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In this episode, we break down why PPFAS Mutual Fund — known for its long-term, value-based approach — recently added Bharti Airtel to its portfolio. We connect the dots between Warren Buffett’s BNSF railroad bet and how telecom has now become the “digital toll road” of modern India. From industry consolidation and rising ARPUs to capex trends and free cash flow analysis, this is a complete breakdown of what makes Airtel a cash-generating machine.

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In this episode, we dive deep into India’s port industry — a toll-road style business that powers the nation’s trade and GDP. We explore how ports operate, key revenue drivers, growth trends, and strong entry barriers. We also discuss the top 2 players in the industry and what sets them apart. A must-listen for anyone looking to understand high-moat, infrastructure-driven businesses.

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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!

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In this episode, we break down the Q4 FY25 results across India’s fastest-growing sectors — from capital goods and chemicals to pharma, banks, and exporters. Get insights into companies showing 20–100%+ growth and discover where the next opportunities may lie. Smart analysis. Real numbers. Pure learning.

We also share macro insights, sectoral trends, and what they mean for investors. Stay ahead with focused data, clean takeaways, and a touch of SOIC perspective. Plus, there's a great book recommendation you shouldn't miss!

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This episode dives into the Q4 FY24 performance of India’s leading CDMO businesses. We discuss how contract manufacturing is becoming a strong growth engine for pharma, the reasons behind sharp earnings jumps in some cases, and the risks investors should be aware of. A quick guide to valuations and what lies ahead.

✅ What You’ll Learn:

📈 CDMO growth trends across companies

💡 Why margins are improving in select businesses

⚠️ Key risks: revenue lumpiness, patent expiry

🏗️ High capex impact on profits

🧠 What investors should track in the next 2–3 years

📊 Valuation ranges & exit PE framework simplified

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🎯 KFinTech vs CAMS: Fintech Face-Off!

Two backend giants. One epic comparison. 💥
We break down KFinTech & CAMS in a fun and simple way!

👀 What’s inside:
✨ Business model battle
🌍 Global dreams & growth stories
⚠️ Big risks to watch
📊 Valuation snapshots

Tune in if you love finance with flair! 🎧💸

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In this episode, we break down 4 powerful megatrends reshaping global energy demand and unlocking new investment opportunities:

⚡ AI-driven surge in electricity demand
🌱 Acceleration of green and renewable energy
🔄 Solving the intermittency puzzle in power supply
❄️ Rapid growth in data center cooling technologies

We decode 5 Indian stocks and 2 global proxies that are poised to benefit from these seismic shifts. Whether you're an investor, analyst, or curious learner—this is your roadmap to the future of power.

📊 Stay tuned for actionable insights, sector analysis, and emerging opportunities.

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🎧 Listeners, this is a deep-dive podcast on CDSL – one of the backbone companies of India’s stock market.

In this episode, we break down CDSL’s role as a “toll road” of the capital markets and explain:
✅ How CDSL earns money through Demat accounts, IPO activity, and investor participation
✅ The concept of operating leverage and why margins rise or fall sharply
✅ Why CDSL is considered a critical infrastructure company
✅ Current valuation insights — is it overvalued today?
✅ What should long-term, medium-term, and value investors do from here?

Whether you're a beginner or an experienced investor, this episode will give you the full picture — simplified, practical, and deeply insightful.

🎙️ Brought to you by SOIC – making business analysis easy, one company at a time.