CAPA India

We recently released the mid-year update to our annual outlook for FY2025. However, there are a number of key issues that we're tracking very closely, which extend beyond the current financial year. Read more below.

What's the outlook for Indian airlines in the second half of FY2025? Find out more in our mid-year update below. We'll be releasing our update for Indian airports on 28-Nov. #IndianAviation

At our next online advisory briefing at 4pm IST tomorrow, Thursday 24 October, we’ll present the mid-year update to the CAPA India Aviation Outlook for FY2025, with projections for operating and financial metrics during the second half of this financial year. We’ll also share our perspective on the key strategic trends that we’re tracking beyond the next six months, including for example: - Supply chain challenges and their long-term impact - Changing dynamics of airline competition and profitability - Outlook for bilateral policy and market access - Changing of gears at IndiGo (InterGlobe Aviation Ltd) with the launch of business class and other initiatives - The likely competitive response to IndiGo by Air India Express - Progress of Air India Limited's transformation plan - Impact of the merger of Air India and Vistara - TATA SIA Airlines Ltd. - Airline multi-hub strategies and what they mean for airports - Pilot and skills shortages - Emergence of dual airport systems in the two largest metros and their impact on network planning - Industry capitalisation requirements Join us to understand where #IndianAviation is headed. Registration is complimentary at https://lnkd.in/g5vuuVhr CAPA India’s annual outlook leverages our 21 years of experience, during which time we have completed more than 1100 consulting and research assignments for 400+ clients across the aviation value chain. Our clients are able to benefit from this experience to better plan and prepare for success in the world’s fastest growing aviation market.

The inaugural CAPA India Digital Aviation Summit on 30-Sep & 01-Oct brought together some of the leading experts from airlines, airports, solutions providers and technology companies for two days of fascinating discussions on how digitalisation can drive genuine business transformation in the aviation industry.   For those that missed out, you can view some highlights below. Make sure to join us next year. In the meantime, we’ll be sharing video excerpts of the proceedings over the coming weeks. For any additional information email [email protected]   #IndianAviation #DigitalTransformation #Technology

At our next online advisory briefing at 4pm IST on Thursday 24 October, we’ll present the mid-year update to the CAPA India Aviation Outlook for FY2025, with projections for operating and financial metrics during the second half of this financial year. We’ll also share our perspective on the key strategic trends that we’re tracking beyond the next six months, including for example: - Supply chain challenges and their long-term impact - Changing dynamics of airline competition and profitability - Outlook for bilateral policy and market access - Changing of gears at IndiGo (InterGlobe Aviation Ltd) with the launch of business class and other initiatives - The likely competitive response to IndiGo by Air India Express - Progress of Air India Limited's transformation plan - Impact of the merger of Air India and Vistara - TATA SIA Airlines Ltd. - Airline multi-hub strategies and what they mean for airports - Pilot and skills shortages - Emergence of dual airport systems in the two largest metros and their impact on network planning - Industry capitalisation requirements Join us to understand where #IndianAviation is headed. Registration is complimentary at https://lnkd.in/g5vuuVhr CAPA India’s annual outlook leverages our 21 years of experience, during which time we have completed more than 1100 consulting and research assignments for 400+ clients across the aviation value chain. Our clients are able to benefit from this experience to better plan and prepare for success in the world’s fastest growing aviation market.

Each year in March, CAPA India prepares its annual aviation industry outlook for the upcoming financial year, supplemented by our mid-year update in October.   Our mid-year guidance for FY25 is closely aligned with our original forecast at the start of the year, continuing our 21-year track record of accurately projecting the outlook for the industry across operating, financial & strategic metrics, even in uncertain environments.   In March of this year we had projected that domestic traffic in FY25 would increase by 6.0-8.0% yoy, while international traffic would grow by 9.0-11.0%. In the six months to Sep-2024, domestic passenger numbers were up 6.5%, while international traffic has risen by 12.0%.   However, there is considerable uncertainty with respect to the operating environment during 2HFY2025: - Geo-political clouds are casting a significant shadow. The Russia-Ukraine conflict continues, with no end in sight, while tensions in the Middle East are rising. The direction of both conflicts could be influenced by the outcome of the US Presidential election, which remains uncertain. - Cost headwinds are resuming. The declining trend in oil prices during the last 6 months reversed in the last couple of weeks, with Brent Crude again having briefly touched USD80/barrel. Meanwhile the Indian Rupee crossed USD1=INR84 for the first time. - Q2 is traditionally a weak period for domestic traffic, but demand was more sluggish than expected. There has been some positive momentum in the last 2-3 weeks, but it remains to be seen whether this momentum continues through the festival season. - Supply chain issues have plagued the industry for some time but are becoming more serious. In addition to engines, they are now also impacting components and avionics. A significant number of aircraft remain on the ground and future delivery schedules remain compromised, with delays of 6-9 months being common. This is further compounded by industrial unrest at Boeing, creating uncertainty for both NB and WB capacity. - Airlines will need to deal with emerging pilot and other staffing shortages.  - SpiceJet Limited’s successful recapitalisation last month, which will facilitate its plans for rapid expansion from its currently truncated operations, will have an impact on competitive dynamics in the industry. - Due to capacity constraints and strong yields, airlines have enjoyed relatively positive financials during the last 18 months, with either record profits or at least significantly reduced losses. But will this environment continue? The long-term fundamentals for Indian aviation remain very strong, however, short-term challenges are expected in the coming months.     CAPA India will present its perspective on these critical strategic issues at our online advisory briefing on 24-Oct-2024. Registration is complimentary at https://lnkd.in/g5vuuVhr #IndianAviation

At the CAPA India Digital Aviation Summit tomorrow, 'Building sustainably profitable businesses through digitalisation' will be the theme of our fireside chat with Raman Kalra, Senior Partner, Business Transformation Services, IBM Consulting. The CAPA India Digital Aviation Summit will focus on how #technology can drive genuine business transformation and redesign, and deliver step changes in strategic and financial outcomes in the aviation industry. We will bring together C-Suite executives from across the aviation industry – those focused specifically on digitalisation initiatives e.g. CDOs/CIOs/CTOs, as well as those from across the business that will benefit from these initiatives e.g. CCOs, COOs, CFOs, CMOs etc. for a first-of-its-kind forum in India. For more information visit https://lnkd.in/gXU7nVDh #aviation #airlines #airports #travel #transportation #CAPAIndia #DigitalAviationSummit #DigitalTransformation #FutureofAviation #IndianAviation #CIDAS24

Collins Aerospace is a Technology Partner of the CAPA India Digital Aviation Summit taking place on 30-Sep and 01-Oct. The organisation is one of the world’s leading providers of #aerospace systems and services for commercial aircraft, enabling improved aircraft availability, maintainability and sustainability. It also offers integrated and intelligent airport solutions to improve operational efficiency and enhance the passenger experience. Tomorrow, on the first day of the summit, we’re very pleased to announce that Stephen Robinson, Managing Director Asia Pacific and Global Head Business Development for Airports, Air Traffic Solutions & Border Management, Collins Aerospace, will be speaking about ‘Digital transformation and the future of air travel’. The CAPA India Digital Aviation Summit will focus on how #technology can drive genuine business transformation and redesign, and deliver step changes in strategic and financial outcomes in the aviation industry. We will bring together C-Suite executives from across the aviation industry – those focused specifically on digitalisation initiatives e.g. CDOs/CIOs/CTOs, as well as those from across the business that will benefit from these initiatives e.g. CCOs, COOs, CFOs, CMOs etc. for a first-of-its-kind forum in India. For more information visit https://lnkd.in/gXU7nVDh #aviation #airlines #airports #travel #transportation #CAPAIndia #DigitalAviationSummit #DigitalTransformation #FutureofAviation #IndianAviation #CIDAS24

SITA is a global leader in enabling airlines and airport to benefit from the opportunities presented by #digitalisation, in areas as diverse as digital borders, biometrics, flight optimisation, self-service solutions, cloud computing, collaborative IT, AI, robotics and data-driven operational tools. Why is why we're delighted that SITA is not only a Presenting Sponsor of the CAPA India Digital Aviation Summit, but that Sumesh Patel, SITA's President Asia Pacific, will also join us to speak about ‘Leveraging the Opportunities for Seamless Travel’. The CAPA India Digital Aviation Summit will focus on how #technology can drive genuine business transformation and redesign, and deliver step changes in strategic and financial outcomes in the aviation industry. We will bring together C-Suite executives from across the aviation industry – those focused specifically on digitalisation initiatives e.g. CDOs/CIOs/CTOs, as well as those from across the business that will benefit from these initiatives e.g. CCOs, COOs, CFOs, CMOs etc. for a first-of-its-kind forum in India. Register at https://lnkd.in/gXU7nVDh or email [email protected] to become a sponsor or exhibitor at the summit. #aviation #airlines #airports #travel #transportation #CAPAIndia #DigitalAviationSummit #SITA #digitalborders #biometrics #flightoptimization #selfservice #cloudcomputing #collaborativeIT #AI #robotics #DigitalTransformation #FutureofAviation #IndianAviation #CIDAS24

#DigiYatra is a pioneering initiative that uses facial recognition technology to deliver a seamless, hassle-free experience for passengers at Indian airports. We are delighted that Suresh Khadakbhavi, CEO, Digi Yatra Foundation will join us at the CAPA India Digital Aviation Summit to speak about how the airport experience has been re-imagined using secure technology, and about the outlook for further innovation. To secure your place at the summit, register now at https://lnkd.in/g6RyDzzw or email [email protected] for remaining sponsorship and exhibition opportunities. #IndianAviation #CIDAS24 #DigitalTransformation #Digiyatra #biometrics