BSEAnzen India Energy Yield Plus TrustMediumNeutral
Announced Tue, 3 Jun · 16:09 IST

Anzen India Energy Yield Plus Trust has informed the Exchange regarding Disclosure of material issue

Analyst Day Multiyear TargetsOrder Pipeline DisclosedInvestor Communications View source PDF
Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Anzen India Energy Yield Plus Trust (InvIT) has filed its annual investor presentation for FY 2025 with the exchanges. The trust, listed on NSE and BSE since November 2022, manages energy infrastructure assets with an AUM of ~INR 39 billion. Key FY25 numbers: Total income of Rs. 2,677 million, EBITDA of Rs. 2,336 million, and distributions of Rs. 1,642 million. DPU for FY25 was INR 9.8, with a projected FY26 DPU of INR 11. The trust completed the acquisition of a 420 MWp solar project (Solzen Urja) in March 2025, and has a visible growth pipeline through ROFO on 12 solar assets (~813 MWp) and 1 transmission asset (~980 ckt km). Net Debt/AUM stands at ~43.34%, providing leverage headroom for further acquisitions.

Likely market impact

The presentation reinforces confidence in the trust's growth trajectory, with a 12%+ projected DPU increase for FY26 backed by a clearly identified acquisition pipeline. The recent solar acquisition and substantial ROFO pipeline of ~1,233 MWp solar and 980 ckt km transmission indicate potential for further DPU accretion, while low leverage provides capacity for value-accretive growth.