Samhi Hotels Ltd
Samhi Hotels Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Long-term same-store revenue growth guidance is stable at 9% to 11% annually, maintained since IPO despite market fluctuations. SAMHI Hotels expects long-term same-store revenue growth of 9% to 11%, maintained consistently since IPO (Page 16).
From Samhi Hotels Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Long-term same-store revenue growth guidance is stable at 9% to 11% annually, maintained since IPO despite market fluctuations.
- FY27 expected same-store revenue growth is about 9% to 11% Y-o-Y, reflecting a cautious outlook amid ongoing crises.
- New hotel openings, notably W Hyderabad in FY28, expected to add an incremental 6% to 7% revenue growth that year.
- Beyond FY28, significant openings like Tribute Bangalore, Westin Bangalore, and Noida development will drive further growth.
- Overall, total revenue growth (including new openings) in FY27 estimated around 10% to 11%.
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
- FY27 capex allocation is about INR 250-270 crores.
- Major investment is INR 150 crores towards the W Hyderabad, targeted to open by end of FY27.
- Remaining capex for ongoing Westin Bangalore work, maintenance, and minor renovations at Four Points Pune and Jaipur, and some leisure investments.
- FY28 capex expected to be similar at INR 250-270 crores, primarily directed towards Westin Bangalore.
- Capex plans are secured by a stable free cash flow base (~INR 310 crores) over the next 4-5 years.
- Company focuses on disciplined capital allocation with an asset-light, leasehold strategy for growth.
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 opening of the W Hyderabad hotel is scheduled for 2027, with most of the work expected to be completed by the end of the year.
- Hyatt Regency Pune's pre-opening status is due to 22 completed apartments awaiting final regulatory approvals.
- Capital expenditure for FY27 is allocated at INR 250-270 crores, largely for W Hyderabad (INR 150 crores) and Westin Bangalore, including minor renovations at Four Points Pune and Jaipur.
- FY28 capex is expected to be in a similar range and primarily directed towards Westin Bangalore.
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 (Q4 FY26)
Q4 FY26 Consolidated Revenue from Operations: ₹1,254 crore, up 18% YoY (Page 2, 13, 39) . Key concall takeaways from ITC Hotels Ltd's Q4 FY26 earnings call…
- TajGVK Hotels & Resorts Ltd (Q4 FY26)
64 Cr (Green Woods Palaces & Resorts Pvt Ltd JV), Rs. Key concall takeaways from TajGVK Hotels & Resorts Ltd's Q4 FY26 earnings call — and how it ranks against…
- EIH Associated Hotels Ltd (Q4 FY26)
Q4FY26 Revenue from Operations: ₹127.2 crores, down from ₹139.9 crores in Q4FY25 (approx. Key concall takeaways from EIH Associated Hotels Ltd's Q4 FY26…
- Easy Trip Planners Ltd (Q4 FY26)
Q4 FY26 Revenue from Operations: INR 152 crore . Key concall takeaways from Easy Trip Planners Ltd's Q4 FY26 earnings call — and how it ranks against sector…
Frequently Asked Questions
What were Samhi Hotels Ltd Q4 FY26 results?
Long-term same-store revenue growth guidance is stable at 9% to 11% annually, maintained since IPO despite market fluctuations. SAMHI Hotels expects long-term same-store revenue growth of 9% to 11%, maintained consistently since IPO (Page 16).
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?
FY27 capex allocation is about INR 250-270 crores.
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.