Toh bhaiyo aur beheno, Indian aviation sector ne FY2024-25 ka saal khatam kiya hai bade losses ke saath. Kul mila ke ₹5,289.73 crore ka nuksaan dekhne ko mila hai. Ismein sabse bada haath tha state-backed Air India Group ka, jinhone akale ₹9,808.12 crore ka loss report kiya hai. Air India khud ₹3,975.75 crore aur subsidiary Air India Express ₹5,832.37 crore ke nuksaan mein hain. Yeh sab dekh kar lagta hai ki industry kaafi mushkil mein hai.
IndiGo Ka Dhamaka!
Lekin iss andhere mein ek roshni ki kiran hai – apni pyari IndiGo! InterGlobe Aviation ne sabko hira diya aur ₹7,253.30 crore ka zabardast profit kamaya hai. Bhai, yeh kaise hua? IndiGo ne apni operational efficiency par focus kiya, fleet ko modern aur fuel-efficient rakha, aur costs ko control mein rakha. Yeh company 2007 se hi apni market share (around 62%) maintain kar rahi hai. Inka market cap ₹1.89 lakh crore se bhi zyada hai. Share price bhi is saal ab tak 10.2% badh gaya hai, aur pichle do saal mein toh 53.5% aur 48% ka return de chuka hai. Analysts bhi bullish hain aur 21% tak ka upside expect kar rahe hain.
Baaki Airlines Ka Kya Haal Hai?
Baaki companies ka haal thoda alag hai. Akasa Air bhi ₹1,986.25 crore ke loss mein hai. Alliance Air ne ₹691.12 crore ka deficit dikhaya, aur budget carrier SpiceJet bhi ₹55.67 crore ke nuksaan mein phansa hai. SpiceJet ka market cap sirf ₹3,382 crore hai aur unki book value negative hai, matlab liabilities zyada hain assets se. Inki sales bhi last 5 years mein zyada nahi badhi aur share price bhi 55% gir gaya hai. Analysts inko buy karne ki zyada salah nahi de rahe.
Market Dynamics Aur Future
India ka aviation market duniya mein sabse tezi se badhne wala market hai, jismein passenger traffic toh pre-pandemic level se bhi 11% upar hai 2024 mein. Government bhi airports par focus kar rahi hai aur infrastructure ko improve kar rahi hai. Lekin fuel prices aur operational costs hamesha ek challenge rehte hain. Airfares ab bhi government ne market pe hi chhod diye hain, yani demand aur supply ke hisaab se decide hote hain.
Air India Group ka bada loss privatization ke baad integration issues ki wajah se hai. SpiceJet ko long-term survival ke liye bade financial changes ki zaroorat hai. Jabki IndiGo apni modern fleet aur strategy se aage badh rahi hai, baaki companies ko purane aircrafts aur higher costs se ladna pad raha hai. Future mein bhi IndiGo ka growth continue hone ka chance hai, lekin baaki airlines ko apna performance sudharna hoga.