The SOIC Podcast

Author: SOIC: School of Intrinsic Compounding

Welcome to the SOIC Podcast! At SOIC (School of Intrinsic Compounding), were on a mission to help Indian investors learn how to invest smartly. We share simple stock tips, real-life examples, and lessons from books to help you become a better investor. In every episode, expect: Easy-to-understand stock analysis Insights from the best investing books Simple mental models Real-world case studies Follow us to start your journey to smarter investing!
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This sector will explode in India | Deep Tech: Semiconductor, Drones & Defence
Episode 515
Thursday, 30 April, 2026

In this podcast, we sit down with Rajeev Mantri from Navam Capital to break down one of the most important themes for India’s future — deep tech investing.We discuss what deep tech really means, how it is different from traditional businesses, and why it can drive India’s journey from a 4 trillion to a 10 trillion dollar economy. You will learn how venture capital works step by step, how investors evaluate startups, and how idea pipelines are built through networks, founders, and institutions.We also cover real case studies like Ather Energy, Botlab Dynamics, and Unbox Robotics to understand how deep tech companies are built and scaled.If you want to understand startup investing, deep tech opportunities, and where India is heading next, this episode gives you a complete 101.