Desi Wall Street
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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