Smart Investors are studying this 1,78,000 Crore industry NOW!

The SOIC Podcast

The SOIC Podcast
Smart Investors are studying this 1,78,000 Crore industry NOW!
Oct 05, 2025
SOIC

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Ever wondered who really wins when the temperature rises?
In this episode, we break down India’s air conditioner industry — its seasonality, growth drivers, and profit pool. You’ll learn how the entire value chain works, from component makers to brands, and discover insights from five major companies shaping India’s cooling story. A must-listen for anyone who wants to understand where the real long-term opportunities lie.