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IMA Insights
IMA India
313 episodes
1 month ago
Valuations are shaped by perception as much as performance. Rather than a scorecard of historical performance, they a referendum on the future. For CFOs, this demands mastery of strategy as much as numbers, storytelling as much as stewardship, and judgement as much as analysis. At a recent India CFO Forum session in Pune, Amit Agarwal, Group CFO of DCM Shriram, offered a candid view of what truly moves the valuation needle: from strategic clarity and capital discipline to investor confidence ...
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Management
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Valuations are shaped by perception as much as performance. Rather than a scorecard of historical performance, they a referendum on the future. For CFOs, this demands mastery of strategy as much as numbers, storytelling as much as stewardship, and judgement as much as analysis. At a recent India CFO Forum session in Pune, Amit Agarwal, Group CFO of DCM Shriram, offered a candid view of what truly moves the valuation needle: from strategic clarity and capital discipline to investor confidence ...
Show more...
Management
Business,
Careers
Episodes (20/313)
IMA Insights
Decoding Valuation with Amit Agarwal
Valuations are shaped by perception as much as performance. Rather than a scorecard of historical performance, they a referendum on the future. For CFOs, this demands mastery of strategy as much as numbers, storytelling as much as stewardship, and judgement as much as analysis. At a recent India CFO Forum session in Pune, Amit Agarwal, Group CFO of DCM Shriram, offered a candid view of what truly moves the valuation needle: from strategic clarity and capital discipline to investor confidence ...
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1 month ago
7 minutes

IMA Insights
Labour Code by Adit Jain
A detailed conclusion paper from the recent IMA session with Rashmi Pradeep will follow in a couple of days, but in the meantime your columnist offers this brief assessment of the four new labour codes and what they mean for business. The podcast explains the core changes, the shift towards simpler wage definitions, greater flexibility in hiring, wider social security and a more streamlined compliance regime. It also notes the practical challenges that firms will face as they adjust po...
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1 month ago
5 minutes

IMA Insights
Building India’s Semiconductor Future In conversation with Anand Ramamoorthy
With technology, geopolitics and supply-chain fragility converging to redefine national competitiveness, semiconductors have moved from a behind-the-scenes enabler to a strategic priority for governments and enterprises alike. This ~$600 bn industry is poised to breach the trillion-dollar mark by 2030, driven by an explosion of data, compute intensity and AI-led workloads. At a recent India CEO Forum session in Bangalore, Anand Ramamoorthy, Managing Director of Micron Technology Operations In...
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1 month ago
8 minutes

IMA Insights
Pandya Dynasty by Adit Jain
As a younger man, your columnist once wandered through the vast courtyards of the Meenakshi Temple in Madurai, awed by its towering gopurams and the hum of quiet devotion. What struck him most, though, was how seamlessly faith and enterprise coexisted. The temple was as much a monument to piety as it was to accounting. This week’s podcast episode revisits that dual legacy through the story of the Pandya dynasty, whose ports thrummed with trade from Rome to Southeast Asia. Their p...
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1 month ago
4 minutes

IMA Insights
Leading with Purpose: Innovation, Growth and the Evolution of Enterprise Leadership with B Santhanam
In a fast-changing business environment, leaders are expected to deliver growth, innovation and impact all at once. A recent session of the IMA India CEO Forum featured B Santhanam, Former CEO of Saint-Gobain Asia Pacific and India Region, who reflected on his 25-year journey of building a purpose-led enterprise. His narrative offered a rare inside view of how organisations evolve across decades, how leaders navigate contradictions and how purpose often emerges not through design but accumula...
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1 month ago
9 minutes

IMA Insights
Q3FY26 CHRO Forum Dialogues - Bangalore
At our recent Q3FY26 CHRO Forum Dialogue in Bangalore, we hosted former Nestlé CMD Suresh Narayanan, who, drawing on decades of experience stewarding culture and capability and managing crises, reflected on the principles that anchor leadership through change. Our second session of the day, run as an open-house, focused on the imperative of building a future-ready workforce. The attached podcast summarises these discussions.
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1 month ago
13 minutes

IMA Insights
AI in Marketing: CMO Coffee Chat
In an era where marketing is expected to prove its value with precision, AI is reshaping creativity and accountability. At a recent India CMO Forum Coffee Chat in New Delhi, senior marketing leaders examined how AI is being deployed across the marketing value chain, from content and automation to analytics and attribution, and what this means for creativity, measurement and evolving C-Suite dynamic. The discussion explored where AI genuinely adds value, where its limits lie and how it is rede...
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1 month ago
6 minutes

IMA Insights
The Retention Dividend by IMA Research
For years, business growth in India followed a simple script: acquire more customers, spend heavily on visibility and let scale deliver results. That model is faltering. Rising acquisition costs, proliferating consumer choice and the erosion of switching friction have upended the rules, making retention the true engine of sustainable growth. India’s shifting economics is forcing leaders to rethink the balance between acquisition and loyalty; the organisational and sectoral challenges arising ...
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1 month ago
6 minutes

IMA Insights
When Processes Work, AI Works with Malhar Kamdar, Shravan Kumar P, Arnab Roy and Amrit Singh
In an era where technology promises exponential gains but often delivers only incremental results, the CFO’s role has expanded from that of financial custodian to one of transformation catalyst. At a recent India CFO Forum session in Delhi, run in association with Celonis, a high-powered panel of business leaders explored how Process Intelligence (PI) can create real business impact. They discussed how finance can lead this next wave of transformation, using PI to uncover execution gaps, impr...
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1 month ago
8 minutes

IMA Insights
The CEO Playbook: Resilience and Cost Leadership in a Fragmented World with John Pearson
As protectionism rises and trade corridors fragment, the next frontier of corporate leadership lies in mastering resilience: sustaining growth, managing costs and leading with purpose in a world of perpetual disruption. At a recent India CEO Forum session in Mumbai, John Pearson, CEO of DHL Express and a Member of the Board of Management of Deutsche Post AG, outlined how global businesses can thrive amid volatility. Drawing on DHL’s presence across 219 countries, he reflected on the principle...
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2 months ago
5 minutes

IMA Insights
History & Heritage: Paliwal Brahmins by Adit Jain
Your columnist traces his roots to the Paliwal Brahmins of Rajasthan’s Thar Desert, a once-prosperous community that turned the sands of Pali into farmland and bustling trade. Their abrupt exodus centuries ago, driven by excessive taxes and the cruelty of rulers, left over eighty villages deserted. Many migrated to other parts of Rajasthan, UP, Punjab, Haryana and the Himalayan foothills, carrying with them the habits of enterprise that had made them flourish. Some, drawn to the ascetic...
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2 months ago
4 minutes

IMA Insights
Urban Infrastructure by Adit Jain
India’s cities, once symbols of ambition, are now choking under filth, traffic and civic neglect. The solution will not come from politics but from enterprise. A “Clean Cities Compact” could unite business groups, local chambers and civic volunteers under a common banner to fund pilot projects, benchmark urban performance and publicly rate municipalities. City leadership awards and transparent audits, modelled on corporate disclosure standards, could shame or celebrate performance. The ...
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2 months ago
4 minutes

IMA Insights
Armenians by Adit Jain
Continuing our series on India’s merchant classes, this week’s column turns to the Armenians, who arrived during the reign of the Great Mughals. Scattered at first, they later anchored themselves in Calcutta and Madras, then the twin capitals of British India’s trade. A small community remains in Calcutta, but most departed around Independence, to Britain, Australia and later Armenia after 1991. Your columnist, while at school in Asansol, remembers a few Armenian classmates, pale-skinned and ...
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2 months ago
5 minutes

IMA Insights
Update: US India Relations by Adit Jain
The relationship between India and the United States will, in many ways, define the fate of the Western alliance and the balance of power in the decades ahead. Washington’s turn to transactional behaviour risks undoing years of careful diplomacy and mutual trust. India, for its part, has drawn its red lines and held firm, signalling a new maturity in foreign policy. As the West fumbles and China courts India, New Delhi's choices will shape the architecture of the future world orde...
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2 months ago
9 minutes

IMA Insights
Building Resilience in Uncertain Times with Rajeev Gupta and Surendra Goyal
In an environment where volatility is unrelenting and risks extend well beyond finance, the remit of the CFO has become that of an enterprise risk leader. At a recent India CFO Forum session inMumbai, Rajeev Gupta, CFO of L&T Technology Services and Surendra Goyal, Global CFO of Birla Carbon, drew on decades of experience to examine how organisations can strengthen resilience. They highlighted that the real task for finance leaders today is not only to manage balance sheets but to antici...
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2 months ago
9 minutes

IMA Insights
The Future of Leadership: From Command to Collaboration with Shiv Shivkumar
In an age where volatility has become the default and hierarchies are flattening under the weight of technology, leadership must shift from command-and-control to collaboration and influence. At a recent joint session of the India CEO, CFO, CHRO and CMO Forums in Delhi, Shiv Shivakumar, Operating Partner at Advent International, drew on decades of experience leading some of India’s most recognised companies to outline how leaders, Boards and organisations must reinvent themselves. He em...
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2 months ago
11 minutes

IMA Insights
Navigating the Talent Paradox in the Human Cloud Era with Antony Alex
In an era where work is being reshaped by automation, AI and fluid workforce models, the role of leadership is no longer simply to manage people but to design the very architecture of talent. At a recent India CHRO Forum session in Delhi NCR, Antony Alex, Founder and CEO of Rainmaker, argued that the real challenge lies not in choosing between technology and talent, but in weaving them into a symbiotic whole. Drawing on his expertise in corporate governance and workplace ethics, he highlighte...
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2 months ago
7 minutes

IMA Insights
Innovation as a Growth Enabler for India with Shishir Joshipura
In a world where competitive advantages erode faster than ever, the pursuit of leadership is no longer about scale or dominance but about sustained distinctiveness. At a recent session of the India CEO Forum in Mumbai, Shishir Joshipura, former MD of Praj Industries, set out a compelling case for treating innovation not as a toolkit but as a cultural anchor. He argued that true growthemerges when organisations stop chasing quarterly wins and instead build systems that outlast individuals. Inn...
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3 months ago
9 minutes

IMA Insights
Value in Motion: A Framework for Intelligent Diversification with Raghav Narsalay
Across industries, transformation remains a constant ambition. Yet for CFOs, the hidden force that shapes its success is how organisations unlock value at speed and scale. At a recent India CFO Forum session in Bangalore, Dr Raghav Narsalay, Partner at PwC India and Head of the company’s Research & Insights Hub, unpacked how PwC’s 'Value in Motion' framework can equip Finance leaders to expand beyond their core intelligently. With his deep experience advising global companies...
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3 months ago
9 minutes

IMA Insights
Parsis Trade in China by Adit Jain
The rise of Jardine Matheson owed as much to Bombay as to Britain. Sir Jamsetjee Jeejeebhoy, a Parsi merchant , supplied the cargo, capital and connections that William Jardine needed to build his “Noble House.” The Parsis of Bombay were not mere middlemen; they were global traders. From cotton and tea to the darker commerce of opium, families like the Jeejeebhoys, Readymoneys and Wadias tied Canton to Bombay. They spoke Gujarati at home, did business in English and haggled in Cantonese in Ch...
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3 months ago
5 minutes

IMA Insights
Valuations are shaped by perception as much as performance. Rather than a scorecard of historical performance, they a referendum on the future. For CFOs, this demands mastery of strategy as much as numbers, storytelling as much as stewardship, and judgement as much as analysis. At a recent India CFO Forum session in Pune, Amit Agarwal, Group CFO of DCM Shriram, offered a candid view of what truly moves the valuation needle: from strategic clarity and capital discipline to investor confidence ...