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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