INDIGOBSEInterGlobe Aviation LtdMediumNeutral
Announced Fri, 29 May · 16:29 IST

InterGlobe Aviation Limited has informed the Exchange about Investor Presentation

Investor Communications View source PDF

INDIGO · price

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Price reaction · full curve 14 horizons · vs prior close
+1.2%1-day move
₹4420.00
prior close
₹4525.00
base price
After-mkt
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+1.0+1.2+0.4+0.0+1.2+2.9+2.3+1.2-1.0+2.4+13.5+21.9
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AI summary

InterGlobe Aviation (Indigo) reported FY26 total income of INR 895 billion, up 6.4% YoY, with Q4 FY26 income at INR 238 billion. However, the company posted a FY26 PAT loss of INR 23.9 billion compared to a profit of INR 72.6 billion in FY25. The sharp reversal was driven primarily by a massive INR 89.8 billion forex loss (rupee fell to 94.56/USD vs 85.50 a year ago), INR 18 billion in one-time exceptional items (new labour codes and operational disruption costs), and cost pressures. Excluding forex and exceptional items, adjusted PAT was INR 57.1 billion. EBITDAR margin contracted sharply to 9.9% in Q4 (from 31.4% a year ago) and 17.8% for FY26. The company holds INR 517 billion in cash and has approved prepayment of up to USD 450 million of finance lease obligations to its WOS for aircraft asset acquisition.

Likely market impact

The steep forex loss and one-time costs masked underlying operational strength; ex-forex EBITDAR margin of 27.3% shows solid core performance. However, the reported loss and margin contraction signal cost headwinds, which could weigh on near-term investor sentiment despite a healthy cash position and fleet growth.