Strategy: Day 2 of Chasing Growth 2026 by Kotak Institutional Equities
Day 2 of Chasing Growth 2026
After a strong and energetic start, Day 2 of Kotak’s Annual Investor Conference, Chasing Growth 2026, unfolded with increasing depth, as discussions and speaker sessions grew more nuanced and forward looking over the course of the day. The speaker lineup featured Jugeshinder (Robbie) Singh, Group CFO, Adani Group; Ajay Bisaria, Former Indian Ambassador to Canada and Pakistan; Falguni Nayar, MD & CEO, FSN E commerce Ventures; Sameer Khetarpal, MD & CEO, Jubilant Foodworks; Vidit Aatrey, Chairman, MD & CEO, Meesho; and Rajesh Shukla, Managing Director & CEO, People Research on India’s Consumer Economy. Mr Singh noted that while AI’s short term impact is frequently overestimated, its long term implications are materially underestimated. Mr Bisaria described the current global environment as one marked by the erosion of the post Cold War, rules based order. Mrs Nayar highlighted that subdued consumption levels stem more from awareness gaps than affordability constraints, underscoring Nykaa’s strategic focus on category creation and market development.
The day also featured an insightful panel discussion on India’s next leap in the manufacturing sector, with Aravind Melligeri, Executive Chairman & CEO, Aequs; Pankaj Mohindroo, Chairman, India Cellular & Electronics Association; and Rajesh Agarwal, Cofounder, Micromax Informatics, sharing perspectives on scale, competitiveness and ecosystem readiness.
Overall, Day 2 reinforced the conference’s opening momentum with substance and clarity. In quantitative terms, the day saw interactions between 187 senior executives from 75 corporates and 898 representatives from 243 institutional investors. The agenda comprised 292 one on one meetings and 159 group meetings, alongside 6 speaker sessions and 1 panel discussion.
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