SAMHI Hotels Limited (SAMHI) Earnings Call Transcripts

SAMHI Hotels Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, SAMHI Hotels Limited reported a total income of INR 1,279 crores, reflecting a year-over-year revenue growth of 12.3%, surpassing the company's guidance of 9-11%. The profit before tax (PBT) nearly doubled to INR 265 crores, driven by operational efficiencies and a reduction in finance costs, which fell to INR 171 crores from INR 225 crores in FY '25. Management maintained a cautious outlook for FY '27, projecting same-store revenue growth of 9-11%, while signaling confidence in future cash flows and potential shareholder returns as the company continues to navigate external challenges.

Reported metrics

Guidance from management

Management maintained guidance for FY '27 with same-store revenue growth expected at 9-11%. They also indicated EBITDA margins should be around 38%, despite the ongoing impact of GST changes.

What management said

So Karan, cumulative QTD quarter till date is tracking double-digit revenue growth. And bear in mind, April was flattish, May is strong. And that kind of answers your second part that was inherited a very weak base in May last year. So I think given the fact that we almost lost a quarter last year, 1 month every quarter because of some issues -- we think that even though the Gulf crisis will continue to impact absolu...

Karan, margins, we expect to be around 38% or so. There is an impact of GST for sure, which is permanent in terms of absolute basis. But even then, we should maintain a 38% margin through the year. And don't forget, lot of our pipeline is all upscale where we don't have many rooms selling for less than INR 7,500. So we should maintain a 38%-plus margin at a group level.

What analysts pressed on

Analysts expressed concerns regarding the potential impact of ongoing geopolitical tensions on revenue growth and the sustainability of margins in light of the GST changes. There were also questions about the timing and execution of the capital recycling strategy and its implications for long-term growth.

Main topics on the call

• Revenue Growth Performance — SAMHI achieved a total income of INR 1,279 crores for FY '26, with a growth rate of 12.3%, exceeding the initial target of 9-11%. Management stated, "Despite revenue disruptions and active future growth, we have divided ...
• Profitability Improvements — The company reported a profit before tax of INR 265 crores, nearly doubling from INR 87 crores in FY '25. This significant increase was attributed to operational efficiencies and a reduction in finance costs, which fell ...
• Impact of External Disruptions — Management noted that various disruptions, including geopolitical tensions and severe weather, compressed full-year revenue by approximately INR 45-52 crores. "These onetime events compressed our full year revenue by app...
• Future Growth Prospects — Management expressed confidence in achieving 9-11% same-store revenue growth for FY '27, despite ongoing geopolitical tensions. They indicated that cumulative QTD quarter till date is tracking double-digit revenue growth...

Read the full SAMHI Hotels Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 7 SAMHI Hotels Limited earnings call transcripts on record, spanning January 30, 2025 to August 4, 2026. Based on this history, SAMHI Hotels Limited reports quarterly. The most recent call on file is dated August 4, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

SAMHI

Exchange

NSEI

Country

IN

Sector

Consumer Discretionary

Industry

Hotels, Restaurants and Leisure

Calls on record

7

First call

January 30, 2025

Most recent

August 4, 2026

Reporting cadence

quarterly