Samhi Hotels Limited
Lodging · Consumer Cyclical
Analyst
PL Capital
Equibles does not estimate personal net worth.
Jinesh Joshi is recorded as Analyst at PL Capital. Jinesh Joshi has spoken on 14 earnings calls across 10 companies, most recently for Physicswallah Limited on November 4, 2026. Those appearances were for Samhi Hotels Limited, DOMS Industries Limited, Nazara Technologies Limited, Lemon Tree Hotels Limited, Physicswallah Limited and 5 other companies. The companies whose calls Jinesh Joshi spoke on are classified in the Consumer Cyclical, Industrials, Communication Services and Consumer Defensive sectors.
“So my first question is with respect to the GST meeting that happened in October 23. I think there were some recommendations to allow limited IPC benefit to hoteliers who are operating below the ARR of about 7,500.”
“I think in the remarks, you mentioned that the revenue contribution from this brand was limited due to asset relocation. And then, we subsequently also highlighted that in the first building, we will start the production with brand ethanol.”
“Sir, my first question is with respect to our EBITDA margins, which declined from about 16.7% to about 14.9%, which prima facie indicates that in 1Q, we had the benefit of low-cost inventory, and hence to that extent, we were shielded by the RM inflation inventory to some kind of increase in the inventory days.”
“Sir, I have a question which does not necessarily pertain to this quarter, but with respect to the ASKM guidance of 300 billion by FY30 that we gave some time ago.”
PL Capital
Analyst
Transcript header (unverified)
Samhi Hotels Limited
Lodging · Consumer Cyclical
DOMS Industries Limited
Business Equipment & Supplies · Industrials
Nazara Technologies Limited
Electronic Gaming & Multimedia · Communication Services
Lemon Tree Hotels Limited
Lodging · Consumer Cyclical
Physicswallah Limited
Education & Training Services · Consumer Defensive
Flair Writing Industries Limited
Business Equipment & Supplies · Industrials
InterGlobe Aviation Limited
Airlines · Industrials
Delhivery Limited
Integrated Freight & Logistics · Industrials
Indian Railway Catering And Tourism Corporation Limited
Travel Services · Consumer Cyclical
Chalet Hotels Limited
Lodging · Consumer Cyclical
Earnings Call
Samhi Hotels Limited
Earnings Call for the Quarter Ended September 30, 2026
Physicswallah Limited
Earnings Call
DOMS Industries Limited
Earnings Call for the Quarter Ended September 30, 2026
Flair Writing Industries Limited
Earnings Call for the Quarter Ended September 30, 2026
InterGlobe Aviation Limited
Earnings Call
Nazara Technologies Limited
Earnings Call for the Quarter Ended June 30, 2026
Lemon Tree Hotels Limited
Delhivery Limited - Q1FY27 Earnings Conference Call
Delhivery Limited
Earnings Call
Nazara Technologies Limited
Earnings Call for the Quarter Ended June 30, 2026
DOMS Industries Limited
Earnings Call for the Quarter Ended June 30, 2026
Samhi Hotels Limited
Earnings Call for the Quarter Ended March 31, 2026
Lemon Tree Hotels Limited
Earnings Call for the Quarter Ended March 31, 2026
Indian Railway Catering And Tourism Corporation Limited
Earnings Call for the Quarter Ended March 31, 2026
Chalet Hotels Limited