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
Q2FY26 Decoded: Growth, Margins, Guidance-Who Really Won?
This special SOIC podcast with Ishmohit Arora dives deep into the Q2 FY26 earnings season and the real trends shaping India’s markets. We break down which sectors delivered standout results — from Pre-Engineered Buildings, Banks/NBFCs, Auto Ancillaries, Shipbuilding, Telecom, Ports & Airports, to strong performers in Diagnostics, Ratings, and Power.
You’ll also learn how earnings downgrades are bottoming out, which sectors show early strength for H2, and the concalls every serious investor should read. Packed with insights, frameworks, and practical habits, this episode will sharpen your research process and help you understand where the next set of opportunities may emerge.