
Lalita Subrahmanyam focuses on how national industrial and infrastructure policy connects with real-world execution. She helps senior business leaders make sense of trends and developments in government priorities, complex regulatory changes, and the public-private sector intersection.
Lalita has a background in banking and operations and is an ISB alumna. She uses her analytical skills and strategic thinking to address important questions related to macroeconomic goals.
The Intelligence YieldSmart Factories in India: Why Intelligence, Not Automation, Is the DifferentiatorIndian manufacturers can now buy automation off the shelf. The advantage goes to those who turn their data into faster, better decisions.28 September 2026 · The Operator, The Innovator
The Multinational MandateCross-Border Electricity Trade in South Asia: From Bilateral Deals to a Regional MarketSouth Asia has spent two decades building cross-border transmission corridors. Can it create a regional market that extracts greater value from every megawatt?6 August 2026 · The Strategist, The Growth Driver
Bridging the DeficitGreen hydrogen parity: when green beats grey in IndiaWhy India's green hydrogen ambitions now depend on infrastructure, technology selection, and global market access.6 August 2026 · The Strategist
Bridging the DeficitSmall Modular Reactors (SMRs): Bridging India’s Baseload GapIndia's grid has no shortage of energy; it has a shortage of energy it can count on. SMRs are the small, solid block that turns intermittency into order.30 July 2026 · The Innovator
The Multinational MandateThe Hormuz problem: how route dependency is reshaping India's energy securityTo withstand future supply disruptions, India must close its strategic reserve deficit and embed maritime route risks directly into long-term procurement contracts. 28 July 2026 · The Strategist
Logistical LeapHow War-Risk Insurance Has Restructured India's Landed CostsWhat operators must do now, before the next disruption forces their hand.24 July 2026 · The Operator, The Guardian
Bridging the DeficitFast Charging, Slow Execution: India's EV Infrastructure GapIndia's EV transition will succeed only when its charging infrastructure delivers reliable uptime at scale.24 June 2026 · The Operator
Bridging the DeficitIndia's Bioenergy Sector Has the Ambition. It Needs the Architecture.The bottleneck is no longer construction, it is a mix of fuel quality, operational systems and suboptimal contracts. 27 May 2026 · The Operator
The Multinational Mandate, The Intelligence YieldThe SIGHT Programme and India’s Green Hydrogen PlaybookIt is India's biggest bet on green hydrogen, but policy intent still needs industrial execution.18 May 2026 · The Strategist
Logistical Leap, Bridging the DeficitGrade-A or Left Behind: The Warehouse Divide Reshaping Indian LogisticsWarehouses that are unfit for modern supply chains could cost India its emerging logistics edge.15 May 2026 · The Operator, The Strategist
Bridging the DeficitWhat Patient Capital Actually Needs From India's PPP FrameworksLong-term investors are watching India's PPP model. Here's what would actually make them commit.13 May 2026 · The Strategist, The Guardian
Bridging the DeficitFrom Blueprint to Concrete: Closing India's Infrastructure Execution GapWhy India's infrastructure story keeps getting stuck between plan and progress13 May 2026 · The Strategist
Bridging the DeficitIndia's Next Real Estate Boom Is Being Built on Its HighwaysIndia's next property boom is happening along its expressways, not in its metros. How Bharatmala corridors are turning peripheral land into institutional-grade real estate.12 May 2026 · The Strategist