Samhi Hotels Limited has informed the Exchange about Transcript of SAMHI Hotels Limited - Capital Market Day 2025

Samhi Hotels filed the transcript of its first formal Capital Market Day since its September 2023 IPO, with the founder-CMD, CFO and senior management outlining a 2-5 year strategy. Key disclosures include FY25 turnover of ~INR 1,150-1,200 crore, a 10-year revenue CAGR of 32% and EBITDA CAGR of 44%, the company's first full-year profit, and a consolidated EBITDA margin (pre-ESOP) of 39% with explicit guidance to expand to 41-42% over the next 2-3 years. Management also flagged that its upscale inventory is set to roughly double from ~1,000 to ~2,000 keys, the GIC (Singapore sovereign wealth fund) partnership has brought net debt/EBITDA down to ~3.2x with finance costs expected to fall from INR 228 crore to INR 170-175 crore, and that 80% of business is domestic with 85% from direct channels. The acquisition-and-turnaround model is being positioned to be repeated across 45 tracked micro-markets at three price points, and the in-house analytics platform (rebranded 'SID') was hinted as a potential future revenue line.