Samhi Hotels Ltd. Share Price

Strong Execution, Resilient Growth - Samhi Hotels Ltd

Code BSE: 543984 NSE:

Q1FY27 Results: Strong Execution, Resilient Growth Our strategic partnership with RARE India extends our capabilities into the experience-led leisure segment. Combined with the proposed Marriott distribution partnership, RARE positions us to benefit from the structural growth in premium leisure travel through a disciplined, asset-light approach. In addition, we intend to provide succession capital to select RARE hotels by making small, tactical investments in “high-quality leisure assets, enabling us to gradually scale our leisure portfolio while maintaining a prudent capital allocation strategy. a)Total Income for the quarter was Rs. 3,083 Mn, up 10.8% YoY Comparable? and +7.3% YoY Reported b) EBITDA for the quarter was Rs. 1,013 Mn, up 12.1% YoY Comparable?, down 4.1% YoY Reported

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Krsnaa Diagonistics Latest Updates

Major Governance & Leadership Restructuring The company undertook an extensive corporate governance overhaul following its recent board meetings. Effective late April 2026, Krsnaa Diagnostics reconstituted all five of its core board committees under new leadership structures. This structural update included the formal appointments of Mr. Raju Venkatraman and Ms. Lilian Jessie Paul as Independent Directors to enhance regulatory oversight. Top Management Transitions The management team has seen significant transitions over the last few months. Mr. Chandra Prakash Singh has been integrated into the executive leadership team as the Interim Chief Financial Officer following the resignation of the long-standing CFO, Mr. Pawan Daga. Additionally, the company processed the departure of its Head of Investor Relations, Mr. Vivek Jain, in late March. Executive Chairman Re-appointment The board approved the re-appointment of Mr. Rajendra Mutha as the Executive Chairman of the company for a consecutive five-year tenure, running from April 26, 2026, to April 25, 2031. The leadership extension was executed following the recommendations of the Nomination and Remuneration Committee and was formalized through a completed postal ballot voting process. ₹430 Crore NCD Allotment to ADB Krsnaa Diagnostics officially closed and finalized the allotment of unlisted, secured Non-Convertible Debentures (NCDs) valued at ₹430 crore. The capital infusion, which was executed on a private placement basis, was formally completed via the company's Operations Committee following strategic investment approvals from the Asian Development Bank (ADB).

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INDIA'S LISTED HOTEL OPERATORS MAY ADD 70,000 KEYS BY THE YEAR 2030

India’s listed hotel operators are expected to add over 70,000 keys by 2030 to capitalise on strong underlying growth potential marked by disciplined expansion and pricing stability. As the hotel industry shifts towards experience-driven travel and captures institutional demand across spiritual and cultural centres, one can expect robust, long-term growth for India’s hospitality ecosystem. In fact, the hotel industry’s market size is projected to grow from approximately $24.6 billion in 2024 to around $31 billion by 2029. Domestic tourism is likely to drive this expansion, having recorded a 40% year-on-year rise in visits to 4.1 billion in 2025. Some of the listed hotel stocks that are set to benefit from this growth are

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INDIA'S HOSPITALITY SECTOR REVENUE EXPECTED TO GROW 9-12% IN 2025-26

As per ICRA report, India's hospitality sector is expected to grow 9-12% in 2025-26. Aided by steady demand across segments, the industry is expected to sustain healthy operating performance in business and domestic leisure travel. Pan-India premium hotel occupancy is estimated at 72-74% in FY26, compared to 71-73% recorded during the first 11 months of the current fiscal year. In fact, hotel companies are increasingly adopting asset-light expansion models through management contracts and franchise arrangements. Some of the listed hotels in this segment are

, , , , . With the overall growth in the hospitality industry, investors can keep these names on their watchlist.

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RARE India Acquisition Expands

into Asset-Light Leisure

Despite geopolitical tensions in the Middle East, India’s hotel industry demand remains buoyant, supported by better connectivity, rising conferences, and sustained corporate activity.

deriving 80–85% of revenues from domestic guests, is well positioned to benefit from this up-cycle. With strong demand-supply dynamics, debt reduction, and entry into the asset-light leisure segment, SAMHI offers an attractive tactical investment opportunity. Operational Highlights - Revenue growth: +14% YoY in 9MFY26, driven by like-for-like (LFL) growth. - Inventory expansion: Added 223 rooms and rebranded 133 rooms in 9MFY26; full benefit expected in FY27. - FY27 outlook: Revenue growth projected at 13–14%, aided by incremental 300–400 bps from new/rebranded inventory. Demand Drivers - Key markets: Bengaluru, Hyderabad, Pune, Delhi NCR (~75% of revenues). - Strong office absorption and limited supply additions sustain pricing power. - Industry up-cycle expected to continue in near-to-medium term. Balance Sheet Strength - Net debt reduced from ₹1,967 crore (Mar 2025) to ₹1,450 crore (Dec 2025). - Net debt/EBITDA improved from 4.4x to 3x. - GIC deal: Strengthened balance sheet, CARE credit rating upgrade, and co-funding of future greenfield projects. - Enables SAMHI to independently pursue growth opportunities. Strategic Expansion - Acquisition: 70% stake in RARE India (₹47 crore investment, valuation ₹49 crore). - RARE platform: 67 experiential hotels (~1,000 rooms) across India, Nepal, Bhutan. - Marks SAMHI’s entry into asset-light leisure segment, diversifying revenue streams. Valuation & Risks - EV valuation: ₹4,800 crore for 4,904 keys, close to replacement value even after adjusting for GIC’s minority stake. - Key risk: Escalation of Iran-US crisis could impact foreign arrivals (15–20% of revenues). - Overall, SAMHI’s strong domestic positioning, balance sheet repair, and expansion strategy make it a compelling tactical bet.

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Stocks in news today

has signed a new hotel in Barog, Himachal Pradesh, marking its 10th property in the State. With four operational hotels already in Himachal Pradesh and six additional properties under development, including this signing, the company continues to strengthen its footprint in one of India’s most dynamic travel markets. The hotel will be managed by Carnation Hotels, a wholly owned subsidiary of Lemon Tree Hotels. Jio Financial Services has subscribed to and has been allotted 14,74,50,000 equity shares of Rs 10 each of Allianz Jio Reinsurance (AJRL), joint venture, for cash at par, aggregating Rs 147.45 crore. AJRL will utilise the amount to fund its business operations. The aggregate investment by the company in AJRL till date is Rs 150 crore. SAMHI Hotels’ board has approved the acquisition of majority stake of 70% in RARE India (RARE), one of India’s earliest and largest platform of heritage hotels, retreats and experiential stays. SAMHI expects to enter into definitive agreements by May 2026, marking SAMHI’s entry into the experiential leisure segment through an asset-light platform investment. In parallel, SAMHI and RARE have entered into a Memorandum of Understanding for an affiliation with Marriott International to leverage Marriott’s global distribution strength and loyalty ecosystem. has launched '***** an automotive multi-agentic solution purpose-built to accelerate the automotive software development lifecycle (SDLC) for OEMs, system suppliers, and semiconductor companies. ***** is an ASPICE-aligned solution powered by multi-agentic architectures, enabling collaboration between automotive engineers and AI across engineering workflows. A key architectural highlight is its ability to operate on both cloud-based infrastructure and air-gapped on-premise environments, delivering deployment flexibility and choice aligned with enterprise infrastructure and AI policies.

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