I studied the Defence Sector | Complete Value Chain Decoded

The SOIC Podcast

The SOIC Podcast
I studied the Defence Sector | Complete Value Chain Decoded
Jul 20, 2025
SOIC

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Welcome to today’s deep dive on the global and Indian defence sector — where geopolitics, military innovation, and stock market opportunities come together.

In this episode, we explore:

  • Why wars happen and how global power is shifting
  • How modern warfare — like drones and cyber tech — is replacing tanks and jets
  • India’s growing role in defence exports, reforms, and key companies leading this change
  • The value chain of the defence industry, plus we explore valuations, technical trends, and risk factors investors should know
  • And yes, we break down several top Indian defence companies shaping the future


Whether you're a student, investor, or just curious about how defence is evolving, this episode is packed with insights for listeners like you.

Let’s get into it. 🎙️