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 managed by EAAA Real Assets Managers) submitted its Q2 FY26 investor presentation. The trust reported AUM of ~INR 39.8 bn, Q2 FY26 DPU of INR 2.75, and FY26 projected DPU of INR 11. Q2 FY26 total income was INR 1,031 mn and EBITDA was INR 825 mn, with cumulative distributions of INR 4,848 mn since listing. In November 2025, the trust raised INR 7,750 mn via 11-year NCDs at 7.39% to refinance existing debt, which is expected to lower weighted average cost of debt from 7.96% to ~7.72%. The trust also disclosed a visible growth pipeline via ROFO rights on 12 solar assets (~813.2 MWp) and 1 transmission asset (~980 ckt km).
The lower refinancing rate and steady quarterly DPU of INR 2.75 support predictable income for unitholders, while the ROFO pipeline signals clear future growth. Short-term operational issues (transformer incident and inverter breakdowns) appear contained with insurance/warranty coverage, so near-term impact on distributions is expected to be limited.