SAMHI Reports Robust Q1FY26 Result: PAT Jumps 353.8percent, EBITDA Margin Expands to 36.8percent Q1 FY26

New Delhi, 14th August 2025: SAMHI Hotels Limited SAMHI a prominent branded hotel ownership and asset management platform in India, announced its unaudited Standalone and Consolidated results for the quarter and ended 30th June 2025.

Commenting on the performance, Mr. Ashish Jakhanwala, Chairman & Managing Director, SAMHI Hotels Ltd. said, “We are pleased to announce results for the period ending 30th June 2025. Despite a short period of interruption due to geopolitical issues, we continue to see good growth across our portfolio. This sets a strong base for future. Total revenue growth was ~13.0% with a consol. EBITDA growth of 18.6% over same period last year despite a moderate growth during the month of May. With strong growth in EBITDA and reduction in finance cost, we witnessed ~4.5x growth in PAT for the quarter.

Post the recently concluded transaction with GIC, we have strengthened our balance sheet to allow us focusing on growth. With a strong pipeline of assets under rebranding and/or completion, we are excited about overall prospects of our company. We also estimate a strong investible surplus available that will allow us to seek value accretive M&A and continued expansion through highly capital efficient variable leases.

We have also entered into an agreement to sell Caspia Hotel, New Delhi. This follows our stated strategy of capital recycling for improving returns for our shareholders. Since 2023 we have concluded over ₹2.1bn of asset sales at average EV/EBITDA multiple of ~20x & incremental ~₹7.5bn of minority dilution in favor of GIC. At the same time, we have invested/ committed to invest ₹10.0bn+ in new assets and rebranding which will be at a material premium in terms of returns.

We remain committed to disciplined growth, operational excellence, clear communication and excited about the prospects for SAMHI.”

Key Highlights for Q1FY26:

  • RevPAR1 at Rs. 4,760 up 10.3% on a YoY. Business performance in May 2025 was temporarily affected due to geopolitical events, leading to a short-term deviation. From June 2025, year-on-year performance metrics reverted to April 2025 levels, indicating a return to normal operating conditions
  • Occupancy stood at 74% for Q1FY26
  • Total Income for the quarter was Rs. 2,873 Mn up 13.0% YoY
  • EBITDA for the quarter was Rs. 1,05 6 Mn up 18.6%
  • YoYPAT2 stood at Rs. 192 Mn up 353.8% YoY

1 Based on same store, i.e., excludes the Four Points by Sheraton, Chennai OMR sold in Feb’25, Trinity acquired in Oct’24, HIEX Greater Noida (reopened in Dec’24), HIEX Kolkata (opened in May’25), Caspia Delhi (discontinued operation) and Sheraton Commercial.

2 Q1FY26 PAT attributable to SAMHI is ~Rs. 173mn and minority interest is ~Rs. 19mn

1 Excluding ESOP & One-time Expenses
2 Excludes Caspia, Delhi EBITDA on TTM basis
3 As on 5th August 2025
4 Does not include non-cash finance cost items such as interest on lease, EIR, etc. which are charged to P&L

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