Airbus market forecast for India. Presented by Joost van der Heijden Head of Airline Marketing India, South-East Asia, Japan & Africa

Transcription

1 Airbus market forecast for India Presented by Joost van der Heijden Head of Airline Marketing India, South-East Asia, Japan & Africa

2 The Airbus product line A380 Family A350 Family A330 Family A320 Family To end March 2012 Total sales include A330, A310 and A340 models Over 11,500 aircraft sold to 336 customers Order backlog of 4,500 aircraft AIRBUS S.A.S. All rights reserved. Confidential and proprietary document. Page 2

3 A strong partnership with Indian carriers Over 180 Airbus aircraft in service 7 th biggest Airbus operator country worldwide AIRBUS S.A.S. All rights reserved. Confidential and proprietary document. Page 3

4 2011: The year of the neo in India 222 A320neo + 30 current A320 ordered by Indian carriers IndiGo orders 150 A320neo (+30 A320) GoAir orders 72 A320neo A320neo: 15% less fuel burn AIRBUS S.A.S. All rights reserved. Confidential and proprietary document. Page 4

5 Air travel is a growth market World annual traffic (RPKs - trillions) ICAO total traffic Airbus GMF year world annual traffic growth 4.8% Air traffic has doubled every 15 years 4 2 Air traffic will double in the next 15 years Source: ICAO, Airbus AIRBUS S.A.S. All rights reserved. Confidential and proprietary document. Page 5

6 20-year demand for almost 27,800 new passenger and freight aircraft 20-year new deliveries of passenger and freight aircraft 19,170 single-aisle aircraft 6,920 twin-aisle aircraft 1,680 very large aircraft Market value of $3.5 trillion ~27,800 new aircraft Source: Airbus GMF Passenger aircraft ( 100 seats) Jet freight aircraft (>10 tons) AIRBUS S.A.S. All rights reserved. Confidential and proprietary document. Page 6

7 Asia-Pacific to lead in world traffic by 2030 World Traffic by airline domicile (RPK billions) 0 1,000 2,000 3,000 4,000 5,000 % of 2010 world RPK 20-year growth % of 2030 world RPK Asia-Pacific 2010 traffic traffic 28% 5.7% 33% Europe 27% 4.0% 23% North America 27% 3.3% 20% Middle East Latin America 20-year world annual traffic growth 4.8% 7% 5% 7.4% 6.1% 11% 6% CIS 3% 4.9% 4% Africa 3% 5.6% 3% AIRBUS S.A.S. All rights reserved. Confidential and proprietary document. Page 7

8 Global middle class is growing at a higher rate than the world s population growth Millions of people 5,000 4,000 4, X 2 3,000 2,000 1,000 1, , ,228 1, X 6 Other Asia-Pacific North America Europe ,900 7,600 27% 43% 59% 8,300 World population % of world population The Global middle class represents 4.9B people by 2030 Source: Kharas and Gertz, Airbus * Households with daily expenditures between $10 and $100 per person (at PPP) AIRBUS S.A.S. All rights reserved. Confidential and proprietary document. Page 8

9 India and China leading the global economic growth Evolution of GDP and consumer spending, average annual growth* 12% Real GDP (2005 US$) 10% 8% China India 6% Latin America Middle East Africa 4% Western Europe Australia 2% Japan United States Consumer spending (2005 US$) 0% 0% 2% 4% 6% 8% 10% 12% * Circle diameter approximately proportional to 2020 real GDP at PPP (2005 US$) AIRBUS S.A.S. All rights reserved. Confidential and proprietary document. Page 9

10 India will be the fastest growing country for air travel over the next 10 years 10-year international RPK growth Europe 6.9% Northern Africa 8.0% Middle East 6.6% Southern Africa 7.9% 12.1% CIS 4.8% PRC 11.9% Asia 8.3% Australia/NZ 5.6% North America 10.5% Annual RPK growth rate International 7.7% Domestic India 12.1% Total Traffic 8.7% Source: Airbus GMF 2011 AIRBUS S.A.S. All rights reserved. Confidential and proprietary document. Page 10

11 Average annual passenger traffic growth per city 20-year average annual growth in passenger traffic per city 0% 3% 6% 9% 12% * Cities with more than 12,500 passengers per month AIRBUS S.A.S. All rights reserved. Confidential and proprietary document. Page 11

12 GMF 2011 Highlights: India GMF 2011 key numbers and 20-year change for India India fleet forecast % change RPK (billion) % Passenger aircraft fleet 327 1, % New passenger aircraft deliveries - 1,020 - Dedicated freighters % New freighter aircraft deliveries Total new aircraft deliveries 1,043 Air traffic of Indian carriers to grow five-fold Source: Airbus GMF Note: Assumes Indian freight carriers regain 50% share on international markets to/from India by 2018 AIRBUS S.A.S. All rights reserved. Confidential and proprietary document. Page 12

13 20-year demand for 1,043 new passenger and freight aircraft 20-year new deliveries of passenger and freight aircraft 646 single-aisle pax aircraft 308 twin-aisle pax aircraft 66 very large pax aircraft 23 freighter aircraft 1,043 new aircraft Market value of $145 billion Source: Airbus GMF Passenger aircraft ( 100 seats) Jet freight aircraft (>10 tons) Note: Assumes Indian freight carriers regain 50% share on international markets to/from India by 2018 AIRBUS S.A.S. All rights reserved. Confidential and proprietary document. Page 13

14 India is one of the world s top 5 countries of new aircraft business volume Business volume of 20-year new passenger aircraft deliveries per country By number of pax aircraft 1 USA 5,389 2 PRC 4,041 3 Germany 1, India 1,020 5 UK UAE Brazil Russia Australia Ireland 588 By US$ value (billions) 1 PRC USA UAE India Germany UK Japan Brazil Australia Russia 72.8 AIRBUS S.A.S. All rights reserved. Confidential and proprietary document. Page 14

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