Prefer PI Industries, UPL: Dipan Mehta

Dipan Mehta, Member at BSE & NSE told CNBC-TV18, "The agro play certainly is a very good investment theme. In our opinion, the best way to play would be through agro chemical companies and the pesticide companies which have good export orientation as well on say the likes of PI Industries, a company in which we and our clients are invested or even UPL for that matter.""I think both have done pretty well over the past few quarters or so and pretty much diversified their business. So they will benefit not only from rising export of agro chemical but also good trends coming through in the local domestic agriculture industry," he said.