Best SOIC Podcasts (2025)

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Alcohol Stocks: Don't Buy Until You See This Sector Value Chain 41:46

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9h ago41:46

41:46

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…

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How to Play the Next NBFC & Banks Upcycle | SOIC with Digant Haria 1:54:08

2d ago1:54:08

1:54:08

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 services A framework to analyze NBFCs and Banks across 7 sub-segments Insights from 40–4…

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How this Super Investor is preparing for Next Bull Run? 1:11:02

7d ago1:11:02

1:11:02

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 avoi…

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4 Biggest Beneficiaries of GST cut 25:57

10d ago25:57

25:57

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, appare…

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Why did super investors buy this? 27:29

17d ago27:29

27:29

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 Edel…

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Catch Management Lies with Al (in 20 Mins!) 19:11

21d ago19:11

19:11

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 st…

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Fastest Growth Businesses|Q1FY26 Results review 30:31

1M ago30:31

30:31

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 …

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7 Big Themes | Independence Day Special 39:44

1M ago39:44

39:44

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 ye…

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Best CDMO Results in Q1FY26 36:51

1M ago36:51

36:51

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…

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Will Banks & NBFCs make a Big Comeback? 23:02

2M ago23:02

23:02

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, Conglomerat…

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When will the next bull run start? 42:14

2M ago42:14

42:14

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 mat…

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I Spent Weeks Researching this Industry - Here’s the Brutal Truth 1:04:22

2M ago1:04:22

1:04:22

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 d…

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Motilal Oswal vs Edelweiss vs JM Finance: Will they create wealth? 41:48

2M ago41:48

41:48

Send us a text 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 in…

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I studied the Defence Sector | Complete Value Chain Decoded 1:32:40

2M ago1:32:40

1:32:40

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 shifting How modern warfare — like drones and cyber tech — is replacing tanks and jets India’s growing role i…

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This Stock Just Announced a ₹1500 Cr Capex!! 25:54

2M ago25:54

25:54

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+ co…

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How to invest in a Market Crash | Strong Stocks, Screening, Valuations 51:35

3M ago51:35

51:35

Send us a text 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 v…

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3 Interesting Concalls to study 29:06

3M ago29:06

29:06

Send us a text 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 commentar…

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Why did PPFAS buy these 3 stocks? 19:12

3M ago19:12

19:12

Send us a text 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 pee…

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Why is Jio Finance Falling? 15:38

3M ago15:38

15:38

Send us a text 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, A…

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Why are Small Caps better than Large Caps | Hidden secret 1:40:53

3M ago1:40:53

1:40:53

Send us a text 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, affordabili…

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Chemical Sector: How to find Winners? 37:12

3M ago37:12

37:12

Send us a text 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…

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Decode Cash Flow Statements the SOIC Way: The Only Video You’ll Ever Need 1:42:33

3M ago1:42:33

1:42:33

Send us a text 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 EB…

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Best Scans in a Bear Market 27:32

3M ago27:32

27:32

Send us a text 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 To…

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Will Competition kill KEI & Polycab? 27:40

3M ago27:40

27:40

Send us a text 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 Comme…

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Will the IT Sector Crash? 36:08

3M ago36:08

36:08

Send us a text 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 impa…

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The Tariff Crash What next? 25:37

3M ago25:37

25:37

Send us a text 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 opportu…

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What is wrong with KPIT, Tata Elxsi & Tata technologies! 14:46

3M ago14:46

14:46

Send us a text 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 impact…

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10 Mega Themes to study in 2025 58:58

3M ago58:58

58:58

Send us a text 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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Interesting Mutual Funds for 2025 31:47

3M ago31:47

31:47

Send us a text 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 begin…

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A Unique IT Business!! 45:42

3M ago45:42

45:42

Send us a text 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 …

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Masterclass on How to Read Quarterly Results for Winning Stocks 1:22:59

3M ago1:22:59

1:22:59

Send us a text 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 call…

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2 CDMO's Poised For Growth 39:52

3M ago39:52

39:52

Send us a text 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 facto…

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How to find Intrinsic value of a share? | Using AI step by step 58:41

3M ago58:41

58:41

Send us a text 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 t…

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Why PPFAS is buying this Cash Machine? 21:17

3M ago21:17

21:17

Send us a text 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 ca…

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I finally studied this sector!! 49:04

4M ago49:04

49:04

Send us a text 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 unde…

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This sector feeds Bharat’s growth Finding winners 1:11:45

4M ago1:11:45

1:11:45

Send us a text 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 Missi…

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Fastest Growing Companies | Results Q4FY25 31:10

4M ago31:10

31:10

Send us a text 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,…

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Will CDMO be the next Megatrend?? 40:34

4M ago40:34

40:34

Send us a text 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 Lear…

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CAMS vs KFIN: 2 Wealth Creators?? 24:12

4M ago24:12

24:12

Send us a text 🎯 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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Stocks for AI led Power Demand 40:44

4M ago40:44

40:44

Send us a text 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 …

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CDSL - An Opportunity or A Trap 19:21

4M ago19:21

19:21

Send us a text 🎧 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 m…

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Learn P&L for Winning Stocks in Hindi 1:12:00

5M ago1:12:00

1:12:00

Send us a text 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. Per…

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Q4FY25 Results | Strong Growth Leaders 27:18

5M ago27:18

27:18

Send us a text 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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Gold - India’s Bull Run | Themes with a Macro Expert 55:51

5M ago55:51

55:51

Send us a text 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 …