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Hotels – Manthan – Samhi Hotels: Then versus Now

Published on 30 Apr 2026

We initiated on SAMHI IN in April-25. While the stock has remained relatively flat over last one year, three positive developments have unfolded in that time frame. In this edition of MANTHAN, we take you through those developments that have made the business model much more resilient. Which positive developments are we talking about and if the business model has turned resilient why has the stock under-performed? Read on to find out more.
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