The ADD Final Findings document has a lot of interesting relevant data points about the business and sector in general.
This part shows how the domestic manufacturers Thirumalai and IG Petro have suffered due to the dumping
Though the domestic consumption has grown, the domestic industry hasn’t gained from it and sales has been flat.
And the domestic industry has lost market share
This could all change with this duty being imposed which appears to be anywhere from 5-15% depending on the country (Towards the end of the document).
This will let the domestic players run their capacities better, capture lost market share and also have better margins for the same. I think about 20% growth in topline is possible with the ADD in place and margins as well could be in the 25% range