SOIC's Podcast: Recent Episodes
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In this episode, we use StockScans' Concall Scans to analyse Q1 FY27 conference calls across industries including forging, chemicals, pharmaceuticals, healthcare, electronics, IT services, and financial services. We break down management commentary, growth guidance, new products, capacity expansion, AI, exports, and emerging sector trends to understand where India's next growth opportunities may be developing. Instead of focusing only on quarterly numbers, this episode shows how conference calls can help investors identify long-term business trends before they appear in the financial statements.
👉 If you want to decode management commentary and identify long-term growth opportunities from earnings season, this episode is worth your time.
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What makes small cap mutual funds one of the most rewarding—and most misunderstood—investment categories? In this episode, Ishmohit and Sarthak explain how small caps are defined, why they offer access to India's emerging growth themes, and how to manage the risks that come with them. They compare Trust Small Cap Fund, Helios Small Cap Fund, and Abakkus Small Cap Fund, covering each fund manager's investment philosophy, portfolio construction, liquidity, drawdowns, and the best approach to long-term small cap investing.
👉 If you want to understand small cap mutual funds and build a smarter long-term investing strategy, this episode is worth your time.
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In this episode, Ishmohit and Yash break down Indo-MIM, one of the world's largest Metal Injection Moulding (MIM) companies. Discover how tiny metal parts create a huge competitive advantage, why precision engineering is one of India's fastest-growing industries, and what makes this business so unique.
You'll also learn about the founder's journey, the company's business model, competitive moat, financials, growth opportunities, IPO valuation, risks, and whether it has the potential to become a long-term wealth creator.
This video is part of SOIC's 20 Unique Businesses Series, where we explore businesses with unique competitive advantages and learn what makes them exceptional.
👉 If you want to discover unique businesses before everyone else and become a better investor, this episode is for you.
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In this episode of SOIC, Prabhakar Kudva, CIO of Samvitti Capital, shares a practical framework for understanding market cycles, identifying leading investment themes, and building a strong portfolio. We discuss how to gauge market temperature, spot powerful themes early, find the right entry and exit points, and identify when a theme is peaking. The episode also covers portfolio construction, diversification, and key investing principles for making better decisions across market cycles.
👉 If you want to understand how to ride market themes, manage risk, and build a better investment framework, this episode is worth your time.
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In this podcast, Ishmohit and Naman discuss the UNIQUE Framework—a practical approach to identifying businesses with long-term compounding potential. Through 20+ real-world company case studies, they discuss how to identify underappreciated businesses, niche market leaders, industry inflection points, quality management, institutional ownership trends, and earnings scalability across sectors like industrials, specialty chemicals, auto ancillaries, consumer businesses, and platform companies. If you want to build your own investing framework and discover unique market leaders before they become obvious, this episode is worth your time.
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In this episode, Akshay Jogani from Xponent Tribe joins SOIC to decode the AI Data Center industry from first principles. We explore how AI, LLMs, GPUs, and data centers work, why global tech giants are investing hundreds of billions of dollars in AI infrastructure, and how the entire AI value chain is evolving. The discussion covers data center capacity, power generation, power distribution, chips, cooling, networking, key global and Indian companies, capital cycle opportunities, bottlenecks, risks, and the long-term investment thesis behind one of the biggest infrastructure build-outs of this decade.
👉 If you want to understand the AI infrastructure ecosystem and identify long-term investment opportunities before the next wave of AI growth, this episode is worth your time.
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In this episode, we break down India's Thermal Power industry and explain why it is entering a new capex cycle despite the rapid growth of renewable energy. We cover the industry's evolution, key growth drivers, the complete value chain, and analyze major companies including NTPC, Adani Power, JSW Energy, Coal India, NLC India, BHEL, Thermax, Power Mech, and Triveni Turbine. Learn where the biggest opportunities, competitive advantages, and long-term investment themes are emerging in the power sector.
If you want to understand the thermal power value chain and identify potential long-term beneficiaries, this episode is worth your time.
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In this episode, Ishmohit Arora and Sarthak Garg, Co-founders of SOIC, discuss the investment strategy of PPFAS Mutual Fund and why it has become one of the most talked-about funds in India. They explain value investing, the impact of a large AUM, portfolio allocation, AI and IT exposure, realistic return expectations, and how to build a diversified mutual fund portfolio. If you want to understand how long-term value investors think and make better investment decisions, this episode is worth your time.
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In this episode, we deep dive into CarTrade Tech, one of India’s leading internet-based automotive marketplace businesses. We explore the listings business model, CarTrade’s competitive advantages, OLX acquisition, operating leverage, growth triggers, AI-related risks, and the company’s long-term earnings potential. We also discuss why management believes profits could scale significantly over the next 4–5 years and what investors should track going forward.
👉 If you want to understand platform businesses, network effects, and the future of India's digital classifieds industry, this episode is worth your time.
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In this episode, we break down Minda Corporation and the broader Auto Ancillary industry using six key mental models that help identify winning businesses. We analyze the company’s business model, product portfolio, JV-led growth strategy, EV opportunities, premiumization trends, FY30 growth ambitions, competitive positioning, risks, and valuation. We also compare Minda Corporation with peers like Uno Minda, Lumax Auto Technologies, Pricol, SJS Enterprises, and Samvardhana Motherson to understand the industry's evolving landscape.
👉 If you want to understand how to identify high-quality auto ancillary businesses and evaluate long-term growth opportunities in India's automotive ecosystem, this episode is worth your time.
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In this episode, we analyze Indegene, a Life Sciences and Pharma-focused IT services company, and explore how AI is reshaping the IT industry. We discuss the right mental model for evaluating IT companies, the difference between horizontal and vertical IT businesses, outcome-based pricing, revenue per employee, business segments, growth drivers, financial performance, risks, and valuation. The episode also highlights why Indegene may benefit from AI through domain expertise, regulatory capabilities, and productivity gains.
👉 If you want to understand the future of IT services and identify businesses that can benefit from AI rather than be disrupted by it, this episode is worth your time.
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In this SOIC earnings special, we analyze the latest quarterly results across 1,400+ Indian companies and identify where growth is emerging beyond the major indices. We discuss key themes shaping the market, including sector rotation, manufacturing, healthcare, pharma, CDMO, defense, and precision engineering, along with standout performers such as Shilpa Medicare, Gland Pharma, Thangamayil, Astra Microwave, and others. The episode also explores why the next generation of wealth creators may emerge outside the Nifty 50 and what investors should watch in the coming quarters.
👉 If you want to understand where earnings growth is accelerating and identify tomorrow’s potential winners before they enter the index, this episode is worth your time.
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In this episode, we deep dive into Sudeep Pharma and understand why it stands out as a high-margin business in the pharma and specialty ingredients industry. We discuss the company’s business model, excipient and nutrition segments, battery chemicals opportunity, CAPEX plans, moat, and key risk factors. The episode also compares Sudeep Pharma with companies like Vinati Organics and Clean Science and Technology to understand margin sustainability and competitive advantages.
If you want to understand high-margin B2B pharma businesses and identify companies with strong moats and long-term growth potential, this episode is worth your time.
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In this 7th episode of SOIC’s “20 Unique Businesses” series, we deep dive into Alphabet — one of the world’s most integrated and difficult-to-replicate AI businesses. This episode covers the 5 layers of the AI value chain, Google Search, YouTube, Google Cloud, Gemini AI, TPUs, AI monetization, business model, growth drivers, management quality, valuation, and key risks. We also explore why Alphabet continues to grow at scale despite rising AI competition from ChatGPT, Anthropic, and other AI models.
If you want to understand how global technology leaders compound for decades and identify the biggest beneficiaries of the AI revolution, this episode is worth your time.
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This episode covers the 6th unique business in our 20 Unique Businesses series. We discuss a high-quality value-added manufacturing business that transformed from a commodity player into a speciality products leader with strong margins, pricing power, export strength, and consistent cash flow generation. The episode also covers business model, growth triggers, capex plans, competitive advantages, valuation, and key risk factors, along with how the company handled US tariff challenges while maintaining strong profitability.
If you want to understand how unique businesses create long-term wealth through value addition and strong execution, this episode is worth your time.
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In this episode, we break down Nippon India Asset Management Company and the rapidly growing asset management industry in India. We explore its strong financials, market share gains, and ETF leadership, along with the mental model behind successful AMCs. The discussion covers business model, growth drivers like SIP and passive investing, product mix, and competitive positioning. We also evaluate key risks and valuation to understand whether this is a long-term compounder in the making.
If you want to understand how AMC businesses grow and how to identify high-quality compounders early, this episode is worth your time.
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In this podcast, we sit down with Rajeev Mantri from Navam Capital to break down one of the most important themes for India’s future — deep tech investing.
We discuss what deep tech really means, how it is different from traditional businesses, and why it can drive India’s journey from a 4 trillion to a 10 trillion dollar economy. You will learn how venture capital works step by step, how investors evaluate startups, and how idea pipelines are built through networks, founders, and institutions.
We also cover real case studies like Ather Energy, Botlab Dynamics, and Unbox Robotics to understand how deep tech companies are built and scaled.
If you want to understand startup investing, deep tech opportunities, and where India is heading next, this episode gives you a complete 101.
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In this episode, we break down Sai Life Sciences, the fourth company in our 20 Unique Businesses series, where we explore high-quality companies with strong competitive advantages.
Sai Life Sciences is a unique CRDMO player in the pharma sector that earns 100% of its revenue from global innovator companies like Pfizer and AbbVie.
We explain how the CDMO and CRO industry works, why integration from research to manufacturing is a powerful business model, and how this company stands out from others in the space.
We also cover industry growth, business segments, key molecules, growth triggers, and risks, giving you a clear and simple understanding of this business.
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In this episode, we break down one of the most unique businesses in the world — ASML Holding, a company that sits at the heart of the global semiconductor industry.
We explore how a single machine worth $400 million powers modern technologies like AI, data centers, smartphones, and advanced chips. From understanding the semiconductor value chain to ASML’s monopoly position, we dive deep into what makes this business so powerful.
We also cover the company’s history, growth drivers driven by AI capex, strong financials, valuation framework, and the key risks involved.
If you want to understand how global technology actually works behind the scenes and how to analyze such businesses for long-term investing, this episode will give you a complete framework.
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In this episode, we break down Gravita India — a fast-growing recycling company benefiting from strong industry tailwinds.
We explore how the recycling sector is evolving due to decarbonization, resource scarcity, and government regulations, and why this is creating a J-curve growth opportunity.
We also analyze Gravita’s business model, sourcing advantage, financial performance, and future growth triggers like capacity expansion and value-added products.
If you want to understand a unique manufacturing business with strong fundamentals and long-term potential, this episode gives you a complete, simple breakdown.
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In this episode, we break down INOX India, a unique business with strong entry barriers and market leadership.
We explore how the company operates in the cryogenic equipment space, enabling the entire industrial gas ecosystem — from storage to transportation.
We also discuss its strong financials, high return ratios, and why this business is difficult to replicate.
Along with this, we cover key growth drivers like LNG, semiconductors, and space applications, and understand the risks and opportunities ahead.
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In this episode, we break down a powerful stock market strategy using real data and backtesting.
We explore how key factors like PE ratio, Price-to-Book, and earnings growth impact Nifty returns, and why lower valuations often lead to better future returns.
We also look at the current market situation — where valuations are getting cheaper but earnings growth is slowing — and what that means for investors.
If you want to understand when to invest, how to think about market cycles, and how to build a strong long-term investing approach, this episode will give you a clear framework.
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In this episode, we break down the entire healthcare and pharmaceutical industry — one of the most recession-proof sectors in the market.
We explore how the healthcare value chain works, from hospitals and domestic pharma to CDMO, diagnostics, API companies, and emerging segments like GLP-1 drugs and medical devices.
Along the way, we decode the unit economics of each segment, understand where the real money is made, and analyze 40+ companies across the healthcare space to identify the fastest-growing businesses.
If you want to understand healthcare as an investor — from basics to advanced insights — this episode gives you a complete framework.
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In this podcast, we explore the real world of microcap investing — beyond the hype.
Microcap stocks can fall 50–60% in bad markets, but they can also deliver massive returns when cycles turn. The key is understanding these cycles and surviving the drawdowns.
Gaurav Agrawal, with over 15 years of experience, shares how liquidity, investor behavior, and market phases shape this segment — and why the best opportunities often come when no one is interested.
If you want to learn how to think clearly in volatile markets and build conviction during tough times, this episode will give you practical and honest insights.
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In this episode, we explore how to invest smartly during a bear market using ETFs and mutual funds.
We break down a simple 3-framework approach to ETF investing — focusing on long-term sector trends, undervalued opportunities, and momentum plays.
We also discuss powerful global themes like defense and electrification, along with key opportunities in Indian sectors such as banking, pharma, and momentum investing.
Finally, we analyze a couple of high-potential mutual funds using a practical, bottom-up approach.
If you want to navigate market volatility with clarity and build a smarter portfolio, this episode will give you a clear direction.
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In this episode, we analyze the current state of the Indian stock market and understand whether the market is nearing a bottom.
We discuss how narratives influence investor behaviour, why market sentiment becomes extremely negative near bottoms, and what historical data tells us about Nifty valuations when the PE ratio falls near 20.
We also explore market breadth indicators, SIP strategies based on valuations, global market comparisons, and sectors where opportunities may be emerging including recycling, regional banks, gold lenders, hospitals, data centers, chemicals, and CDMO businesses.
If you are a long-term investor trying to understand the current market cycle and where the risk-reward may be improving, this episode will give you a clear framework to think about markets.
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The IT sector is facing valuation derating, and many investors believe that Artificial Intelligence could disrupt traditional IT services. But is AI really a threat, or could it actually increase the demand for software and engineering talent?
In this episode, we break down what is happening in the IT sector, why this fear has emerged, and what the data actually suggests. We also discuss four unique companies whose business models may benefit from the AI wave rather than be disrupted by it.
The goal of this episode is to help investors think differently and identify opportunities in a sector where market sentiment is currently negative.
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In this episode, we discuss how global macro events like the Iran–US–Israel conflict create fear in financial markets and how investors should respond during uncertain times.
Using historical data from events like the Kargil War, 9/11 attacks, and the Russia–Ukraine war, we explore how markets often see short-term drawdowns but eventually recover over the long term.
We also talk about behavioral investing, the “behavior gap” that causes investors to underperform markets, and why emotional decisions can hurt long-term wealth creation.
Finally, we look at current Nifty 50 valuations, small-cap cycles, and key indicators that help identify attractive opportunities in the market.
If you want to learn how to stay calm during market fear and make smarter long-term investing decisions, this episode will give you valuable insights.
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In this episode, we are joined by Siddhant Bhandari, CIO at Persistence Capital. we do a complete market temperature check on the Indian stock market, especially small caps. We analyze earnings trends across sectors, identify industries showing strong growth, and discuss emerging themes like manufacturing, CDMO, internet businesses, and data center proxies. We also decode why small caps corrected, what history teaches about market cycles, and how long-term investors can find opportunities even during drawdowns. This conversation helps investors understand where the market stands today and which sectors could surprise with future earnings growth.
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In this episode, we break down the future of the IT sector and how AI is changing the entire industry.
We discuss why IT stocks have been falling, whether the traditional IT services model is breaking, and how Global Capability Centers are taking share from outsourcing companies.
We also analyse different IT segments like ER&D, mid and small-cap IT, vertical specialists, and SaaS companies to understand which areas face disruption and where real opportunities may still exist.
If you want to understand how AI could impact IT growth, valuations, and long-term investment opportunities, this episode gives a complete framework to think about the sector.
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In this episode, we break down how to identify truly unique market leaders — businesses with strong moats, scalable growth, and structural competitive advantages.
We cover six differentiated business models across sectors: an auto ancillary proxy to the ICE cycle, a specialty chemicals company with sustainable margins, a pure-play CDMO pharma model, a waste-to-wealth specialty fats business with deep sourcing moat, and global semiconductor equipment and advanced packaging players benefiting from the AI capex boom.
More importantly, we discuss how these could potentially evolve into future stock market leaders as their industries scale and competitive advantages strengthen over time.
This podcast gives you a clear investing framework to spot high-quality future businesses early and independently screen the next generation of market leaders.
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In this episode, we break down the Q3 results season and explain what the numbers are actually telling us.
We discuss why indices are misleading, why this is a stock picker’s market, and how earnings, expectations, and market cycles really drive returns.
We cover:
- How to read broader market earnings
- Why good results still lead to stock price falls
- Reversal vs momentum investing
- Portfolio construction in a weak market
- Key trends across midcaps, auto, banks, microfinance, manufacturing, and AI capex
This is a thinking framework episode — not stock tips — focused on how long-term investors should navigate volatile markets.
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In this episode, we speak with Sagar Arya, Co-Founder of Xponent Tribe, to understand the global commercial aerospace industry and why India is becoming a key part of the global supply chain. We discuss massive order backlogs at Airbus and Boeing, supply chain failures in the West, and how this is creating a big opportunity for Indian aerospace companies. The conversation breaks down the entire aerospace value chain in simple terms — from raw materials and machining to tier-1 suppliers, MRO, and final aircraft assembly — while comparing global and Indian players. We also share a clear investor framework to judge entry barriers, complexity, risks, and long-term potential in aerospace businesses.
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In this episode, we explain why gold is going up and what it tells us about the world economy. We talk about how the old US-led global system worked, why it is breaking now, and how rising debt, money printing, and geopolitical tensions are changing where money flows. You’ll learn why central banks are buying gold, why this rally is not driven by retail investors, and how wars, tariffs, and frozen reserves have reduced trust in global systems. We also explain the commodity cycle, why metals like copper are in shortage, and what this means for stock market investors.
More importantly, this episode helps you see what is changing quietly behind the scenes — where power, money, and risk are shifting. If you want to understand why the world is moving in this direction and how investors should think in the next decade, this episode will connect the dots.
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Most stocks are down 28–30%, but the index doesn’t show it.
So… are we really in a bear market? And is the bottom close?
In this episode, you’ll learn:
- Why the real pain is hidden in mid and small caps
- How to spot early signs of market bottoming
- A 4-indicator framework used to judge market cycles
- How to plan SIPs and lump-sum investments during bear markets
- Why this is about preparing, not predicting
If you want a clear process to understand where the market stands and how long-term investors should act in tough phases, this episode is for you.
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In this episode, SOIC speaks with Himanshu Sharma (The Chartist) about how successful investors actually think about the stock market.
Instead of choosing between fundamentals or technicals, this conversation explains how both work together to build a practical investing framework. You’ll learn why fundamentals help filter good businesses, why technicals help with timing and risk management, and how the best investors combine the two.
The episode covers key ideas like fundamental catalysts, relative strength, stage analysis, market cycles, and why multibaggers are often found near their highs. It also explains common mistakes investors make, how to avoid weak stocks, and why psychology and discipline matter more than predictions.
This is not about stock tips or quick trades.It’s about learning how to think clearly about investing, understand risk and reward, and build a framework you can use across different market conditions.
If you want to improve your decision-making and learn how experienced investors approach the market, this episode is for you.
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In this episode, we explain why past returns don’t guarantee future returns, even for high-quality businesses.
Through real case studies like HDFC Bank, DMart, Page Industries, and Asian Paints, we show how high valuations, slowing growth, and strong market narratives can lead to years of poor or zero returns.
You’ll learn why big companies grow slower over time, how competition impacts performance, and how to use a simple framework to question popular, expensive stocks.
This episode is about thinking clearly when everyone is optimistic.
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In this episode, we share 7 big investing ideas for 2026 to help you invest with clarity after a volatile 2025.
You’ll learn how to spot tailwinds, avoid headwinds, build a clear investing setup, and think long term.
Each idea is explained using practical company and sector examples, so you can apply it in real investing decisions.
You’ll also understand when to stay invested, when to exit, and how compounding works over time.
What this episode covers
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Tailwinds vs headwinds
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Investing with a clear setup
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Power of compounding and long-term thinking
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Changing market cycles and new winners
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Key themes to study for 2026
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Global investing mindset
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Key Learnings & Book Suggestions
This episode is for investors who want less noise, more clarity, and better long-term outcomes.
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In this episode, we deep-dive into the Indian Jewellery Industry with Abhishek Jain — a jeweller with over 30 years of industry experience and an active investor.
This podcast covers the complete jewellery business from an investor’s point of view, including:
- Jewellery industry basics & value chain
- National and regional players and how they scale
- Key investor metrics like margins, ROCE, studded ratio & inventory turns
- Contract manufacturers and their unit economics
- Certification companies and their role in trust & pricing
- Lab-grown diamonds (LGD) — opportunity, risks & future outlook
Abhishek also explains gold hedging, gold metal loans, and why jewellery businesses focus on stable margins instead of gold price speculation.
If you want to understand how jewellery companies actually make money and how investors should analyze this sector, this podcast gives you a clear A-to-Z framework.
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In this episode of SOIC, we discuss a powerful investing mental model called product mix change. We analyze two precision engineering companies — SANSERA Engineering and Shriram Pistons & Rings — to understand how legacy auto businesses are using their cash flows to build future-ready segments.
Sansera is moving beyond ICE auto components into aerospace, defence, semiconductors, and EV-agnostic parts, while Shriram Pistons is using its pistons business as a cash cow to expand into automotive interiors and ambient lighting through acquisitions.
This episode is not about buy or sell recommendations. It is initial research focused on understanding how businesses transition over time and how investors can track long-term value creation using the product mix change framework.
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In this episode of SOIC, we do a complete top-down analysis of the Indian stock market.
We break down why the market is in a bear phase, where valuation comfort is emerging, and which sectors are weakening or improving.
We analyze B2G-linked sectors, EMS, solar, transformers, consumption, financials, and small caps, using valuations, market breadth, and cycle analysis.
You’ll also learn how to spot opportunities during volatility, understand sector rotation, and prepare for the next market cycle with a clear framework.
This episode is a market temperature check to help you think clearly, avoid noise, and invest with discipline.
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In this episode, you will learn everything about Mutual Funds for 2026 and beyond.
We explain the difference between mutual funds and active stock picking, why thinking like a unit collector is important, and how to build wealth using SIP.
You will also learn a simple framework to choose mutual funds, which flexi cap, mid cap, and small cap funds are worth tracking, and how to use ETFs and passive investing for the next few years.
This episode is perfect for beginners as well as long term investors who want a clear, practical approach to investing without confusion.
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In this episode, you’ll learn the core idea of Proxy Investing - a simple way to find companies that benefit from big trends without being in the spotlight. You’ll learn how suppliers and enablers grow faster than the main industry players, how downstream companies profit from themes like AI, data centers, power, chemicals and industrialization, and how to identify these proxies using value chains, order books and tailwinds. With clear examples from India and global markets, this episode gives you an easy, practical framework to find better businesses in any sector.
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In this episode, we break down the airport operators industry — a toll-road style business with high entry barriers, predictable cash flows, and long-term growth potential. We explore global case studies, India’s aviation value chain, and a deep dive into key companies. We also cover revenue models, valuations, risks, and the future outlook of the sector. If you’re interested in asset-heavy businesses and long-term compounding themes, this episode is for you.
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This special SOIC podcast with Ishmohit Arora dives deep into the Q2 FY26 earnings season and the real trends shaping India’s markets. We break down which sectors delivered standout results — from Pre-Engineered Buildings, Banks/NBFCs, Auto Ancillaries, Shipbuilding, Telecom, Ports & Airports, to strong performers in Diagnostics, Ratings, and Power.
You’ll also learn how earnings downgrades are bottoming out, which sectors show early strength for H2, and the concalls every serious investor should read. Packed with insights, frameworks, and practical habits, this episode will sharpen your research process and help you understand where the next set of opportunities may emerge.
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Get ready for an exclusive deep dive into one of the fastest-growing industries on the planet — Drones & Anti-Drone Systems. You’ll learn why this has become a sunrise sector, how modern warfare is changing, the full drone value chain, key components, global leaders, Indian players, and how drones are now used in defence, agriculture, logistics, and critical infrastructure. A quick but powerful overview of where the future of unmanned systems is headed.
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In this episode, we break down why FIIs are increasing investments in the Banking & NBFC sector.
We explain the 3 key banking cycles—net interest margins, asset quality, and credit growth—and how all three are improving right now.
You’ll also learn the ROA framework to evaluate banks/NBFCs, understand NPA trends, and why guidance from major lenders points to stronger credit growth ahead.
We also discuss why this could be the early phase of a new sector upcycle, with banks leading and autos likely to follow.
We go through multiple companies across the sector to help you understand how to study them better.
Perfect for anyone who wants to understand how the banking cycle works, what’s changing now, and how to approach this sector smarter.
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Welcome to this episode by SOIC, where we break down India’s fast-growing Pre-Engineered Building (PEB) sector — the backbone of modern manufacturing. In this episode, you’ll learn what the PEB sector is, its total addressable market, and why it’s becoming a key part of India’s private capex boom. We’ll explain how the industry works, its short order cycle, high operating leverage, and what drives growth. We’ve also covered many leading Indian companies operating in this space, comparing their capacities, business models, and regional focus. You’ll also learn about the key risks, valuations, and technical trends shaping the sector. By the end, you’ll understand how the PEB industry is driving India’s new wave of efficient, next-gen manufacturing infrastructure.
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In this episode, we dive deep into the Battery Energy Storage (BESS) landscape — one of the most exciting and fast-evolving parts of India’s clean energy future. You’ll learn about the need for BESS, the TAM (Total Addressable Market) of the industry, and how it fits into the global shift toward renewable power.
We explore the international and Indian value chains, understand where the real profit pools lie, and discuss the key risks and challenges shaping this emerging sector.
Along the way, we also go through many companies that are building capabilities across the BESS value chain — from raw materials to large-scale storage solutions.
By the end of this episode, you’ll have a complete picture of how India’s battery energy storage ecosystem is developing, what opportunities it holds, and what it means for the next decade of the energy transition.
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In this Diwali special SOIC podcast, Ishmohit Sir and Amit decode the latest Q2 results and share insights across banking, auto, consumer, and pharma sectors. Learn how to identify early trends, spot “tailwind” industries, and use AI tools like ChatGPT to analyze company reports smarter. You’ll also discover how India’s premiumization and consumption cycles are shaping the next phase of growth—and how to find the best small & mid-cap opportunities for the coming years.
🎧 Perfect for investors who want clear, actionable insights—not noise.
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In this episode, we decode why PPFAS Mutual Fund has invested in Zydus Wellness — the company behind brands like Sugar Free, Everyuth, Nutralite, and Max Protein. You’ll learn how Zydus is shifting from seasonal FMCG products to fast-growing health and nutrition categories, expanding across India and even into Europe. We also discuss key insights on growth, acquisitions, valuations, and risks — all in a clear, easy-to-understand way.
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Ever wondered who really wins when the temperature rises?
In this episode, we break down India’s air conditioner industry — its seasonality, growth drivers, and profit pool. You’ll learn how the entire value chain works, from component makers to brands, and discover insights from five major companies shaping India’s cooling story. A must-listen for anyone who wants to understand where the real long-term opportunities lie.
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In this episode of SOIC Podcast, Co-Founders of Persistence Capital, Ishmohit Arora and Siddhant Bhandari (CIO & Global Investor), break down the big themes shaping markets in India and across the world.
You’ll learn:
- Why some stocks rise on growth-at-any-price and the risks behind them
- How to spot self-help stories — companies that reinvent themselves and create long-term wealth
- The global megatrends driving the future: AI, power demand, defense, and Trump trades
- Insights on the Indian market outlook and what divergence with global markets means for investors
Perfect for investors who want clear mental models, global context, and practical frameworks to navigate markets with confidence.
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In this episode, we break down the alcohol industry in India — from market size and categories to pricing, premiumization, and consumer trends. You’ll learn how volume and value growth differ, why premiumization is driving higher margins, and what challenges the industry faces with high taxes, strict regulations, and advertising bans. We also explore key mental models to understand what makes a company successful in this space, including cost control, distribution, exports, and focus on high-value products. And finally, we cover six of the best businesses in this sector to give you a complete picture of where the future opportunities lie.
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In this SOIC Podcast, Digant Haria (Co-Founder, GreenEdge Wealth Services LLP) breaks down the NBFC and Banking cycle and explains how investors can prepare for the next upcycle.
You will learn:
- How to understand good vs. weak cycles in financial services
- A framework to analyze NBFCs and Banks across 7 sub-segments
- Insights from 40–45 leading companies in the sector
- How to pre-position as an investor before the next growth wave
This episode is packed with practical frameworks and real-world examples to help you think beyond company quality and focus on timing cycles for smarter investing.
📌 Note: This discussion is for educational purposes only and not stock recommendations.
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In this SOIC Podcast, Prabhakar Kudva (Samvitti Capital) shares insights from 17+ years of investing experience. We discuss how markets move through bull, bear, and sideways phases, why sideways markets are becoming more common, and what patterns emerge during corrections. You’ll learn the biggest mistakes investors make, how to avoid them, and practical ways to thrive in corrections. A must-listen for anyone serious about building a long-term investing mindset in 2025 and beyond.
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Welcome to SOIC Business Analysis. In today’s episode, we break down one of the most important moves by the Indian government — the recent GST cuts. We’ll understand why GST rates were reduced, what it means for the economy, and which sectors are the biggest beneficiaries.
From autos and banks to consumer goods, dairy, travel, apparel, footwear, consumer durables, and cement — we’ll look at the value chain of each industry and how these changes can impact growth, credit demand, and the stock market.
If you want to learn how policy decisions translate into business opportunities and investment insights, this episode is for you. Stay tuned till the end for clear takeaways you can apply as an investor.
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In this episode of SOIC, we simplify the powerful SOTP (Sum of the Parts) valuation framework, a method to value complex businesses with multiple segments. Using easy analogies like the cake example and real-world case studies, you’ll learn how to apply Conglomerate Discount and Holding Company Discount, and see step by step how Edelweiss can be valued by breaking down its 7 business units—Asset Management, NBFC, Mutual Funds, Insurance, Housing Finance, and ARC. By the end, We also discuss future triggers like IPOs, demergers, and business break-evens, giving you the same lens that smart investors use to track opportunities.
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In this episode of SOIC, we explore how retail investors can check if company management is truly walking the talk. Using a simple AI prompt, we share real case studies of Hikal, JK Lakshmi Cement, TD Power Systems, and Mayur Uniquoters. This framework will help you create a management report card before investing and make smarter stock market decisions.
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Wondering how India’s markets and industries are performing? In this episode, we decode Q1 FY26 results like never before — from the broader indices to sector standouts like banking, pharma, healthcare, IT, defence, and transmission. Discover companies delivering 50%+ PAT growth, key macro triggers, RBI’s policy shifts, and the next big themes to watch. Perfect for investors who want insights, not noise.
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In this episode, you’ll learn about 7 powerful themes driving India’s growth – pharma distribution, premium SUVs, solar pumps, premium alcohol, gold finance, power transmission, and next-gen manufacturing. From every theme, within each theme, we discuss companies that are scaling fast and positioned for strong growth in the coming years — along with the key triggers and opportunities over the next 3–4 years.
A must-listen for investors who want to spot the next wave of winners.
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Ever wondered which CDMOs are driving growth—and where the hidden risks are? In this episode, we unpack the Q1 FY26 results of leading players, including Ami Organics, Laurus Labs, Neuland Laboratories, Jubilant Pharmova, Piramal Pharma, Syngene International, Hikal Ltd, Blue Jet Healthcare, and Aarti Pharmalabs.
From capex moves and margin trends to valuation caution and IPO red flags, we highlight what really matters for investors. Whether you’re an equity investor or simply curious about India’s fast-evolving pharma outsourcing story, this episode gives you the clarity you need to spot opportunities in a hot, lumpy sector.
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In this episode, we break down the current state of India’s NBFC and banking sector to assess whether a true revival is underway. From RBI’s liquidity tightening to rising NPAs, we explore how different lending models are navigating stress. We dive into five key NBFC segments — Gold Loan NBFCs, Commercial Vehicle Lenders, Conglomerate-Backed NBFCs, SME/MSME Lenders, and Microfinance Institutions — to understand asset quality trends, growth challenges, and what lies ahead.
If you're investing in financials, this episode offers a grounded, timely perspective on where the sector really stands.
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In this thought-provoking episode, Siddhant Nautiyal from SOIC dives into a real conversation with Ishmohit on today’s confusing market. Is this the start of a new bull run — or are we stuck in a dull, directionless phase?
They unpack it all: the kind of market we’re in, how much macro factors like RBI policy and inflation really matter, how investors should approach recent IPOs, and whether exporters can hold up under global tariffs.
You’ll also hear insights on technical chart signals, which concalls reveal sector trends, and the most important lessons from this cycle — all tied back to timeless SOIC-style frameworks like TVGP.
Siddhant brings the tough questions — and Ishmohit breaks it all down with clarity and depth.
🎯 If you’re a serious long-term investor, this is one conversation you won’t want to miss.
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In this episode, we dive deep into one of India's most powerful and underappreciated sectors — the dairy industry. You'll learn how milk moves from rural farms to urban shelves, how regional players build trust with farmers, and why value-added products like cheese, yogurt, and protein are driving the next phase of growth.
We break down:
✅ The full dairy value chain
✅ Why the industry is regional and cyclical
✅ India's top listed and co-operative dairy brands
✅ Where the margins really are
✅ Risks investors must watch
✅ Technical + valuation insights on key stocks
Whether you're an investor, operator, or just curious — this episode will change the way you see your morning milk.
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In this episode, we analyze how Indian capital market companies like Motilal Oswal, Edelweiss, and JM Financial are shifting from transaction-based income to more stable, recurring revenue models like wealth management and asset management. We also discuss how past mistakes in wholesale lending are being corrected, and explore the industry’s long-term growth potential, key risks, and valuation outlook.
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In this episode, we explore Fine Organics — a global leader in emulsifiers and polymer additives. With over 600 products, a pristine balance sheet, and aggressive global capex plans, the company is positioning itself for a major growth comeback after years of stagnancy. We dive into its competitive edge, market presence across 80+ countries, and the key risks and triggers that could define the next phase of this specialty chemicals player.
Perfect for investors, analysts, and business enthusiasts who want a clear, structured view of this speciality chemicals player.
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Welcome to today’s deep dive on the global and Indian defence sector — where geopolitics, military innovation, and stock market opportunities come together.
In this episode, we explore:
- Why wars happen and how global power is shifting
- How modern warfare — like drones and cyber tech — is replacing tanks and jets
- India’s growing role in defence exports, reforms, and key companies leading this change
- The value chain of the defence industry, plus we explore valuations, technical trends, and risk factors investors should know
- And yes, we break down several top Indian defence companies shaping the future
Whether you're a student, investor, or just curious about how defence is evolving, this episode is packed with insights for listeners like you.
Let’s get into it. 🎙️
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In this masterclass, we break down the cash flow statement—one of the most important yet underrated financial tools for investors. You'll learn how to analyze cash flow from operations, investing, and financing using real case studies, simple analogies, and forensic techniques. We also explain key ratios like CFO to PAT and CFO to EBITDA, helping you identify strong businesses and avoid value traps. Whether you're a beginner or an active investor, this episode will transform the way you look at company financials.
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In this episode, we share a clear framework for navigating bear markets and market crashes—based on history, valuations, macro trends, and technical signals.
📌 Key takeaways:
- 5-part crash analysis: history, valuation, technicals, earnings, economy
- Price vs. time correction explained with Nifty data
- Which indices are still expensive vs. which are derated
- How to identify fraud-heavy sectors using PE rerating
- What kind of investors should do what: fully invested, asset allocators, or cash holders
- Signs of a bottom and sectors showing early strength
- Real economy signals from PMI, inflation, capex, and Q4 earnings
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In this episode, we walk through three standout conference calls from the latest result season—Aarti Pharma Labs, Polycab, and a Associated Alcohol & Breweries. You'll learn how to read concalls using our Business–Risk–Management (BRM) framework, spot triggers like capex, margin expansion, product mix shifts, and management commentary that signal potential inflection points. This is a hands-on episode for investors who want to sharpen their research and pick up powerful qualitative insights from company transcripts.
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In this episode, we break down why PPFAS Mutual Fund recently added Mahindra & Mahindra, Narayana Health, and Coal India to its portfolio—and what you can learn from it.
📌 Key takeaways:
- Mahindra & Mahindra: Strong SUV & tractor business, good cash flows, EV potential
- Narayana Health: Capex-led growth, high ROE/ROCE, cheaper than peers
- Coal India: High dividend, low valuation, steady growth potential
- Learn how to reverse-engineer smart investor moves
- Key risks to track for each business
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In this episode, we do a complete breakdown of Jio Finance—its structure, growth potential, and reasons behind the recent stock fall.
📌 Key takeaways:
- Why Jio Finance was created & its link to Reliance Industries
- What makes it a corporate-backed NBFC, and how that helps
- Breakdown of business verticals: lending, insurance, payments, AMC
- Why the stock is falling: startup-stage operations & market revaluation
- The role of BlackRock joint ventures and what to track next
- Metrics to watch: loan book growth, ROE/ROA, asset quality, execution
Great for investors tracking financial services, NBFCs, and early-stage corporate ventures.
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In this episode, we sit down with investor Siddhant Bhandari to explore why small and mid-cap businesses might offer better opportunities than large caps. Through sector-wise comparisons, Buffett-style frameworks, and Indian case studies like Radico and Varun Beverages, we discuss category creation, distribution strength, affordability-driven growth, and how to spot consumer businesses with long runways. A must-listen for those looking to go beyond the index and discover hidden compounders.
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In this episode, we decode the Indian chemical sector with industry expert Ajay Joshi. We explore the difference between bulk and specialty chemicals, evaluate the risks of capex-led growth, and understand the global shifts post Russia-Ukraine war and US tariffs. The episode also covers key frameworks to identify good vs bad chemical businesses, the rise of contract manufacturing (CDMO), and detailed case studies across agrochemicals, polymers, aroma chemicals, amines, and more. This is a complete masterclass for anyone serious about understanding the chemical industry from both an investor and operator perspective.
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In this episode, we break down one of the biggest macro events since COVID — the global tariff war. You’ll learn how rising US import tariffs are impacting key Indian sectors like chemicals, IT, pharma, shrimp, autos, and solar. We discuss first-, second-, and third-order consequences, company-specific risks, potential export opportunities, and why investors must now focus on diversification, risk management, and survival. A must-listen for anyone navigating today’s volatile global market.
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In this episode, we break down what’s hurting India’s top ER&D IT companies like KPIT, Tata Elxsi, and Tata Technologies. We explore business cycles, financials, valuations, and the key reasons behind the slowdown in this sector.
🔑 Key takeaways:
- What makes ER&D companies different from IT services firms
- How operating leverage impacts growth and margins
- Why sales growth is slowing for KPIT, Tata Elxsi & Tata Tech
- Insights from industry-level data, OEM struggles, and global EV impact
- A look at valuations and whether this sector is still attractive
Ideal for investors tracking tech, auto-linked IT, and long-term business trends.
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In this episode, discover how to scan and filter strong businesses even in a weak market. We cover relative strength scans, deep value filters, and how to track sectors that may lead the next bull run.
📊 Key takeaways:
- How to use scans like relative strength and value filters
- Strong sectors: Pharma, Hospitals, Hotels, NBFCs, Banks
- Tools used: SOIC Stock Scans, Screener, ValuePickr
- Signs of trend reversal and business strength
Great for investors looking to stay sharp during time corrections and spot emerging winners.
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In this episode, we dive into the impact of rising competition on leading cable & wire companies like KEI and Polycab — and why investor psychology, industry capex, and return ratios matter more than ever.
📉 Key takeaways:
- What happens when supply increases faster than demand
- Learn from past case studies: Castrol, Paints, Quick Commerce, Varun Beverages
- How PE derating starts even when earnings grow
- Breakdown of gross block, ROCE, and capex of KEI, Polycab, RR Kabel
- Entry of new giants like Ultratech & Adani and their strategic edge
- The importance of perception, capital allocation, and exit signals
Great for investors tracking infrastructure-linked stories and learning how market psychology affects stock prices.
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In this episode, we break down the current state of India’s IT sector — covering large-cap, mid-cap, ER&D, and product-based companies. We discuss why the sector is underperforming, how valuations remain elevated, and what the growth guidance looks like for key players like TCS, Infosys, KPIT, and Tata Elxsi. We also explore the impact of AI on billing models, margins, and future growth, while sharing insights on business cycles, operating leverage, and how to assess risks using our own frameworks. A must-listen for anyone tracking tech stocks or thinking long-term about IT investing.
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In this episode, you’ll learn how to read quarterly results like a true fundamental investor. This masterclass is packed with case studies, insights, and tools to help you find strong businesses and winning stock ideas.
🔑 Key takeaways:
- Why tracking quarterly earnings is essential
- How to use investor presentations and conference calls
- Key metrics to focus on: Sales, EBITDA, PAT, margins, cash flow
- How to spot upgrades, downgrades, and market reactions
- Tools like spreadsheets and screeners to simplify your research
- Real examples from pharma, capital goods, retail, and tech sectors
- How to adjust for one-offs and read between the lines
Perfect for anyone serious about long-term stock picking!
Let me know if you want a similar style for the other episodes too!
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In this episode, we break down 10 powerful investment themes that could lead the market in 2025 — from real estate, hospitals, and capital goods to CDMO pharma, NBFCs, textiles, and more. Learn how to spot high-growth sectors, screen strong businesses, and build a smarter investment strategy. A must-listen to stay ahead this year!
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In this episode, we break down the best mutual funds to track in 2025 and share a practical framework to pick them independently. You'll learn how to evaluate fund managers, avoid hype-driven funds, and understand which categories (Flexi-cap, Small-cap, Passive, etc.) offer better risk-reward in today’s market. Whether you’re a beginner or long-time investor, this guide will help you make smarter mutual fund choices this year.
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In this episode, we break down a unique SaaS company called RateGain, which powers global travel and hospitality businesses through AI-led software. You’ll learn how the company works, why it stands out in the IT sector, its key metrics like LTV/CAC and retention rates, and what risks and growth drivers investors should watch. Great for anyone interested in SaaS, tech investing, or business analysis.
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In this episode, we dive deep into two contract development and manufacturing (CDMO) businesses—Aarti Pharma Labs and Jubilant Pharma—that are riding strong structural trends.
🔬 Learn how the pharma value chain works
📈 Understand key mental models behind successful CDMOs
🚀 Discover growth drivers, J-curve business models & risk factors
💡 Bonus: How these companies are shifting from cash cow APIs to scalable CDMO businesses
Perfect for investors looking to identify the next big wave in healthcare manufacturing.
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In this episode, we break down how to simplify stock valuation using AI tools like ChatGPT and Gemini. From choosing the right valuation ratios (like P/E, EV/EBITDA, or Price-to-Sales) to calculating intrinsic value and building bull, bear, and base scenarios — we guide you step-by-step. This episode is ideal for investors who want to make smarter decisions using the power of AI and SOIC’s structured research approach.
✅ What you’ll learn in this episode:
- How to use AI tools like ChatGPT for stock valuation
- Choose the right valuation ratios (P/E, EV/EBITDA, etc.)
- Find intrinsic value with simple AI prompts
- Build bull, bear, and base case scenarios
- Learn the basics of prompt engineering
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In this episode, we break down why PPFAS Mutual Fund — known for its long-term, value-based approach — recently added Bharti Airtel to its portfolio. We connect the dots between Warren Buffett’s BNSF railroad bet and how telecom has now become the “digital toll road” of modern India. From industry consolidation and rising ARPUs to capex trends and free cash flow analysis, this is a complete breakdown of what makes Airtel a cash-generating machine.
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In this episode, we dive deep into India’s port industry — a toll-road style business that powers the nation’s trade and GDP. We explore how ports operate, key revenue drivers, growth trends, and strong entry barriers. We also discuss the top 2 players in the industry and what sets them apart. A must-listen for anyone looking to understand high-moat, infrastructure-driven businesses.
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In this power-packed episode, we explore the steel and pipe sector with industry veteran Saket Agarwal. Learn about:
✅ Key differences between DI, Seamless & ERW pipes
✅ Insights on companies like APL Apollo, Jindal Saw, Maharashtra Seamless
✅ Understanding raw materials and the full value chain
✅ Demand drivers like Jal Jeevan Mission, solar, and infrastructure
✅ How to evaluate pipe sector stocks for long-term investing
✅ Integrated vs non-integrated players
✅ The role of innovation in creating market leaders
A must-listen for investors, analysts & anyone curious about India’s booming infrastructure sector!
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In this episode, we break down the Q4 FY25 results across India’s fastest-growing sectors — from capital goods and chemicals to pharma, banks, and exporters. Get insights into companies showing 20–100%+ growth and discover where the next opportunities may lie. Smart analysis. Real numbers. Pure learning.
We also share macro insights, sectoral trends, and what they mean for investors. Stay ahead with focused data, clean takeaways, and a touch of SOIC perspective. Plus, there's a great book recommendation you shouldn't miss!
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This episode dives into the Q4 FY24 performance of India’s leading CDMO businesses. We discuss how contract manufacturing is becoming a strong growth engine for pharma, the reasons behind sharp earnings jumps in some cases, and the risks investors should be aware of. A quick guide to valuations and what lies ahead.
✅ What You’ll Learn:
📈 CDMO growth trends across companies
💡 Why margins are improving in select businesses
⚠️ Key risks: revenue lumpiness, patent expiry
🏗️ High capex impact on profits
🧠 What investors should track in the next 2–3 years
📊 Valuation ranges & exit PE framework simplified
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🎯 KFinTech vs CAMS: Fintech Face-Off!
Two backend giants. One epic comparison. 💥
We break down KFinTech & CAMS in a fun and simple way!
👀 What’s inside:
✨ Business model battle
🌍 Global dreams & growth stories
⚠️ Big risks to watch
📊 Valuation snapshots
Tune in if you love finance with flair! 🎧💸
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In this episode, we break down 4 powerful megatrends reshaping global energy demand and unlocking new investment opportunities:
⚡ AI-driven surge in electricity demand
🌱 Acceleration of green and renewable energy
🔄 Solving the intermittency puzzle in power supply
❄️ Rapid growth in data center cooling technologies
We decode 5 Indian stocks and 2 global proxies that are poised to benefit from these seismic shifts. Whether you're an investor, analyst, or curious learner—this is your roadmap to the future of power.
📊 Stay tuned for actionable insights, sector analysis, and emerging opportunities.
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🎧 Listeners, this is a deep-dive podcast on CDSL – one of the backbone companies of India’s stock market.
In this episode, we break down CDSL’s role as a “toll road” of the capital markets and explain:
✅ How CDSL earns money through Demat accounts, IPO activity, and investor participation
✅ The concept of operating leverage and why margins rise or fall sharply
✅ Why CDSL is considered a critical infrastructure company
✅ Current valuation insights — is it overvalued today?
✅ What should long-term, medium-term, and value investors do from here?
Whether you're a beginner or an experienced investor, this episode will give you the full picture — simplified, practical, and deeply insightful.
🎙️ Brought to you by SOIC – making business analysis easy, one company at a time.
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In this episode of SOIC, we simplify the Profit & Loss Statement—from topline to margins, segmental profits, and peer comparisons. Learn how to read P&L like Peter Lynch and analyse fast-growing companies using real case studies. Plus, get insights on our upcoming SOIC Pune Event on 25th May and the power of AI in stock research. Perfect for retail investors & finance learners!
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Ever felt lost in earnings season? This episode changes that. We simplify the Q4 FY25 results by breaking down market cycles, standout companies, and key trends—giving you a clear map of what’s happening and what might come next. With relatable examples and clear takeaways, it’s the kind of analysis you’ll enjoy listening to.
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Dear Listeners,
Explore the "brave new world" of macroeconomics with global expert Mr. Ritesh Jain. This episode delves into the shifting global order, the diminishing role of the US dollar and the rise of gold. Learn why non-aligned countries like India are positioned to benefit, the return of asset-heavy investment themes, and the significant opportunities in electrification. Understand how global asset allocation and market structures are transforming in this period of fundamental change.
We hope you'll enjoy this insightful conversation
A detailed podcast on BUSINESS STRATEGY AND ITS ESSENCE IN INVESTING with alot of case studies
Investing a game of Risk&Reward with the example of Sequent Scientific & a Hidden Market Leader
Signalling Model: How can you apply in Investing (Case Studies Covered like ICICI Bank, HCG, Yes Bank, Hikal)
Dear tribe members, going through life without basic understanding of probability is like going to an ass kicking competition with only one leg. This is what life is, one big ass kicking competition built on top of a probabilistic world. The very idea that the world of investing is certain is flawed. We are always dealing with odds and probabilities. Turn the odds in your favour by listening to the SOIC podcast!
SOIC Podcasts: Where you not only learn but undrstand deeply about businesses in a simple way