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In this episode, you’ll learn about 7 powerful themes driving India’s growth – pharma distribution, premium SUVs, solar pumps, premium alcohol, gold finance, power transmission, and next-gen manufacturing. From every theme, within each theme, we discuss companies that are scaling fast and positioned for strong growth in the coming years — along with the key triggers and opportunities over the next 3–4 years.

A must-listen for investors who want to spot the next wave of winners.

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Ever wondered which CDMOs are driving growth—and where the hidden risks are? In this episode, we unpack the Q1 FY26 results of leading players, including Ami Organics, Laurus Labs, Neuland Laboratories, Jubilant Pharmova, Piramal Pharma, Syngene International, Hikal Ltd, Blue Jet Healthcare, and Aarti Pharmalabs.

From capex moves and margin trends to valuation caution and IPO red flags, we highlight what really matters for investors. Whether you’re an equity investor or simply curious about India’s fast-evolving pharma outsourcing story, this episode gives you the clarity you need to spot opportunities in a hot, lumpy sector.

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In this episode, we break down the current state of India’s NBFC and banking sector to assess whether a true revival is underway. From RBI’s liquidity tightening to rising NPAs, we explore how different lending models are navigating stress. We dive into five key NBFC segments — Gold Loan NBFCs, Commercial Vehicle Lenders, Conglomerate-Backed NBFCs, SME/MSME Lenders, and Microfinance Institutions — to understand asset quality trends, growth challenges, and what lies ahead.

If you're investing in financials, this episode offers a grounded, timely perspective on where the sector really stands.