Ajay Bodke positive on UPL, KSB Pumps, PI Industries

Ajay Bodke of Prabhudas Lilladher told CNBC-TV18, "In agricultural space we are very positive on UPL. Fundamentally the company is showing very good growth in topline. The main concern that people had about UPL was its bloated working capital cycle. However, it has demonstrated over last few quarters how it has been able to control is receivables helping to prop up its margins. That is one stock in the medium-term we are expecting to see a good amount of interest in."

"In case of capital goods KSB Pumps is a stock that we are positive on. Another stock in the agri space we are positive on is PI Industries and lastly in pharmaceuticals, Aurobindo Pharma is the stock we are very positive on," he said.