Anzen India Energy Yield Plus Trust
Anzen India Energy Yield Plus Trust
UtilitiesKey Fundamentals
MicrocapPower TransmissionPowerTapetide Score
Data-driven rating, 0–100. How it works →
Key Insights
Strengths
1- Company is expected to give good quarter
Weaknesses
3- Company has low interest coverage ratio.
- Company has a low return on equity of -1.37% over last 3 years.
- Company might be capitalizing the interest cost
Growth Rate
AI Analysis — Bull vs Bear
anthropic claude-opus-4.6 44d agoAnzen India Energy Yield Plus Trust is a utilities-sector infrastructure investment trust with a market cap of ₹4,335 Cr, trading at a P/B of 1.37x and offering a dividend yield of 8.53%. The trust has delivered strong TTM sales growth of 78% and profit growth of 85%, but carries a negative 3-year ROE of -1.37% and faces concerns around declining promoter holding and interest coverage.
- TTM revenue growth of 78% indicates a significant ramp-up in operational cash flows from underlying energy assets
- TTM profit growth of 85% demonstrates improving profitability and potentially better asset utilization
- Dividend yield of 8.53% is significantly higher than most listed Indian equities and fixed deposit rates, providing attractive income
- 3-year compounded sales CAGR of 70% shows sustained top-line momentum, not just a one-off spike
- 3-year compounded profit CAGR of 24% confirms the trust has been scaling earnings over a multi-year period
- Stock price CAGR of 13% over 1 year and 9% over 3 years shows steady capital appreciation alongside high distributions
- P/B ratio of 1.37x suggests the trust is trading close to its net asset value, not at an excessive premium
- Company is expected to deliver a good upcoming quarter based on operational visibility
- 3-year average ROE of -1.37% indicates the trust has not generated positive returns on equity capital over an extended period
- Promoter holding declined by 20.8% in the last quarter, signaling potential lack of confidence or dilution concerns
- Current promoter holding at just 23.2% is low, reducing alignment between promoter interests and unitholders
- Low interest coverage ratio raises concerns about the trust's ability to service debt obligations from operating cash flows
- Potential capitalization of interest costs may be masking the true extent of financing expenses and inflating reported asset values
- PE ratio of 3,225x is extremely elevated, suggesting current earnings are negligible relative to the market valuation
- Debt-to-equity ratio is undisclosed (null), making it difficult to assess leverage risk in an infrastructure trust structure
- Limited operating history with no 5-year or 10-year growth data available, making long-term track record assessment impossible
This is AI-generated analysis, not financial advice. Do your own due diligence.
AI News Digest
anthropic claude-opus-4.6 42d ago- 4th AGM held via VC/OAVM Jul 28
Anzen India Energy Yield Plus Trust held its 4th Annual General Meeting on July 28, 2026. Unitholders adopted financial statements and valuation reports for FY26.
- Amit Agarwal appointed Additional Director Jul 24
EAAA Real Assets Managers Limited appointed Amit Agarwal as Additional Director (Non-Executive) of the Investment Manager, effective July 24, 2026.
- Q1FY27 unitholding pattern disclosed Jul 10
Sponsors hold 23.91% while public holding stands at 76.09% as per the Q1FY27 unitholding pattern disclosure.
TL;DR: A quiet period for Anzen India Energy Yield Plus Trust with only routine governance updates — an AGM, a board-level appointment, and a quarterly unitholding disclosure. No material operational or financial catalysts emerged. Public holding at 76.09% indicates healthy float. With no headwinds or positive triggers in the recent news flow, the near-term trajectory will depend on upcoming distribution announcements and asset-level performance updates.
Quarterly Results
| Particulars | Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales | 63 | 63 | 63 | 62 | 63 | 63 | 63 | 77 | 110 | 101 | 104 | 155 | 288 |
| Expenses | 8 | 7 | 6 | 8 | 8 | 7 | 7 | 12 | 12 | 21 | 14 | 38 | 57 |
| Operating Profit | 55 | 56 | 56 | 54 | 55 | 56 | 56 | 65 | 99 | 80 | 90 | 117 | 231 |
| OPM % | 88% | 89% | 90% | 86% | 88% | 89% | 89% | 84% | 89% | 80% | 86% | 75% | 80% |
| Other Income | 0 | 1 | 0 | 0 | 2 | 0 | 0 | 0 | 0 | 2 | 0 | 5 | 1 |
| Interest | 16 | 16 | 16 | 16 | 16 | 16 | 16 | 27 | 40 | 40 | 43 | 64 | 105 |
| Depreciation | 47 | 47 | 47 | 47 | 42 | 43 | 43 | 46 | 52 | 54 | 53 | 57 | 70 |
| PBT | -7 | -6 | -7 | -9 | -2 | -3 | -3 | -8 | 7 | -12 | -6 | 1 | 57 |
| Tax % | 6% | 8% | 4% | 4% | 19% | 12% | 7% | -3% | -33% | -31% | -30% | -169% | 6% |
| Net Profit | -7 | -7 | -7 | -9 | -2 | -3 | -3 | -8 | 10 | -8 | -4 | 4 | 54 |
| EPS in Rs | -0.45 | -0.44 | -0.43 | -0.56 | -0.13 | -0.21 | -0.2 | -0.39 | 0.49 | -0.41 | -0.2 | 0.07 | 1.7 |
Profit & Loss
| Particulars | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | TTM |
|---|---|---|---|---|---|
| Sales | 94 | 243 | 257 | 457 | 648 |
| Expenses | 15 | 29 | 34 | 80 | 130 |
| Operating Profit | 79 | 213 | 223 | 378 | 518 |
| OPM % | 84% | 88% | 87% | 83% | 80% |
| Other Income | 6 | 9 | 11 | 16 | 9 |
| Interest | 44 | 64 | 75 | 186 | 251 |
| Depreciation | 77 | 187 | 174 | 216 | 234 |
| PBT | -36 | -28 | -16 | -9 | 42 |
| Tax % | -11% | 5% | 4% | -113% | — |
| Net Profit | -32 | -30 | -16 | 1 | 46 |
| EPS in Rs | -2.02 | -1.88 | -0.83 | -0.03 | 1.16 |
| Div. Payout % | -118% | -129% | -295% | -11049% | — |
Balance Sheet
| Particulars | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|
| Equity Capital | 1,562 | 1,562 | 1,957 | 2,652 |
| Reserves | -52 | -236 | -407 | -617 |
| Borrowings | 742 | 744 | 1,916 | 5,044 |
| Other Liabilities | 73 | 22 | 85 | 207 |
| Total Liabilities | 2,326 | 2,093 | 3,552 | 7,285 |
| Fixed Assets | 2,098 | 1,912 | 3,265 | 6,022 |
| CWIP | 0 | 0 | 0 | 9 |
| Investments | 131 | 68 | 81 | 207 |
| Other Assets | 97 | 113 | 205 | 1,047 |
| Total Assets | 2,326 | 2,093 | 3,552 | 7,285 |
Cash Flow
| Particulars | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|
| Operating | 88 | 163 | 240 | 425 |
| Investing | -1,492 | 69 | -1,527 | -3,196 |
| Financing | 1,411 | -216 | 1,326 | 3,345 |
| Net Cash Flow | 7 | 16 | 38 | 575 |
| Free Cash Flow | -1,257 | 161 | -1,287 | -2,479 |
| CFO/OP | 119 | 77 | 109 | 111 |
Ratios
| Particulars | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|
| Debtor Days | 5 | 0 | 0 | 29 |
| Cash Conversion Cycle | 5 | 0 | 0 | 29 |
| Working Capital Days | -11 | 75 | -603 | -450 |
| ROCE % | — | 1% | 2% | 3% |
Insights
BetaAI-extracted from concalls & annual reports · figures as reported, with sources
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Company Information
Anzen India Energy Yield Plus Trust is a diversified and growth-oriented energy InvIT focusing on high quality energy assets, with an initial AuM of over INR 2,300 cr. The Trust would be looking to invest in a diversified portfolio of energy assets including transmission lines and renewable power projects to provide long term predictable yield and growth to its investors.
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