The CNBC interview refers to anti-dumping duty on CPVC from China, South Korea – which is a positive for Epigral as they are expanding capacity in CPVC (import substitution story)
The NDTV interview refers to anti-dumping duty on PVC resin (which Commerce Ministry has announced, yet to be finalized by Finance Ministry) – which would imply increase in raw material pricing for Epigral as it’s a raw material for CPVC. So some short term impact is likely but eventually they will pass on the increase in pricing to the customers.