Q4 2026 Samhi Hotels Ltd Earnings Call Transcript
Key Points
- SAMHI Hotels Ltd (NSE:SAMHI) reported a profit before tax of approximately INR165 crore, marking an 89% growth over the previous year.
- The company achieved a revenue growth of 12.3% for FY26, surpassing its initial target of 9% to 11%.
- Net debt was reduced to INR1,450 crore, translating to a net debt-to-EBITDA ratio of about 3 times, meeting the company's target.
- SAMHI Hotels Ltd (NSE:SAMHI) launched a GIC platform for upscale hotels in India, securing INR750 crore for a 35% minority stake.
- The company entered the experiential leisure segment by acquiring a 70% stake in RARE India, expanding its portfolio with 73 hotels and 1,000 rooms.
- Revenue growth was diluted from a potential 16% to 17% to an actual 12.3% due to disruptions such as the India-Pakistan conflict and Middle East conflict.
- The GST regulatory change impacted the company's EBITDA by approximately INR14 crore in H2 FY26.
- Consolidated EBITDA for Q4 was approximately INR120 crore, 6% below the same quarter last year due to expanded GST impact and preopening expenses.
- The Middle East conflict in March reduced March revenue to sub-minus 1%, affecting the full quarter revenue growth.
- The company faces potential risks from future supply increases in key markets like Bangalore, which could impact occupancy and ADRs.
Ladies and gentlemen, good day, and welcome to the Q4 and FY26 earnings conference call of SAMHI Hotels Limited. This conference call may contain forward-looking statements about the company, which are based on the beliefs, opinions and expectations of the company as on date of this call. These statements are not guarantees of future performance and involve risks and uncertainties that are difficult to correct. (Operator Instructions)
I now hand the conference over to Mr. Ashish Jakhanwala, MD and CEO of SAMHI Hotels Limited. Thank you, and over to you, sir.
Thank you. Good morning, everyone, and welcome to SAMHI Hotels' Q4 and full Year financial year 2026 earnings call. Thank you for taking out the time to join us today. I am joined by our CFO, Rajat Mehra; VP and Head of Investments, Gyana Das; and Nakul, our SVP of Investments. Our Investor Relations partner, strategic growth advisers are on the call.
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