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

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

Update: 2025-10-05
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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.

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

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

SOIC: School of Intrinsic Compounding