insecticides & fungicides. While the domestic agrochemical market continues to deal with the vagaries of monsoon, exports have grown by 17.4% in volume and 22.8% in value YoY for the agrochemical industry YTD 11MFY19. Hence we continue to remain positive on companies with sizeable exports/ International business like PI Ind and UPLL given their high revenue growth visibility and consistency in performance. We also like DAGRI and...