Brookfield Finds $300M in EBITDA Through Industrial AI
Brookfield CEO Anuj Ranjan explains how 1,200 industrial AI deployments across 300 portfolio companies generate $300 million in recurring EBITDA.
The AI Opportunity in 'Boring' Businesses w/ Brookfield’s Anuj Ranjan
With Hugh MacArthur, Anuj Ranjan · Sunday, October 25, 2026
Brookfield Private Equity CEO Anuj Ranjan joins Hugh MacArthur to discuss why the most significant AI-driven value creation is happening in traditional, under-digitized industrial businesses. Ranjan explains how Brookfield uses its global asset scale to deploy AI across predictive maintenance, dynamic pricing, and robotics, and why market sentiment is pivoting back toward resilient physical infrastructure.
Key takeaways
- Brookfield PE CEO Anuj Ranjan oversees roughly 1,200 active AI deployments across the firm's global portfolio, generating about $300 million in recurring EBITDA. Read more →
- Anuj Ranjan points to Westinghouse as proof that platform scale beats standalone diligence when pricing distressed assets out of Chapter 11. Read more →
- Brookfield Private Equity CEO Anuj Ranjan sees private equity valuations shifting away from asset-light software toward physical businesses with defensible infrastructure. Read more →
- Anuj Ranjan argues that enterprise AI deployment stalls when delegated to portfolio IT departments; adoption requires direct executive authority from the CEO. Read more →
- Brookfield targets legacy industrial companies valued at 8 to 9 times EBITDA that offer immediate cash yields rather than paying tech multiples for pure-play AI vendors. Read more →
5 articles from this episode
Brookfield Underwrote Westinghouse on Runoff Value
Anuj Ranjan explains how Brookfield used internal power data and a runoff contract model to turn Westinghouse from bankruptcy into an AI energy winner.
Anuj Ranjan: Markets Want Assets That Cannot Tip Over
Brookfield Private Equity CEO Anuj Ranjan explains why capital is rotating away from asset-light software toward heavy industrial assets.
Anuj Ranjan on Why Sponsors Must Fund Portfolio AI
Brookfield CEO Anuj Ranjan explains why sponsors must fund AI centrally rather than expecting industrial portfolio companies to build in house.
Anuj Ranjan: The Best AI Trade Is Boring Industrials
Brookfield PE CEO Anuj Ranjan explains why deploying AI inside 8x EBITDA industrial businesses offers better risk-reward than buying frontier tech.
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