The SOIC Podcast

In this episode, we decode why PPFAS Mutual Fund has invested in Zydus Wellness — the company behind brands like Sugar Free, Everyuth, Nutralite, and Max Protein. You’ll learn how Zydus is shifting from seasonal FMCG products to fast-growing health and nutrition categories, expanding across India and even into Europe. We also discuss key insights on growth, acquisitions, valuations, and risks — all in a clear, easy-to-understand way.

Ever wondered who really wins when the temperature rises?

In this episode, we break down India’s air conditioner industry — its seasonality, growth drivers, and profit pool. You’ll learn how the entire value chain works, from component makers to brands, and discover insights from five major companies shaping India’s cooling story. A must-listen for anyone who wants to understand where the real long-term opportunities lie.

In this episode of SOIC Podcast, Co-Founders of Persistence Capital, Ishmohit Arora and Siddhant Bhandari (CIO & Global Investor), break down the big themes shaping markets in India and across the world.

You’ll learn:

• Why some stocks rise on growth-at-any-price and the risks behind them
• How to spot self-help stories — companies that reinvent themselves and create long-term wealth
• The global megatrends driving the future: AI, power demand, defense, and Trump trades
• Insights on the Indian market outlook and what divergence with global markets means for investors

Perfect for investors who want clear mental models, global context, and practical frameworks to navigate markets with confidence.

In this episode, we break down the alcohol industry in India — from market size and categories to pricing, premiumization, and consumer trends. You’ll learn how volume and value growth differ, why premiumization is driving higher margins, and what challenges the industry faces with high taxes, strict regulations, and advertising bans. We also explore key mental models to understand what makes a company successful in this space, including cost control, distribution, exports, and focus on high-value products. And finally, we cover six of the best businesses in this sector to give you a complete picture of where the future opportunities lie.

In this SOIC Podcast, Digant Haria (Co-Founder, GreenEdge Wealth Services LLP) breaks down the NBFC and Banking cycle and explains how investors can prepare for the next upcycle.

You will learn:

• How to understand good vs. weak cycles in financial services
• A framework to analyze NBFCs and Banks across 7 sub-segments
• Insights from 40–45 leading companies in the sector
• How to pre-position as an investor before the next growth wave

This episode is packed with practical frameworks and real-world examples to help you think beyond company quality and focus on timing cycles for smarter investing.

📌 Note: This discussion is for educational purposes only and not stock recommendations.

In this SOIC Podcast, Digant Haria (Co-Founder, GreenEdge Wealth Services LLP) breaks down the NBFC and Banking cycle and explains how investors can prepare for the next upcycle.

You will learn:

• How to understand good vs. weak cycles in financial services
• A framework to analyze NBFCs and Banks across 7 sub-segments
• Insights from 40–45 leading companies in the sector
• How to pre-position as an investor before the next growth wave

This episode is packed with practical frameworks and real-world examples to help you think beyond company quality and focus on timing cycles for smarter investing.

📌 Note: This discussion is for educational purposes only and not stock recommendations.

In this SOIC Podcast, Prabhakar Kudva (Samvitti Capital) shares insights from 17+ years of investing experience. We discuss how markets move through bull, bear, and sideways phases, why sideways markets are becoming more common, and what patterns emerge during corrections. You’ll learn the biggest mistakes investors make, how to avoid them, and practical ways to thrive in corrections. A must-listen for anyone serious about building a long-term investing mindset in 2025 and beyond.

Welcome to SOIC Business Analysis. In today’s episode, we break down one of the most important moves by the Indian government — the recent GST cuts. We’ll understand why GST rates were reduced, what it means for the economy, and which sectors are the biggest beneficiaries.

From autos and banks to consumer goods, dairy, travel, apparel, footwear, consumer durables, and cement — we’ll look at the value chain of each industry and how these changes can impact growth, credit demand, and the stock market.

If you want to learn how policy decisions translate into business opportunities and investment insights, this episode is for you. Stay tuned till the end for clear takeaways you can apply as an investor.

In this episode of SOIC, we simplify the powerful SOTP (Sum of the Parts) valuation framework, a method to value complex businesses with multiple segments. Using easy analogies like the cake example and real-world case studies, you’ll learn how to apply Conglomerate Discount and Holding Company Discount, and see step by step how Edelweiss can be valued by breaking down its 7 business units—Asset Management, NBFC, Mutual Funds, Insurance, Housing Finance, and ARC. By the end,  We also discuss future triggers like IPOs, demergers, and business break-evens, giving you the same lens that smart investors use to track opportunities. 

In this episode of SOIC, we explore how retail investors can check if company management is truly walking the talk. Using a simple AI prompt, we share real case studies of Hikal, JK Lakshmi Cement, TD Power Systems, and Mayur Uniquoters. This framework will help you create a management report card before investing and make smarter stock market decisions.