Air India losses look more like long-term restructuring costs than structural failure. India’s aviation market is attractive, but airline turnarounds typically take 5–7 years, so earnings drag may persist near term.
SIA’s high-price strategy can likely hold through 2026 due to premium branding and hub advantage, but industry capacity is returning. As competitors expand, yields may slowly normalise rather than collapse.
Overall: quality cyclical, not peak panic nor early-cycle bargain.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
