AIR INDIA IS BROKEN: Why Air India Can Never Be Fixed? | Business Case Study
Think School investigates how Air India, bought back by the Tata Group, went from losing 19.2 crores a day under government ownership in FY21 to losing 42 crores a day in FY26 - despite Tata and Singapore Airlines infusing 9,558 crores, a 3,300 crore aircraft refit program, and the largest aircraft order in aviation history (470 aircraft). The video traces four traps: the Pakistan airspace closure after Operation Sindoor, which adds 2,500 km and 4.5 hours to Delhi-Chicago and has cost an estimated 4,000 to 5,000 crores; the product lottery created by merging Vistara into Air India; a hardware trap in which certified business-class seats come from a handful of suppliers and the $400 million retrofit is running two years late; and a 69-year-old inherited operating system, with Lok Sabha data showing 137 of 166 Air India aircraft having recurring defects. It closes with new CEO Tewolde GebreMariam's plan to turn Delhi into a sixth-freedom global hub on the Emirates model. FULL COVERAGE: the captions appear to cover the entire episode. All figures are as stated by the channel, not independently verified. Sponsor: Odoo. Nothing here is investment advice.
Executive Summary (TL;DR)
Think School reads supply chain reports, Boeing and Airbus order books and Air India's filings to answer one question: how can Air India lose 42 crores a day under the Tatas when it lost 19.2 crores a day under the government? The answer is four traps - a geopolitical detour around Pakistan's closed airspace that adds 2,500 km and 4.5 hours to Delhi-Chicago and has cost about 4,000 to 5,000 crores, a product lottery after the Vistara merger that killed willingness to pay, a hardware trap where certified seats and engines come from a handful of delayed suppliers, and a 69-year-old inherited operating system showing up as recurring defects in 137 of 166 aircraft. The hope is new CEO Tewolde GebreMariam, who turned Ethiopian Airlines into Africa's most profitable airline group, and his plan to make Delhi a sixth-freedom global hub on the Emirates model. FULL COVERAGE: the captions appear to cover the entire episode. All figures are as stated by the channel, not independently verified. Sponsor: Odoo. Nothing here is investment advice.