CAPA India regularly shares research and analysis through webinars across a diverse range of critical issues, based on global best practices and benchmarking.


  • THE EMERGENCE OF INDIAN MEGA-CARRIERS AND THEIR STRATEGIC IMPACT ON GLOBAL AVIATION

    THE EMERGENCE OF INDIAN MEGA-CARRIERS AND THEIR STRATEGIC IMPACT ON GLOBAL AVIATION

    May 25, 2023

    The Indian airline system now has two principal players – Air India Group and IndiGo – accounting for close to 80% of the domestic market. And both have the financial and intellectual capital to build genuine global airlines. These are mega-carriers in the making, with around 530 aircraft between them, and an order book of close to 970 (with more large orders expected to be placed in the near term).

    By FY2030, which is only six years away, these two airlines are expected to have a combined fleet of 1100-1200 aircraft. CAPA India expects that by then, IndiGo is likely to operate close to 700 aircraft, making it India’s first mega-carrier. While Air India is expected to have a fleet of almost 500 aircraft. These two carriers will rank among the largest in the world. This will have significant and strategic implications for the sector.

    1. What will the presence of two dominant carriers mean for industry competition, innovation, and profitability?
    2. What will it mean for Air India and IndiGo in terms of access to people and infrastructure?
    3. How well will these carriers be able to establish the organisation and governance structures required to operate at this scale?
    4. As these mega-carriers grow, they will gain increasing strategic influence, and in due course strategic power. What will this mean for operators across the aviation value chain, especially for private airports?
    5. The impact of the increased power of mega-carriers is first likely to be felt in the distribution space. Will this result in a greater focus on partnerships with the travel industry, especially with OTAs? Or is there likely to be a directional shift with a greater focus on direct distribution?
    6. What will the need for in-house and partly-captive engineering and maintenance infrastructure mean for third party Indian MROs in the medium to long term?
    7. What are the key systemic risks that are likely to emerge as a result of the presence of mega-carriers.
    8. What are the first steps that policy-makers and regulators should take to prepare for this scenario?

     

    To learn more about how the government and the industry need to start thinking from now about the deep market, sectoral and institutional impact of mega-carriers, join us for our next research briefing.

    *Requests for registration must be made using your official email address.

    *Submissions using generic addresses such as Gmail, Yahoo, Hotmail, etc. will not be processed. CAPA India reserves the right to accept or reject applications for this complimentary webinar.

    For any assistance regarding participation, please contact:

    CAPA India Marketing Karishma Sharma or Abhipsa Talwar marketing@capaindia.com +91 99999 74339, +91 98786 16161

     


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  • PROSPECTS FOR AIRPORT HUBS IN INDIA

    PROSPECTS FOR AIRPORT HUBS IN INDIA

    February 1, 2023

    This research briefing addressed questions such as:

    • What are the key success factors for an aviation hub?
    • Do Indian metro airports have the attributes to become global hubs?
    • Are Indian carriers in a position to be able to create genuine hubs?
    • What role do other stakeholders, such as governments and tourism, need to play?
    • How would India and Indian aviation gain from the development of hubs?
    • What is CAPA India’s proposed framework for aviation hub development?

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  • AVIATION POLICY FOR A USD20 TRILLION ECONOMY BY THE 2040S

    AVIATION POLICY FOR A USD20 TRILLION ECONOMY BY THE 2040S

    April 20, 2023

    Aviation policy, the associated regulatory framework and supporting institutional infrastructure (manpower, know-how, physical and digital), must be designed to be critical enablers of the sector, and in turn of the wider economy.

    India is expected to be a USD20 trillion economy by the 2040s. And its aviation sector is likely to be at least five times larger than it is at present. Such a step-change in the scale of operations will requite a long-term policy that is dynamic, and aligned with the vision and ambitions of the Government of India. The process of designing this policy architecture must start from now.

    For the last three years, CAPA Advisory has regularly advocated the need for an update to the National Civil Aviation Policy i.e. NCAP 2.0, to take into account 1) learnings from the pandemic and the realities of the post-COVID environment and 2) the strong projected growth in the coming decades.

    In this briefing, we will present recommendations and a roadmap for a long-term aviation policy. Key points to be discussed will include:

    • Policy review and learnings from 5 leading global markets.
    • Evolution of aviation policy in India since deregulation.
    • Review of sector-wise policy and associated challenges.
    • Recommendations for a policy roadmap to enable growth.
    • Positioning India as a leading, progressive and modern aviation system.

    Requests for registration must be made using your official email address. Submissions using generic addresses such as Gmail, Yahoo, Hotmail, etc. will not be processed. CAPA India reserves the right to accept or reject applications for this complimentary webinar.

    For any assistance regarding participation, please contact:

    CAPA India Marketing Karishma Sharma or Abhipsa Talwar marketing@capaindia.com +91 99999 74339, +91 98786 16161


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  • Strategic Restructuring & Turnaround of Airlines

    Strategic Restructuring & Turnaround of Airlines

    January 1, 2023

    CAPA India’s next research briefing will focus on another critical subject – ‘Airline Restructuring & Turnaround‘. We will present a best practice restructuring and turnaround framework which is designed to deliver enhanced results during, and post-implementation.

    Our research, both in India and globally, indicates that most restructuring exercises fall significantly short of their intended goals, and fail to deliver consistent results, or the envisaged return on investment. In fact, many restructurings result in weakened financials and break the morale and confidence of the board and management to attempt subsequent corrections.And there are some airlines – mostly government-owned – which are in perpetual restructuring.

    Outcomes are similar when it comes to turnaround (and here we define turnaround as ongoing implementation of, and adherence to the restructuring plan). With certain exceptions (which we will explore in more detail) carriers struggle to maintain the momentum required to genuinely turnaround. Goals are at times too short-term, driven by quarterly financial targets or the tenure of a CEO.

    Restructuring and turnaround efforts are sometimes also driven around the personality of leaders, rather than being institutionalised. Our research briefing will dive into the reasons for why this is the case.

    The result is that the majority of airlines, barring some of the larger operators, and smaller carriers that have carved out a clear niche, continue to struggle, but remain in business.

    Key topics discussed included:

    • Why do even successful airlines sometimes find themselves in situations which call for restructuring/turnaround?
    • Is it always external factors, or are there internal factors at play which lead an airline to such a situation?
    • Is there a way that airlines can avoid being in such situations?
    • Why do the majority of restructuring and turnaround attempts fail?
    • What are some of the key factors that lead to positive outcomes?

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  • Making Airline Planning Strategic to Success

    Making Airline Planning Strategic to Success

    December 1, 2022

    Key topics discussed included:

    Do airlines measure their plans, and plan what they measure?

    • What are the common pitfalls in the current approach to planning?
    • How can airlines overcome planning in silos?
    • Is there a secret sauce to planning?
    • How can airline planning be more effective and agile?
    • Why do business outcomes often diverge significantly from plans?
    • Can airlines plan for a VUCA world?

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  • A New Approach to Airline Frequent Flyer & Loyalty Programmes

    A New Approach to Airline Frequent Flyer & Loyalty Programmes

    November 24, 2022

    Key topics discussed included:

    • Understanding the key differences between loyalty and frequent flyer programmes (FFP)
    • The evolution of FFP over the last four decades
    • Why loyalty programmes have become so valuable over time
    • The architecture of a modern loyalty programme
    • What Indian airlines can learn from global best practices
    • The future of airline loyalty
    • A roadmap for Indian airlines to create successful loyalty programmes

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  • Optimising Airline Maintenance & Engineering

    Optimising Airline Maintenance & Engineering

    October 19, 2022

    Key topics discussed during this webinar included:

    • Where does India stand in the global MRO market?
    • How has the size and scope of MROs in India impacted the maintenance strategies of Indian carriers?
    • What is the true cost of maintenance for Indian carriers relative to what is reported?
    • How could Indian airlines have reduced their maintenance expenses?
    • What are the global best practices that could be adopted by Indian carriers?
    • How is the demand for maintenance services in India projected to grow over the next 10 years?
    • How does the MRO ecosystem need to evolve to better support Indian carriers?

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  • Digital Airline by Design

    Digital Airline by Design

    September 30, 2022

    Our previous research briefing presented our model for a Digital airline by design.

    Key topics discussed included:

    • Introduction to Digital by Design.
    • The evolution of travel and algorithmic enterprise.
    • How can digitalisation transform the aviation sector?
    • Where does the aviation sector stand today in terms of digitalisation?
    • What are the key features of a Digital by Design airline?
    • An overview of the core building blocks of a Digital by Design airline: eco-system, experience, data, sustainability and intelligence & automation.

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  • Redefining Aviation Risk

    Redefining Aviation Risk

    March 25, 2022

  • Future of Airport Economic Regulation in India

    Future of Airport Economic Regulation in India

    April 28, 2022