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Q2FY26 Decoded: Growth, Margins, Guidance-Who Really Won?
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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…
4Â months ago
I Studied the Entire Drone Industry and Found this!
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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 l…
4Â months ago
Why 60,000 Crores Are Chasing This Sector
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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—n…
4Â months, 1Â week ago
One Industry Behind India’s Factory Boom (Pre-Engineered Buildings)
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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 mode…
4Â months, 2Â weeks ago
I Studied World’s Battery Energy Storage System (BESS) and Found this! Complete Breakdown | Indian Stocks
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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 …
4Â months, 2Â weeks ago
SOIC Diwali Special 2025 | Long Term Themes, Result updates, Triggers & Research Frameworks
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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, cons…
5Â months ago
PPFAS is buying this emerging FMCG Giant!
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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…
5Â months, 1Â week ago
Smart Investors are studying this 1,78,000 Crore industry NOW!
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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 season…
5Â months, 2Â weeks ago
Top 4 themes of Bull market decoded with Siddhant Bhandari
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In this episode of SOIC Podcast, Co-Founders of Persistence Capital, Ishmohit Arora and Siddhant Bhandari (CIO & Global Investor), br…
5Â months, 3Â weeks ago
Alcohol Stocks: Don't Buy Until You See This Sector Value Chain
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In this episode, we break down the alcohol industry in India — from market size and categories to pricing, premiumization, and consum…
5Â months, 3Â weeks ago