• Maintain Buy with target price of Rs 9260
• Lifting of RBI's restrictions to aid business and improve growth visibility
• View this positively, as resolution has come within just 6 months of imposition
• Saw an impact of +10% on new loans booked & 4% on consol. PBT in Q4
• Don't change est., but this improves visibility of growth - see 24% profit CAGR over FY24-27
• Stays among our top NBFC picks
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