Whalesbook
Campbell Wilson, jo Air India ke CEO the, 2026 mein apna tenure khatam karke company se ja rahe hain. Unki jagah kaun lega, is par Tata Sons decision lene ke kareeb hai, jismein Nipun Aggarwal jaise naam bhi discuss ho rahe hain. Wilson ne July 2022 mein privatization ke baad ye role sambhala tha, aur ab woh handover dekhenge jab company bade financial problems mein hai.
Sabse badi chinta FY26 ke liye loss forecast ki hai, jo ₹20,000 Crore ke paar jaane ki ummeed hai. Yeh number pehle ki predictions se kaafi zyada hai. Pichle saal FY25 mein bhi company ne ₹10,864 Crore ka substantial loss report kiya tha.
Aur yeh sirf Air India ka problem nahi hai, poore Indian aviation sector ki baat karein toh ICRA ke according, FY26 mein ₹17,000 se ₹18,000 Crore ka combined loss ho sakta hai. Industry ka outlook bhi negative chal raha hai.
Is loss ke peeche kai reasons hain. Sabse pehle toh fuel prices, khaas kar Aviation Turbine Fuel (ATF) prices, ek saal mein 18.2% tak badh gaye hain. West Asia mein chal rahi tensions ne isko aur badha diya hai.
Iske alawa, global conflicts ki wajah se kai countries ne airspace band kar diya hai. Isse Air India jaisi airlines ko Europe aur North America jaane ke liye lambe routes lene pad rahe hain. Yeh lambe routes matlab zyada fuel kharch, zyada crew overtime, aur overall operating costs mein heavy increase.
Financial struggles ke saath saath, operational issues bhi hain. June 2025 mein Ahmedabad mein hue fatal crash ke baad regulators ne crew fatigue aur training par warnings di hain. Yeh sab factors milkar airline ke liye kaam karna aur profit kamana bahut mushkil bana rahe hain.
Halaanki Tata Group Air India ko revive karne ke liye committed hai aur fleet upgrade par invest kar raha hai, lekin current losses aur bahari pressures ki wajah se break-even ka goal, jo pehle 5 saal mein set tha, woh ab bahut door lag raha hai. Naye CEO ke saamne yeh sabse bada challenge hoga ki woh is volatile market mein profit ka rasta kaise nikalenge.