ilmscore | Why is IndiGo the ONLY profitable airline in India? Detailed analysis by Jinesh Joshi, PL Capital

Why is IndiGo the ONLY profitable airline in India? Detailed analysis by Jinesh Joshi, PL Capital

Published: 2024-10-20
Status: Available | Analyzed

Predictions from this Video

Total: 13
Correct: 0
Incorrect: 0
Pending: 13
Unrated: 0
Prediction
Topic
Status
Indigo aims to increase its international market share (measured by SKM) to 30% in the near term.
"their guidance is that the international SKM will be 30% in the near term"
INDIGO
Pending
Indigo plans to add one aircraft to its fleet each week, representing a capacity addition of 52 aircraft per year.
"they have given guidance of Rs 25 per annum that they will induct one plane each week"
INDIGO
Pending
Indigo's growth rate is projected to be between 16% and 17% annually for the next three years.
"for the next 2 The growth rate has been projected at 16 to 17 for 3 years"
INDIGO
Pending
Indigo, with its current fleet of 360-380 aircraft, expects to induct 52 new aircraft in the next 25 years (likely a typo, interpreted as within a specific timeframe, likely related to the projection).
"right now, if I talk about IndiGo's fleet size, they have about 360 to 380 aircraft in 25 years. They are expecting to induct 52 aircraft."
INDIGO
Pending
Aviation traffic in India is expected to grow due to ongoing infrastructure development.
"in terms of demand environment, I also feel that the aviation traffic is set to grow from here on given infrastructure development pan."
INDIGO
Pending
Indigo plans to increase its international capacity (SKM) to 30.
"International Taking SKM stock to 30"
INDIGO
Pending
Indigo operates on approximately 60 routes where it is the sole airline, giving it a monopoly position and better pricing power.
"out of the total routes that IndiGo operates, which is about 800 to 840 and roughly 60 per route, it is the only airline which is operating, so you are in a monopoly on those routes"
INDIGO
Pending
Indigo has an outstanding order book for approximately 1,000 aircraft, indicating anticipated demand over the next 5-7 years.
"IndiGo currently has about 1,000 aircraft in terms of outstanding order book."
INDIGO
Pending
Indigo projects its international capacity (SKM) to reach 30% in the near term.
"their guidance is that the international SKM will be 30% in the near term"
INDIGO
Pending
New airlines like Shankh Air and potentially Air Kerala are expected to enter the market.
"You might have some new players coming through, for example, very recently, Shankh Air is a new airline which is about to start operations. Air Kerala might start operations"
NA
Pending
The number of airports in India is expected to increase significantly from the current 150-170 to a higher number over the next five years.
"New airports are about to come up. So, there will be approximately 150 to 170 airports in India right now, which over the next five years are expected to increase meaningfully."
NA
Pending
The current count of wide-body aircraft in India is around 70.
"So, if I talk about wide-body planes, which have twin-aisles, they typically fly for longer routes, that count is currently around 70 in India."
INDIGO
Pending
Indigo's growth is expected to remain strong for the next 25 years and beyond.
"I think their growth even 25 years and beyond should be equally strong."
INDIGO
Pending