SAMHI Hotels Limited has released its investor presentation for the second quarter of fiscal year 2027 (Q2 FY27). The presentation highlights a strong operating environment with occupancy close to 80% and RevPAR growth of approximately 14% on a same-store basis. It also outlines the company’s future growth plans, including new hotel openings and pipeline development. The report emphasizes steady building for the future, with strategic investments and partnerships aimed at long-term expansion and value creation.
SAMHI Hotels Presents Q2 FY27 Investor Update
SAMHI Hotels Limited has officially released its investor presentation for the quarter ended September 30, 2026, covering the second quarter of fiscal year 2027 (Q2 FY27). The document provides a comprehensive overview of the company’s performance, strategic initiatives, and outlook.
Strong Operating Performance
The presentation underscores a robust operating environment for SAMHI Hotels. Occupancy levels remained strong, hovering around 78.6%, while RevPAR (Revenue Per Available Room) saw a notable increase of +14.3% year-on-year, driven by a +9.2% growth in Average Room Rate (ARR). Total revenue growth for the quarter was reported at +15.6% YoY, with comparable EBITDA growth of +21.3% YoY, excluding the impact of GST regulation changes. Consolidated EBITDA margin stood at 39.1% before GST impact.
Building for the Future
SAMHI Hotels is actively building for future growth. The company anticipates opening the W Hotel in Hyderabad in the next fiscal year and has secured a pipeline of approximately 1,700 new rooms through FY2031. These initiatives are designed to drive strong growth, with a focus on disciplined asset acquisition in core markets at a discount to replacement cost. Investments in RARE, coupled with potential partnerships, aim to build a strong platform in the experience-led leisure segment.
Outlook and Sustainability
The company expects the second half of FY27 (H2 FY27) to be operationally stronger, with incremental EBITDA expected to translate into free cash flow. SAMHI Hotels also released its first Sustainability Report for FY2025-26, detailing improvements in energy efficiency, waste reduction, and renewable energy usage, reinforcing its commitment to ESG principles.
Key Projects and Expansion
The presentation details several key development projects, including the ‘W, HITEC City, Hyderabad’ with 170 rooms, set to open in Q2 FY28, and ‘Westin, Whitefield, Bangalore’ with 220 rooms opening in FY30. Future pipeline includes significant additions in various segments, aiming to expand the company’s footprint across India. The company also highlighted its partnership with Ingka Centres in Noida for a ~162-room Upscale hotel.
Financial Summary
In its financial summary for Q2 FY2027, SAMHI reported Same-store RevPAR of ₹5,746, Total Income of ₹3,427mn, and Consolidated EBITDA of ₹1,238mn. PAT stood at ₹411mn, with Free Cash Flow at approximately ~₹827mn. The company’s Net Debt to EBITDA ratio was reported at ~3.1x.
Source: BSE
