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The SOIC Podcast
SOIC
59 episodes
12 hours ago
Send us a text 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,...
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Investing
Business
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All content for The SOIC Podcast is the property of SOIC and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Send us a text 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,...
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Investing
Business
Episodes (20/59)
The SOIC Podcast
I Studied World’s Battery Energy Storage System (BESS) and Found this! Complete Breakdown | Indian Stocks
Send us a text 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....
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2 hours ago
1 hour 8 minutes

The SOIC Podcast
One Industry Behind India’s Factory Boom (Pre-Engineered Buildings)
Send us a text 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,...
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2 hours ago
43 minutes

The SOIC Podcast
SOIC Diwali Special 2025 | Long Term Themes, Result updates, Triggers & Research Frameworks
Send us a text 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. 🎧 Pe...
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2 weeks ago
1 hour 9 minutes

The SOIC Podcast
PPFAS is buying this emerging FMCG Giant!
Send us a text 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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3 weeks ago
23 minutes

The SOIC Podcast
Smart Investors are studying this 1,78,000 Crore industry NOW!
Send us a text 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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1 month ago
41 minutes

The SOIC Podcast
Top 4 themes of Bull market decoded with Siddhant Bhandari
Send us a text 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 themHow to spot self-help stories — companies that reinvent themselves and create long-term wealthThe global megatrends driving the future: AI, power demand, defense, and Trump tradesInsights on ...
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1 month ago
55 minutes

The SOIC Podcast
Alcohol Stocks: Don't Buy Until You See This Sector Value Chain
Send us a text 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...
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1 month ago
41 minutes

The SOIC Podcast
How to Play the Next NBFC & Banks Upcycle | SOIC with Digant Haria
Send us a text 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 servicesA framework to analyze NBFCs and Banks across 7 sub-segmentsInsights from 40–45 leading companies in the sectorHow to pre-position as an investor before the next growth waveThis episode is packed with practical frameworks and r...
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1 month ago
1 hour 54 minutes

The SOIC Podcast
How this Super Investor is preparing for Next Bull Run?
Send us a text 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 beyo...
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1 month ago
1 hour 11 minutes

The SOIC Podcast
4 Biggest Beneficiaries of GST cut
Send us a text 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,...
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1 month ago
25 minutes

The SOIC Podcast
Why did super investors buy this?
Send us a text 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,&nb...
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2 months ago
27 minutes

The SOIC Podcast
Catch Management Lies with Al (in 20 Mins!)
Send us a text 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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2 months ago
19 minutes

The SOIC Podcast
Fastest Growth Businesses|Q1FY26 Results review
Send us a text 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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2 months ago
30 minutes

The SOIC Podcast
7 Big Themes | Independence Day Special
Send us a text 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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2 months ago
39 minutes

The SOIC Podcast
Best CDMO Results in Q1FY26
Send us a text 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 ...
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2 months ago
36 minutes

The SOIC Podcast
Will Banks & NBFCs make a Big Comeback?
Send us a text 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 yo...
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2 months ago
23 minutes

The SOIC Podcast
When will the next bull run start?
Send us a text 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 char...
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3 months ago
42 minutes

The SOIC Podcast
I Spent Weeks Researching this Industry - Here’s the Brutal Truth
Send us a text 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 margin...
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3 months ago
1 hour 4 minutes

The SOIC Podcast
I studied the Defence Sector | Complete Value Chain Decoded
Send us a text 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 shiftingHow modern warfare — like drones and cyber tech — is replacing tanks and jetsIndia’s growing role in defence exports, reforms, and key companies leading this changeThe value chain of the defence industry, plus we explore valuations, technical trend...
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3 months ago
1 hour 32 minutes

The SOIC Podcast
This Stock Just Announced a ₹1500 Cr Capex!!
Send us a text 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...
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3 months ago
25 minutes

The SOIC Podcast
Send us a text 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,...