Samhi Hotels Limited — Investor Meet, 03-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

SAMHI Hotels posted strong Q3 FY26 results with total income up 16.2% YoY to INR 342 Cr and same-store RevPAR growing 13% to INR 5,643. Underlying EBITDA rose 19.2%, though reported growth was 13.2% due to GST changes affecting margins. Net debt stands at INR 1,450 Cr, maintaining 3x TTM EBITDA.

Management emphasized portfolio resilience and pricing power. Key upscale projects like W Hyderabad and Westin Bangalore are advancing. Growth is expected via capital-efficient variable leases, aiming for INR 3,000 Cr revenue by FY30, driven by robust demand and strong RevPAR outlook.