2–3 December 2026
By invitation
The supply chain as a driver of enterprise value
Two days · Nagpur · By invitation
Two days for the people who own that line — chief supply chain officers, COOs and CFOs, with the policy architects who set the network they operate in. A working room, deliberately small, in the city where India's next large industrial supply chain is being designed from scratch.
Grayscale, per the brand guideline
The ledger
On the left, what it costs you today. On the right, what the same thing is worth once you can measure it. The programme is built row by row from this page.
01
Cost
It was built for a tariff regime that has since moved twice. Nobody has rebuilt it because nobody is sure what to rebuild it against.
Value
One real SKU, run through three regimes in the room, with a method you can apply to the rest of the book on Monday.
The session →02
Cost
The freight corridor is running and the country's first multimodal park is commercially live. Your lanes have not moved.
Value
What an operator can actually get — land, incentives, clearances — from the people who grant them, and how long each takes.
The session →03
Cost
The window shrank, the network did not. Somebody in your business agreed to it and somebody else has to serve it.
Value
Where density justifies the micro-fulfilment node, where it never will, and what sharing capacity with a competitor really takes.
The session →04
Cost
It has been in place long enough to be your network design. It is still described in board papers as an exception.
Value
How much of it is worth funding, how you defend that figure, and what last year taught risk teams that theory did not.
The session →05
Cost
The warehouse works better. The accounts do not obviously show it, and the next request is harder than the last.
Value
What connects a systems upgrade to earnings, what institutional capital is actually underwriting, and the metric CFOs wish they were asked about.
The session →06
Cost
The dashboard is excellent. It is also a record of decisions somebody should have made six hours earlier.
Value
What autonomous decisioning survives contact with a fifteen-year-old ERP — and what happens to the planner supervising it.
The session →Why this agenda, and not another one
Here is the evidence, with the source and the date attached to each one. If a claim on this site has no source underneath it, it should not be on this site.
₹15,000 cr
Mahindra is building its largest integrated automobile and tractor plant in India — in Nagpur — with a 150-acre supplier park in Chhatrapati Sambhajinagar. An industrial supply chain is being designed from zero, in this city, this year.
Mahindra press release · February 2026 · Class A
1 Jan 2026
The EU's carbon border mechanism became financially operative on Indian steel and aluminium — a carbon cost applied at the border, which makes it a trade measure before it is an environmental one. Landed cost moved, mid-year.
Down To Earth · Indian Council of World Affairs · January 2026 · Class B
−24.4%
India's steel and aluminium exports to the EU fell from $7.71bn to $5.82bn between FY24 and FY25. Iron and steel alone fell 35.1%.
Global Trade Research Initiative, via Down To Earth · 2026 · Class B
~70%
One operator is reported to hold the large majority of India's formal lithium-ion recycling capacity, expanding hard against volumes that have not peaked yet. Reverse logistics for the battery wave is being built by very few hands.
The Battery Magazine · EQ Magazine · 2026 — reported estimate, verify before quoting · Class B
Live
The Nagpur multimodal logistics park at Sindi, Wardha is commercially operational — the first MMLP in India to get there. It is an hour from this room.
NHLML · JNPA · 2025–26 · Class B
5 weeks
A supply chain cyberattack on Jaguar Land Rover halted production across the UK, Slovakia, India and Brazil, with losses estimated near $2.5bn and knock-on failures through the supplier base.
Group-IB · September 2025 · Class B
If you run the supply chain
Twelve sessions, each built on one question with something at stake in the answer. Two of them are working sessions: a tariff and tax clinic where one of your own SKUs is run through three regimes, and a control-room scenario run live from a mock desk. You also leave with the report set, the transcripts and a year of tnf-india.com.
If you own the number
Day one has a fireside on what warehouse automation really does to earnings — connecting a systems upgrade to EPS in terms a board accepts, and the metric CFOs wish analysts asked about instead of how many robots. The tariff clinic before it is the session your team should not be in without you.
If you set the policy
You are here as a practitioner. There is no tier, no rate and no sponsorship ask — not at any point, and not from anyone on our team. Two sessions put the roadmap directly to the operators living under it, and they will not be polite about the parts that are behind.
If you sell into this room
The floor is small on purpose — three formats measured in metres rather than halls, with the vendor share of the room capped — so the people you came for are actually reachable. Our premier tiers include a panel seat and a fireside chat, and we say so plainly rather than implying the stage cannot be bought.
If you want to be on stage
The twelve topics are set; the talking points under them are still being written. Bring the position your own industry has not agreed with yet and the session it belongs in — a speaker with a sharper question changes what that hour becomes.
This is a working agenda
The twelve session topics are set. What sits underneath them — the talking points, the questions each panel actually takes on — will keep moving between now and December, because a speaker brings a sharper angle, a delegate tells us the emphasis is wrong, or something changes in the market. The subjects will not move. The conversation inside them will.
If a talking point is missing, or you would put the question differently, tell us. That is not a courtesy — it is how the programme gets built.
Day one · 2 December
Setting the coordinates
Day two · 3 December
The operating reality
One city, one week
The running grids are aligned across all three rooms, so breaks and lunches happen at the same time and a delegate can cross between them without missing anything.
2 December
Clean Stack Forum: Transport & Logistics
Green and lean freight. Fleet owners, multimodal operators and the people running the state's ports, corridors and freight rail.
3 December
Data Stack Global India: Construction & Infrastructure
Data, risk and digital delivery in the built environment. Asset owners, EPC digital leads and the funds that hold the asset.
2–3 December
Advantage Chain Summit
This one. Across both days, running alongside the other two — the grids are aligned so a delegate can cross between rooms without missing anything.