SAMHI Hotels FY26 Income Up 12.3% to ₹12,790 Million, GIC Invests ₹6,000 Million
SAMHI Hotels FY26 income rose 12.3% to ₹12,790 million. GIC invested ₹6,000 million for a 35% stake. EBITDA grew 8.8%, impacted by GST changes. The company acquired a 70% stake in RARE India. W Hyderabad opening is scheduled for Q4 FY27. Capex commitment is approximately ₹22,000 million over 5 years.
The investment from GIC and the acquisition of RARE India signify significant strategic moves that are likely to have a high impact on the company's future growth and market position.
The announcement highlights strong financial performance with increased income and strategic investments, indicating a positive outlook for the company.
SAMHI Hotels Ltd. has released its investor presentation for Quarter 4 and Fiscal Year 2026. FY26 saw income grow by 12.3% year-on-year to ₹12,790 million, exceeding the guided range of 9-11%. Like-for-like EBITDA growth was approximately 13.0%, though reported growth was 8.8% due to GST-related changes. Net Debt to EBITDA is around 3.0x. GIC invested approximately ₹6,000 million (with a further ₹1,500 million committed) for a 35% minority stake in a platform of approximately 1,000 rooms. The company added four strategically significant hotel developments during the year, including variable leases with Ingka Centers for a ~162-room hotel in Noida and a ~260-room hotel in Hyderabad. Additionally, construction has commenced on a ~700-room hotel in Navi Mumbai. SAMHI acquired a 70% stake in RARE India, a curated platform of 73 hotels and 1,015 rooms. Ashish Jakhanwala, Chairman, MD & CEO, stated that SAMHI enters FY27 with a stronger balance sheet, a larger and more diversified portfolio, and a clear roadmap.
SAMHI reported total income of ₹3,535 million for Q4 FY26, a 9.3% year-on-year increase. Consolidated EBITDA was ₹1,202 million, a 6.0% decrease year-on-year, impacted by GST changes and the Middle East conflict. Same-store RevPAR grew by 4.1% to ₹6,041. Profit after tax (PAT) stood at ₹3,994 million, including a deferred tax income of approximately ₹3,000 million. The company sold four non-core hotels with approximately 470 rooms for ₹2,100 million at approximately 20x average EV-to-EBITDA. A primary infusion by GIC in subsidiaries amounted to approximately ₹7,500 million for a 35% minority stake.
Looking ahead, SAMHI has several growth projects, including the opening of W Hyderabad in Q4 FY27, an upper upscale hotel in Noida in FY30, and Westin & Tribute in Bangalore in FY29-30. The company aims for a Net Debt-to-EBITDA target of approximately 2.5x in the medium-to-long term and has committed approximately ₹22,000 million in capex across its existing pipeline over the next 5 years.
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