InterGlobe Aviation Limited — PPTs, 19-03-2025: Investor Presentation

**Financial Performance:** InterGlobe Aviation's latest financial highlights show a total income of ₹795 billion, reflecting an 18% year-over-year increase. The profit after tax stands at ₹150 billion, marking an 11% growth year over year. The company welcomed 113 million passengers, a 10% increase, while demonstrating operational efficiency with a fleet age of approximately 4.9 years. EBITDAR margins have returned to 24%, underscoring a robust post-COVID recovery.

**Future Outlook and Growth Drivers:** Management emphasizes a strategic focus on internationalization and revenue diversification as primary growth drivers. Plans for expanding the fleet to 600+ aircraft by 2030, alongside enhancing passenger capacity and exploring underserved markets, signal strong future potential in both domestic and international markets.

**Order Book and Operational Updates:** IndiGo maintains a solid aircraft order book, with deliveries scheduled until 2035, enhancing capacity flexibility. The company plans to introduce widebody aircraft, which will bolster international service capabilities and support rising demand.

**Analyst Q&A Insights (Detailed):**

- **Revenue and Profitability:** Analysts sought clarification on profit margins; management cited operational efficiencies and cost leadership strategies, particularly through a young fleet and optimized fuel consumption.

- **Market Position and Competitive Landscape:** In response to questions about competition, management highlighted strong market positioning driven by unmatched operational efficiency and an expansive network.

- **Operational Challenges or Risks:** Discussions revolved around fuel price volatility and supply chain dependencies; IndiGo remains confident in its risk mitigation strategies, including fuel hedging and agile operations.

- **Capex and Capital Allocation:** Analysts expressed interest in capital allocation trends, with management focusing on balancing growth investment and shareholder returns amid economic uncertainties.

- **Strategic Priorities and Long-Term Vision:** Management articulated a commitment to sustainability and innovation, aligning future strategies with emerging market trends, such as environmentally friendly aviation and customer experience enhancements.

**Market or Regulatory Updates:** Management noted an increasingly favorable regulatory environment that could support continued growth in the aviation sector, particularly with infrastructure investments across India.

**Strategic Focus Areas:** A clear theme of operational efficiency and cost leadership emerged, alongside a commitment to digital transformation and enhancing customer experiences.

**Investor Insight:** Given InterGlobe Aviation's strong financial health, proactive growth strategies, and market leadership, the company's position appears favorable, suggesting alignment with a 'buy' outlook among retail investors. However, ongoing challenges within the broader economic landscape warrant cautious monitoring.