Ready for takeoff? This collection features companies benefiting from India's surging air travel demand. From airlines experiencing record profits to the hotels, airports, and manufacturers supporting this boom, these stocks represent a market that's truly reaching new heights.
Published on July 2
India's aviation sector is experiencing a remarkable resurgence, with SpiceJet's 173% profit increase just the beginning. This rapidly growing market is primed for continued expansion as more Indians choose air travel.
This isn't just about the carriers themselves. From the airports handling more passengers to the hotels housing them and the manufacturers building new planes, multiple industries stand to benefit.
As one of the fastest-growing aviation markets globally, these stocks offer access to India's expanding economy and rising middle class, whose increasing travel appetite creates ripple effects across industries.
SpiceJet's record quarterly profit signals a powerful recovery across India's aviation sector. This theme captures companies across the entire value chain benefiting from increased passenger demand, operational efficiencies, and growing profitability in one of the world's fastest-expanding air travel markets.
This thematic collection offers exposure to the full aviation ecosystem in India. It includes not just airlines, but also airport operators, online booking platforms, aircraft manufacturers, and hospitality companies that all stand to gain from the sustained upswing in domestic travel.
These companies were carefully selected to represent every aspect of the aviation recovery. Each business has direct exposure to India's growing air travel market, from the airlines carrying passengers to the hotels housing them and the manufacturers supplying the aircraft needed for expansion.
Market capitalisation breakdown and investor takeaways for the 'Indian Aviation Soars' basket.
MMYT: $8.57B
BA: $164.28B
YTRA: $93.90M
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Part of Exinity Group 2015, serving over a million customers globally.
Earn 6% AER on uninvested cash with daily interest payments.
SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
BHP Group recently posted a massive earnings beat driven by record copper profitability, allowing the miner to raise its dividend to a four-year high. This performance highlights a structural shift toward electrification metals, creating opportunities for industrial equipment suppliers and competing copper producers.
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Boeing
BA
Current Price
$222.28
A healthier Indian aviation market, signaled by SpiceJet's profitability, leads to increased demand and new orders for aircraft, directly benefiting t...
A healthier Indian aviation market, signaled by SpiceJet's profitability, leads to increased demand and new orders for aircraft, directly benefiting this major manufacturer.
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Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+34.07%
On average, analysts expect assets in this group to grow 34.07% over the next year.
6 of 6 assets in this group are rated Buy by professional analysts.
