{"id":89663,"date":"2026-05-15T00:00:00","date_gmt":"2026-05-15T00:00:00","guid":{"rendered":"https:\/\/enterpriseam.com\/mena-india\/?p=89663"},"modified":"2026-05-15T10:43:26","modified_gmt":"2026-05-15T10:43:26","slug":"foreign-carriers-take-a-record-share-of-indias-international-flights-as-air-india-pulls-back-from-long-haul","status":"publish","type":"post","link":"https:\/\/enterpriseam.com\/mena-india\/2026\/05\/15\/foreign-carriers-take-a-record-share-of-indias-international-flights-as-air-india-pulls-back-from-long-haul\/","title":{"rendered":"Foreign carriers take a record share of India\u2019s international flights as Air India pulls back from long-haul"},"content":{"rendered":"<p style=\"padding:0;margin:0;line-height:1.15;orphans:2;widows:2;text-align:left\"> <strong>The Iran war and the ensuing fuel shock are jolting India\u2019s international <\/strong><strong>aviation model.<\/strong> Air India is pulling back from long-haul routes; foreign carriers \u2014 European, Asian, and Gulf alike \u2014 are moving fast to fill the gap; and the country\u2019s dependence on foreign hubs for westbound traffic is deepening rather than easing. <\/p>\n<p style=\"padding:0;margin:0;line-height:1.15;orphans:2;widows:2;text-align:left\"><strong>By the numbers:<\/strong> Foreign airlines\u2019 share of scheduled international flights from India rose to 58.4% between March-May from 51.2% a year earlier, while Air India scheduled 6.4k international flights from India, down 17.5% y-o-y, <a target=\"_blank\" href=\"https:\/\/www.reuters.com\/world\/india\/iran-war-jolts-air-india-lufthansa-cathay-pounce-fast-growing-market-2026-05-14\/\" style=\"\">Reuters<\/a> reports. Dubai, Doha, and Abu Dhabi have long acted as one-stop connectors for Indian passengers flying to Europe, North America, and Africa \u2014 and despite the war, that model is stressed rather than broken. <\/p>\n<p class=\"tag-border-left\">Where the share is moving<\/p>\n<p style=\"padding:0;margin:0;line-height:1.15;orphans:2;widows:2;text-align:left\"><strong>European and Asian networks are seeing the first gains.<\/strong> Swiss Air scheduled 247 flights from India in March-May, up 39% y-o-y, while KLM scheduled 294 flights, up 19.5%. Cathay Pacific scheduled 588 India-Hong Kong flights, up 19%, as some India-origin passengers who earlier connected through the Middle East shifted to Hong Kong for US travel. Emirates kept its India-origin schedule steady at 2.2k flights.<\/p>\n<p style=\"padding:0;margin:0;line-height:1.15;orphans:2;widows:2;text-align:left\"><strong>The shock is not India-specific.<\/strong> <a target=\"_blank\" href=\"https:\/\/www.bloomberg.com\/news\/articles\/2026-04-04\/the-iran-war-is-reshaping-global-aviation?srnd=phx-india-v2\" style=\"\">Bloomberg\u2019s analysis of Flightradar24 data<\/a> showed daily international widebody flight volumes across 21 major airlines fell to around 2.1k flights a day after the war began, from about 2.7k before the conflict. Middle East carriers lost 56% of their Asia operations, or more than 5k flights, while Western airlines added 677 flights to Asia and captured around 12% of the lost capacity, aviation expert Ajay Awtaney tells EnterpriseAM. <\/p>\n<p style=\"padding:0;margin:0;line-height:1.15;orphans:2;widows:2;text-align:left\"><strong>But the rerouting doesn\u2019t solve India\u2019s aviation problem.<\/strong> \u201cInstead of going through Dubai or Doha, some passengers may go through Frankfurt, London, Paris or Amsterdam,\u201d Awtaney says. \u201cSo, from a passenger point of view, yes, there may be options. But from an Indian airline point of view, the traffic is still not necessarily staying with Indian carriers.\u201d <\/p>\n<p style=\"padding:0;margin:0;line-height:1.15;orphans:2;widows:2;text-align:left\">\n<p class=\"tag-border-left\">Why Air India is bearing the brunt <\/p>\n<p style=\"padding:0;margin:0;line-height:1.15;orphans:2;widows:2;text-align:left\"><strong>The shift follows <\/strong><strong><a target=\"_blank\" href=\"https:\/\/enterpriseam.com\/mena-india\/2026\/05\/13\/this-afternoon-indias-import-shift-drives-explosive-growth-in-oman-crude-shipments\/\" style=\"\">Air India\u2019s plan to cut about 100 international flights<\/a><\/strong><strong> a day for three <\/strong><strong>months from June.<\/strong> Air India\u2019s scheduled India-US flights fell 77.4% y-o-y in March-May, while Europe flights declined 5.1%. Some US routes now take nearly five hours longer due to airspace restrictions, hurting non-stop long-haul economics. The airline has suspended Delhi-Chicago and reduced several US services for June-August, after earlier stopping Delhi-Washington and Bengaluru and Mumbai-San Francisco routes.<\/p>\n<p style=\"padding:0;margin:0;line-height:1.15;orphans:2;widows:2;text-align:left\"><strong>Fuel is the sharper margin risk:<\/strong> Jet fuel rose to USD 162.89 \/ bbl in the week ending 8 May from USD 99.40 \/ bbl at end-February. Airlines either pass higher costs through fares \u2014 hitting demand \u2014 or absorb them and take the hit on margins. \u201cIt becomes a very difficult situation, especially when the same flight is also taking longer because of rerouting,\u201d Awatney said, citing a recent Delhi-Germany flight that took 12 hours instead of nine after the aircraft had to fly out through Gujarat and skirt the Middle East. ICRA estimates that Indian aviation could post a net loss of INR 170-180 bn in FY 2026, with fuel accounting for 30-40% of airline operating expenses and 35-50% of operating costs linked to the USD. <\/p>\n<p style=\"padding:0;margin:0;line-height:1.15;orphans:2;widows:2;text-align:left\"><strong>India\u2019s bigger constraint is fleet depth<\/strong>. Awtaney said India has about 50 or fewer widebody aircraft capable of flying long-haul routes, while Middle East hub carriers such as Emirates operate hundreds of long-haul aircraft built around transfer traffic. \u201cThere is not enough capacity built in India yet to discourage people from traveling via the Middle East. So, that dependence will continue for a few more years,\u201d he said. <\/p>\n<p style=\"padding:0;margin:0;line-height:1.15;orphans:2;widows:2;text-align:left\"><strong>India\u2019s airport strategy is moving in the right direction<\/strong> \u2014 Delhi and Mumbai are being positioned as stronger hubs, and Air India and IndiGo have more aircraft on order. But a hub needs more than terminal capacity: it needs widebody aircraft, coordinated flight banks, transfer infrastructure, bilateral rights, interline depth and enough long-haul routes to retain traffic that currently flows through Gulf and European hubs.<\/p>\n<p style=\"padding:0;margin:0;line-height:1.15;orphans:2;widows:2;text-align:left\">\n<p class=\"tag-border-left\">The Gulf still holds<\/p>\n<p style=\"padding:0;margin:0;line-height:1.15;orphans:2;widows:2;text-align:left\"><strong>The Gulf remains central to India\u2019s outbound market despite the near-term shift to European and Asian alternatives.<\/strong> Emirates, Qatar Airways and Etihad Airways have added Indian capacity over the past 18 months, while Dubai, Doha and Abu Dhabi remain key one-stop hubs for Indian passengers traveling West. Air India\u2019s first round of cuts has spared the Gulf; the next test is whether Indian carriers can hold that corridor capacity if fuel costs stay elevated. <\/p>\n<p style=\"padding:0;margin:0;line-height:1.15;orphans:2;widows:2;text-align:left\"><strong>\u201cI would still look at this as a short-term disruption rather than a permanent shift,\u201d<\/strong> Awtaney says. \u201cThese carriers have not given up on being global hubs. Once the situation stabilises, they will come back strongly, and they will probably use pricing also to bring traffic back through Dubai, Doha and Abu Dhabi.\u201d<\/p>\n<p style=\"padding:0;margin:0;line-height:1.15;orphans:2;widows:2;text-align:left\"><strong>Why it matters: <\/strong>The fuel shock is redistributing India-origin international traffic, not just cutting Air India\u2019s schedule. If Indian carriers pull back while European, Asian and Gulf carriers hold or add capacity, India\u2019s outbound growth stays tied to foreign hubs. The corridor test is whether the next round of cuts stays limited to long-haul routes or starts hitting Gulf and onward-connectivity capacity Indian carriers have spent two years building.<\/p>\n<p style=\"padding:0;margin:0;line-height:1.15;orphans:2;widows:2;text-align:left\"><strong>(** Tap or click the headline above to read this story with all of the links <\/strong>to our background as well as external sources.) <\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Iran war and the ensuing fuel shock are jolting India\u2019s international aviation model. Air India is pulling back from long-haul routes; foreign carriers \u2014 European, Asian, and Gulf alike \u2014 are moving fast to fill the gap; and the country\u2019s dependence on foreign hubs for westbound traffic is deepening rather than easing. By the [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":89664,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"newspack_ads_suppress_ads":false,"newspack_popups_has_disabled_popups":false,"newspack_sponsor_sponsorship_scope":"","newspack_sponsor_native_byline_display":"inherit","newspack_sponsor_native_category_display":"inherit","newspack_sponsor_underwriter_style":"inherit","newspack_sponsor_underwriter_placement":"inherit","ep_exclude_from_search":false,"_primary_brand":0,"newspack_featured_image_position":"","newspack_post_subtitle":"","newspack_article_summary_title":"Overview:","newspack_article_summary":"","newspack_hide_updated_date":false,"newspack_show_updated_date":false,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[2459],"tags":[2819,2918,2458,2402],"brand":[],"newspack_spnsrs_tax":[],"class_list":["post-89663","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-aviation","tag-air-india","tag-airline","tag-aviation","tag-enterpriseam-india","wpautop","entry"],"acf":{"mongo_id":"50c9af96-e770-4b78-905e-45bbd70293d3","order":"5","is_powered_by":false,"story_type":"1","photo_url":"https:\/\/ent.news\/2026\/3\/1288.jpg","photo_position":"above","homepage_title":"","full_issue_title":"The aviation reshuffle","related_issue":[89655],"teaser":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.1 (Yoast SEO v27.1.1) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Foreign carriers take a record share of India\u2019s international flights as Air India pulls back from long-haul - MENA India Corridors<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/enterpriseam.com\/mena-india\/2026\/05\/15\/foreign-carriers-take-a-record-share-of-indias-international-flights-as-air-india-pulls-back-from-long-haul\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Foreign carriers take a record share of India\u2019s international flights as Air India pulls back from long-haul\" \/>\n<meta property=\"og:description\" content=\"The Iran war and the ensuing fuel shock are jolting India\u2019s international aviation model. 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