InterGlobe Aviation Ltd. Analyst Day Takeaways

Indigo remains well-positioned for growth with a focus on international expansion and fleet upgrades to 550+ planes by FY30. Analysts maintain a Buy rating despite near-term fuel price turbulence impacting FY27 capacity.

Key Takeaways

• 1.Indigo expects to reach 40% international capacity mix by FY30 from 32% in FY26, supported by A321 XLR and A350 aircraft deliveries.
• 2.Management projects a 18% CAGR in capacity over FY27E–30E despite single-digit growth in FY27 due to fuel price disruption.
• 3.Indigo remains the lowest cost producer; yield growth is expected to increasingly align with cost inflation over the medium term.

Table of Contents

• Investment Thesis - InterGlobe Aviation Ltd.
• Price Target Risks and Methodology - InterGlobe Aviation Ltd.
• Disclosure Appendix
• GS Factor Profile
• M&A Rank
• Quantum
• Disclosures
• Company-specific regulatory disclosures
• Distribution of ratings/investment banking relationships
• Price target and rating history chart(s)
• Regulatory disclosures
• Additional disclosures required under the laws and regulations of jurisdictions other than the United States
• Ratings, coverage universe and related definitions
• Global product; distributing entities
• General disclosures

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