Samhi Hotels Ltd
Samhi Hotels Q3 FY26 earnings call: Revenue & Margins
Q3 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Targeting revenue of INR 3,000 crores by FY 2030, approximately 2.4x the current run rate (Page 18-19). - Same-store revenue is expected to grow at a compound annual growth rate (CAGR) of 9%-11% (Page 19). - Incremental revenues will come from growth initiatives already invested in, without relying on new acquisitions (Page 19). - Operating leverage and stable interest costs imply free cash flow growth will outpace revenue growth (Page 19). - Strong net office absorption in core markets, e.g., Bangalore at 12 million sq. SAMHI Hotels targets INR 3,000 crores revenue by FY '30, about 2.4x current run rate.
From Samhi Hotels Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Targeting revenue of INR 3,000 crores by FY 2030, approximately 2.4x the current run rate (Page 18-19).
- Same-store revenue is expected to grow at a compound annual growth rate (CAGR) of 9%-11% (Page 19).
- Incremental revenues will come from growth initiatives already invested in, without relying on new acquisitions (Page 19).
- Operating leverage and stable interest costs imply free cash flow growth will outpace revenue growth (Page 19).
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
- Significant committed capex is focused on large projects like Westin Bangalore and Navi Mumbai, with bulk of capex expected to ramp up from FY '28/'29.
- Investment pending from GIC of INR 150 crores over the next 2 to 2.5 years will add to free cash flow.
- Pipeline discussions mainly involve variable leases, which require investment primarily in fit-outs rather than full asset acquisition, minimizing balance sheet pressure.
- Variable leases allow growth without significant upfront capital, with partners investing majority of capital before fit-outs.
- Limited asset recycling opportunities considered for some capital generation.
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
- SAMHI Hotels Limited has a significant pipeline of expansion with around 1,900+ rooms expected to come up by FY '30 (Page 17).
- The company continues to have an actionable pipeline of available leases, which primarily involve variable leases, reducing the need for upfront capital investment (Page 17).
- No definitive agreements or decisions on asset recycling yet, though some opportunities remain, with a timeline of 12 to 18 months for execution (Page 16).
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 (Q3 FY26)
Q3 FY26 Revenue from Operations (Standalone): ₹1,052 Cr, up 12% YoY (Page 45) . Key concall takeaways from ITC Hotels Ltd's Q3 FY26 earnings call — and how it…
- EIH Associated Hotels Ltd (Q3 FY26)
Q3 FY26 Revenue from Operations: Rs 129.5 crores, down from Rs 133.0 crores in Q3 FY25 (approx. Key concall takeaways from EIH Associated Hotels Ltd's Q3 FY26…
- Easy Trip Planners Ltd (Q3 FY26)
Q3 FY26 Revenue from Operations: INR 151.7 Cr (Page 5) . Key concall takeaways from Easy Trip Planners Ltd's Q3 FY26 earnings call — and how it ranks against…
- Praveg Ltd (Q3 FY26)
Consolidated Net Sales: ₹90.45 Cr (up from ₹54.28 Cr in Q3 FY25) → ~66.7% YoY increase . Key concall takeaways from Praveg Ltd's Q3 FY26 earnings call — and…
Frequently Asked Questions
What were Samhi Hotels Ltd Q3 FY26 results?
Targeting revenue of INR 3,000 crores by FY 2030, approximately 2.4x the current run rate (Page 18-19). - Same-store revenue is expected to grow at a compound annual growth rate (CAGR) of 9%-11% (Page 19). - Incremental revenues will come from growth initiatives already invested in, without relying on new acquisitions (Page 19). - Operating leverage and stable interest costs imply free cash flow growth will outpace revenue growth (Page 19). - Strong net office absorption in core markets, e.g., Bangalore at 12 million sq. SAMHI Hotels targets INR 3,000 crores revenue by FY '30, about 2.4x current run rate.
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?
Significant committed capex is focused on large projects like Westin Bangalore and Navi Mumbai, with bulk of capex expected to ramp up from FY '28/'29.
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.