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Samhi Hotels Limited strategy deck summary

NSE: SAMHI · BSE: 543984

Strategy deck of 5 Mar 2026, summarised by AI from the filing.

SAMHI to acquire 70% in RARE India for ~₹470mn, with a plan to scale it into a B2C brand in affiliation with Marriott.

Key takeaways

  1. Acquisition SAMHI to acquire 70% in RARE India, a platform started in 2003 that supports more than 60 small experience led hotels with 990 rooms across India, Bhutan and Nepal.
  2. Investment SAMHI will invest cumulative ~₹470mn to acquire 70% stake over the next 12 months through primary and secondary, at pre-money business valuation of ₹490mn.
  3. Marriott affiliation Post SAMHI's investment, under a proposed affiliation with Marriott, RARE will be appointed and recognized as Marriott's exclusive portfolio platform for the "Outdoor Collection by Marriott Bonvoy" in India, Nepal, Sri Lanka & Bhutan.
  4. Growth driver The leisure segment in India and globally has shown phenomenal growth over past few years; smaller experience led hotels have shown strong pricing power.

Original filing on BSE

Samhi Hotels Limited Q1 FY27 results

As filed: Revenue ₹305 cr (+12% year on year), EBITDA ₹98.2 cr (+8% year on year), PAT ₹24.9 cr (+31% year on year), EBITDA margin 32.2% (−127 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹345 cr (+8% year on year), EBITDA ₹112 cr (−8% year on year), PAT ₹399 cr (+7% year on year), EBITDA margin 32.4% (−557 bps). Score 17 of 100, Below trend. Revenue growth was below the company's own trend; EBITDA and profit before exceptional items growth were well below it. EBITDA margin fell 557 bps year on year. Tax rate -477%. Profit fell 20% from last quarter. Revenue rose ₹25.9 cr on a year ago, against ₹40.0 cr the year before. Share price after the results: +19.9% in 29 days (Nifty 500: +2.4%).
  • Q3 FY26: Revenue ₹338 cr (+14% year on year), EBITDA ₹122 cr (+11% year on year), PAT ₹48.1 cr (+109% year on year), EBITDA margin 36.2% (−101 bps). Score 42 of 100, In line with trend. Revenue growth was in line with the company's own trend; EBITDA growth was well below it. EBITDA margin fell 101 bps year on year. Tax rate 13%. Profit fell 52% from last quarter. Revenue rose ₹41.8 cr on a year ago, more than the ₹28.0 cr it added the year before. Share price after the results: −4.4% in 29 days (Nifty 500: +1.7%).
  • Q2 FY26: Revenue ₹293 cr (+10% year on year), EBITDA ₹108 cr (+17% year on year), PAT ₹100 cr (+217% year on year), EBITDA margin 36.9% (+227 bps). Score 29 of 100, Below trend. Revenue growth was below the company's own trend; EBITDA growth was well below it. EBITDA margin rose 227 bps year on year. Share price after the results: −6.6% in 29 days (Nifty 500: +0.1%).
  • Q1 FY26: Revenue ₹272 cr (+9% year on year), EBITDA ₹91.0 cr (+11% year on year), PAT ₹19.0 cr (+300% year on year), EBITDA margin 33.5% (+66 bps). Score 10 of 100, Below trend. Revenue and EBITDA growth were well below the company's own trend. EBITDA margin rose 66 bps year on year. Other income 58% of PBT. Revenue fell 15% from last quarter. Share price after the results: −2.0% in 28 days (Nifty 500: +1.7%).
  • Q4 FY25: Revenue ₹319 cr (+14% year on year), EBITDA ₹121 cr (+41% year on year), PAT ₹46.0 cr (+300% year on year), EBITDA margin 37.9% (+711 bps). Score 73 of 100, Above trend. EBITDA margin rose 711 bps year on year. Tax rate -100%. Consolidated profit +318% but standalone -77%. Not enough history for a trend yet: scored on growth alone. Share price after the results: +13.5% in 30 days (Nifty 500: +1.7%).
  • Q3 FY25: Revenue ₹296 cr (+10% year on year), EBITDA ₹110 cr (+29% year on year), PAT ₹23.0 cr, EBITDA margin 37.2% (+545 bps). Score 64 of 100, In line with trend. EBITDA margin rose 545 bps year on year. Tax rate 0%. Not enough history for a trend yet: scored on growth alone.
  • Q2 FY25: Revenue ₹266 cr (+21% year on year), EBITDA ₹92.0 cr (+77% year on year), PAT ₹13.0 cr, EBITDA margin 34.6% (+1,000 bps). Score 75 of 100, Above trend. EBITDA margin rose 1000 bps year on year. Other income 42% of PBT. Tax rate 0%. Not enough history for a trend yet: scored on growth alone.

Past price moves after results do not indicate future moves. Not a recommendation.

Samhi Hotels Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.