SAMHI Hotels Limited has announced a board meeting scheduled for Wednesday, January 28, 2026, to consider and approve the company's unaudited financial results for the third quarter of fiscal year 2026. The meeting will address both standalone and consolidated financial results for the quarter and nine months ended December 31, 2025.

Regulatory Compliance and Meeting Details

The board meeting has been scheduled in accordance with Regulation 29 and 33 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The company formally notified both BSE Limited and National Stock Exchange of India Limited about the upcoming meeting through an official communication dated January 22, 2026.

Trading Window Restrictions

In compliance with SEBI (Prohibition of Insider Trading) Regulations, 2015, and the company's internal codes for insider trading prevention, SAMHI Hotels has implemented a trading window closure. The trading window for dealing in company shares closed effective January 1, 2026, and will remain closed until the expiry of two trading days after the declaration of the financial results.

The company had previously communicated this trading window closure to the stock exchanges on December 26, 2025, ensuring proper advance notice to market participants and stakeholders.

Corporate Information

SAMHI Hotels Limited operates under CIN L55101DL2010PLC211816 with its registered office located in Delhi. The company trades on BSE with scrip code 543984 and on NSE with scrip code SAMHI. The announcement was signed by Sanjay Jain, Senior Director- Corporate Affairs, Company Secretary and Compliance Officer, demonstrating proper corporate governance protocols.

Market Implications

This scheduled board meeting represents a routine quarterly disclosure requirement, allowing investors and stakeholders to assess the company's financial performance for the third quarter of fiscal year 2026. The nine-month results will provide a comprehensive view of the company's performance for the first three quarters of the current fiscal year, offering insights into operational efficiency and financial health in the hospitality sector.

Samhi Hotels , a leading player in the Indian hospitality sector, is setting its sights on ambitious growth through a multi-faceted strategy that combines asset-light expansion, strategic partnerships, and portfolio optimization. The company's approach aims to capitalize on the burgeoning travel and tourism sector in India while maintaining financial prudence.

Expansion Strategy and Market Focus

Samhi Hotels is strengthening its presence in key business hubs, with a particular focus on Bengaluru, Hyderabad, and Pune. These cities, known for their robust commercial and IT sectors, align well with Samhi's target market of business travelers and urban tourists.

The company's expansion plans are notably asset-light, emphasizing new management contracts and brand partnerships. This approach allows Samhi to grow its portfolio without the heavy capital expenditure typically associated with property acquisitions or new constructions.

Partnership with GIC

A significant boost to Samhi's growth strategy comes from its partnership with GIC, Singapore's sovereign wealth fund. This collaboration involves:

• A commitment from GIC to invest approximately ₹7,500.00 million, with about ₹5,800.00 million already received.
• GIC acquiring a 35% stake in three of Samhi's subsidiaries, which include four operating hotels and one under development.

This partnership not only provides Samhi with substantial capital for expansion but also brings in GIC's global expertise and network, potentially opening doors to new opportunities and markets.

Portfolio Optimization and Rebranding

Samhi Hotels is actively working on optimizing its existing portfolio:

• Rebranding initiatives are underway, including the transformation of properties into Westin and Tribute Portfolio brands in Bengaluru.
• The company is renovating and rebranding a Four Points property in Pune to a Courtyard by Marriott.
• A new W Hotel is under development in Hyderabad's HITEC City, targeting the luxury segment in one of India's largest commercial districts.

Financial and Operational Targets

The company has set ambitious financial goals:

• Targeting a portfolio Return on Capital Employed (ROCE) of 15%+.
• Aiming to increase the revenue contribution from leased assets to over 20%, enhancing capital efficiency.
• Projecting consolidated income to grow from approximately ₹11,500.00 million to ₹15,300.00 million, with EBITDA margins expanding from 39% to 41%.

Market Outlook and Opportunities

Samhi Hotels' expansion strategy is underpinned by positive market trends:

• India's travel and tourism sector is anticipated to grow at about twice the rate of global economic growth between 2022 and 2032.
• The company is well-positioned to benefit from the increasing demand for quality accommodations in India's growing business centers.

Challenges and Considerations

While Samhi Hotels' growth strategy appears robust, investors should consider potential challenges:

• The cyclical nature of the hospitality industry and its sensitivity to economic fluctuations.
• Execution risks associated with rapid expansion and rebranding efforts.
• Potential market saturation in key business hubs as other hotel chains also expand.

Samhi Hotels' focus on asset-light expansion, strategic partnerships, and portfolio optimization positions it well to capture a significant share of India's growing hospitality market. The company's targeted approach to key business hubs and its partnership with GIC provide a strong foundation for its ambitious growth plans. However, successful execution of these strategies will be crucial in achieving the projected financial targets and maintaining a competitive edge in the dynamic Indian hospitality sector.