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Samhi Hotels Eyes 35% Revenue Growth In Next Few Years Led By Acquisitions

The newly acquired hotels will start adding to the group’s revenue from fiscal 2026, Samhi Hotels CMD Ashish Jakhanwala said.

<div class="paragraphs"><p>Samhi Hotels recently acquired two hotels in Bengaluru and Hyderabad. (Photo source: Company website)</p></div>
Samhi Hotels recently acquired two hotels in Bengaluru and Hyderabad. (Photo source: Company website)

Samhi Hotels Ltd. anticipates a 35% increase in revenue over the next few years, driven by new acquisitions and a shift in its portfolio mix, the company’s Chairman and Managing Director Ashish Jakhanwala said.

Samhi Hotels recently acquired two hotels in Bengaluru and Hyderabad. 

Talking to NDTV Profit, Jakhanwala said that the newly acquired hotels will start adding to the group’s revenue from fiscal 2026.

“In the last six to eight months we've done two acquisitions. In addition to that, we have a fair bit of inventory addition happening. We expect that all of these additions will start adding to the revenue starting FY26 and continue every year till almost FY29,” he said, adding that the revenue growth will be of around 35%.

“If we just see the total revenue per room in Samhi and if we just kind of take the new inventory mix that we will have once we implement all these growth projects, we actually expect about a 35% increase in total revenue,” he said.

This will happen because Samhi Hotels is changing its portfolio mix to include more upscale hotels that usually generate more revenue per occupied room.

“Just a portfolio mix change will itself induce about 35% total revenue growth in Samhi because we will have higher upscale hotels in the next few years,” Jakhanwala said.

The company also expects to improve its margins in fiscal 2026 on the back of acquisitions and reductions in employee stock options.

“We reported about a 37.9% margin in the last quarter. In the next fiscal year, we have two or three things which will help us improve the margin,” the CMD said.

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“First is that the acquisition we had made just prior to the IPO is playing out really well, and we expect that portfolio’s margins to cross 40%. We will see a further reduction in ESOP expenses. The combined impact of that should help us cross the 40% reported Ebitda margins in the business in FY26,” he added.

Jakhanwala further mentioned that the fourth quarter will be better than the third for Samhi Hotels, which primarily caters to the MICE (meetings, incentives, conferences, and exhibitions) segment, because of fewer holidays, more events and better demand.

A general uptick in office space and continued growth in aviation is also helping demand for business hotels in key cities, he added.

Shares of Samhi Hotels closed 5.36% lower at Rs 170.25 apiece on the NSE on Friday, compared to a 1.11% rise in the benchmark Nifty 50.

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