Mumbai, September 2025 — Veteran global investor Mark Mobius, renowned for his decades of experience in emerging markets, has voiced strong confidence in the Adani Group’s recovery and growth trajectory. According to Mobius, the conglomerate is not only poised for a continued rebound but is also essential to India’s ambitious plans for infrastructure-led growth.
Mobius, who has long tracked India’s rise as a global investment destination, believes that the Adani Group embodies the kind of infrastructure champions that India needs more of. He emphasized that the group’s businesses—spanning ports, energy, airports, logistics, cement, and renewable power—are deeply aligned with India’s development priorities.
India Needs More Infrastructure Giants
Mobius made it clear that India’s ability to sustain its high-growth trajectory will depend on large-scale infrastructure players. “The recovery in the Adani Group will continue. India needs more infrastructure companies like Adani,” Mobius noted.
He further remarked that India is set to grow from strength to strength in the coming years, and that Adani Group companies will drive much of this expansion. This view underscores the critical role of infrastructure in economic development, where investments in transport, energy, and urban growth create multiplier effects across the economy.
Adani’s Strategic Positioning
The Adani Group, despite facing headwinds in recent years, has strengthened its operational base and continued to expand its influence in critical sectors. The group has built:
- India’s largest private port and logistics network, handling a significant portion of cargo traffic.
- Major renewable energy capacity, aligned with India’s green transition.
- A fast-growing airports business, operating several of the country’s busiest airports.
- Expansive transmission and distribution networks, ensuring reliable energy access.
- Cement and construction operations, vital for housing and infrastructure development.
These diversified interests mean that Adani Group companies are positioned at the heart of India’s National Infrastructure Pipeline (NIP) and the government’s Gati Shakti initiative, both of which aim to create world-class logistics and energy frameworks.
Resilience Amid Challenges
Mobius’s endorsement comes at a time when the Adani Group has demonstrated resilience in the face of challenges. Global scrutiny, debt concerns, and market volatility tested the group in the past two years. However, strategic deleveraging, equity infusions, and partnerships with global investors have bolstered confidence.
In 2024–25, the group successfully raised capital through equity placements with global funds, expanded renewable energy projects, and continued to invest in logistics and green hydrogen. These steps reassured both domestic and international investors of the group’s long-term commitment.
Why Global Investors Are Watching
For global investors like Mobius, the appeal of the Adani Group lies in its alignment with India’s infrastructure boom. India is one of the world’s fastest-growing economies, projected to become a $7 trillion economy by 2030. A significant portion of this growth will be infrastructure-driven.
Government initiatives, including:
- Smart Cities Mission,
- National Monetization Pipeline, and
- Renewable Energy Transition goals,
all create vast opportunities for infrastructure companies. The Adani Group, given its scale and expertise, stands as one of the primary beneficiaries.
Mobius’s comments reflect confidence that Adani’s businesses will not only recover but thrive in this environment, making them an essential component of India’s growth story.
Infrastructure as a Growth Engine
Infrastructure development has long been recognized as a catalyst for job creation, trade expansion, and urbanization. In India’s case, robust infrastructure is necessary to meet the aspirations of its young and growing population.
By investing in ports, roads, airports, and renewable energy, conglomerates like Adani enable:
- Seamless trade and exports,
- Reduced logistics costs,
- Enhanced energy security, and
- A sustainable urban future.
This explains why Mobius underscored the need for more companies like Adani—large, diversified players capable of delivering projects at scale and pace.
Strength to Strength: The Path Ahead
According to Mobius, India’s future growth will be driven by such infrastructure champions. “India is going to grow strength to strength. Adani Group companies will drive this growth,” he said.
Industry experts agree that the group’s ongoing expansion in renewable energy and logistics aligns perfectly with India’s 2030 vision of becoming a green, digitally enabled economy. Moreover, Adani’s investments in green hydrogen and solar energy could place India at the forefront of the global energy transition.
Conclusion
Mark Mobius’s comments come as both a vote of confidence in the Adani Group’s recovery and a recognition of the broader role of infrastructure in India’s growth story. For India to achieve its ambitious economic targets, infrastructure companies will need to expand aggressively, and Adani is already leading the way.
Despite challenges, the group’s resilience, diversification, and strategic alignment with national priorities have reaffirmed its importance. Mobius’s perspective highlights that Adani Group companies are not just recovering—they are central to India’s journey toward becoming an economic powerhouse.
As India continues to grow, Mobius’s call for “more infrastructure companies like Adani” serves as a reminder of the scale and ambition required to sustain progress. For investors, policymakers, and citizens, it is clear that Adani’s role in building India’s future remains indispensable.
Disclaimer: This blog article references information originally published on NDTV. All credit for the primary reporting and statements belongs to the original source. We have curated and presented the content here solely for informational and educational purposes, without claiming ownership of the original reporting.
