SAMHI Q2 FY27 Guidance vs Delivery (SAMHI Management Mirror)

Did SAMHI's management deliver what it guided? Guidance vs actual performance and tone changes across recent earnings calls, as of the Q2 FY27 (Sep-2026 Qtr) concall.

Samhi Hotels Ltd (SAMHI) Q2FY27 Management Mirror - Sep-2026 Qtr

Q2 FY27 Same-Store Revenue Growth of 12.6% Exceeded the 9-11% Guided in Jun'26 Qtr

In Sep'26 Qtr, Samhi reported total revenue of Rs 3,381 million, up 15.4% YoY, in its quarterly results, with management noting same-store revenue growth of 12.6% and same-store RevPAR growth of approximately 14%. This Q2 FY27 performance exceeded the long-term 9% to 11% same-store revenue growth guidance reaffirmed in the Jun'26 Qtr and Mar'26 Qtr concalls. Looking ahead, management expects Q3 and Q4 FY27 to be the strongest quarters, guiding H2 same-store revenue growth around 13% to 14% and RevPAR growth at 14% to 15%, while reaffirming the long-term 9% to 11% revenue growth target and projecting total revenue to reach a high-teens or early 20s CAGR as new projects open from FY28.

4 more themes on the ELITE plan.