Archive · 11 Dec 2025
Asian Paints Chairman Advocates Valuing Disruption Capability
R Seshasayee, the Chairman of Asian Paints, gave a speech about how companies should be valued not just by their financial success but also by their ability to disrupt and innovate.
He said that in today's world, being flexible and adaptable is more important than just being big.
He gave examples like Swiggy, which is valued more than the farmers or restaurants that actually make the food.
He also talked about how a company like TSMC, which is a leader in technology, can have a big impact on its country's geopolitical standing.
He was speaking at an event to remember N Srinivasan, who was known for his smart ideas and commitment to good corporate governance.
R Seshasayee, Chairman of Asian Paints, advocated for valuing companies based on their disruption capability beyond traditional balance sheets.
He emphasized the importance of flexibility and adaptability in the modern business environment.
Seshasayee noted that delivery and aggregation platforms like Swiggy are valued more than core producers like farmers and restaurants.
He cited TSMC's technological leadership as an example of business success having geopolitical impact, giving Taiwan a 'silicon shield'.
The speech was delivered at the N Srinivasan Memorial Lecture, honoring N Srinivasan's contributions to corporate governance and problem-solving.
- Who
- R Seshasayee, Chairman of Asian Paints
- What
- Advocated for valuing disruption capability in companies beyond traditional balance sheets
- When
- December 11, 2025
- Where
- Madras Chamber of Commerce & Industry
- Why
- To redefine business success in the modern business environment
- Speaker
- R Seshasayee, Chairman, Asian Paints
- Event
- N Srinivasan Memorial Lecture
- Topic
- Beyond the Balance Sheet – Redefining Business Success
- Date
- December 11, 2025
- Location
- Madras Chamber of Commerce & Industry
- Key Point
- Disruption capability should be valued beyond balance sheets
- Example
- Swiggy's valuation compared to farmers and restaurants
- Geopolitical Impact
- TSMC's technological leadership gives Taiwan a 'silicon shield'