Air India

IndiGo, Air India cut June-July domestic flights amid high jet fuel prices: sources

Reductions highlight the vulnerability of the South Asian nation’s aviation industry to external shocks

 CEO Campbell Wilson: “I’m going to be flexible for as long as it takes for them to find someone and make sure that we do a good transition.”

Airspace bans, Iran war, rising fuel costs: Air India CEO says successor will have ‘hands full’

Campbell Wilson said it was always clear that he would hold a four-year term, but would take steps to help his successor

State-owned refiners, including Indian Oil, are also discussing whether to raise jet-fuel prices in June by up to 25% for domestic flights, sources say.

Indian airlines plead with oil majors to postpone jet-fuel hikes

Their proposal is under consideration by the refiners, sources say

Boeing privately told Air India that the module containing the fuel switches was found to be “serviceable”, based on an e-mail seen by Reuters.

India to monitor Boeing fuel-switch test tied to Air India London incident, documents show

The testing renews the spotlight on the switches on Dreamliners that regulate the flow of jet fuel into a plane’s engines

Some analysts are concerned that SIA's core earnings are flattening.
BROKERS’ TAKE

SIA flying into turbulence from fuel costs, Air India losses, but dividends offer upside

Citi maintains a ‘sell’, while DBS Group Research and CGS International maintain ‘hold’

Air India, owned by Tata Group and Singapore Airlines, has never reported a profit since being sold by the government in 2022.
NEWS ANALYSIS

As Iran war jolts Air India, Lufthansa and Cathay pounce on fast-growing market

Foreign carriers gain share of international traffic from India

The Iran war compounds Air India's existing struggles following a fatal crash and airspace closures due to the border flare-up with Pakistan in 2025.

Air India weighs cost cuts, flight reductions as Iran war worsens financial struggles

The Indian carrier’s losses have dragged down earnings at SIA, which holds a 25.1% stake

The choice of a new CEO comes at a crucial time for Air India, which is grappling with heavy losses and heightened regulatory scrutiny.

Air India CEO search narrows to Singapore Airlines exec Kannan and insider Aggarwal: sources

The development suggests the search for a new CEO to lead India’s second-largest airline is nearing completion

Airlines are also grappling with a weakening rupee, which inflates US dollar-denominated expenses such as aircraft leases and overseas airport charges.

India airlines warn of flight suspensions as war drives up fuel cost

Fuel accounts for as much as 40% of an airline’s operating expenses

SIA has owned a 25.1% stake in Air India since the latter’s 2024 merger with Vistara.

SIA’s Air India intervention a ‘capability transplant’ crucial to its long-term play: analysts

External headwinds have likely pushed the break-even mark for Singapore Airlines’ investment towards 2030