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5.6 Latin American Commercial Aircraft Leasing Market Forecasts 215-225 Table 5.14 Latin American Commercial Aircraft Leasing Market & Submarket Forecasts 215-225 ($m, AGR %, CAGR %, Cumulative) Sales ($m) 214 215 216 217 218 219 22 221 222 223 224 225 215-25 Widebody A/C 35 36 37 38 389 398 48 419 431 443 455 466 4,519 AGR (%) 2.9 2.8 2.7 2.4 2.3 2.5 2.7 2.9 2.8 2.7 2.4 Narrowbody A/C 1,2 1,59 1,99 1,142 1,189 1,239 1,291 1,344 1,398 1,454 1,513 1,576 14,34 AGR (%) 3.8 3.8 3.9 4.1 4.2 4.2 4.1 4. 4. 4.1 4.2 Regional A/C 35 363 376 39 45 421 438 456 474 492 511 533 4,859 AGR (%) 3.7 3.6 3.7 3.8 4. 4. 4.1 3.9 3.8 3.9 4.3 ACMI / Wet Leasing 18 186 192 198 25 213 221 228 235 243 253 264 2,438 AGR (%) 3.3 3.2 3.1 3.5 3.9 3.8 3.2 3.1 3.4 4.1 4.3 Total Sales 1,9 1,968 2,37 2,11 2,188 2,271 2,358 2,447 2,538 2,632 2,732 2,839 26,12 AGR (%) 3.6 3.5 3.6 3.7 3.8 3.8 3.8 3.7 3.7 3.8 3.9 CAGR (%) 215-2 3.7 22-25 3.8 CAGR (%) 215-25 3.7 Figure 5.41 Latin American Commercial Aircraft Leasing Market & Submarket Forecasts 215-225 ($m, AGR %) Sales ($m) 3, 2,5 2, 1,5 1, 5 5 4 3 2 1 Latin American AGR (%) 214 215 216 217 218 219 22 221 222 223 224 225 Year Widebody A/C Narrowbody A/C Regional A/C ACMI / Wet Leasing Latin American Market AGR Page 266
5.7.3 C.I.S. Commercial Aircraft Leasing Market Major Contracts & Programmes Table 5.19 C.I.S. Commercial Aircraft Leasing Market Major Contracts & Programmes (Date, Company, Country, Details) Date Company Country Details March 21 April 21 May 21 June 21 June 21 21 21 21 March 211 AWAS Aviation Capital Ukraine Ukraine announced that it has delivered a new Airbus A33 aircraft to Aeroflot under announced that it has signed a new lease agreement with Yakutia Airlines for a Boeing B737 aircraft. announced that it has established a joint venture with Avolon which owns three of 's A33-2 aircraft on long-term leases with Aeroflot. and Avolon will each contribute 5% of the equity required for this joint venture. will continue to manage the aircraft and the related leases. announced that it has delivered a new Airbus A33 aircraft to Aeroflot under announced that it has delivered a Boeing B737 aircraft to Yakutia Airlines under signed a new lease agreement with Orenair for a Boeing B737-8 aircraft. AWAS announced that it has delivered a Boeing B767-3ER aircraft on lease to Nordwind Airlines. announced that it has signed a new lease agreement with Donbassaero for an Airbus A32 aircraft. announced that it has delivered an Airbus A32 aircraft to Donbassaero under Page 298
7. Expert Opinion 7.1 AviaAM Leasing AB AviaAM Leasing is a Warsaw Stock Exchange (WSE) listed global aviation holding company engaged in commercial aircraft acquisition, leasing and sales. The company specialises in mainline narrow-body aircraft as well as highpotential regional jets with major focus on the following markets: Europe, Middle East, C.I.S. and Asia-Pacific. Partnership with a WSE listed sister company Avia Solutions Group, which operates more than 2 subsidiaries globally, provides AviaAM Leasing in a unique platform to structure onestop-shop aviation business solutions. The following interview was conducted in July 215. The interviewee from AviaAM Leasing AB, Mr Tadas Goberis is the Chief Executive Officer. Visiongain would like to thank Mr Tadas Goberis and AviaAM Leasing AB for their cooperation and contribution. 7.1.1 AviaAM s Involvements in Commercial Aircraft Leasing Sector Visiongain: Could you outline your company s involvement in the commercial aircraft leasing market? Mr Tadas Goberis: Over the past six years AviaAM Leasing participated in different projects (consulting, leasing, structuring transactions, trading and brokerage) of more than 25 commercial and business jets with a total value exceeding US$ 5 billion. We have been working with Air China, ING Bank, ICBC, BBAM, ORIX Aviation, SMBC, PrivatAir, STLC, Aeroflot, Icelease, Middle East Airlines and other partners and clients. Our customers recognise our flexibility and fast decision making which leads to an outstanding performance of the company. In 214, our revenue reached USD 12.7 million with net profit over USD 22 million. In addition, two years in a row (212-213) the company was ranked amongst the world s TOP5 aviation leasing companies as well as the world s #1 aviation leasing company with the highest lease yield on portfolio rating (Airfinance Journal). Page 318
8.3 Air Lease Corporation (ALC) Table 8.8 Air Lease Corporation Company Overview 215 (Total Company Revenue $m, Net Income $m, Net Profit Margin %, Total Asset Value $m, Fleet Size Unit, Revenue from Aircraft Rental Market $m, % Revenue From Aircraft Rental Market, Global Market Share %, HQ, Ticker, IR Contact, Website) FY214 Total Company Revenue ($m) 1,5.5 Net Income ($m) 256. Net Profit Margin (%) 24.4 Total Asset Value ($m) 1,774.8 Fleet Size (Unit) 235 Revenue from Aircraft Rental Market ($m) 991.2 % Revenue from Aircraft Rental Market 94.4 Global Market Share (%) 3.5 Headquarters Ticker IR Contact Website Los Angeles, California, USA NYSE: AL Mr Ryan McKenna, VP Strategic Planning & IR Email: rmckenna@airleasecorp.com www.airleasecorp.com 8.3.1 Air Lease Corporation Total Company Revenue 21-214 Figure 8.1 Air Lease Corporation Total Company Revenue FY21-214 ($m, AGR %) Revenue ($m) 1,2 1, 8 6 4 2 6 5 4 3 2 1 AGR (%) FY21 FY211 FY212 FY213 FY214 Year Revenue AGR % * Financial Year ends 31st December Page 35