‘Blue Collar’ is the new ‘Gold Collar’.
Mahindra described AI as an accelerator and not a threat. As intelligent systems take over routine tasks, skills that combine hands-on expertise with digital tools will gain importance. Technicians, machinists and craftspeople who can work alongside AI systems will play a central role in the future of manufacturing and services. This shift will raise the long-term relevance and value of blue-collar work, he added.
The Group is already aligning its businesses to this transition. In technology services, Tech Mahindra has focused on AI-driven delivery and operational efficiency, leading to its eighth consecutive quarter of margin expansion, he said.
Across manufacturing and mobility, AI is being used to improve design, production efficiency and customer understanding. While placing AI at the centre of the future, Mahindra also reviewed the Group’s business performance in 2025. The Sports Utility Vehicle (SUV) business recorded a significant market share, the farm equipment business achieved its highest-ever quarterly market share and electric three-wheelers continued to lead their segment. Mahindra Finance reported profit growth along with strong asset quality, while Mahindra Lifespaces added record Gross Development Value and advanced its Net Zero projects. Mahindra Holidays introduced Mahindra Signature Resorts, and Mahindra Susten expanded its renewable energy activities.
Mahindra said that these outcomes reflect the Group’s shift from being seen mainly as a dependable homegrown brand to one that is increasingly viewed as modern and technology-ready. Electric vehicles have not only expanded the portfolio but also changed perceptions about Mahindra’s capabilities in future technologies, he noted.
Linking AI with education and workforce readiness, Mahindra referred to his role as Chairman of the Board of Governors of the Young India Skills University. The university aims to combine technology education with vocational training to prepare students for AI-enabled workplaces. He also highlighted ongoing efforts through Mahindra Tractors Skill Development Centres and Tech Mahindra’s talent academies.
Mahindra placed this focus within a broader global context. With tighter visa norms and changing education policies in Western countries, he said. India has an opportunity to retain and attract talent. The growth of Global Capability Centres in India reflects global confidence in Indian skills and innovation, he added.
Mahindra said that to support this shift, Mahindra University is scaling up to become a globally relevant institution. He committed personal time and financial resources to this effort, calling education a strategic investment for India’s long-term growth.
He concluded by urging Mahindra leaders and employees to engage as mentors, curriculum contributors and hosts for internships, stating that industry participation is essential to building strong institutions. While global uncertainty will continue, Mahindra said stronger skills, AI-enabled capabilities and long-term institution-building will define the Group’s approach as it enters 2026.
