Samhi Hotels Limited has informed the Exchange about Investor Presentation
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Samhi Hotels, India's largest owner of multi-branded hotel rooms (36 hotels, 6,300+ rooms across 11 brands and 14 cities), shared its corporate presentation ahead of a Kotak Securities investor conference in Mumbai. The company reported TTM Dec'25 revenue of ₹12,491mn, EBITDA of ₹4,686mn, and PAT of ₹2,130mn, with net debt of ₹14,503mn (Net Debt/EBITDA ~3.0x, A+ credit rating). Management outlined a 13-15% revenue CAGR target for FY26-FY30, supported by 4 transformational pipeline assets (W Hyderabad, Westin Bangalore, Westin/Fairfield Navi Mumbai, Hyderabad mid-scale) that could add ~60% to portfolio revenue, taking revenue to ₹30,000mn+. The company targets 15%+ portfolio ROCE (currently 11%) and has ₹9,000mn+ of investible surplus for tactical M&A and long-term leases.
Positive for shareholders — the presentation provides clear multi-year growth visibility with specific revenue, ROCE, and asset pipeline targets, while showing improving profitability (PBT swung from negative ₹3,577mn in FY23 to ₹1,623mn TTM Dec'25). Manageable debt profile with back-loaded repayments (>70% post 7 years) supports the growth roadmap.