to 60% of revenue from the current 4%, substantially impacting revenue growth.
- RevPAR (Revenue Per Available Room) is conservatively assumed to remain flat till 2030, but management anticipates a 5-6% annual growth, indicating potential upside.
- New inventory additions, such as ballroom renovations and hotel expansions, especially in Q4, are expected to be absorbed quickly due to strong demand.
- Long term structural growth is supported by urbanization, airport developments (Navi Mumbai airport with 100+ million passengers), and increasing disposable incomes.
2 more points management made on revenue & sales performance
Profitability & Margins
See what Samhi Hotels Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Total cumulative capex for SAMHI estimated at INR 1,500 crores, including INR 1,100 crores before Navi Mumbai and about INR 650 crores for Navi Mumbai Phase 1.
- Navi Mumbai Phase 1 development entails 400 rooms with capex of INR 650 crores over 3-4 years (~INR 1.65-1.7 crores per key), well below replacement cost in Mumbai.
- A 260-room mid-scale variable lease hotel in Hyderabad Financial District is being developed with minimal upfront capital, fitting the capital-efficient growth model.
- W Hyderabad (170-room luxury hotel in HITEC City) is on track for December 2026 opening, expected to boost ARR and same-store growth.
- INR 75-80 crores extension premium and INR 100-150 crores FSI premium payable for Navi Mumbai land deal with MIDC.
2 more points management made on capital expenditure plans
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
- The company expects to see a strong order book growth driven by new inventory and renovations in H2 FY26.
- Ballroom renovations and new inventory launches across multiple hotels (Sheraton Hyderabad, Hyatt Place Gurgaon, Kolkata, Greater Noida, Bangalore) will start contributing significantly from Q4 FY26.
- New inventory absorption is expected to be quick given strong demand, especially in the quarter 4 period.
- The Navi Mumbai development represents a major investment with a total capex of approximately INR 1,500 crores in phases.
- The Navi Mumbai asset alone is anticipated to generate EBITDA of around INR 180-185 crores, assuming RevPAR remains flat from 2025 to 2030.
2 more points management made on 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.
Full financials →Continue your research
What Samhi Hotels's management said in earlier quarters
Others in Leisure Services this season
- ITC Hotels Ltd (Q2 FY26)
Consolidated Revenue from Operations for Q2 FY26: ₹839 crore, up 8% YoY. Key concall takeaways from ITC Hotels Ltd's Q2 FY26 earnings call — and how it ranks…
- EIH Associated Hotels Ltd (Q2 FY26)
Q2FY26 Revenue from Operations: Rs 58.3 Crores, down from Rs 70.8 Crores in Q2FY25 (approximately -18% YoY). Key concall takeaways from EIH Associated Hotels…
- Easy Trip Planners Ltd (Q2 FY26)
Q2 FY26 Gross Booking Revenue (GBR): INR 1,958.7 Cr, up 93.3% YoY (Page 5) . Key concall takeaways from Easy Trip Planners Ltd's Q2 FY26 earnings call — and…
- Restaurant Brand (Q2 FY26)
Focus on digital initiatives includes building out CRM capabilities with vendors and partners, alongside ongoing digital transaction enhancements (91% digital…
Frequently Asked Questions
What were Samhi Hotels Ltd Q2 FY26 results?
SAMHI expects same-store total revenue growth of 9% to 11% CAGR over the next 3 to 5 years, driven largely by repricing. Guidance assumes RevPAR remains flat from 2025 to 2030 but company expects 5-6% annual RevPAR growth, implying potential upside.
What is Samhi Hotels Ltd share price analysis?
Samhi Hotels Ltd currently shows a neutral. 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?
Total cumulative capex for SAMHI estimated at INR 1,500 crores, including INR 1,100 crores before Navi Mumbai and about INR 650 crores for Navi Mumbai Phase 1.
Keep Samhi Hotels Ltd on your radar — track it to get its next earnings analysis in your feed.
This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.