SAMHINSE13 August 2025

Samhi Hotels Limited has informed the Exchange about Investor Presentation

Samhi Hotels Limited

SAMHI Hotels Ltd. CIN: L55101DL2010PLC211816 Regd. Office: Caspia Hotels Delhi, District Centre Crossing, Opp. Galaxy Toyota Outer Ring Road, Outer Ring Rd., Haider Pur, Shalimar Bagh, Delhi- 110088.

13th August 2025

BSE Limited Corporate Relationship Department Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai - 400 001, Maharashtra, India

National Stock Exchange of India Limited Exchange Plaza, C-1, Block G, Bandra Kurla Complex, Bandra (East), Mumbai - 400 051, Maharashtra, India

Scrip Code: 543984

Scrip Code: SAMHI

Sub: Investor Presentation for Quarter 1 - FY 26

Dear Sir / Madam,

Please find attached the Investor Presentation on the performance of the Company for the Quarter 1 - FY 26.

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. 14th Floor, Building 10C, Cyber City, Phase II, Gurgaon 122002, Haryana, INDIA Tel: +91 124 4910100 Fax: +91 124 4910199 www.samhi.co.in

www.samhi.co.in

Hyatt Regency, Pune

Investor Presentation Q1 FY2026

Page 1

From the CEO’s Desk

www.samhi.co.in

We are pleased to announce results for the period ending 30th June 2025. Despite a short period of interruption due to geopolitical issues, we continue to see good growth across our portfolio. This sets a strong base for future. Total revenue growth was ~13.0% with a consol. EBITDA growth of 18.6% over same period last year despite a moderate growth during the month of May. With strong growth in EBITDA and reduction in finance cost, we witnessed ~4.5x growth in PAT for the quarter.

Post the recently concluded transaction with GIC, we have strengthened our balance sheet to allow us focusing on growth. With a strong pipeline of assets under rebranding and/or completion, we are excited about overall prospects of our company. We also estimate a strong investible surplus available that will allow us to seek value accretive M&A and continued expansion through highly capital efficient variable leases.

We have also entered into an agreement to sell Caspia Hotel, New Delhi. This follows our stated strategy of capital recycling for improving returns for our shareholders. Since 2023 we have concluded over ₹2.1bn of asset sale at average EV/EBITDA multiple of ~20x & incremental ~₹7.5bn of minority dilution in favor of GIC. At the same time, we have invested/ committed to invest ₹10.0bn+ in new assets and rebranding which will be at a material premium in terms of returns.

As we grow SAMHI into being a market leader, we want to set clear protocol for transparency and clarity in our communications with all stakeholders. From this quarter, we have made a few key enhancements to our investor materials:

• We are now uploading a detailed Excel file containing all supporting data for your convenience on our website

https://samhi.co.in/investor-relations/

•

To avoid any ambiguity, we have streamlined our EBITDA representations by reporting only Consolidated EBITDA.

All operating performance metrics are presented on a same-store basis1 (and highlighted in the color: orange), allowing for a more accurate reflection of business performance and comparability.

We remain committed to disciplined growth, operational excellence, clear communication and excited about the prospects for SAMHI.

Thank you for your continued support.

Ashish Jakhanwala

1: Refer to slide 43 for the list of same store hotels

Page 2

Q1FY26 Highlights

RevPAR1 ₹4,760 + 10.3% YoY

Total Income ₹2,873mn + 13.0% YoY

Consol. EBITDA ₹1,056mn +18.6% YoY

PAT2 ₹192mn + 353.8% YoY

www.samhi.co.in

Continued growth of key performance indicators & strong financial performance despite interruption in the month of May on account of geopolitical events

1: Based on same-store, i.e., excludes the Four Points by Sheraton, Chennai OMR sold in Feb’25, Trinity acquired in Oct’24, HIEX Greater Noida (reopened in Dec’24), HIEX Kolkata (opened in May’25), Caspia Delhi (discontinued operation) and Sheraton Commercial 2: PAT attributable to SAMHI is ~₹173mn and minority interest is ~₹19mn

Page 3

16.00%

14.00%

12.00%

10.00%

8.00%

6.00%

4.00%

2.00%

0.00%

YoY Revenue Growth %

13.6%

11.7%

4.2%

April'25

May'25

June'25

www.samhi.co.in

Growth affected due to geopolitical disruptions

Business performance in May 2025 was temporarily affected due to geopolitical events, leading to a short-term deviation

From June 2025, year-on-year performance metrics reverted to April 2025 levels, indicating a return to normal operating conditions

Page 4

www.samhi.co.in

Macro Dynamics

Fairfield by Marriott, Vizag (Lobby)

Fairfield Hyderabad All Day Dining

Robust commercial activity across key markets

www.samhi.co.in

Office market size1 (mn sq. ft.)

Net Absorption2

Current

Upcoming

Total of ~51 mn sqft

Total of ~9 mn sqft

Total of ~14 mn sqft

FY25

Q1FY25

Q1FY26

219

13.1

Bangalore

Hyderabad

137

Pune

Delhi NCR

158

Kolkata

Chennai

8.4

5.8

8.7

1.7

2.2

4 Key Markets (Bangalore, Hyderabad, Pune, Delhi NCR) captured ~62% of the total absorption in Q1FY26

Contribute ~77% to SAMHI’s Q1FY26 Asset Income

2.5

1.7

0.4

1.5

0.8

0.5

1.7

3.5

1.0

2.2

2.1

0.4

2.5

2.6

Mumbai

157

11.3

1: Source: JLL FY25 2: Source: Cushman and Wakefield Office Report Q1FY26

Page 6

Travel disruptions affected key cities due to geopolitical tensions

www.samhi.co.in

QoQ airline passenger growth (in mn)1

Q1FY26 change over Q1FY251

+5% YoY 75

18.5%

12.1%

9.6%

8.6%

8.1%

Due to geopolitical events and the Ahmedabad plane crash, airline passenger growth of major international airport hubs was impacted

1.7%

1.2%

3 2 Y F 1 Q

3 2 Y F 2 Q

3 2 Y F 3 Q

3 2 Y F 4 Q

4 2 Y F 1 Q

4 2 Y F 2 Q

4 2 Y F 3 Q

4 2 Y F 4 Q

5 2 Y F 1 Q

5 2 Y F 2 Q

5 2 Y F 3 Q

5 2 Y F 4 Q

6 2 Y F 1 Q

d a b a r e d y H

d a b a d e m h A

e r o a g n a B

a n n e h C

e n u P

a t a k l o K

a b m u M

1: Source: Airports Authority of India (AAI) Note: Includes the 10 key metro cities inc. Delhi, Mumbai, Bangalore, Hyderabad, Chennai, Kolkata, Ahmedabad, Pune, Goa and Kochi

-1.2% -1.4%

h e D

a o G

Page 7

www.samhi.co.in

Performance Summary

Holiday Inn Express, Greater Noida (Lobby)

Courtyard by Marriott Bangalore ORR Reception

Sustained Revenue and EBITDA Growth

www.samhi.co.in

FY2025

FY2026

Total Income

YoY growth

2,568

2,705

2,987

3,236

2,873

RevPAR Trend

33.5%

21.2%

9.3%

11.6%

13.0%

Consol. EBITDA

934

1,016

1,177

1,307

1,0564

+10% YoY

YoY growth

Depreciation

Finance Cost

PBT (excl. exceptional items)

PAT

43.7%

37.6%

15.5%

21.4%

18.6%

(299)

(556)

(288)

(291)1

(562)

(617)2

(290)

(553)

(291)

(506)

122

126

224

228

420

259

4593

1925

Q1'24 Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26

1. Depreciation Cost includes an additional depreciation of ₹ 5mn for Trinity Hotel in Bangalore, which was acquired in Oct’24 2. Interest Cost includes one-time non-cash impact of ₹65mn on account of refinancing a high-cost term-loan, which would result in an annual interest saving of ~₹160mn 3. Deferred tax asset creation impact considered in PAT 4. Includes the impact of one-time transaction expense of ~₹21mn relating to GIC JV, loss in Sheraton Commercial revenue due to its conversion to 42 apartments of ~₹18mn and loss due to sale of FPS Chennai OMR of ~₹3mn 5. PAT attributable to SAMHI is ~₹173mn and minority interest is ~₹19mn

Page 9

Double-digit RevPAR growth amid geopolitical headwinds

Segment wise RevPAR growth3 (Q1FY26 YoY)

www.samhi.co.in

+21% YoY

5,958

+15% YoY 5,088

+10% YoY

4,760

Upper Upscale & Upscale

Upper Mid-scale

11%

Mid-scale

+17% YoY

4,830

+20% YoY

4,248

+16% YoY

4,529

+13% YoY

4,276

+15% YoY

3,662

+16% YoY

3,782

Q1FY24

Q2FY24

Q3FY24

Q4FY24

1 Q1FY25

Q2FY25

Q3FY25

Q4FY25

Q1FY26

Despite some interruptions, our portfolio delivered strong RevPAR growth

1. Based on same-store, i.e., excludes the ACIC Portfolio acquired in Aug’23, and Caspia Pro, Greater Noida (which was under renovation and later reopened in Dec’24 as Holiday Inn Express) 2. Based on same-store, i.e., excludes the ACIC Portfolio acquired in Aug’23, Trinity acquired in Oct’24, HIEX Greater Noida (reopened in Dec’24 and Caspia Delhi (under renovation) 3. Based on same-store, i.e., excludes the Four Points by Sheraton, Chennai OMR sold in Feb’25, Trinity acquired in Oct’24, HIEX Greater Noida (reopened in Dec’24), HIEX Kolkata (opened in May’25), Caspia Delhi (discontinued operation) and Sheraton Commercial

Page 10

www.samhi.co.in

Q1FY26 - Total Income bridge

(amounts in ₹ mn, unless specified otherwise)

+9.1% YoY

222

(47)

+10.0% YoY

139

+13.0% YoY

2,486

2,734

2,873

Q1 FY25 Asset Income

Growth in Same Store

Growth from new openings

Loss due to sold/ discountinued operations

Q1 FY26 Asset Income

Corporate Income

Q1 FY26 Total Income

Recorded healthy same store growth of 9.1% with a total income growth of 13.0%

1. Q1FY25 Asset Income is adjusted for Caspia Delhi numbers. 2. Same-store excludes the Four Points by Sheraton, Chennai OMR sold in Feb’25, Trinity acquired in Oct’24, HIEX Greater Noida (reopened in Dec’24), HIEX Kolkata (opened in May’25), Caspia Delhi (discontinued operation) and Sheraton Commercial 3. Includes Trinity, HIEX Greater Noida and HIEX Kolkata 4. Includes Four Points by Sheraton, Chennai (OMR) and Sheraton Commercial

Page 11

Q1FY26 – Consol. EBITDA bridge

(amounts in ₹ mn, unless specified otherwise)

+10.4% YoY

(21)

+8.9% YoY

+18.6% YoY

www.samhi.co.in

947

1,031

1,056

Q1 FY25 Asset EBITDA

Growth in Same Store

Growth from new openings

Loss due to sold/ discontinued operations

Q1 FY26 Asset EBITDA

Net Corporate G&A (inc. ESOP)

Q1 FY26 Consol.EBITDA

Recorded strong flowthrough with same store EBITDA growth of 10.4% with a consol. EBITDA growth of 18.6%

Page 12

Operational Efficiency

Q1FY26 Bridge from Total Asset Income to Consol. EBITDA

www.samhi.co.in

(479)

(17.5%)

(251)

(9.2%)

2,734

(568)

(20.8%)

(179) (6.5%)

(129) (4.7%)

(36) (1.3%)

(61) (2.2%)

37.7% Asset EBITDA Margin

36.8%

Consol. EBITDA Margin

1,031

1,056

Asset Income

Payroll

Fixed

Variable

Utilties

Management Fees

Lease Rentals

Ownership Expenses

Asset EBITDA

Note: All values in ₹mn, unless specified otherwise

Net Corporate G&A (inc. ESOP)

Consol. EBITDA

Page 13

Segmentation Mix

www.samhi.co.in

Total Income Split by Segment (Q1FY26)

15%

43%

42%

On-going rebranding/ renovations to increase upscale share from ~42% to ~60% by FY2029, giving boost to our overall revenue per key

Upper Upscale & Upscale

Upper Mid-scale

Mid-scale

Page 14

Segment Performance

www.samhi.co.in

Stable: Y-o-Y change of +/-200bps;

Upward: Y-o-Y increase of between 200 – 700bps; Strong Upwards: Y-o-Y increase of more than 700bps; Downward: Y-o-Y decrease of between 200 – 700bps; and Strong Downwards: Y-o-Y decrease of more than 700bps

Upper Upscale & Upscale

Upper Mid-scale

Mid-scale

Individually stylized hotels catering to high-end business travelers. Provide extensive dining options and large social and meeting venues

Prototypical design for efficiency and scalability; cater to a wide spectrum of travelers. Can cater to medium sized meeting and social events.

One of the most efficient hotel products in market; highly scalable. Focus on high quality and affordable room and breakfast

Hotels

Rooms

Occupancy1 (%)

ARR1 (₹)

RevPAR1 (₹)

1,086

75%

10,122

7,576

2,189

74%

6,350

4,515

1,673

74%

3,638

2,684

1. Based on same-store, i.e., excludes the Four Points by Sheraton, Chennai OMR sold in Feb’25, Trinity acquired in Oct’24, HIEX Greater Noida (reopened in Dec’24), HIEX Kolkata (opened in May’25), Caspia Delhi (discontinued operation) and Sheraton Commercial

Page 15

www.samhi.co.in

Growth Projects

Courtyard by Marriott, ORR Bangalore (Lobby)

Fairfield Hyderabad All Day Dining

Continued asset recycling for effective capital allocation

FY23

FY25

FY26

https://encrypted-tbn0.gstatic.com/images?q=tbn:ANd9GcSWsllCHw4t_c_KNxq8tZFURh8dmIUPo4nX6tR0lHYM9BE6inXW

Asset Monetization

Four Points Ahmedabad

Fairfield Chennai (OMR)

Four Points Chennai (OMR)

Caspia Delhi

₹ 963 mn

₹ 535 mn

₹ 650 mn

Courtyard-Fairfield Bangalore (ORR)

Hyatt Regency Pune

Westin-Tribute Bangalore (Whitefield)

Asset / SPV Dilution

~₹7,500mn

www.samhi.co.in

Asset monetization of more than ₹2,100 million has been achieved at an average EV-to- EBITDA of ~20x

Raised additional ~₹7,500 million from GIC through minority dilution in selected SPVs

Company has active opportunities to redeploy capital. We continue to see investment opportunities at significantly higher RoCE/ yields.

Page 17

Internal growth projects to accelerate future growth

www.samhi.co.in

4,9481 current operational rooms Rebranding of 473 rooms and addition of 596 rooms through combination of expansion and

new opening to aid revenue expansion

Hotel

Segment

Growth Project

FY26

FY27

FY28

FY29

Holiday Inn Express, Greater Noida (Operating)

Mid-scale

Rebranding

Holiday Inn Express, Kolkata (Operating)

Sheraton, Hyderabad (Operating)

Holiday Inn Express, Whitefield, Bangalore

Sheraton, Hyderabad

Hyatt Regency, Pune

W, HITEC City, Hyderabad

Courtyard by Marriott , Pune

Mid-scale

Upscale

Mid-scale

Upscale

New Opening

Expansion

New Opening

Conversion from Four Points by Sheraton

Tribute Portfolio by Marriott, Whitefield, Bangalore

Upscale

Rebranding from Trinity

Tribute Portfolio by Marriott, Jaipur

Upscale

Rebranding from Four Points by Sheraton

133

113

Fairfield by Marriott, Sriperumbudur, Chennai

Upper mid-scale

Expansion

11 Westin, Whitefield, Bangalore

Upscale

New Opening

Note: This includes 142 rooms of Caspia Delhi as on 30th June’25

170

217

142

114

220

Page 18

www.samhi.co.in

Nagar Road, Pune (22 apartments under construction) Expansion

Artist impression, actual may vary

Page 19

www.samhi.co.in

Gachibowli, Hyderabad (42 apartments under construction) Expansion

Artist impression, actual may vary

Page 20

www.samhi.co.in

Courtyard by Marriott

Nagar Road, Pune (217 rooms rebranding) Under Renovation

Current Space

Page 21 Artist impression, actual may vary

www.samhi.co.in

HITEC City, Hyderabad (170 rooms) Under Development

Artist impression, actual may vary

Page 22

www.samhi.co.in

Westin & Tribute Portfolio

HITEC City, Hyderabad (142 rooms renovation & 220 new rooms ) Under Renovation & Development

Artist impression, actual may vary

Page 23

Established capacity to fuel growth

www.samhi.co.in

Portfolio

Same Store Assets1

Execution Pipeline

Consolidated Income

Consolidated EBITDA

FY25 Actuals

10,175

FY25 Proforma

10,175

1,049

Assuming FY2025 RevPAR & margins

5,125

~11,500

~4,430 (39% margin)

~15,300

~6,300 (41% margin)

Even assuming no growth in RevPAR from FY2025 levels, installed capacity to deliver a top line of ₹15,300mn with margins of ~41% - implied EBITDA of

~₹6,300mn

1: Excludes recently opened HIEX, Greater Noida and HIEX, Kolkata and assets currently under renovation/ rebranding: Caspia Delhi, FPS Jaipur, FPS Pune and Trinity Bangalore

Page 24

Positioned for revenue expansion

₹15,000 – 15,300mn Installed Capacity (FY25)

₹11,500mn FY25 Actual

www.samhi.co.in

New acquisitions using investible surplus

₹22,000 – 22,500mn Market Growth & Margin Expansion

Multiple levers in place to expand revenue base over FY25

Page 25

Large Corpus of Investible Surplus to Accelerate Growth

35,500

(6,400)

(3,000)

+ ~₹2,000mn from Asset Recycling

17,300

(8,800)

Basis current pipeline (includes maintenance capex)

EBITDA

Interest

Debt Repayments

Committed Capex

Investible Surplus

FY2026 – FY2030 Assumes 13-15% p.a. Revenue Growth CAGR

www.samhi.co.in

₹17,000mn+ Investible Surplus over the next 5 years

Growth through tactical M&A and long-term leases

Note: Above workings assume no tax leakage given large amounts of tax shield available across group SPVs; however, there may be some cash outflows for tax in few SPVs where tax shields are extinguished in the future

Page 26

Partnership with GIC for Upscale and higher hotel assets Commitment to invest ~₹7,500mn (~₹5,800 received) and acquire 35% in three of SAMHI’s subsidiaries (comprising the seed assets which include 4 operating hotels and 1 under-development)

www.samhi.co.in

External Growth Upscale Assets

Marquee Capital Partner

Upscale assets are capital intensive and with a strong partner in GIC, we have ability to grow this platform beyond the seed assets and accelerate our growth path beyond the current pipeline

Unlocks Free Cash Flow

Significant boost to future cashflows due to reduction in debt and part funding of Westin / Tribute Portfolio Bengaluru Whitefield capital expenditure by GIC

Network Effect & Governance

GIC brings unparalleled institutional capabilities and corporate governance standards for us to benefit from

Page 27

External Growth Mid-scale Assets

Continued focus on larger business districts

Target large scale assets with 200-400 room inventory to accelerate future revenue base and improve operating margins

Expansion through capital efficient lease model

Secure long-term leases with built-to-suit projects, modular large-scale hotels

Enhanced operating leverage through scale

Growth of the Fairfield by Marriott and Holiday Inn portfolios to allow for increased economies of scale through their respective cluster management leading to margin expansion

www.samhi.co.in

Page 28

www.samhi.co.in

Summary Financials

Holiday Inn Express, Kolkata (Common Area)

Sheraton Hyderabad

Financial Summary (Consolidated P&L)

Q1FY26 EBITDA was impacted by: • One time income of ~₹91mn on account of write-off of unamortized premium towards repayment of minority interest instrument in a subsidiary

• One-time SAMHI-GIC JV transaction expense: ~₹21mn • Loss in SHH Commercial revenue due to its conversion to 42 apartments: ~₹18mn Loss due to sale of FPS Chennai OMR: ~₹3mn

•

Also includes ESOP expense of ~₹24mn

This includes net P&L impact for Caspia, Delhi which has been recognized under “discontinued operations”

Total Income

Consolidated EBITDA

EBITDA Margin

Depreciation & Amortization

Finance cost

PBT (before exceptional items)

Exceptional Items Profit/ (Loss) from discontinued operations

PBT

Tax Expense

PAT Attributable to SAMHI Attributable to Minority Interest

Q1FY26

Q1FY25

Change%

2,873

1,056

36.8%

(291)

(506)

259

(28)

231

(39)

192 173 19

+13.0%

+18.6%

+366.6%

+353.8%

2,542

891

35.0%

(297)

(539)

(21)

42 42 -

Note: All values in ₹mn, unless specified otherwise. Please note that all figures for Q1FY26, Q1FY25 and FY5 have been adjusted for Caspia Delhi as the asset has been recognized under “discontinued operation”.

www.samhi.co.in

FY25

11,387

4,251

37.3%

(1,157)

(2,223)

872

(194)

(71)

607

248

855 855 -

Page 30

Financial Flexibility

Mar 31, 2024

Jun 30, 2024

Sep 30, 2024

Dec 31, 2024

Mar 31, 2025

Jun 30, 2025

www.samhi.co.in

Post Caspia Delhi Sale

18,242

18,626

18,788

20,643

19,669

14,345

13,695

3,681

3,810

4,045

4,204

4,434

4,5745

9.8%

9.7%

9.5%

9.4%

9.2%

4.9x

4.6x

4.9x

8.6%

8.5%

4.4x

3.9x

3.1x

2.7x

3.0x

2.5x

10.5%

10.0%

9.5%

9.0%

8.5%

8.0%

7.5%

7.0%

6.5%

6.0%

5.5%

Net Debt : EBITDA

Net Debt : EBITDA (Adjusted for Growth Capital)

Interest Rate

~1,990

~1,950

~1,960

~2,015

~1,900

~1,400

~1,350

Net Debt (₹ mn)

TTM EBITDA1 (₹ mn)

Net Debt : EBITDA

Annualized interest cost4 (₹ mn)

1. Excluding ESOP & One-time Expenses 2. Capital allocated towards W, HITEC Hyderabad, Trinity Bangalore, HIEX Greater NOIDA and HIEX Kolkata, HRP Apartments, Sheraton Rooms & Apartments, HIEX, Whitefield Bangalore and Hyatt Place Gurgaon Renovation 3. As on 5th August 2025 4. Does not include non-cash finance cost items such as interest on lease, EIR, etc. which are charged to P&L 5. Excludes Caspia Delhi EBITDA on TTM basis

Page 31

www.samhi.co.in

About Us

Renaissance, Ahmedabad (Lobby)

Renaissance Ahmedabad Lobby

Acquisition led strategy has delivered scale

• Short capex to revenue cycle due to

acquisition led approach

• Discount to replacement cost for long term

returns

• Long term variable leases to use capital more

efficiently

203

732

434

6,276

4,901

4,202

3,572

3,331

1,721

1,793

www.samhi.co.in

11,497

9,787

7,615

Consol Revenue 32% CAGR (10 yrs.)

4,434

Consol EBITDA pre ESOP 44% CAGR (10 yrs.)

FY12

FY13

FY14

FY15

FY16

FY17

FY18

FY19

FY20

FY21

FY22

FY23

FY24

FY25

Note: All values in ₹mn, unless specified otherwise

Page 33

Our portfolio spans across price points capturing a wide segment of travelers

www.samhi.co.in

Mid-scale

Upper Mid-scale

Upper Upscale & Upscale

Unique portfolio of assets with a 14 sq. mt. room but competing with much larger room products in the market

Bridge to high-end hotels. Maintain efficiency of Mid-scale but allow us to leverage the market opportunity

Individually curated hotels capturing the high-end travelers, MICE and local dining business

Low footprint and capex per key, coupled with high operating efficiency give us tremendous headroom to grow

Driven by conversions given complexities of development

Page 34

Upper Upscale & Upscale

5 Hotels +5 under development

1,086 Rooms

(+930 under development/ rebranding)

₹1,152mn Revenue (Q1FY26)

g n i t a r e p O

r e d n U

t n e m p o l e v e D

www.samhi.co.in

WESTIN HOTELS & RESORTS

TRIBUTE PORTFOLIO

Bengaluru

Pune

TRIBUTE PORTFOLIO

Jaipur

W HOTELS

Hyderabad

Page 35

Upper Mid-scale

15 Hotels

2,189 Rooms

(+86 under development and inc. 473 under rebranding)

₹1,167mn Revenue (Q1FY26)

www.samhi.co.in

Page 36

Mid-scale

12 Hotels

1,673 Rooms

(+56 under development)

₹415mn Revenue (Q1FY26)

www.samhi.co.in

Page 37

www.samhi.co.in

Upcoming Brands

W HOTELS

WESTIN HOTELS & RESORTS

TRIBUTE PORTFOLIO

Dominant share with leading operators

Our hotels operate under some of the most well recognized global hotel brands

This gives us access to loyalty programs, distribution and high degree of customer affinity

Marriott 1,801 66%

Hyatt 471 17%

IHG 415 15%

Unbranded 47 2%

Chart represents share of Q1FY26 Asset Income (in ₹mn)

Page 38

Team that built the business

12+ yrs In SAMHI

13+ yrs In SAMHI

14+ yrs In SAMHI

8+ yrs In SAMHI

www.samhi.co.in

Ashish Jakhanwala Chairman, MD & CEO

▪

Experience across hotel operations, design, consulting and investment Previously worked at InterGlobe Hotels (Director, Development) and Pannell Kerr Forster (Consultant)

12+ yrs In SAMHI

Rajat Mehra CFO

▪

Previously worked with Religare Corporate Services as an EVP - Finance

▪ CA with diploma in Management from IGNOU

1+ yrs In SAMHI

Sanjay Jain Senior Director, Corporate Affairs, Company Secretary and Compliance Officer

▪

Previously worked with Beekman Helix India and DLF B.Com from University of Delhi, Cost Acct. and CS

10+ yrs In SAMHI

Gyana Das EVP & Head of Investments

▪

Previously worked with InterGlobe Hotels

▪ Masters in City Planning;

IIT, Kharagpur & Bachelors in Architecture; NIT, Nagpur

1+ yrs In SAMHI

Tanya Chakravarty General Counsel

▪

Previously worked with Phoenix Legal and Unitech Bachelor’s degree in law from Army Institute of Law, Mohali

6+ yrs In SAMHI

Manish Bhagat VP - Finance

Ayush Singhal VP - Finance

Sangeeta Mohan VP – Asset Management

Gaurav Mishra GM – Asset Management

Nakul Manaktala VP – Investment

Page 39

Strong governance with highly experienced board members

www.samhi.co.in

Ashish Jakhanwala Chairman, MD & CEO

Manav Thadani Non-Executive & Non- Independent Director

• Accor • Interglobe Hotels • Pvt. Ltd. • Pannel Kerr

Forster Consultants Pvt. Ltd.

• Hotelivate Pvt.

Ltd.

• HVS Licensing

LLC

Ajish Abraham Jacob Non-Executive & Non- Independent Director

• Asiya Capital Investments Company K.S.C.P.

• Albazie & Co

(RSM)

• Ernst & Young

Michael David Holland Independent Director

Aditya Jain Independent Director

Archana Capoor Independent Director

Krishan Dhawan Independent Director

• Nexus Select Mall

• International

Management • Embassy Office

Parks Management Services Pvt. Ltd.

• Assetz Property Management Services Pvt. Ltd.

• JLL

Market Assessment (India) Pvt. Ltd. • PR Pandit Public Relations Pvt. Ltd.

• Chemplast Sanmar Ltd.

• Tourism Finance Corporation of India

• Birla Cable Limited • S Chand and Company Ltd.

• Sandhar

Technologies Ltd.

• Bank of America • Oracle India

Page 40

Historical Consolidated P&L Summary

Total Income (₹mn)

Consolidated EBITDA (₹mn)

PAT (₹mn)

11,497

9,787

7,614

6,276

3,331

1,793

2,873

1,720

4,258

2,606

2,879

1,056

218

-597

www.samhi.co.in

855

192

FY20

FY21

FY22

FY23

FY24

FY25

YTD FY26

FY20

FY21

FY22

FY23

FY24

FY25

YTD FY26

FY20

FY21

FY22

FY23

FY24

FY25

YTD FY26

Page 41

(2,999)

(2,346)

(3,386)

(4,433)

(4,777)

Historical Consolidated Quarterly P&L Summary

Total Income (₹mn)

Consolidated EBITDA (₹mn)

PAT (₹mn)

www.samhi.co.in

3,236

2,987

2,873

2,899

2,733

2,705

2,568

2,232

1,924

904

962

890

972

1,263

1,132

1,056

473

540

459

228

192

113

126

(835)

(880)

(744)

Q1'24 Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26

Page 42

Glossary

# Hotel Brand

City

Location

Operator

Segment

1 Hyatt RegencyTM 2 Renaissance 3 Sheraton 4 Courtyard by Marriott 5 Hyatt PlaceTM Four Points by Sheraton 6 Fairfield by Marriott 7 Fairfield by Marriott 8 9 Fairfield by Marriott 10 Fairfield by Marriott 11 Fairfield by Marriott 12 Fairfield by Marriott 13 Fairfield by Marriott 14 Holiday Inn Express 15 Holiday Inn Express 16 Holiday Inn Express 17 Holiday Inn Express 18 Holiday Inn Express 19 Holiday Inn Express 20 Holiday Inn Express 21 Holiday Inn Express 22 Holiday Inn Express 23 Holiday Inn Express 24 Fairfield by Marriott 25 Four Points by Sheraton 26 Fairfield by Marriott 27 Four Points by Sheraton 28 Fairfield by Marriott

Sub-total (Same Store Portfolio)

29 Caspia 30 Holiday Inn Express 31 Holiday Inn Express 32 Tribute Portfolio 33 Westin 34 W

Sub-total (Others)

Grand Total

Pune Ahmedabad Hyderabad Bangalore Gurugram Visakhapatnam Bangalore Bangalore Bangalore Coimbatore Chennai Pune Goa Ahmedabad Bangalore Pune Gurugram Pune Hyderabad Nashik Hyderabad Bangalore Chennai Hyderabad Pune Ahmedabad Jaipur Chennai

New Delhi Greater Noida Kolkata Bangalore Bangalore Hyderabad

Nagar Road SG Highway Gachibowli Outer Ring Road Udyog Vihar City Center Whitefield City Center Outer Ring Road Airport Sriperumbudur Kharadi Anjuna SG Road Whitefield Hinjewadi Sohna Road Pimpri Hi-tech City Ambad Banjara Hills Tumkur Road Thoraipakkam Gachibowli Viman Nagar Ashram Road City Square Mahindra World Centre

Shalimar Bagh Knowledge Park Rajarhat Whitefield Whitefield HITEC City

Hyatt Marriott Marriott Marriott Hyatt Marriott Marriott Marriott Marriott Marriott Marriott Marriott Marriott IHG IHG IHG IHG IHG IHG IHG IHG IHG IHG Marriott Marriott Marriott Marriott Marriott

SAMHI IHG IHG Marriott Marriott Marriott

Upper Upscale Upper Upscale Upscale Upscale Upscale Upper Mid-scale Upper Mid-scale Upper Mid-scale Upper Mid-scale Upper Mid-scale Upper Mid-scale Upper Mid-scale Upper Mid-scale Mid-scale Mid-scale Mid-scale Mid-scale Mid-scale Mid-scale Mid-scale Mid-scale Mid-scale Mid-scale Upper Mid-scale Upper Mid-scale Upper Mid-scale Upper Mid-scale Upper Mid-scale

Upper Mid-scale Mid-scale Mid-scale Upper Mid-scale Upper Upscale Upper Upscale

www.samhi.co.in

Operating Rooms 301 155 284 170 176 123 104 148 166 126 153 109 130 130 161 104 205 142 150 101 170 115 149 232 217 147 114 136 4,418 142 133 113 142 - - 530

Addition/ Renovation 22 - 42 - - - - - - - 86 - - - 56 - - - - - - - - - Rebranding - Rebranding - 206 - - - - 220 170 390

4,948

5,544

Page 43

Disclaimer

www.samhi.co.in

This presentation and the accompanying slides (the “Presentation”), which have been prepared by SAMHI Hotels Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment whatsoever. No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company.

This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded.

Certain matters discussed in this Presentation may contain statements regarding the Company’s market opportunity and business prospects that are individually and collectively forward-looking statements. Such forward-looking statements are not guarantees of future performance and are subject to known and unknown risks, uncertainties and assumptions that are difficult to predict. These risks and uncertainties include, but are not limited to, the performance of the Indian economy and of the economies of various international markets, the performance of the industry in India and world-wide, competition, the company’s ability to successfully implement its strategy, the Company’s future levels of growth and expansion, technological implementation, changes and advancements, changes in revenue, income or cash flows, the Company’s market preferences and its exposure to market risks, as well as other risks. The Company’s actual results, levels of activity, performance or achievements could differ materially and adversely from results expressed in or implied by this Presentation. The Company assumes no obligation to update any forward-looking information contained in this Presentation. Any forward-looking statements and projections made by third parties included in this Presentation are not adopted by the Company and the Company is not responsible for such third-party statements and projections.

The equity shares of SAMHI Hotels Ltd. were listed on National Stock Exchange of India Ltd. (NSE) and BSE Ltd. (BSE) on 22 September 2023. Accordingly, the unaudited standalone and consolidated financial results for the quarter ended 30 June 2025 has been drawn up in accordance with the requirement of Regulation 33 of the Listing Regulations.

Page 44

Company SAMHI Hotels Ltd. CIN: L55101DL2010PLC211816

Mr. Gyana Das Executive Vice President & Head of Investments compliance@samhi.co.in www.samhi.co.in

Investor Relations Advisors Strategic Growth Advisors Pvt. Ltd. CIN: U74140MH2010PTC204285

Ms. Ami Parekh / Mr. Rahul Agarwal +91-8082466052 / +91- 9821438864 ami.parekh@sgapl.net / rahul.agarwal@sgapl.net www.sgapl.net

Thank You

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