AERA ne public interest ko dhyan mein rakhte hue yeh decision liya hai. Global situation ki wajah se jet fuel ke prices bhut zyada badh gaye hain, jisse airlines ke operational costs badh gaye the. Is cut se IndiGo (InterGlobe Aviation), jo country ki sabse badi airline hai aur market ka lagbhag 60% share rakhti hai, use kafi madad milegi. Aaj is news ke chalte IndiGo ka stock bhi 0.5% upar dekha gaya, aur uska P/E ratio 35x aur market cap kareeb ₹1.2 trillion hai.
Lekin yeh good news sabke liye nahi hai. Airport operators ko isse revenue ka nuksan hoga. Adani Airports Holdings, jiska market cap ₹2.5 trillion aur P/E 85x hai, aur GMR Airports Infrastructure, jo ek mid-cap firm hai jiska market cap ₹250 billion hai aur filhaal losses mein chal rahi hai, inhe sidha impact hoga.
AERA ne yeh bhi kaha hai ki airports apna yeh loss aage ke 5 saal ke tariff period mein recover kar sakte hain. Lekin filhaal immediate cash flow par asar padega aur infrastructure projects mein thodi delay ho sakti hai. Indian aviation market prices ko lekar kafi sensitive rehta hai, isliye yeh step sector ko stable rakhne ke liye important hai.