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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 t…
Published on 6Â months, 3Â weeks ago
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In this power-packed episode, we explore the steel and pipe sector with industry veteran Saket Agarwal. Learn about:
âś… Key differences between DI, Seamless & ERW pipes
✅ Insights on compa…
Published on 6Â months, 3Â weeks ago
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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…
Published on 6Â months, 3Â weeks ago
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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 behi…
Published on 7Â months ago
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🎯 KFinTech vs CAMS: Fintech Face-Off!
Two backend giants. One epic comparison. đź’Ą
We break down KFinTech & CAMS in a fun and simple way!
👀 What’s inside:
✨ Business model battle
🌍 Global drea…
Published on 7Â months ago
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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 g…
Published on 7Â months, 1Â week ago
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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 marke…
Published on 7Â months, 1Â week ago
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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 fas…
Published on 7Â months, 2Â weeks ago
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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 o…
Published on 7Â months, 3Â weeks ago
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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 dol…
Published on 8Â months ago
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