Anzen India Energy Yield Plus Trust has informed the Exchange regarding Disclosure of material issue
Awaiting price reaction for this filing.
Anzen India Energy Yield Plus Trust, an Infrastructure Investment Trust (InvIT), filed its Q3 FY26 investor presentation with BSE. Key metrics: AUM of ~INR 40.3 bn, NAV per unit of ~INR 116.53, cumulative distributions of ~INR 5.4 bn (~INR 31.52 per unit), and AAA rating from CRISIL and India Ratings. Q3 FY26 distribution of INR 2.75 per unit (INR 540 Mn total) is to be paid by February 10, 2026, in line with the FY26 projected DPU of INR 11. Net debt to AUM is ~43.21% with weighted average cost of debt at 7.72%. Major growth announcement: Share Purchase Agreement executed on January 23, 2026 for 12 solar assets (~815.7 MWp) and a Right of First Offer (ROFO) exists for a ~980 ckt km transmission asset, representing more than 2x growth over the current portfolio. Transmission assets maintained >99% availability in Q3 FY26.
The acquisition pipeline (>2x current portfolio) provides strong visibility for future distribution growth. Existing unitholders benefit from stable INR 2.75 quarterly DPU, low leverage, and AAA credit quality, though execution risk on the large SPA and incremental debt funding will be key watchpoints.