SAMHI
Samhi Hotels Limited
If management delivers what it guided
arithmetic on filed guidance and past valuations · not a price target
SAMHI
FY26 → FY31 · 5 years of guidance · ~4.7 years from today₹180 today
BEAR
₹756
+320%+36% a yr
7% a year · 23.8x exit
BASE
₹1,531
+751%+58% a yr
12.1% a year · 38.2x exit
BULL
₹2,579
+1334%+77% a yr
16.4% a year · 53.3x exit
Where the market has priced it
11x8x today — outside the range54x
- this company has too little filed history for a multiple band of its own, so the exit multiple is the median of 6 Hotels/Resorts/Cruise lines peers
- at 8x its FY26 earnings the stock trades below the bottom of its own ten-year range (24x)
- the range is unusually wide — read it as the span of management's own claim, not as a forecast
How these numbers are produced
| Earnings base | FY26 fiscal year EPS ₹22.64 (screener) |
|---|---|
| Guided growth | 12.1% a year, said on the call of 27-May-2026 · transcript |
| Read across as | operating: unlabelled growth figure, read as revenue — medium confidence |
| Delivery calibration | 0.58x / 1x / 1.36x of what was guided — measured: 76 annual guided-vs-filed pairs + 77 near-complete quarterly years — NSE transcripts against the companies' own filings |
| Exit multiple | 23.82x / 38.23x / 53.27x, this company’s own p20 / median / p80 across 6 filed years |
| Filed-industry peers | median 38.23x across 6 peers — the cross-check, not the input |
| Arithmetic | base EPS × (1 + guided growth × delivery)5 × exit multiple |
Arithmetic on management’s own guidance and this company’s own past valuations. Not a price target, not a recommendation, and not a forecast of what the stock will do.
What management said
from NSE earnings-call filings · extracted, not interpreted
generic growth 9.5%margin 38%
The total income stood at INR 1,279 crores, with a same-store RevPAR growth of 9.5%, in line with our long-term guidance of 9% to 11%.
Call 27-May-2026 · bridge confidence medium · transcript PDF