The SOIC Podcast

I Spent Weeks Researching this Industry - Here’s the Brutal Truth


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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 margins really are

✅ Risks investors must watch

✅ Technical + valuation insights on key stocks


Whether you're an investor, operator, or just curious — this episode will change the way you see your morning milk.

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The SOIC PodcastBy SOIC: School of Intrinsic Compounding


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