Aviation
Aviation
SECTOR | 16 Jun 2023
ICICI Securities Limited
Beyond the sectoral tailwinds for IndiGo (Link), outlook for Q1FY24 earnings for IndiGo is strong on the back of 1) strong passenger growth seen in April/May (up 26% YoY); 2) lower ATF prices (down 11-15% between Q4FY23 and Q1FY24); 3) higher PLFs (91.5% in May’23) and 6) robust yields (we expect average yields to be 6% higher on QoQ basis.
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