Whalesbook
IndiGo Ka On-Time Performance Kaise Sudhra?
December 2025 mein jo mushkil din the na, jab 4,500 se zyada flights cancel hui thi flight duty rules ki wajah se, woh ab thodi theek ho gayi hain. Is wajah se March 2026 tak on-time flights 88.7% tak pahunch gayi, matlab almost 26% ka jump! Sirf March mein hi nahi, February mein bhi 80% ke upar tha. Govt ka order tha ki flights 10% kam karo, phir bhi airline ne operations sambhal liye.
Market Share Aur Competition Ka Scene
IndiGo abhi bhi market mein sabse aage hai, 63.3% market share ke saath. March mein inke 9.12 million passengers ne travel kiya. Air India Group 26.5% ke saath dusre number par hai, Akasa Air 5% aur SpiceJet 3.9% par. Par bhai, sabse badi tension hai jet fuel prices ki. West Asia mein jo chal raha hai, usse fuel prices 55-60% tak pahunch gaye hain operating costs ke. Isse airlines ko bahut pressure aa raha hai. IndiGo ke competitors bhi peeche nahi hain. Air India toh Vistara se merge ho raha hai aur 600 naye planes order kar raha hai. Akasa Air bhi tezi se fleet badha raha hai, 7 naye planes add kiye aur 226 Boeing 737 MAX order kiye hain. SpiceJet toh December quarter mein hi ₹269 crore ka loss dikha raha tha.
Analysts Kya Keh Rahe Hain?
Bahut saare analysts IndiGo ko buy karne ki salah de rahe hain, unka target price around ₹5,200-₹5,300 ke aas paas hai. Unko company ke international expansion aur fleet strategy par bharosa hai. Umeed hai FY26 se FY29 ke beech revenue mein 15% aur EBITDA mein 28% growth milegi. Lekin sector ke liye outlook filhaal aacha nahi lag raha, FY26 mein losses ho sakte hain fuel prices aur global uncertainties ki wajah se.