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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!