The SOIC Podcast
🎧 Welcome to the SOIC Podcast!
SOIC (School of Intrinsic Compounding) helps Indian investors learn how to invest wisely through simple lessons, real-life examples, and case studies.
In each episode, you’ll get:
📊 Stock analysis made easy
📚 Key takeaways from investing books
🧠 Mental models to think smarter
💡 Real-world case studies from the stock market
Follow and listen to learn how to become a smarter investor for life.
The SOIC Podcast
Best CDMO Results in Q1FY26
Ever wondered which CDMOs are driving growth—and where the hidden risks are? In this episode, we unpack the Q1 FY26 results of leading players, including Ami Organics, Laurus Labs, Neuland Laboratories, Jubilant Pharmova, Piramal Pharma, Syngene International, Hikal Ltd, Blue Jet Healthcare, and Aarti Pharmalabs.
From capex moves and margin trends to valuation caution and IPO red flags, we highlight what really matters for investors. Whether you’re an equity investor or simply curious about India’s fast-evolving pharma outsourcing story, this episode gives you the clarity you need to spot opportunities in a hot, lumpy sector.