By skyforbes Yet the stock fell only ~2% and has already started recovering with decent buying in the last couple of hours yesterday and today.
Here’s why I think this entire “crisis” was deliberate:
- Ground staff (at least in Bangalore T1, where IndiGo is basically the king) were openly telling passengers that this mess is going to last “at least a month”. Exactly when the new DGCA pilot rest/fatigue rules were supposed to kick in full force.
And guess what happened yesterday? DGCA quietly gave IndiGo (and others, but mostly IndiGo benefits) an exemption from the strict new rules till Feb 2026.
Translation: IndiGo, with 60%+ market share and near-total control over major slots and terminals (BLR T1, DEL T2, BOM T1 etc.), engineered massive visible disruption at the worst possible time to scream at the government —
“If you make our lives difficult with these new rules, we will make the entire country’s air travel hell.”
Government folded in less than a week. Exemption granted. Chaos will magically disappear soon.
The market clearly knew something. No panic selling, heavy buying on dips, stock refusing to crack even after what should have been a reputation-destroying few days.
IndiGo ran like a Swiss clock for almost 20 years. You don’t suddenly go from 90%+ OTP to 10% in three days because of “fog and ATC”. You do it only when it perfectly aligns with a regulatory fight you’re having.
This wasn’t operational failure. This was the aviation equivalent of a union going on strike — except the “union” owns 60% of the industry and can hold the country hostage.
Am I wearing a tinfoil hat or does this actually smell like the most successful corporate strong-arm tactic we’ve seen in India in years?
People who got screwed over by 8–12 hour delays this week — what do you think? Deliberate sabotage to force the government’s hand or just really bad luck + winter fog?
Curious to hear especially from pilots, cabin crew, or anyone with inside info.