General Updates

SAMHI Hotels Ltd. 03rd November 2026 CIN: L55101DL2010PLC211816 Regd. & Corp. Office: 5th Floor, Unit No. Office - 11, Worldmark BSE Limited National Stock Exchange of India 4, Asset Area No. LP-1B-04, Gateway District, Delhi Aerocity, Corporate Relationship Department Limited Near Indira Gandhi International Phiroze Jeejeebhoy Towers, Dalal Street, Exchange Plaza, C-1, Block G, Bandra Kurla Airport, New Delhi - 110037, Mumbai - 400 001, Maharashtra, India Complex, Bandra (East), Mumbai - 400 051, India Maharashtra, India Scrip Code: 543984 Scrip Code: SAMHI Sub: Investor Presentation for Quarter 2 - FY 27 Dear Sir / Madam, Please find attached the Investor Presentation on the performance of the Company for the Quarter 2 - FY 27. This information is also being uploaded on the website of the Company i.e. https://www.samhi.co.in/ You are hereby requested to take the above information on your records. Thanking You. Yours faithfully, For SAMHI Hotels Limited Sanjay Jain Senior Director - Corporate Affairs, Company Secretary and Compliance Officer Correspondence: SAMHI Hotels Ltd. 5th Floor, Unit No. Office - 11, Worldmark 4, Asset Area No. LP- 1B-04, Gateway District, Delhi Aerocity, Near Indira Gandhi International Airport, New Delhi - 110037, India Tel: +91-11- 49077700 | Email: compliance@samhi.co.in www.samhi.co.in www.samhi.co.in Investor Presentation Q2 FY2027 SAMHI Hotels Ltd Westin & Fairfield by Marriott, Navi Mumbai Architectural renders, actual may vary www.samhi.co.in Important notes on the presentation format • Excel data file containing all supporting information captured in this presentation is available on our website at https://samhi.co.in/investor- relations/ • All operating performance metrics are presented on a same-store basis (and highlighted in the color: orange), allowing for a more accurate reflection of business performance and comparability • Room counts in under development asset may vary based on final plan and statutory approvals • Free Cash Flow = EBITDA (before ESOP) – Lease MG – Cash Interest www.samhi.co.in Message from the CEO Strong Operating Environment We are pleased to report our performance for the quarter. Occupancy held close to 80% and RevPAR grew by about 14% on a same-store basis, making this a reassuring period for the business. Revenue growth remained ahead of our long-term guidance. Domestic travelers accounted for about 80% of the room nights sold during the quarter. This cohort has proven more resilient amid ongoing geopolitical instability, reinforcing our confidence in the resilience of the Indian economy and the opportunity it represents. Building for the Future Against this strong backdrop, we have been steadily building for the future. For several quarters, our reported growth has been largely driven by same-store performance, as no new inventory came online. This is set to change. We look forward to opening the W Hotel in Hyderabad next fiscal year and have secured a pipeline of approximately 1,700 new rooms through FY2031. These initiatives put us on a path to strong growth, and our focus now is on delivering them on schedule. We are equally proud of having built this pipeline without compromising our discipline: we add assets only in core markets and at a discount to replacement cost. We are not buying growth through expensive acquisitions; instead, we are building it through the efforts that conversions and turnarounds demand, as demonstrated in Bangalore, and by securing long-term leases, as in Noida and Hyderabad. Our modest investment in RARE, together with ongoing discussions on a partnership with Marriott, will help RARE build a strong platform in experience-led leisure across the region, with limited capital exposure. Outlook We expect H2 FY27 to be operationally stronger. Going forward, incremental EBITDA is expected to translate into free cash flow, with interest outflows remaining stable. This should enable us to increasingly fund future growth investments through internal cash generation, supporting a disproportionate improvement in free cash flow generation. Our Focus on Doing What Is Right We released our first Sustainability Report for FY2025-26, covering 31 hotels and 4,899 rooms across 11 states. The report highlights improvements in energy efficiency, waste reduction and renewable energy usage. Building on our FY30 commitments, we will establish quantified targets across key sustainability parameters, with clear baselines to track and benchmark our progress. www.samhi.co.in Building one of India’s most well diversified, multi-branded hotel company with an established base of 31 business hotels, a strong pipeline of 7 big-box hotels in some of India’s key business districts and an exciting leisure hotel platform with ~70 hotels in some of the most exceptional leisure destinations across Indian sub-continent STRONG BASE NEAR TERM GROWTH LONG TERM POTENTIAL 31 Hotels, 4,899 rooms 7 new hotels, 1,6691 rooms ~70 hotels, ~900 rooms ~₹12.8bn revenue in FY2026 Asset light, experience-led travel 1: Includes 22 apartments of Hyatt Regency, Pune which are currently under pre-opening 4 www.samhi.co.in Our Business ▪ A firm believer and investor in the Urbanization story of India, we own hotels in some of the most-dense office markets and ones with strong growth in aviation. Core Strategy ▪ We have a track-record for acquisition and turn-around led growth; keeps us protected from protracted development cycle, risk and helps us build scale at discount to replacement cost. ▪ Our partnerships with leading global hotel companies allow us to combine deep local knowledge of asset acquisition & management with global distribution & loyalty programs. Embedded ▪ Strong growth pipeline. As of date, our growth pipeline consists of 7 new big-box hotels in key commercial districts Growth across India, with 1,6691 rooms. ▪ Recently extended our skill set to create value from underappreciated assets in the leisure segment. Our acquisition of RARE India and planned partnership with Marriott for distribution positions us to be a beneficiary of the wealth creation underway in our core markets, which is driving increasing demand for experience-led leisure travel. Asset- light, scalable and highly differentiated, this platform gives us a phenomenal growth opportunity for the long term. Healthy ▪ Our balance sheet is healthy; we are steadfast on making it even stronger and an anchor stone for our future growth. Balance Sheet 1: Includes 22 apartments of Hyatt Regency, Pune which are currently under pre-opening 5 www.samhi.co.in SAMHI has delivered 12,790 consistent growth 11,386 1 9,787 Consol Revenue CAGR2 (10 yrs.) 7,615 6,276 Consol EBITDA 4,901 4,721 pre ESOP 4,202 3,572 38% CAGR2 (10 yrs.) 3,331 1,721 1,793 FY12 FY13 FY14 FY15 FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25 FY26 Note: All values in ₹mn, unless specified otherwise 1: FY25 financials were restated on account of sale of Caspia Delhi as the asset was recognized under “discontinued operation” 2: CAGR has been calculated from FY16 to FY26 i.e. for 10 years www.samhi.co.in We are adding iconic assets to key markets in India & to our portfolio W, HITEC City, Hyderabad Westin, Whitefield, Bangalore Mid-scale Hotel, Financial District, 170 rooms 220 rooms Hyderabad Opening Q2 FY28 Opening FY30 260 rooms, Opening FY30 Marriott, Sriperumbudur, Chennai Upper Upscale Hotel, Sec-51, Noida Westin & Fairfield, Navi Mumbai 135 rooms 162 rooms 700 rooms Opening FY30 Opening FY30 Opening FY31 Note: Above images are architectural renders and may undergo change in the future 7 www.samhi.co.in We support India’s most respected platform for leisure hotels ▪ With a small investment in RARE, we access India’s most distinctive and respected platforms in the experience led leisure space ▪ Asset-light, highly scalable and unique ▪ Planned partnership with Marriott will unlock phenomenal value for RARE’s hotel partners and for us as a shareholder ▪ RARE to rec [Showing first 8,000 characters — download PDF for full document]