|
| 1 | +# India's Wide-Body Window |
| 2 | + |
| 3 | +> Where should Indian carriers deploy their next 100 long-haul aircraft, and can the India-Gulf corridor absorb them? A commercial aviation market entry case built on DGCA, Eurostat, IATA and World Bank data. The answer: compete with the Gulf hubs, do not fly more aircraft to them. Europe first, North America second, Gulf capacity roughly flat. |
| 4 | + |
| 5 | +Author: Anklesh Rawat. Licence: MIT. Published 2026. |
| 6 | +Canonical: https://india-widebody-window.vercel.app |
| 7 | +Mirror: https://doginfantry.github.io/india-widebody-window/ |
| 8 | +Source and data: https://github.com/DogInfantry/india-widebody-window |
| 9 | + |
| 10 | +Every figure below is computed inside the repository from committed data, or carries a |
| 11 | +source URL and pull date in the data dictionary. Modelled figures are labelled as modelled |
| 12 | +on the chart face and a test fails the build if one is published without that label. Where |
| 13 | +two agencies disagree the conflict is reported rather than resolved away. The analysis |
| 14 | +changed direction ten times and each change is written up with the commit it happened in. |
| 15 | + |
| 16 | +## The answer |
| 17 | + |
| 18 | +Compete with the Gulf hubs. Do not fly more aircraft to them. |
| 19 | + |
| 20 | +The India-Gulf corridor carries 50.9% of India's international sector traffic, 39.7M |
| 21 | +passengers in 2025, and is 4.1 times the size of India's entire direct Europe market. It is |
| 22 | +still the wrong place to put a wide-body, for three separate reasons. About 8.5M of those |
| 23 | +passengers a year are not going to the Gulf at all, they are connecting through Dubai, Doha |
| 24 | +or Abu Dhabi to somewhere else. The treaty room left at the two Gulf points with a published |
| 25 | +entitlement would absorb about 4% of the aircraft on firm order. And Gulf sectors are short |
| 26 | +enough that unit cost stays high, so the Gulf is the only corridor that cannot cover its own |
| 27 | +cost at IndiGo's achieved yield. Indian carriers win that traffic by flying past the Gulf, |
| 28 | +not to it: Europe first, North America second, Gulf capacity roughly flat. |
| 29 | + |
| 30 | +## Key figures |
| 31 | + |
| 32 | +- India international sector passengers, both directions, all carriers, 2025: 78.0M. Computed from DGCA. |
| 33 | +- Share of that traffic touching a Gulf point, 2025: 50.9%, which is 39.7M passengers. Computed from DGCA. |
| 34 | +- Share flown by Indian carriers, 2025: 45.9%, against 26.2% for Gulf carriers. Computed from DGCA. |
| 35 | +- Indian carrier share in 2015: 37.0%, against 32.7% for Gulf carriers. The premise reversed: Indian carriers are gaining, not losing. |
| 36 | +- IndiGo international passengers, 2025: 16.7M, against Air India's 10.7M. |
| 37 | +- IndiGo average international stage length, 2025: 2,643 km, against Air India's 5,316 km. |
| 38 | +- Passengers a year connecting through a Gulf hub to somewhere else: 8.5M. Modelled, and bounded below at 7.84M by IATA measurement, so the modelled figure is slightly conservative. |
| 39 | +- Firm wide-body order book: 140 aircraft, 80 Air India and 60 IndiGo, which is +78% on Indian carriers' current international capacity measured in ASK, and 1.94 times the growth needed to hold share. |
| 40 | +- Share of that order book the remaining Gulf treaty room could absorb: about 4%. |
| 41 | +- Yield headroom by corridor, 2025: Gulf -4.3%, South Asia -1.9%, East Asia +8.9%, Southeast Asia +11.2%, Africa +16.9%, Europe +21.3%, Oceania +29.5%, North America +31.5%. |
| 42 | +- India international passengers in 2030: a band of 96M to 109M across three independent methods. Reported as a band and never as an average, because the spread is the useful output. |
| 43 | +- India-Dubai seat entitlement already used: 88.8%. Abu Dhabi: 70.1%. The Gulf is not uniformly capped. |
| 44 | +- Gulf share of corridor revenue: 31%, against 52% of passengers. |
| 45 | +- IndiGo FY2026 EBITDAR margin: 17.8% as reported, and 27.3% excluding foreign exchange. Both figures must be read together or neither means anything. |
| 46 | +- Coverage of the target job posting: 82%, not 100%, and the missing items are named rather than engineered away. |
| 47 | + |
| 48 | +## Definitions that change the answer |
| 49 | + |
| 50 | +- Sector traffic counts a passenger on each leg. Origin-destination counts where the passenger is actually going. The Gulf is 50.9% of sectors and roughly 40% of origin-destination, and the eleven point gap is the connecting passenger. That gap is the case, not a discrepancy. |
| 51 | +- Capacity is measured in ASK, available seat kilometres, never in seats or aircraft. A seat is not capacity until you say how far and how often it flies, and this case turns on how far. |
| 52 | +- DGCA sums both directions and reports on a fiscal year. IATA counts departures only and reports on a calendar year. Comparing the wrong pair doubles the connect gap. |
| 53 | + |
| 54 | +## Sources |
| 55 | + |
| 56 | +- DGCA traffic statistics, via the community mirror at github.com/Vonter/india-aviation-traffic, ODbL. Five datasets, fresh to May 2026, pulled 2026-08-15. The spine of the analysis. |
| 57 | +- Eurostat avia_par, EU reuse policy. The European end of India-Europe routes, used to check DGCA from the opposite direction. The two agree to 2.6% across seven countries. |
| 58 | +- IATA, Aviation in India, free publication. India's departing international origin-destination split by region and by country. Route level data is a separate paid product. |
| 59 | +- World Bank Open Data, CC BY 4.0. Income, population and air travel propensity across twelve peer countries. |
| 60 | +- OurAirports, CC0. Airport reference data and coordinates. |
| 61 | + |
| 62 | +## Written analysis |
| 63 | + |
| 64 | +- [Storyline](https://github.com/DogInfantry/india-widebody-window/blob/main/docs/storyline.md): the client brief, the recommendation and the SCQA under it. |
| 65 | +- [Recommendation](https://github.com/DogInfantry/india-widebody-window/blob/main/docs/recommendation.md): five costed options, a roadmap, a nine row risk register and leading indicators. |
| 66 | +- [Pivot log](https://github.com/DogInfantry/india-widebody-window/blob/main/docs/pivot_log.md): ten documented changes of mind, each citing the commit it happened in. |
| 67 | +- [Hypothesis tree](https://github.com/DogInfantry/india-widebody-window/blob/main/docs/hypothesis_tree.md): the decomposition, including the branches still open. |
| 68 | +- [Methodology](https://github.com/DogInfantry/india-widebody-window/blob/main/docs/methodology.md): frameworks, limits, what the data cannot tell you, and a published claim that was retracted. |
| 69 | +- [Survey design](https://github.com/DogInfantry/india-widebody-window/blob/main/docs/survey_design.md): a conjoint instrument for the softest number in the case. Designed, not fielded. |
| 70 | +- [Data dictionary](https://github.com/DogInfantry/india-widebody-window/blob/main/data/data_dictionary.md): every field with its source, pull date and reliability grade. |
| 71 | +- [Coverage](https://github.com/DogInfantry/india-widebody-window/blob/main/docs/coverage.md): the job posting mapped to artifacts, gaps included. |
| 72 | +- [Alternative B](https://github.com/DogInfantry/india-widebody-window/blob/main/docs/alternative_b_datacenters.md): the case that lost, and why. |
| 73 | +- [Roadmap](https://github.com/DogInfantry/india-widebody-window/blob/main/ROADMAP.md): what is deliberately unfinished, separating paywalled from merely unbuilt. |
| 74 | + |
| 75 | +## Reading surfaces |
| 76 | + |
| 77 | +- [The site](https://india-widebody-window.vercel.app): the delivery layer, seven routes, 26 exhibits. |
| 78 | +- [The scrollytelling analysis](https://doginfantry.github.io/india-widebody-window/): eighteen charts, one scrolly step per claim. |
| 79 | +- [The deck](https://doginfantry.github.io/india-widebody-window/deck.html): one claim per screen. |
| 80 | +- [The print edition](https://doginfantry.github.io/india-widebody-window/report.html): the same analysis in reading order. |
| 81 | + |
| 82 | +## What would make this wrong |
| 83 | + |
| 84 | +The softest input is the Gulf six origin-destination share. No agency publishes it, so it is |
| 85 | +gated as unverifiable, corroborated at region level and bounded by measurement, and it is |
| 86 | +still the likeliest reason the recommendation fails. Wide-body lease rates are the largest |
| 87 | +unquantified cost and no free primary exists for them. Route level cross-checking against a |
| 88 | +second agency covers only 5.6% of India's international traffic, all of it Europe, because |
| 89 | +no Gulf authority publishes route statistics. |
| 90 | + |
| 91 | +## How to cite |
| 92 | + |
| 93 | +Rawat, A. (2026). India's Wide-Body Window: where should Indian carriers deploy their next |
| 94 | +100 long-haul aircraft, and can the India-Gulf corridor absorb them? |
| 95 | +https://india-widebody-window.vercel.app |
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