SOIC Intelligent Research LLP | SEBI Registered Research Analyst (Reg. No: INH000012582) | BSE Enlistment No. - 5808 | Not Investment Advice |
India
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We have been running a series called 20 Unique Businesses on this page.
The filter is simple :-
→ High barriers to entry
→ Cannot be replicated just via blank cheque
→ Good return ratios
→ Limited competitors
→ Doing something cutting edge or structurally different
Not stocks to buy. Not targets to chase. Just businesses worth understanding, the kind where the moat is not a number on a screener but something you feel once you study the value chain.
If you missed any of them, this thread is your single window. Every business we have covered so far, in one place -
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We spent time on the floor at Semicon India 2026, looking at it through an investor's lens.
One line sums up what changed: India's chip story just moved upstream. The money is no longer only in the fabs. It is in everything a fab needs to run.
Sharing our insights and investor perspective on how the industry is evolving.
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India's semicon story is not a chip story yet. It is a capex and supply chain story.
> First: suppliers building out to Tata Electronics, CG Power, Kaynes
> Second order: components, instruments, chemicals after the ramp
> In parallel: global giants sourcing from India, where the clear beneficiaries are players with niche component expertise and an existing export book
Nascent stage. Patience is the price of admission. We are at learning stage where everyone is currently learning and absorbing how this industry is evolving.
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SOIC Research retweeted
Here's a detailed deep dive on Shilpa Medicare, which we covered for our subscribers under SOIC Research a while back.
Every Sunday, we discuss one business like this from our watchlist both Indian and global.
Here is the link: drive.google.com/file/d/1xMX…
Disclaimer - Nothing is a buy or sell recommendation and this is only for educational purposes
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Indian companies over the years have gone on a buying spree in Europe but the outcome was not so good for most of them.
Less than 20% of them would have successfully executed the acquisition. Most are still standing. But read the latest concalls and a quieter truth appears: many are still being fixed, years later. Here is the pattern, with the receipts.
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It was usually an optimistic buyer, at the top of a cycle, purchasing another company's structural problem, from the one person who understood it best, and calling the discount a margin of safety. The winners knew the plant was never the point.
The plant is never the thing that was cheap. It is the country that got cheap.
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