Samhi Hotels earnings calls.

Samhi Hotels delivered a resilient Q3 FY26 with total income of 342 croresCurrent reported value: 342 crores. No comparable prior figure is available in the source record. (up 16.2Current reported value: 16.2. No comparable prior figure is available in the source record.% YoY), despite December disruptions from an airline crisis and GST regulatory changes. EBITDA grew 13.2% YoY to 126 croresCurrent reported value: 126 crores. No comparable prior figure is available in the source record. (or 19.2% excluding the ~6.7 crore GST headwind), with margin contracting 100bps to 36.9%. PAT stood at 48 croresCurrent reported value: 48 crores. No comparable prior figure is available in the source record. (39.6 crores attributable to shareholders). The portfolio demonstrated strong pricing power with same-store RevPAR growth of 13% YoY, driven by 15.9% ADR growth offsetting a 1.6pp occupancy decline. Management reiterated confidence in sustaining double-digit RevPAR growth, with FY27 benefiting from fully-ramped new inventory (Kolkata, Whitefield, Sheraton Hyderabad) and continued demand compression in core business travel markets. The 3,000 crore revenue target by FY30Current reported value: 3,000 crore revenue target by FY30. No comparable prior figure is available in the source record. remains achievable assuming 9-11% same-store growth. Key risks include GST margin headwinds persisting 1-2 more quarters and execution timelines on the 1,900-room pipeline across W Hyderabad and Western Bangalore.