Earnings Beat: SAMHI Hotels Limited Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Investors in SAMHI Hotels Limited (NSE:SAMHI) had a good week, as its shares rose 2.7% to close at ₹198 following the release of its full-year results. Revenues were ₹11b, approximately in line with expectations, although statutory earnings per share (EPS) performed substantially better. EPS of ₹3.84 were also better than expected, beating analyst predictions by 11%. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.

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Following the latest results, SAMHI Hotels' six analysts are now forecasting revenues of ₹13.0b in 2026. This would be a notable 13% improvement in revenue compared to the last 12 months. Per-share earnings are expected to bounce 101% to ₹7.75. Yet prior to the latest earnings, the analysts had been anticipated revenues of ₹13.0b and earnings per share (EPS) of ₹6.75 in 2026. Although the revenue estimates have not really changed, we can see there's been a decent improvement in earnings per share expectations, suggesting that the analysts have become more bullish after the latest result.

See our latest analysis for SAMHI Hotels

The consensus price target was unchanged at ₹286, implying that the improved earnings outlook is not expected to have a long term impact on value creation for shareholders. Fixating on a single price target can be unwise though, since the consensus target is effectively the average of analyst price targets. As a result, some investors like to look at the range of estimates to see if there are any diverging opinions on the company's valuation. The most optimistic SAMHI Hotels analyst has a price target of ₹370 per share, while the most pessimistic values it at ₹240. This shows there is still a bit of diversity in estimates, but analysts don't appear to be totally split on the stock as though it might be a success or failure situation.

One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. It's pretty clear that there is an expectation that SAMHI Hotels' revenue growth will slow down substantially, with revenues to the end of 2026 expected to display 13% growth on an annualised basis. This is compared to a historical growth rate of 21% over the past five years. By way of comparison, the other companies in this industry with analyst coverage are forecast to grow their revenue at 17% per year. So it's pretty clear that, while revenue growth is expected to slow down, the wider industry is also expected to grow faster than SAMHI Hotels.

The Bottom Line

The most important thing here is that the analysts upgraded their earnings per share estimates, suggesting that there has been a clear increase in optimism towards SAMHI Hotels following these results. On the plus side, there were no major changes to revenue estimates; although forecasts imply they will perform worse than the wider industry. The consensus price target held steady at ₹286, with the latest estimates not enough to have an impact on their price targets.

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have estimates - from multiple SAMHI Hotels analysts - going out to 2028, and you can see them free on our platform here.

Before you take the next step you should know about the 2 warning signs for SAMHI Hotels (1 is concerning!) that we have uncovered.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.