Earnings Miss: SAMHI Hotels Limited Missed EPS By 45% And Analysts Are Revising Their Forecasts

As you might know, SAMHI Hotels Limited (NSE:SAMHI) last week released its latest quarterly, and things did not turn out so great for shareholders. It wasn't a great result overall - while revenue fell marginally short of analyst estimates at ₹3.0b, statutory earnings missed forecasts by an incredible 45%, coming in at just ₹1.04 per share. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.

See our latest analysis for SAMHI Hotels

After the latest results, the five analysts covering SAMHI Hotels are now predicting revenues of ₹13.2b in 2026. If met, this would reflect a sizeable 21% improvement in revenue compared to the last 12 months. Statutory earnings per share are predicted to soar 249% to ₹8.07. In the lead-up to this report, the analysts had been modelling revenues of ₹13.3b and earnings per share (EPS) of ₹8.40 in 2026. The analysts seem to have become a little more negative on the business after the latest results, given the small dip in their earnings per share numbers for next year.

It might be a surprise to learn that the consensus price target was broadly unchanged at ₹278, with the analysts clearly implying that the forecast decline in earnings is not expected to have much of an impact on valuation. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. The most optimistic SAMHI Hotels analyst has a price target of ₹350 per share, while the most pessimistic values it at ₹244. There are definitely some different views on the stock, but the range of estimates is not wide enough as to imply that the situation is unforecastable, in our view.

Taking a look at the bigger picture now, one of the ways we can understand these forecasts is to see how they compare to both past performance and industry growth estimates. It's pretty clear that there is an expectation that SAMHI Hotels' revenue growth will slow down substantially, with revenues to the end of 2026 expected to display 16% growth on an annualised basis. This is compared to a historical growth rate of 22% over the past five years. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 20% per year. So it's pretty clear that, while revenue growth is expected to slow down, the wider industry is also expected to grow faster than SAMHI Hotels.

The Bottom Line

The most important thing to take away is that the analysts downgraded their earnings per share estimates, showing that there has been a clear decline in sentiment following these results. Fortunately, the analysts also reconfirmed their revenue estimates, suggesting that it's tracking in line with expectations. Although our data does suggest that SAMHI Hotels' revenue is expected to perform worse than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.

With that said, the long-term trajectory of the company's earnings is a lot more important than next year. We have forecasts for SAMHI Hotels going out to 2027, and you can see them free on our platform here.

It is also worth noting that we have found 1 warning sign for SAMHI Hotels that you need to take into consideration.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.