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Investor Presentation

InterGlobe Aviation Investor Presentation: Key Takeaways

Indigo reported Q1 FY27 revenue growth of 18.9% YoY but slipped into a net loss (PAT) of INR 2,380 million, driven by an 85.7% spike in fuel costs.

Highlights
Revenue growth18.9% YoY
MarginsEBITDAR margin dropped from 28.0% to 15.6%.
Order bookClosing fleet at 432 aircraft.
Demand visibilityYields improved 21.3%; ASK grew 2.9%.

Growth

Revenue rose to INR 256.1bn (+18.9%); however, PAT margins collapsed from 10.6% to -1.0% YoY.

Outlook

Expanding network with 432 aircraft (+16 YoY); focus on international destinations and strategic partnerships.

Risks

Massive 34.4% jump in total expenses, primarily fuel and currency volatility (95.02 INR/USD vs 85.29).

Last quarter's promises, checked

Delivered

  • Guided Q1FY27 capacity add 3-4% → delivered 2.9% (= BEAT)
  • Guided Q1FY27 unit revenue mid-teens growth → delivered 21.3% (= BEAT)
  • Targeted A321 XLR induction for long-haul → delivered 432 fleet including XLR (= BEAT)

Partly delivered

  • Targeted international ramp-up to 160 daily flights → delivered 7 new destinations but ASK only +2.9% (= PARTIAL)

Missed

  • Targeted CASK ex-fuel mid-to-high single digit growth → delivered 34.4% total exp spike (= MISS)
Source

Investor Presentation filed with BSE, NSE: INDIGO. Summary written with AI assistance from the document.

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InterGlobe Aviation Ltd: key numbers

Share price
₹4,940.00
Market cap
₹1,91,013 Cr
Revenue (annual)
₹84,962 Cr
Net profit (annual)
₹-2,392 Cr
P/E (TTM)
-39.8×Sector 29.0×
Promoter holding
41.57%+0.00% QoQ
FII holding
20.32%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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