Temporary reset in airline market share likely, no structural overhaul: V. Srivatsa

UTI AMC’s V. Srivatsa says India’s aviation sector may see a temporary reset but no structural shift despite one airline holding 65% market share. He expects a pickup in earnings driven by consumption, banking strength and government reforms, with low double-digit growth likely in FY27. Top sector preferences include IT, oil & gas and healthcare, while EMS remains a cautious bet.