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India Growth 'Tailwind' Plus AI Edge: Anish Shah Opens Up On Mahindra's Long-Term Bet
File image of Mahindra Group CEO Anish Shah
M&M’s Anish Shah shifts focus to AI as profits surge in his fifth year at helm
The Mahindra group's has crafted an AI strategy to increase revenue, which surged 26% year-on-year 2025-26.
Lower oil prices would boost India’s economy, support banks and consumer sectors: Nilesh Shah
Nilesh Shah, Managing Director, Kotak Mahindra AMC, said that market returns may depend more on earnings growth going forward, with investors needing to adjust expectations. Sector trends could favour financials and consumption-linked segments, while asset allocation should balance equities, debt and gold amid evolving global conditions.
‘Main Hoon Na’ policy needed from RBI to support growth, says Nilesh Shah
Nilesh Shah, MD, Kotak Mahindra AMC, said the rupee has stabilised after recent central bank actions, easing earlier pressure from foreign investor outflows and rising yields. He noted that interest rates and liquidity conditions remain key for market direction. Ensuring adequate liquidity and keeping bond yields below 7% could help improve sentiment and attract global investors back to India.
Anish Shah at Mahindra: 6 years of portfolio clean-up, EV push and market-cap growth
Six years into Anish Shah’s tenure, Mahindra Group has exited non-core businesses, scaled EV and renewables bets, and improved profitability, alongside a sharp rise in market capitalisation.
String of international exits narrows foreign loss makers for Mahindra
As Anish Shah completes five years as CEO, Mahindra is doubling down on exit-to-win strategies, removing structurally declining businesses to focus on high-growth domestic and select international markets.