Podcast · Business

The SOIC Podcast

by SOIC: School of Intrinsic Compounding · Hindi · Business

🎧 Welcome to the SOIC Podcast! At SOIC (School of Intrinsic Compounding), we’re on a mission to help Indian investors learn how to invest smartly. We share simple stock tips, real-life examples, and lessons from books to help you become a better investor. In every episode, expect: 📊 Easy-to-understand stock analysis 📚 Insights from the best investing books 🧠 Simple mental models 💡 Real-world…

New episodes: Weekly
Typical length: 42 min
Latest: 4 Oct 2026
Language: Hindi

Latest episode

4 Oct 2026 · 1 hr 7 minNew

Why I’m Looking Beyond the Nifty

This episode explores the current choppy phase of the Indian stock market, what past bull and bear cycles can teach investors, and how to approach passive vs active investing today. It covers SIPs, Nifty valuations, asset allocation, mutual fund selection, sector rotation, and how to identify high-growth businesses across themes like manufacturing, CDMO, EMS, data centres, power and healthcare. The episode also explains the TVGP framework — Theme, Growth, Promoter and Valuation — and how active investors can find opportunities beyond the index. If you want to understand how to navigate a…

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Earlier episodes 29 most recent

27 Sep 2026 · 36 min

Motherson Isn’t Just an Auto Stock

In this SOIC business analysis, we deep-dive into Samvardhana Motherson International (Motherson) and its transition from a global auto-ancillary business into high-growth non-automotive sectors. We cover its business model, wiring harness and auto segments, M&A strategy, consumer electronics, aerospace, semiconductor opportunities, growth catalysts, valuation and key risks . The episode also explores how businesses can use their core capabilities to enter new verticals and improve growth, margins and cyclicality. If you want to understand Motherson’s transformation and identify the key…
13 Sep 2026 · 42 min

Who really benefits from ‘Made in India’?

India’s investment cycle is changing. After years of consumption-led growth, capital is increasingly moving towards manufacturing, technology and strategic industries. In this episode, Ishmohit breaks down five major capex opportunities — semiconductors, space, EVs, EMS and aerospace & defence — while also exploring the data center boom and the value chains behind these industries. The focus is not on stock picking, but on understanding where capital is flowing, how new ecosystems are being built, and which businesses could benefit as these sectors scale. If you want to understand India’s…
9 Sep 2026 · 42 min

TVS & Murugappa: The Aerospace, Defence & Semiconductor Connection

In this episode, we look at two established industrial businesses from the TVS and Murugappa groups. We start with how we found them through conference-call summaries and StockScans, then work through their products, competitive advantages, growth plans and valuations. Sundram Fasteners is expanding in aerospace, wind and other non-auto applications. CUMI is investing in advanced ceramics for semiconductor equipment, fuel cells and defence. The bigger question is simple: can these established businesses use their existing capabilities to build their next growth engine? Let’s get into it.
30 Aug 2026 · 1 hr 44 min

10 CDMO Businesses Decoded

CDMO businesses can look similar from the outside, but the real question is: what actually separates a great CDMO from the rest? In this podcast, Ishmohit and Sid will discuss their years of research through the SCALE UP framework , covering stickiness, chemistry, anchor clients, late-stage pipelines, Capex economics, utilisation and price. They will also break down the 6-tier CDMO mental model , industry growth drivers, AI, peptides, China-to-India shifts, regulatory barriers and the lumpiness of CDMO earnings. If you want to understand how to evaluate CDMO businesses before forming a view…
26 Aug 2026 · 28 min

4 Unique Scans I Use to Find Epic Stocks

Explore 4 unique stock-scanning techniques from SOIC and StockScans for smarter Indian equity research. The episode covers the Congrats Index, management sentiment, scan matches, sector-wise growth screening, and Research AI to identify business inflection points and emerging opportunities. Learn how to filter companies, analyse growth triggers, and move from screening to deeper business analysis across sectors like auto, bearings, defence, and CDMO pharma. If you want to build a sharper stock-research process and identify meaningful growth signals faster, this episode is worth your time.
23 Aug 2026 · 40 min

Tempsens IPO: What This Udaipur Manufacturer Actually Makes

A thermometer sounds simple. But when it has to measure extreme temperatures inside steel, power, chemical and other industrial plants, the business becomes far more specialised. In this episode of SOIC’s 20 Unique Businesses series, Ishmohit breaks down Tempsens Instruments , a niche industrial instrumentation company operating across temperature sensing, electrical heating solutions and specialised cables. We look at its business model, competitive advantages, growth triggers, key risks, IPO structure and valuation — and understand what makes this business unique. The bigger lesson: a…
16 Aug 2026 · 1 hr 1 min

100 Fastest Growing Companies After Q1 FY27 Results

In this episode, Ishmohit screens Q1 FY27 results using a simple framework: more than 15% revenue growth, more than 20% earnings growth, and expanding margins. From the entire results universe, the process narrows the field to roughly 50–60 companies and then goes deeper into their results, concalls, guidance, capacity additions, order books and end-customer commentary. The bigger takeaway is not a list of stocks. It is a way to read earnings season. Some of the strongest signals are coming from CDMO and pharma, power and HVDC, data-centre proxies, aerospace and defence, hospitals,…
13 Aug 2026 · 2 hr 9 min

Ultimate Tool for Finding Winning Stocks

StockScans is a powerful investing and stock-screening tool designed to help investors find winning stocks, track market and sector rotation, and build actionable watchlists. This episode covers stock scanning, growth and valuation filters, quarterly results, conference calls, shareholding changes, technical and fundamental screens, watchlist tracking, and alerts. Learn how to use a structured TVGP (Theme, Valuation, Growth, Promoter) approach to identify new earnings, growth catalysts, improving fundamentals, and emerging market leaders. If you want to build a smarter stock-research process…
2 Aug 2026 · 36 min

I Scanned Hundreds of Concalls

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…
26 Jul 2026 · 37 min

I've Never Seen A Business Like This

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…
26 Jul 2026 · 49 min

Trust vs Helios vs Abakkus: The Small-Cap Fund Deep Dive

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…
12 Jul 2026 · 1 hr 26 min

How to ride this bull run!

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…
5 Jul 2026 · 1 hr 14 min

How to find unique businesses?

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…
5 Jul 2026 · 1 hr 58 min

The AI Boom Is Bigger Than Chips

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…
28 Jun 2026 · 1 hr 9 min

The next big power capex boom!

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…
26 Jun 2026 · 27 min

Will PPFAS make a comeback?

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.
21 Jun 2026 · 41 min

This Company Owns 0 Cars

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…
14 Jun 2026 · 45 min

One EV beneficiary?

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…
7 Jun 2026 · 41 min

AI proof IT Business

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…
31 May 2026 · 30 min

When will the Bull Market Start? Q4FY26 Earnings Check

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…
24 May 2026 · 50 min

A Hidden Indian Company Inside Every Protein Shake, Bakery & Tablet You Consume!!

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…
17 May 2026 · 35 min

The Biggest AI Winner

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…
10 May 2026 · 34 min

One Invisible Business With a Hidden Moat

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…
3 May 2026 · 42 min

The ETF King of India

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…
30 Apr 2026 · 1 hr 4 min

This sector will explode in India | Deep Tech: Semiconductor, Drones & Defence

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…
25 Apr 2026 · 40 min

India’s Next Big CDMO Winner?

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,…
19 Apr 2026 · 36 min

One Super Unique Semiconductor Stock

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…
15 Apr 2026 · 45 min

I Studied India's Lead Recycling Industry and Found this Company!

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…
11 Apr 2026 · 51 min

A Unique Market Leader with Tailwinds? | Semiconductors, Green Energy, Data Centres

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.

About The SOIC Podcast

The SOIC Podcast is a Hindi business podcast from SOIC: School of Intrinsic Compounding. Melo plays each episode straight from the publisher's own feed — no ads added, no account needed — and remembers where you stopped, in this browser only.

Publisher: SOIC: School of Intrinsic Compounding
Language: Hindi हिन्दी
Category: Business
New episodes: Weekly
Typical length: 42 min
Latest episode: 4 Oct 2026
Feed: RSS — paste into any podcast app
Apple Podcasts: podcasts.apple.com/podcast/id1589700543
Website: soic.in
Rights: 0

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The SOIC Podcast

Latest episode

Why I’m Looking Beyond the Nifty

Earlier episodes 29 most recent

Motherson Isn’t Just an Auto Stock

Who really benefits from ‘Made in India’?

TVS & Murugappa: The Aerospace, Defence & Semiconductor Connection

10 CDMO Businesses Decoded

4 Unique Scans I Use to Find Epic Stocks

Tempsens IPO: What This Udaipur Manufacturer Actually Makes

100 Fastest Growing Companies After Q1 FY27 Results

Ultimate Tool for Finding Winning Stocks

I Scanned Hundreds of Concalls

I've Never Seen A Business Like This

Trust vs Helios vs Abakkus: The Small-Cap Fund Deep Dive

How to ride this bull run!

How to find unique businesses?

The AI Boom Is Bigger Than Chips

The next big power capex boom!

Will PPFAS make a comeback?

This Company Owns 0 Cars

One EV beneficiary?

AI proof IT Business

When will the Bull Market Start? Q4FY26 Earnings Check

A Hidden Indian Company Inside Every Protein Shake, Bakery & Tablet You Consume!!

The Biggest AI Winner

One Invisible Business With a Hidden Moat

The ETF King of India

This sector will explode in India | Deep Tech: Semiconductor, Drones & Defence

India’s Next Big CDMO Winner?

One Super Unique Semiconductor Stock

I Studied India's Lead Recycling Industry and Found this Company!

A Unique Market Leader with Tailwinds? | Semiconductors, Green Energy, Data Centres

About The SOIC Podcast

More Hindi business 1

Take it with you