Samhi Hotels Limited — Investor Meet, 13-03-2026: Analysts/Institutional Investor Meet/Con. Call Updates

SAMHI Hotels is acquiring a 70% stake in RARE India for ₹47 Cr. RARE India supports over 60 experience-led hotels, offering an asset-light entry into the growing leisure segment. The deal includes an exclusive affiliation with Marriott's "Outdoor Collection by Marriott Bonvoy" for India, Nepal, Bhutan, and Sri Lanka, boosting distribution for RARE's unique properties. Management projects this B2B platform's transformation to B2C could generate ₹90-100 Cr revenue in 3-4 years. Current average daily rates are strong at ₹25,000+, with significant occupancy growth potential. SAMHI remains focused on its core business hotels, viewing this as a strategic, scalable adjacency. Management is positive on future value creation.