Samhi Hotels Limited — Investor Meet, 22-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

SAMHI Hotels delivered a strong Q1 FY26. RevPAR rose 10% YoY to INR 4,760, total income grew 13% to 287 Cr, EBITDA increased 19% to 106 Cr, and PAT surged over 3x to 19.2 Cr. Net debt is now 1,370 Cr (post Caspia Delhi sale for 65 Cr), bringing TTM net debt/EBITDA to 3x. Management targets 9-11% same-store growth, expecting 2,200-2,300 Cr total revenue in 3-5 years. The company committed 1,000 Cr to 1,000+ new/repositioned rooms (W Hyderabad, Westin-Tribute Bangalore), targeting 15%+ NOI yield. This Q1 performance, smart capital allocation, and robust project pipeline set SAMHI for significant future earnings growth.