SAMHINSESamhi Hotels LimitedHighNeutral
Announced Thu, 21 May · 21:08 IST

Samhi Hotels Limited has informed the Exchange regarding a press release dated May 21, 2026, titled "Audited Standalone and Consolidated Financial Results for Q4:FY26 ".

Pat Growth 25pctEbitda Margin CompressionExceptional ItemResults View source PDF

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Price reaction · full curve 14 horizons · vs prior close
+11.8%1-day move
₹146.30
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₹150.80
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AI summary

Samhi Hotels reported strong FY26 results with Total Income up 12.3% YoY to Rs. 12,790 Mn and PAT of Rs. 5,665 Mn, up 5.6x YoY. However, EBITDA margin compressed to 36.2% from 37.3% in FY25 due to GST-related challenges. Q4 PAT of Rs. 3,994 Mn includes a Rs. 3,000 Mn deferred tax asset recognition based on improved performance, along with Rs. 245 Mn exceptional items from new labor codes implementation and impairment reversals. Net Debt:EBITDA ratio stood at 3.1x with net debt of Rs. 14,507 Mn. The company also announced a landmark GIC investment of ~Rs. 6,000 Mn for a 35% minority stake and acquired a 70% stake in RARE India (73 hotels).

Likely market impact

The exceptional PAT growth is inflated by a one-time Rs. 3,000 Mn deferred tax asset; underlying operational PAT growth is more modest. EBITDA margin compression and rising debt levels warrant monitoring, though the GIC partnership strengthens the balance sheet.