The Titanium Economy Podcast

Episode 36: Luca Savi

In this episode of the Titanium Economy Podcast, host Vineet Gupta speaks with Luca Savi, President and CEO of ITT. Luca shares how ITT wins through execution, innovation, and deep customer intimacy and how the company is deliberately shifting its portfolio away from cyclical markets through disciplined M&A focused on value creation. The conversation covers leadership, culture, and what it takes to build urgency, agility, and accountability across a global organization. Luca closes with the key bets ITT is making toward its 2030 vision. Luca Savi is President and CEO of ITT Inc. He joined ITT in 2011 as President of Motion Technologies, after senior roles at Comau (Fiat Group) and Honeywell International across Italy, China, and the US. He holds a Chemical Engineering degree from Politecnico di Milano, an MBA from London Business School, and serves on the board of MSA Safety Inc. Show Notes * ITT Overview: Designs and manufactures highly engineered components for harsh environments across energy, industrial, automotive, aerospace, and rail. * Market Performance: ITT's brake pad business outperformed the market by 800 basis points annually over a decade, driven by 99.9% on-time delivery and parts-per-billion quality standards. * Portfolio Rebalancing: Automotive's share of EBIT dropped from 60%+ to ~33%, with capital redeployed into higher-margin flow and connector businesses. The SPX Flow acquisition accelerates the 2030 target of 20% automotive exposure. * Culture & Leadership: ITT's model demands deep operational knowledge at every level — from CEO to frontline — with shop-floor engagement as a universal principle across all geographies. * 2030 Vision: M&A focused on fragmented flow markets and aerospace/defense connectors, supported by a transformed board that provides expert coaching and constructive challenge. For More Information ITT [https://www.itt.com/] Luca Savi LinkedIn [https://www.linkedin.com/in/luca-savi-714663/] Ayna Website [https://ayna.ai/]

Episode 35: Anand Sanghi

In this episode of the Titanium Economy Podcast, Akshay Sethi, President and Head of Commercial Excellence at Ayna, talks with Anand Sanghi, President, Americas at Vertiv about how AI is driving changes in infrastructure, innovation, and business growth. They discuss Vertiv’s approach to scaling global operations, staying close to customers, and using R&D to stay ahead in a fast-changing tech landscape. They also discuss how the company navigates AI demand, develops reliable solutions, and plans for the future of critical infrastructure.   Anand Sanghi is the Head of Americas at Vertiv, a global leader in critical digital infrastructure solutions encompassing power, cooling, and lifecycle services for data centers, telecommunications networks, and industrial environments. He was previously president for Vertiv Australia, New Zealand, Southeast Asia, Japan, South Korea and India (ASI). Sanghi holds an engineering degree from IIT and an MBA from IIM.    Discussion Points * Introduction & Vertiv's Business: End-to-end power and cooling for critical digital infrastructure — data centers, semiconductor plants, hospitals, and mission-critical environments globally. * AI-Driven Growth & Transformation: Generative AI has pushed rack power density from single-digit to 150+ kilowatts. Vertiv has repositioned as a technology-industrial hybrid at the intersection of advanced manufacturing and digital infrastructure. * Strategy & AI Ecosystem: Vertiv anticipates silicon roadmaps two chip generations ahead. Customer intimacy and power-thermal convergence underpin its integrated data center and AI factory portfolio. * Capital Allocation & R&D: Disciplined organic growth with selective M&A. R&D spend grows ~20% annually, compressing product cycles to 12 months. * Market Metrics & Demand: Key forward indicators: qualified pipeline, silicon deployment volumes, and capacity ramp flexibility. * Leadership Philosophy: Purpose-driven, humble leadership shaped by three decades of global cycles and early-career values. For More Information Vertiv [https://www.vertiv.com/en-us/] Anand Sanghi LinkedIn [https://www.linkedin.com/in/anand-sanghi-a269814/] Ayna Website [https://ayna.ai/]

Episode 34: Olivier Biebuyck

In this episode, Akshay Sethi sits down with Olivier Biebuyck, President of Fabrication Technology at ESAB, to discuss how industrial companies can unlock growth through commercial excellence. Olivier shares lessons from ESAB’s acquisition journey and explains why pricing, sales effectiveness, and data have become critical levers for growth. The conversation explores how commercial integration drives post-merger value, how customer expectations in industrial markets have shifted, and why buyers now expect an Amazon-like experience. They also discuss how ESAB is approaching AI in a focused, problem-led way across sales, pricing, and digital channels, and why the biggest opportunity with AI is enabling sales teams to spend more time with customers. Olivier closes with advice for emerging commercial leaders on staying close to customers and building truly customer-centric strategies. Olivier Biebuyck serves as Global President of Fabrication Technology at ESAB, a $2.5 billion welding and fabrication technology company operating in over 100 countries. His ESAB career encompasses leading the Filler Metals division, directing the Sandvik Welding Technologies acquisition, and serving as Head of EMEA and Global Products. Previously, Biebuyck held the Chief Marketing Officer position for Honeywell's Process Technology division. He began his career as a management consultant at McKinsey & Company, where he developed expertise in consumer goods before transitioning to industrial B2B sectors.   Discussion Points  * (00:00) Commercial Leadership Foundations and Industry Evolution - Prior consumer goods experience has shaped the way he approaches industrial B2B customers. The industrial sector increasingly embraces commercial excellence methodologies alongside traditional operational efficiency and cost competitiveness strategies.  * (05:20) M&A Integration Strategy and Commercial Playbook Development - ESAB executed five acquisitions across three years requiring systematic integration frameworks balancing channel management and talent retention.  * (13:16) Customer Experience Expectations- Industrial buyers demand Amazon-equivalent experiences including seamless ordering, real-time shipment visibility, and self-service capabilities. Companies must transform business models to meet customers' evolving standards.  * (18:40) AI Framework and Implementation - Focused AI deployment targeting specific pain points has helped demonstrate a measurable impact. Data transformation requires cleaning legacy systems, connecting historical information, and ensuring predictive analytics readiness across multiple ERPs.  * (23:20) Commercial Transformation Vision and Customer-Centric Leadership - ESAB's innovation portfolio maturity creates opportunity for systematic commercial transformation. Emerging leaders must prioritize direct customer engagement across regions to develop authentic customer-centric commercial strategies.  For More Information ESAB Corp [https://esabcorporation.com/] Olivier Biebuyck LinkedIn [https://www.linkedin.com/in/olivier-biebuyck-8b5863/] Titanium Economy [https://www.titaniumeconomy.com/] Ayna Website [https://ayna.ai/]

Episode 33: Steve Blanco

Steve Blanco, President and CEO of MSA Safety, joins the Titanium Economy Podcast to discuss leading a safety technology company through innovation, global growth, and digital transformation. In his wide-ranging conversation with Gaurav Batra, CEO of Ayna, Steve shares how mission driven leadership, customer intimacy, and technology shape MSA’s strategy and long-term performance. In this episode:  * How MSA has stayed relevant for over a century by innovating around tangible customer safety problems * Why customer intimacy is the core driver of differentiation in industrial safety * How connected devices, software, and AI are changing workplace safety and operations * What it takes to scale globally while preserving culture, margins, and long-term growth Steve Blanco serves as President and Chief Executive Officer where he is responsible for overseeing MSA Safety’s global portfolio and the implementation of the company’s strategic initiatives.  Previously (from 2017 to 2022) he was President of MSA Americas. During his tenure, revenue in the segment grew by more than 40%.  Steve also helped oversee the acquisitions and integrations of Bacharach, Globe Manufacturing, and Sierra Monitor. Prior to joining MSA Safety, Steve worked for Eaton Corporation, serving as Vice President of Manufacturing for the company’s Electrical Sector, and worked for Ford Motor Company and Visteon. For More Information MSA The Safety Company [https://www.msasafety.com/global] Steve Blanco LinkedIn [https://www.linkedin.com/in/steve-blanco-6667886/] Gaurav Batra LinkedIn [https://www.linkedin.com/in/gaurav-batra247/] Ayna Website [https://ayna.ai/]

Episode 32: Brish Bhan Vaidya

In this episode of the Titanium Economy Podcast, host Vivek Sharma speaks with Brish Bhan Vaidya, Global Procurement Executive at Uber, on how procurement is evolving from a cost function to a strategic growth enabler. Brish highlights the shift toward multi-tier supplier diversification, AI-driven intelligence, ESG integration, and proactive scenario planning to build resilient, agile sourcing models aligned with business objectives. Brish leads APAC Strategic Sourcing and the Global Buying Center at Uber, bringing 20+ years of experience across BT, Accenture, and American Express. He has driven large-scale procurement transformations, strengthening supplier partnerships, embedding digital and AI capabilities, and building world-class sourcing frameworks to deliver sustained value across complex global supply chains. Discussion Points * (00:00) Procurement’s evolution: Shift from cost center to strategic value driver, requiring proactive planning amid tariffs and geopolitical disruption. * (6:27) Managing sourcing risk: Multi-tier supplier diversification is now the baseline to address ESG, insolvency, and geopolitical uncertainty. * (13:21) Building resilience: Effective sourcing hinges on supplier optionality, performance tracking, and co-creation, with TCO factoring in disruption risk. * (17:39) AI in procurement: AI accelerates category intelligence, supplier risk analysis, and contract lifecycle management. * (32:03) Future-ready leadership: Procurement leaders must blend ESG rigor with commercial acumen and digital fluency. For More Information Brish Bhan Vaidya LinkedIn [https://www.linkedin.com/in/brishbhan/?originalSubdomain=in] Titanium Economy [https://www.titaniumeconomy.com/] Ayna.AI Website [https://ayna.ai/] Vivek Sharma LinkedIn [https://www.linkedin.com/in/vivekis/]