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AIR CARGO INDIA 2010 Roberto Gilardoni, Commercial Director - Cargoitalia. SUMMARY. Freighters yesterday and today Why do we think freighters have a place in the air cargo industry’s recovery in 2010? Why do we think Cargo italia will succeed and grow? The Challenges ahead

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AIR CARGO INDIA 2010

Roberto Gilardoni, Commercial Director - Cargoitalia


SUMMARY

  • Freighters yesterday and today

  • Why do we think freighters have a place in the air cargo industry’s recovery in 2010?

  • Why do we think Cargoitalia will succeed and grow?

  • The Challenges ahead

  • Conclusion – Cargoitalia’s view on the future


FREIGHTERS YESTERDAY & TODAY

Ex Military Freighters

Freighters in major airlines

Specialist

Scheduled Pax Carriers

Regional

All-Cargo Airlines

Conversions and Freighters boom

1940

1960

1970

1990

2000

Today

Berlin’s Airlift

Wide body Passanger Aircrafts and first “rate war”


WHY DO WE THINK FREIGHTERS HAVE A PLACE IN THE AIR CARGO INDUSTRY’S RECOVERY IN 2010?

  • Scheduled pure freighters will continue to find demand on long, “thick” routes, where scheduled pax operations provide too little capacity

  • Cargo aircraft only shipments, large shipments etc

  • Possible under-capacity on some routes as economy recovers

  • Stricter Security on Passengers Aircrafts

  • Scarcity: less freighters in operation today than in 2007


WHY DO WE THINK INDUSTRY’S RECOVERY IN 2010?Cargoitalia WILL SUCCEED AND GROW

ITALIAN MARKET OVERVIEW

  • 3rd market in Europe for import and export

  • Peculiarity of Italian commodities drives demand for air cargo

  • Still a great proportion of Italian air cargo is trucked abroad

  • The Alps provide a natural physical barrier between Italy and the rest of Europe

  • Italian dedicated Freighters fleet disappeared in 2008


Air Uplift vs. Road INDUSTRY’S RECOVERY IN 2010?

Source: SEA –Italian Airport Association 2007

WHY DO WE THINK Cargoitalia WILL SUCCEED AND GROW

ITALIAN MARKET OVERVIEW


WHY DO WE THINK INDUSTRY’S RECOVERY IN 2010?Cargoitalia WILL SUCCEED AND GROW

Our Strengths

  • Cargoitalia is a truly Italian airline

  • Very lean and low cost business approach

  • Quality and flexibility as drivers

  • Cargoitalia is a young and passionate team

  • Strong shareholder’s commitment to invest


CHALLANGES AHEAD OF US INDUSTRY’S RECOVERY IN 2010?

  • Market Recovery……will 2010 bring any good news?

  • Rates and Yield: when will we go back to a sustainable level?

  • Demand vs. Capacity

  • Fuel costs and strong Euro


50.000 INDUSTRY’S RECOVERY IN 2010?

45.000

40.000

2008

- 20%

Tonnes

35.000

30.000

2009

25.000

20.000

ott-08

ott-07

lug-08

lug-09

giu-08

set-08

giu-09

set-07

nov-08

dic-08

feb-08

nov-07

dic-07

apr-08

feb-09

apr-09

gen-09

gen-08

mar-08

ago-08

mar-09

ago-09

mag-08

mag-09

Month

CHALLANGES AHEAD OF US

Italian Air Cargo Traffic

Volumes – Tonnes Export


35% INDUSTRY’S RECOVERY IN 2010?

FTKT AEA

25%

FTKT IATA

ATKT IATA

15%

Variation MoM %

5%

set-08

set-09

gen-08

gen-09

lug-08

lug-09

nov-08

nov-09

mar-08

mar-09

-5%

mag-08

mag-09

-15%

-25%

CHALLANGES AHEAD OF US

World Air Cargo Traffic

Month over Month yearly variation

World Air Cargo Traffic

Source: AEA, IATA


CHALLANGES AHEAD OF US INDUSTRY’S RECOVERY IN 2010?

Italian Air Cargo Traffic

Month over Month yearly variation

Source:Italian Airport Association


0,95 INDUSTRY’S RECOVERY IN 2010?

0,9

0,85

0,8

Euro

0,75

0,7

0,65

0,6

ott-07

ott-08

dic-07

dic-08

set-07

giu-08

lug-08

set-08

giu-09

lug-09

feb-08

feb-09

apr-08

apr-09

nov-07

nov-08

gen-08

ago-08

gen-09

ago-09

mar-08

mar-09

mag-08

mag-09

Month

CHALLANGES AHEAD OF US

Italian Air Cargo Traffic

Market Yield


CONCLUSIONS INDUSTRY’S RECOVERY IN 2010?

At Cargoitalia we think:

  • The market is recovering, even though at a low pace. A very prudent approach to market expansion is a must

  • Rate will increase but margin will be the challenge: fuel efficiency is vital and tight cost management is vital.

  • The freighters in pax carriers’ fleets will progressively disappear leaving the scene to few specialised, flexible and high-quality operators


THANK YOU! INDUSTRY’S RECOVERY IN 2010?


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