Samhi Hotels Limited — Investor Meet, 27-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

SAMHI Hotels’ Q4 & FY26 earnings call: PBT up 89% to INR 165 Cr, total income at INR 1,279 Cr (12.3% growth). Net Debt-to-EBITDA hit ~3x with INR 300 Cr free cash flow. Management targets 9-11% same-store revenue growth for FY27 & 38%+ EBITDA margins. Strategic growth via GIC platform, new partnerships (Ingka, Hyderabad), and RARE India acquisition. FY27-31 capex of INR 2,200 Cr to be funded by free cash and planned capital recycling (INR 200-250 Cr more). Focus on deleveraging to 2.5x net debt-to-EBITDA and exploring shareholder returns. Strong outlook.