This sector feeds Bharat’s growth Finding winners

The SOIC Podcast

The SOIC Podcast
This sector feeds Bharat’s growth Finding winners
Jun 04, 2025
SOIC

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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!