Finally standing on its own feet? 7 fertilizer stocks, 4 with upside potential of more than 21%

On Interim Budget day when the fertilizer subsidy bill was seen as lower than expected, the street reacted negatively. The assumption is that if the fertilizer subsidy is going to come down then it is bad for the sector. Now there is another way to look at it, a government that has been ensuring that agriculture gets the right amount of attention and doing the various policy pushes, then why is the overall projected subsidy bill down? Probably, it may be because the government is expecting that policy actions that it has taken over the years will yield results and some of the other non-financial efforts that it will take in the sector will help reduce the bill without having an adverse effect on any stakeholders. Is it too early to take a negative view?