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
All You Need to Know About the Jewellery Sector | Industry Expert Masterclass
In this episode, we deep-dive into the Indian Jewellery Industry with Abhishek Jain — a jeweller with over 30 years of industry experience and an active investor.
This podcast covers the complete jewellery business from an investor’s point of view, including:
- Jewellery industry basics & value chain
- National and regional players and how they scale
- Key investor metrics like margins, ROCE, studded ratio & inventory turns
- Contract manufacturers and their unit economics
- Certification companies and their role in trust & pricing
- Lab-grown diamonds (LGD) — opportunity, risks & future outlook
Abhishek also explains gold hedging, gold metal loans, and why jewellery businesses focus on stable margins instead of gold price speculation.
If you want to understand how jewellery companies actually make money and how investors should analyze this sector, this podcast gives you a clear A-to-Z framework.