The SOIC Podcast

This sector feeds Bharat’s growth Finding winners


Listen Later

In this power-packed episode, we explore the steel and pipe sector with industry veteran Saket Agarwal. Learn about:


✅ Key differences between DI, Seamless & ERW pipes


✅ Insights on companies like APL Apollo, Jindal Saw, Maharashtra Seamless


✅ Understanding raw materials and the full value chain


✅ Demand drivers like Jal Jeevan Mission, solar, and infrastructure


✅ How to evaluate pipe sector stocks for long-term investing


✅ Integrated vs non-integrated players


✅ The role of innovation in creating market leaders


A must-listen for investors, analysts & anyone curious about India’s booming infrastructure sector!

...more
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The SOIC PodcastBy SOIC: School of Intrinsic Compounding


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