The SOIC Podcast

In this episode of SOIC, we do a complete top-down analysis of the Indian stock market.
We break down why the market is in a bear phase, where valuation comfort is emerging, and which sectors are weakening or improving.

We analyze B2G-linked sectors, EMS, solar, transformers, consumption, financials, and small caps, using valuations, market breadth, and cycle analysis.
You’ll also learn how to spot opportunities during volatility, understand sector rotation, and prepare for the next market cycle with a clear framework.

This episode is a market temperature check to help you think clearly, avoid noise, and invest with discipline.

In this episode, you will learn everything about Mutual Funds for 2026 and beyond.
We explain the difference between mutual funds and active stock picking, why thinking like a unit collector is important, and how to build wealth using SIP.

You will also learn a simple framework to choose mutual funds, which flexi cap, mid cap, and small cap funds are worth tracking, and how to use ETFs and passive investing for the next few years.

This episode is perfect for beginners as well as long term investors who want a clear, practical approach to investing without confusion.

In this episode, you’ll learn the core idea of Proxy Investing - a simple way to find companies that benefit from big trends without being in the spotlight. You’ll learn how suppliers and enablers grow faster than the main industry players, how downstream companies profit from themes like AI, data centers, power, chemicals and industrialization, and how to identify these proxies using value chains, order books and tailwinds. With clear examples from India and global markets, this episode gives you an easy, practical framework to find better businesses in any sector.

In this episode, we break down the airport operators industry — a toll-road style business with high entry barriers, predictable cash flows, and long-term growth potential. We explore global case studies, India’s aviation value chain, and a deep dive into key companies. We also cover revenue models, valuations, risks, and the future outlook of the sector. If you’re interested in asset-heavy businesses and long-term compounding themes, this episode is for you.

This special SOIC podcast with Ishmohit Arora dives deep into the Q2 FY26 earnings season and the real trends shaping India’s markets. We break down which sectors delivered standout results — from Pre-Engineered Buildings, Banks/NBFCs, Auto Ancillaries, Shipbuilding, Telecom, Ports & Airports, to strong performers in Diagnostics, Ratings, and Power.

You’ll also learn how earnings downgrades are bottoming out, which sectors show early strength for H2, and the concalls every serious investor should read. Packed with insights, frameworks, and practical habits, this episode will sharpen your research process and help you understand where the next set of opportunities may emerge.

Get ready for an exclusive deep dive into one of the fastest-growing industries on the planet — Drones & Anti-Drone Systems. You’ll learn why this has become a sunrise sector, how modern warfare is changing, the full drone value chain, key components, global leaders, Indian players, and how drones are now used in defence, agriculture, logistics, and critical infrastructure. A quick but powerful overview of where the future of unmanned systems is headed.

In this episode, we break down why FIIs are increasing investments in the Banking & NBFC sector.

We explain the 3 key banking cycles—net interest margins, asset quality, and credit growth—and how all three are improving right now.

You’ll also learn the ROA framework to evaluate banks/NBFCs, understand NPA trends, and why guidance from major lenders points to stronger credit growth ahead.

We also discuss why this could be the early phase of a new sector upcycle, with banks leading and autos likely to follow.

We go through multiple companies across the sector to help you understand how to study them better.

Perfect for anyone who wants to understand how the banking cycle works, what’s changing now, and how to approach this sector smarter.

Welcome to this episode by SOIC, where we break down India’s fast-growing Pre-Engineered Building (PEB) sector — the backbone of modern manufacturing. In this episode, you’ll learn what the PEB sector is, its total addressable market, and why it’s becoming a key part of India’s private capex boom. We’ll explain how the industry works, its short order cycle, high operating leverage, and what drives growth. We’ve also covered many leading Indian companies operating in this space, comparing their capacities, business models, and regional focus. You’ll also learn about the key risks, valuations, and technical trends shaping the sector. By the end, you’ll understand how the PEB industry is driving India’s new wave of efficient, next-gen manufacturing infrastructure.

In this episode, we dive deep into the Battery Energy Storage (BESS) landscape — one of the most exciting and fast-evolving parts of India’s clean energy future. You’ll learn about the need for BESS, the TAM (Total Addressable Market) of the industry, and how it fits into the global shift toward renewable power.

We explore the international and Indian value chains, understand where the real profit pools lie, and discuss the key risks and challenges shaping this emerging sector.

Along the way, we also go through many companies that are building capabilities across the BESS value chain — from raw materials to large-scale storage solutions.

By the end of this episode, you’ll have a complete picture of how India’s battery energy storage ecosystem is developing, what opportunities it holds, and what it means for the next decade of the energy transition.

In this Diwali special SOIC podcast, Ishmohit Sir and Amit decode the latest Q2 results and share insights across banking, auto, consumer, and pharma sectors. Learn how to identify early trends, spot “tailwind” industries, and use AI tools like ChatGPT to analyze company reports smarter. You’ll also discover how India’s premiumization and consumption cycles are shaping the next phase of growth—and how to find the best small & mid-cap opportunities for the coming years.

🎧 Perfect for investors who want clear, actionable insights—not noise.