InterGlobe Aviation Limited — Investor Meet, 28-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

IndiGo reported FY25 revenue of INR 841 billion, up 18% YoY, crossing USD 10 billion. Net profit was INR 7,258 Cr with EBITDA at INR 21,250 Cr. Q4 net profit hit INR 3,068 Cr, driven by strong domestic/international demand. Passenger traffic rose 11% to 118.6 million; fleet added 67 aircraft, keeping it the youngest worldwide. The airline expanded to 41 international destinations, aiming for 40% international ASK by FY30.

Management highlighted improved on-time performance and cost leadership, expecting stable ex-fuel costs in FY26 with early double-digit capacity growth. Widebody leases and cargo expansion support international plans. Despite May’s geopolitical disruptions, demand is stabilizing. Moody’s investment grade rating and a final dividend of INR 10/share underline financial strength. Outlook is optimistic but cautious on yields and demand.