Thirumalai Chemicals, Monthly - Broke out of that crucial 100 levels last month.
ADD has been imposed on Phthalic Anhydride going by this notification.
The ADD duty table is in page 45 and 46 in the doc above.
Fundamentally numbers have been very good in Q4, along with appreciation in PAN prices. These numbers could be sustainable along with the ADD, in which case current valuation could be cheap.
Disc: Had position in Tirumalai last year from August here around 60 levels but sold around 100 levels few months back. Things have changed from that position with the ADD going in favor of the company, so have decided to change stance and have started buying again.