EPISODE · Jun 4, 2025 · 1H 11M
This sector feeds Bharat’s growth Finding winners
from The SOIC Podcast · host SOIC
Send us Fan MailIn 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 leadersA must-listen for investors, analysts & anyone curious about India’s booming infrastructure sector!
What this episode covers
Send us Fan Mail 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 ✅ Th...
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This sector feeds Bharat’s growth Finding winners
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