The SOIC Podcast

I studied the Defence Sector | Complete Value Chain Decoded


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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 in defence exports, reforms, and key companies leading this change

  • The value chain of the defence industry, plus we explore valuations, technical trends, and risk factors investors should know

  • And yes — we break down several top Indian defence companies shaping the future


Whether you're a student, investor, or just curious about how defence is evolving, this episode is packed with insights for listeners like you.

Let’s get into it. 🎙️

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The SOIC PodcastBy SOIC: School of Intrinsic Compounding


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