May 2024 India Update

Here is our monthly India update. We introduce a new face at Sarin & Co. and discuss IndiGo’s evolution from LCC to hybrid, the demise of Go First, and Air India’s slow progress.

Additionally, we use our India domestic data model to illustrate India’s rapidly maturing air travel market.  There are implications for India’s airlines – they need to upsize to MoM to handle the expected traffic growth. And, crucially, the case for Embraer adding a FAL in India is potentially bolstered if Indigo selects the E-175 for its regional plans.

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Addison Schonland Partner

Co-Founder AirInsight. My previous life includes stints at Shell South Africa, CIC Research, and PA Consulting. Got bitten by the aviation bug and ended up an Avgeek. Then the data bug got me, making me a curious Avgeek seeking data-driven logic. Also, I appreciate conversations with smart people from whom I learn so much. Summary: I am very fortunate to work with and converse with great people.

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