New Risk • May 23
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 35% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.0x net interest cover). Earnings are forecast to decline by an average of 35% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results. Tillkännagivande • May 19
SAMHI Hotels Limited to Report Q4, 2026 Results on May 21, 2026 SAMHI Hotels Limited announced that they will report Q4, 2026 results on May 21, 2026 Valuation Update With 7 Day Price Move • Apr 06
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹148, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 30x in the Hospitality industry in India. Total returns to shareholders of 4.6% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ₹92.42 per share. Price Target Changed • Feb 02
Price target decreased by 7.7% to ₹266 Down from ₹289, the current price target is an average from 7 analysts. New target price is 57% above last closing price of ₹170. Stock is down 3.6% over the past year. The company is forecast to post earnings per share of ₹7.13 for next year compared to ₹3.88 last year. Reported Earnings • Jan 29
Third quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behind Third quarter 2026 results: EPS: ₹2.18 (up from ₹1.04 in 3Q 2025). Revenue: ₹3.42b (up 16% from 3Q 2025). Net income: ₹396.1m (up 74% from 3Q 2025). Profit margin: 12% (up from 7.7% in 3Q 2025). Revenue exceeded analyst estimates by 4.0%. Earnings per share (EPS) missed analyst estimates by 39%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Hospitality industry in India. Tillkännagivande • Jan 22
SAMHI Hotels Limited to Report Q3, 2026 Results on Jan 28, 2026 SAMHI Hotels Limited announced that they will report Q3, 2026 results on Jan 28, 2026 Tillkännagivande • Oct 23
SAMHI Hotels Limited to Report Q2, 2026 Results on Oct 28, 2025 SAMHI Hotels Limited announced that they will report Q2, 2026 results on Oct 28, 2025 Buy Or Sell Opportunity • Aug 14
Now 23% undervalued Over the last 90 days, the stock has risen 11% to ₹205. The fair value is estimated to be ₹264, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 32% in 2 years. Earnings are forecast to grow by 192% in the next 2 years. Tillkännagivande • Aug 09
SAMHI Hotels Limited to Report Q1, 2026 Results on Aug 13, 2025 SAMHI Hotels Limited announced that they will report Q1, 2026 results on Aug 13, 2025 Reported Earnings • Jul 15
Full year 2025 earnings: EPS exceeds analyst expectations Full year 2025 results: EPS: ₹3.89 (up from ₹14.67 loss in FY 2024). Revenue: ₹11.3b (up 18% from FY 2024). Net income: ₹855.0m (up ₹3.20b from FY 2024). Profit margin: 7.6% (up from net loss in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 11%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Hospitality industry in India. Tillkännagivande • Jul 06
SAMHI Hotels Limited, Annual General Meeting, Aug 04, 2025 SAMHI Hotels Limited, Annual General Meeting, Aug 04, 2025. Reported Earnings • May 30
Full year 2025 earnings: EPS exceeds analyst expectations Full year 2025 results: EPS: ₹3.88 (up from ₹14.67 loss in FY 2024). Revenue: ₹11.5b (up 20% from FY 2024). Net income: ₹855.0m (up ₹3.20b from FY 2024). Profit margin: 7.4% (up from net loss in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 11%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Hospitality industry in India. Tillkännagivande • May 26
SAMHI Hotels Limited to Report Q4, 2025 Results on May 29, 2025 SAMHI Hotels Limited announced that they will report Q4, 2025 results on May 29, 2025 Tillkännagivande • Apr 30
An undisclosed buyer acquired 23.20% stake in SAMHI Hotels Limited (NSEI:SAMHI) from Equity International Management, LLC. An undisclosed buyer acquired 23.20% stake in SAMHI Hotels Limited (NSEI:SAMHI) from Equity International Management, LLC on April 29, 2025.
An undisclosed buyer completed the acquisition of 23.20% stake in SAMHI Hotels Limited (NSEI:SAMHI) from Equity International Management, LLC on April 29, 2025. Tillkännagivande • Apr 25
GIC Private Limited agreed to acquire 14% stake in SAMHI JV Business Hotels Private Limited from SAMHI Hotels Limited (NSEI:SAMHI) for INR 1.15 billion. GIC Private Limited agreed to acquire 14% stake in SAMHI JV Business Hotels Private Limited from SAMHI Hotels Limited (NSEI:SAMHI) for INR 1.15 billion on April 24, 2025.
The transaction is subject to approval of merger agreement by board and shareholders of SAMHI Hotels Limited. The deal has been approved by the board. The expected completion of the transaction is April 24, 2025 to August 24, 2025. Valuation Update With 7 Day Price Move • Apr 16
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to ₹177, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 42x in the Hospitality industry in India. Total loss to shareholders of 11% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ₹191 per share. Buy Or Sell Opportunity • Mar 28
Now 22% undervalued after recent price drop Over the last 90 days, the stock has fallen 29% to ₹141. The fair value is estimated to be ₹181, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 32% in 2 years. Earnings are forecast to grow by 332% in the next 2 years. Buy Or Sell Opportunity • Mar 11
Now 22% undervalued after recent price drop Over the last 90 days, the stock has fallen 28% to ₹142. The fair value is estimated to be ₹183, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 32% in 2 years. Earnings are forecast to grow by 332% in the next 2 years. Tillkännagivande • Feb 11
Greenpark Hotels And Resorts Limited agreed to acquire Duet India Hotels (Chennai OMR) Private Limited from SAMHI Hotels Limited (NSEI:SAMHI) for an enterprise value of approximately INR 540 million. Greenpark Hotels And Resorts Limited agreed to acquire Duet India Hotels (Chennai OMR) Private Limited from SAMHI Hotels Limited (NSEI:SAMHI) for an enterprise value of approximately INR 540 million on February 10, 2025.
For the period ending March 31, 2024, Duet India Hotels (Chennai OMR) Private Limited reported total revenue of INR 94.87 million. As of March 31, 2024, Duet India Hotels (Chennai OMR) Private Limited reported net liabilities of INR 123.63 million.The expected completion of the transaction is April 1, 2025. Buy Or Sell Opportunity • Feb 10
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 17% to ₹155. The fair value is estimated to be ₹196, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 32% in 2 years. Earnings are forecast to grow by 332% in the next 2 years. Reported Earnings • Jan 31
Third quarter 2025 earnings: EPS and revenues miss analyst expectations Third quarter 2025 results: EPS: ₹1.04 (up from ₹3.41 loss in 3Q 2024). Revenue: ₹2.99b (up 12% from 3Q 2024). Net income: ₹227.9m (up ₹972.1m from 3Q 2024). Profit margin: 7.6% (up from net loss in 3Q 2024). The move to profitability was primarily driven by lower expenses. Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) also missed analyst estimates by 45%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Hospitality industry in India. Tillkännagivande • Jan 24
SAMHI Hotels Limited to Report Q3, 2025 Results on Jan 29, 2025 SAMHI Hotels Limited announced that they will report Q3, 2025 results on Jan 29, 2025 Tillkännagivande • Nov 05
SAMHI Hotels Limited to Report Q2, 2025 Results on Nov 08, 2024 SAMHI Hotels Limited announced that they will report Q2, 2025 results on Nov 08, 2024 Tillkännagivande • Oct 05
SAMHI Hotels Limited (NSEI:SAMHI) agreed to acquire Innmar Tourism And Hotels Private Limited for enterprise value of approximately INR 2.05 billion. SAMHI Hotels Limited (NSEI:SAMHI) agreed to acquire Innmar Tourism And Hotels Private Limited for enterprise value of approximately INR 2.05 billion on October 4, 2024. For the period ending March 31, 2024, Innmar Tourism And Hotels Private Limited reported total revenue of INR 247.61 million. The transaction is subject to approval of offer by acquirer board. The deal has been approved by the board. The expected completion of the transaction is on or before October 4, 2024. Breakeven Date Change • Aug 05
Forecast to breakeven in 2025 The 4 analysts covering SAMHI Hotels expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of ₹1.07b in 2025. Earnings growth of 79% is required to achieve expected profit on schedule. Reported Earnings • Aug 03
First quarter 2025 earnings: EPS exceeds analyst expectations First quarter 2025 results: EPS: ₹0.19 (up from ₹9.78 loss in 1Q 2024). Revenue: ₹2.57b (up 35% from 1Q 2024). Net income: ₹42.3m (up ₹877.2m from 1Q 2024). Profit margin: 1.6% (up from net loss in 1Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Hospitality industry in India. Tillkännagivande • Aug 02
SAMHI Hotels Limited Announces Reconstitution of Committees SAMHI Hotels Limited Approved the reconstitution of following Committee(s) of the Board of Directors. The Audit Committee of the organization is composed of four distinguished members. Mr. Aditya Jain, an Independent Director, serves as the Chairperson. The committee also includes Mr. Krishan Dhawan, an Independent Director, who serves as a Member. Mrs. Archana Capoor, another Independent Director, contributes her expertise as a Member of the committee. Additionally, Mr. Ajish Abraham Jacob, a Non-Executive and Non-Independent Director, is also a Member. The Nomination and Remuneration Committee comprises three esteemed members. Mr. Michael David Holland, an Independent Director, leads the committee as the Chairperson. Supporting him are Mr. Aditya Jain, an Independent Director, and Mr. Krishan Dhawan, also an Independent Director, both serving as Members. The Stakeholder's Relationship Committee is composed of three dedicated members. Mr. Michael David Holland, an Independent Director, serves as the Chairperson, ensuring effective leadership. Mrs. Archana Capoor, also an Independent Director, contributes her expertise as a Member. Additionally, Mr. Aditya Jain, another Independent Director, is a Member. The Corporate Social Responsibility and Environmental, Social, and Governance Committee consists of three distinguished members. Mr. Krishan Dhawan, an Independent Director, serves as the Chairperson, providing leadership and oversight. Mrs. Archana Capoor, also an Independent Director, is a Member, bringing her expertise to the committee. Mr. Michael David Holland, another Independent Director, contributes his insights as a Member. Tillkännagivande • Jul 28
SAMHI Hotels Limited to Report Q1, 2025 Results on Aug 02, 2024 SAMHI Hotels Limited announced that they will report Q1, 2025 results on Aug 02, 2024 Tillkännagivande • Jul 02
SAMHI Hotels Limited Announces Resignation of Michael Peter Schulhof as Non-Executive and Non-Independent Director and Member of the Committees SAMHI Hotels Limited announced that Mr. Michael Peter Schulhof, has tendered his resignation as the Non-Executive and Non-Independent Director from the Board of Directors of the Company due to unavoidable personal reasons. The resignation is effective from the close of business hours of 27 June 2024. Consequently, he shall also cease to be a member of the Committee(s) of the Board. Buy Or Sell Opportunity • Jun 05
Now 24% overvalued Over the last 90 days, the stock has fallen 16% to ₹179. The fair value is estimated to be ₹144, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 42% over the last 3 years. Earnings per share has grown by 19%. Reported Earnings • May 30
Full year 2024 earnings released: ₹14.67 loss per share (vs ₹43.93 loss in FY 2023) Full year 2024 results: ₹14.67 loss per share (improved from ₹43.93 loss in FY 2023). Revenue: ₹9.79b (up 32% from FY 2023). Net loss: ₹2.35b (loss narrowed 31% from FY 2023). Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Hospitality industry in India. Tillkännagivande • May 25
SAMHI Hotels Limited to Report Q4, 2024 Results on May 29, 2024 SAMHI Hotels Limited announced that they will report Q4, 2024 results on May 29, 2024 Breakeven Date Change • Apr 05
Forecast breakeven date moved forward to 2025 The 4 analysts covering SAMHI Hotels previously expected the company to break even in 2026. New consensus forecast suggests the company will make a profit of ₹1.09b in 2025. Average annual earnings growth of 110% is required to achieve expected profit on schedule. Recent Insider Transactions • Feb 15
Co-Founder & Non-Executive Director recently bought ₹5.1m worth of stock On the 8th of February, Manav Thadani bought around 26k shares on-market at roughly ₹198 per share. This transaction amounted to 2.9% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Manav's only on-market trade for the last 12 months. Reported Earnings • Feb 06
Third quarter 2024 earnings released Third quarter 2024 results: ₹3.41 loss per share. Net loss: ₹744.2m (flat on 3Q 2023). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Hospitality industry in India. Tillkännagivande • Jan 26
SAMHI Hotels Limited to Report Q3, 2024 Results on Feb 02, 2024 SAMHI Hotels Limited announced that they will report Q3, 2024 results on Feb 02, 2024 Tillkännagivande • Nov 04
SAMHI Hotels Limited to Report Q2, 2024 Results on Nov 08, 2023 SAMHI Hotels Limited announced that they will report Q2, 2024 results on Nov 08, 2023 Reported Earnings • Oct 13
First quarter 2024 earnings released First quarter 2024 results: ₹9.78 loss per share. Net loss: ₹834.9m (flat on 1Q 2023). Tillkännagivande • Oct 13
SAMHI Hotels Limited to Report Q1, 2024 Results on Oct 11, 2023 SAMHI Hotels Limited announced that they will report Q1, 2024 results on Oct 11, 2023 Board Change • Sep 26
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Non-Executive Director Ajish Jacob was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. 
