Samhi Hotels Limited has informed the Exchange about Business Update Presentation on strategic investment to acquire majority stake in RARE India, an established leisure platform with a plan to scale it into a B2C brand in affiliation with Marriott which is enclosed for your information & records.
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SAMHI Hotels announced a strategic investment to acquire a 70% majority stake in RARE India, an established leisure and experiential stay platform with 60+ boutique properties and 990 rooms across India, Bhutan and Nepal. SAMHI will invest approximately ₹470 million over the next 12 months in two tranches (55% by May 31, 2026, and the balance within 12 months), at a pre-money valuation of ₹490 million. Post-acquisition, RARE will be converted into a private limited company and repositioned as Marriott Bonvoy's exclusive portfolio platform for the 'Outdoor Collection by Marriott Bonvoy' across India, Nepal, Sri Lanka and Bhutan. The company projects revenue potential of ₹900-1,000 million in the medium term as RARE transitions from a B2B to a B2C brand. This move allows SAMHI to enter the leisure segment through an asset-light model while staying focused on its core Tier-I business hotel business.
This is a positive, value-accretive announcement for shareholders — it expands SAMHI's footprint into the high-margin experiential leisure segment without significant capital outlay, backed by a marquee global brand (Marriott) for distribution. The deal is modest in size relative to SAMHI's scale but offers disproportionate upside if execution succeeds, though investors should watch for risks around property onboarding, pace of B2C transition, and definitive agreement closures.