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
Will CDMO be the next Megatrend??
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