SAMHINSESamhi Hotels LimitedHighNeutral
Announced Wed, 13 Aug · 17:40 IST

Samhi Hotels Limited has informed the Exchange regarding Outcome of Board meeting held on August 13, 2025, in which the Board has approved the Unaudited Financial Results (Standalone and Consolidated) of the Company for the quarter ended 30th June 2025 ( UFRs/ Results ). A copy of the Results along with the Limited Review Report of M/s. Walker Chandiok & Co. LLP, Chartered Accountants (Firm Registration No.: 001076N/ N500013) ( Statutory Auditors ), on the above UFRs of the Company for the quarter ended 30th June 2025 are enclosed for your records.

Auditor Mid Year ChangeExceptional ItemRevenue DeclineEbitda Margin CompressionPat Growth 25pctResults View source PDF

SAMHI · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Samhi Hotels' board, meeting on August 13, 2025, approved unaudited Q1 FY26 results. Consolidated revenue from operations fell ~10.7% year-on-year to ₹2,211 million (from ₹2,475.19 million in Q1 FY25), while standalone revenue was largely flat at ₹337.54 million. Standalone EBITDA collapsed from ₹145.54 million to just ₹10.59 million, and consolidated EBITDA dropped from ₹824.10 million to ₹555.87 million, indicating sharp margin compression. Standalone profit was boosted by a one-time exceptional gain of ₹974.93 million from the secondary sale of shares in SAMHI JV Business Hotels to a GIC affiliate, while consolidated net profit rose to ₹192.16 million (from ₹53.23 million), helped by a ₹330.97 million deferred tax credit. The Caspia hotel business was reclassified as discontinued operations.

Likely market impact

Core operations are clearly under pressure with falling revenue and shrinking margins, so the headline earnings jump is largely driven by a one-time investment sale gain and a deferred tax benefit rather than operating improvement — shareholders should focus on the underlying EBITDA trend. On the positive side, a 35% strategic investment by a GIC affiliate valuing three hotel assets at ₹22,000 crore is a strong validation of the portfolio, but the recent change of statutory auditor from BSR & Co. LLP to Walker Chandiok & Co. LLP is a notable governance point worth watching.