Samhi Hotels Ltd

Samhi Hotels Ltd has announced the closure of its trading window for designated persons and connected individuals. This closure is in effect for the declaration of the Unaudited Financial Results for the quarter ending September 30, 2026. The window will reopen two trading days after the results are declared. The company has advised all designated persons not to engage in any transactions involving the company's shares during this period. The specific date for the Board Meeting to declare these financial results will be communicated separately.

FMR LLC and FIL Ltd have disclosed a substantial acquisition of shares in Samhi Hotels Ltd, increasing their combined holding to 5.06% of the total share capital. The acquisition involved purchasing 1,175,000 equity shares, representing 0.53% of the total voting capital. This transaction, executed via open market purchases, brings their total shareholding to 11,253,650 shares. The filing is made under SEBI (Substantial Acquisition of Shares & Takeovers) Regulations, 2011, indicating a significant shift in the shareholding structure of the hotel company. The shares are listed on the National Stock Exchange of India Ltd and BSE Ltd.

FMR LLC and FIL Ltd, through their subsidiaries, have increased their shareholding in Samhi Hotels Limited to 5.06%. The acquisition involved 1,175,000 shares, bringing their total holding to 11,253,650 shares. This disclosure is made under Regulation 29(1) of SEBI (Substantial Acquisition of Shares & Takeovers) Regulations, 2011. The acquisition was made through open market purchases, with the latest transaction on September 1, 2026.

Samhi Hotels Ltd. has resubmitted its Integrated Annual Report for the financial year 2025-26, following an earlier submission on August 7th, 2026. The revision is due to inadvertent typographical errors found in the Business Responsibility and Sustainability Report (BRSR), which is an annexure to the main report. All other sections of the Annual Report remain unchanged. The company has also enclosed the revised report along with the Notice for the 16th Annual General Meeting (AGM) for FY 2025-26. Both documents are available on the company's website. The report highlights the company's strategy of disciplined expansion, acquiring high-potential assets, and partnering with global brands to create long-term value in India's growing hospitality sector.

Samhi Hotels Ltd has informed the stock exchanges about the dispatch of a letter to shareholders providing a web-link and exact path to access the Integrated Annual Report for FY 2025-26 on the company's website. This communication is for shareholders who have not registered their email addresses. The company also announced its 16th Annual General Meeting (AGM) scheduled for August 31, 2026, to be held via video conferencing. The notice for the AGM, including e-voting instructions and the annual report, has been sent electronically to members with registered email addresses. Physical copies of the annual report will not be dispatched unless specifically requested. Shareholders are urged to update their KYC details.

Samhi Hotels Limited has announced its 16th Annual General Meeting (AGM) will be held on Monday, August 31, 2026, at 02:00 p.m. (IST) via Video Conferencing (VC) or Other Audio Visual Means (OAVM). The meeting will cover ordinary business, including the adoption of standalone and consolidated financial statements for FY2025-26 and the re-appointment of Mr. Manav Thadani as a director. Special business includes proposals to increase the authorized share capital from ₹25 Crores to ₹29 Crores and to approve raising capital up to ₹750 Crores through equity shares or convertible securities. The notice, including e-voting instructions, has been sent to shareholders electronically and is available on the company's website.

Samhi Hotels Limited announced its unaudited standalone and consolidated financial results for Q1 FY27, reporting a Profit After Tax (PAT) of ₹249 million, a 29.6% year-over-year increase. Total Income grew by 7.3% YoY to ₹3,083 million. Consolidated EBITDA saw a 4.1% YoY decrease to ₹1,013 million, impacted by reported figures. RevPAR increased by 9.6% YoY to ₹5,219, with occupancy at 79.3%. The company highlighted resilient performance despite geopolitical headwinds, driven by domestic demand and corporate travel. Net Debt to EBITDA stood at 3.2x.

Samhi Hotels Limited's Board of Directors has approved the 100% acquisition of Itmenaan Lodges Private Limited for a cash consideration of ₹12 Crores. The total approved investment, including potential future capital expenditure, will not exceed ₹25 Crores. Itmenaan Lodges operates the 'Itmenaan Estate' hotel in Uttarakhand. The board also approved the company's unaudited financial results for the quarter ended June 30, 2026, an increase in authorized share capital, and an enabling resolution for raising funds up to ₹750 Crores. Additionally, the 16th Annual General Meeting is scheduled for August 31, 2026.

Samhi Hotels Limited announced its Unaudited Standalone and Consolidated Financial Results for the quarter ended June 30, 2026. The Board of Directors also approved an increase in authorized share capital from ₹25 Crores to ₹29 Crores and an enabling resolution to raise funds up to ₹750 Crores through various equity instruments. Additionally, the company approved the acquisition of Itmenaan Lodges Private Limited for ₹12 Crores, with a total approved investment not exceeding ₹25 Crores. The 16th Annual General Meeting is scheduled for August 31, 2026.

SAMHI Hotels' consolidated (primary) revenue for Q1 FY27 (quarter ended 30 June 2026) came in at ₹305.2 Cr, up 12.1% YoY from ₹272.2 Cr, while consolidated PAT rose a sharper 29.7% YoY to ₹24.9 Cr from ₹19.2 Cr — profit growing faster than the topline. Neither the current nor the year-ago quarter carries exceptional items, so this YoY comparison is clean and needs no adjustment. Sequentially, both revenue (-11.5%) and PAT (-93.8%) look far lower against Q4 FY26 (₹344.9 Cr / ₹399.4 Cr), but that read is misleading: Q1 is hotels' seasonally weakest quarter ahead of the festive/wedding season that lifts Q3-Q4, and Q4 FY26's consolidated PAT was inflated by a roughly ₹330 Cr one-off deferred-tax credit plus a ₹24.5 Cr exceptional gain, neither of which recurs. The QoQ drop should not be read as an operating slowdown. The margin story is mixed by line: operating margin (EBITDA/revenue) eased slightly to 32.2% from 33.25% a year ago, but net margin expanded to 8.09% from 6.69% as finance costs fell 25.5% YoY to ₹37.7 Cr (from ₹50.6 Cr) — direct evidence of the deleveraging management flagged on the May 2026 call, where it committed to bringing net debt/EBITDA to 2.5x within 12-18 months and pointed to FCF generation above ₹300 Cr annually. Management issues no explicit quarterly guidance, but against its FY27 same-store revenue growth target of 9-11%, the reported 12.1% YoY growth sits at or above that range — though the comparison isn't clean, since a 55% partnership interest in RARE India was consolidated into the group only from 22 April 2026, adding an inorganic contribution this quarter that a true same-store number would exclude. No specific street/consensus estimate for this quarter's print turned up in search, so vsStreet is unknown. Standalone (parent-only) results diverge sharply from the group picture and shouldn't be read as a proxy for it: standalone PAT was just ₹1.2 Cr this quarter versus ₹45.9 Cr a year ago, but that year-ago figure was inflated by a ₹97.5 Cr one-off gain on sale of investment at the parent level that gets eliminated on consolidation — standalone excludes almost all actual hotel operations, which sit in subsidiaries. Also on results day, the Board approved raising authorised share capital to ₹29 Cr, an enabling resolution to raise up to ₹750 Cr via equity/convertible instruments, and a ₹12 Cr all-cash acquisition of Itmenaan Lodges (owner of the Itmenaan Estate boutique hotel in Uttarakhand, under the RARE India umbrella), targeted for completion by 30 August 2026 — consistent with management's stated capital-efficient growth and tactical M&A approach.