
Desi Wall Street
February 22, 2025 at 02:28 PM
*AFCOM HOLDINGS LTD*
_Imp updates from concall_
*Currently operating 2 Aircrafts*
▪️1 Dry Lease Aircraft & 1 Quasi Charter
▪️Quasi Charter operations will end in March
▪️Quasi charter doing 3 schedules a week at 15 tons (Boeing 737-400)
▪️Dry Lease Aircraft doing 6 schedules a week with 22.5 tons capacity (Boeing 737-800)
*New dry lease aircrafts (Boeing 737-800)*
▪️2nd Aircraft ready (Should commence operations anyday)
▪️3rd Aircraft in March
▪️4th Aircraft in April
▪️5th Aircraft to be inducted in Q2
*From Q1FY26, co will be operating 4 dry lease aircraft vs 1 dry lease aircraft currently (Q4FY25)*
*Current capacity & potential scale up*
▪️Plans to fly 17-18 hrs/day vs 9 hrs/day currently
▪️Plans to schedule 7 flights per week vs 6 flights per week currently
*Considering new aircrafts & scale up in operations, capacity in FY26 will be more than 5x FY25 capacity*
*Demand is massive, while supply is limited*
Even with all 5 aircrafts operating at 97% utilization, co will be catering to only 5% demand
*Co plans to induct 4 Boeing 777 (Widebody aircrafts) next year*
▪️Will enable longer routes on international destinations
▪️Boeing 777 has load carrying capacity of ~105 tons (~5x Boeing 737-800 capacity)
▪️Capacity of 4 Boeing 777 Aircrafts will be equal to capacity of 20 Boeing 737-800 Aircrafts
*Fleet Size by 2026*
▪️Total 9 Aircrafts (5 Boeing 737 & 4 Boeing 777)
▪️Load carrying capacity (with Boeing 737s) will be ~112 tons vs 22.5 tons currently
▪️Thereafter, each Boeing 777 will add ~105 tons capacity
*_Revenues & Profits would not just grow, it will MULTIPLY_*
https://x.com/desiwallstreet/status/1893303227095097832?t=utZS_13F8E3w-dNabsYvgg&s=19
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