InterGlobe Aviation Limited – Investor Presentation Summary
Key Operational Highlights
- 880+ million customers served since inception
- 8th largest airline globally by number of departures
- 10th largest airline by fleet size globally
- Youngest fleet in the world amongst airlines with 100+ aircraft
- Technical Dispatch Reliability of 99.9% in FY26
- 500+ engine changes in last 1 year
- 1.9 million+ customers with reduced mobility assisted
- 17 million+ interactions through 6ESkai AI Chatbot with 92% containment rate
Key drivers of operational performance: Massive aircraft orderbook, digital capabilities, in-house engineering excellence, and scalable training infrastructure.
Financial Highlights
Revenue: INR 895 billion (USD 10.2 billion)
EBITDAR: INR 151 billion (USD 1.7 billion)
EBITDAR Margin: 18%
PAT: INR (24) billion (USD (0.3) billion)
PAT Margin: (3%)
YoY comparison: Revenue growth from INR 841 billion in FY2025 to INR 895 billion in FY2026
Drivers of financial performance: FX volatility impacting reported PAT, though ex-FX ex-exceptional PAT was INR 75 billion (9% margin)
Key Risks: Fuel volatility, foreign exchange volatility, supply chain disruptions, inflationary environment, regulatory & policy changes, macro-economic & geopolitical volatility
Geographical Revenue Split
- Domestic capacity share: 96% in FY2026, targeted to reduce to 60-70% by FY2030
- International capacity share: 4% in FY2026, targeted to increase to 30-40% by FY2030
Balance Sheet Snapshot
- Ownership model to form 30-40% of total fleet by FY30
Financial Health Insights: Strong revenue growth trajectory with 18% CAGR since 2016, maintaining operational profitability through cycles
Capex & Cash Flow Health
- Massive aircraft orderbook including 500 A320 Family ordered in 2023
- Doubled A350 order from 30 to 60 aircraft
- Investments in 14-bay in-house MRO for narrowbodies and widebodies
- c. 50% of C-checks done in-house
Investment Rationale: Focus on capacity expansion, international growth, and infrastructure development
Strategic & R&D Initiatives
- A321 XLR deployment for mid-haul international expansion
- Widebody aircraft for long-haul international routes
- Digitalization and AI adoption across operations
- IndiGo BluChip loyalty program with 11 million+ members
- Codeshare partnerships with multiple international airlines
Expected impact on growth: Target to double in size & scale by FY2030, access to 85-90% of world population with expanded fleet
Strategic Rationale: Expanding into high-growth international markets, reducing operational costs through scale efficiency
Industry Trends & Business Environment
- India's structural growth drivers: demographics reshaping consumption pattern
- Only 9% of Indians hold passports vs. 60%+ in United States
- 35 million+ Overseas Indians - largest diaspora in the world
- Gen Z will drive half of India's consumption by 2030
- Indian luxury market to grow by 20% CAGR till 2030
- India ranked amongst Top 10 wellness and medical tourism countries globally
Impact on Company: Growing demand for international travel, experiential spend, and premiumization supporting expansion strategy
Management Commentary & Growth Outlook
- Strategic Outlook: "Towards New Heights & Across New Frontiers"
- FY2030 Guidance: 40% international capacity share, double in size and scale
- Target to connect 85-90% of world population with expanded fleet capability
Risks and Opportunities: Navigating structural complexity with disciplined operational controls, layered hedging program for forex management
ESG Updates
- Fleet-driven efficiency delivering one of the lowest CO₂ emissions in the industry
- "Impactful DEI Program Award" at Bombay Chamber DEI Awards 2025
- Rank 1 in Aerospace, Aviation & Defence Sector at BW IMSC Awards 2026
Digital Transformation
- Investments in building digital capabilities for next-phase growth
- 6ESkai AI Chatbot handling 17 million+ interactions with 92% containment rate
- Unified distribution platform enabling global scale