Anzen IYEP Trust

Why is Anzen India Energy Yield Plus Trust falling/rising?

As of 07-Aug, the stock price of Anzen India Energy Yield Plus Trust is Rs 128.00, unchanged from the previous session, with weak long-term fundamentals and declining promoter confidence despite a recent rise in investor participation. The stock has underperformed its sector and shows potential downward pressure despite a high dividend yield and significant profit increase over the past year.

As of 07-Aug, the stock price of Anzen India Energy Yield Plus Trust is currently at Rs 128.00, showing no change from the previous trading session. The stock has underperformed its sector by 0.5% today and has experienced erratic trading, not trading on 4 out of the last 20 days. Despite being close to its 52-week high, just 3.13% away from Rs 132, the stock's performance over the past week has been negative, with a decline of 0.78%, while the benchmark Sensex has increased by 0.77%.<BR><BR>Investor participation has seen a rise, with a delivery volume of 50,000 on August 4, which is a 66.67% increase compared to the 5-day average. However, the stock's long-term fundamentals appear weak, as indicated by a low Return on Capital Employed (ROCE) of 2.09% and a high Debt to EBITDA ratio of 13.09 times, suggesting a low ability to service debt. Additionally, promoter confidence has decreased, with a reduction in their stake by 5.04% over the previous quarter, which may reflect a lack of confidence in the company's future.<BR><BR>While the stock has generated a return of 10.34% over the past year, its profits have risen significantly by 822.7%, and it currently offers a high dividend yield of 5.55%. However, the overall weak long-term fundamentals and decreasing promoter confidence may contribute to the stock's current stagnation and potential downward pressure.

Which are the latest news on Anzen IYEP Trust?

Should I buy, sell or hold Anzen India Energy Yield Plus Trust?

Are Anzen India Energy Yield Plus Trust latest results good or bad?

The latest results for Anzen India Energy Yield Plus Trust show strong revenue and profit growth, with net sales up 160.84% and net profit up 354.35% year-on-year. However, concerns about high debt, declining operating margins, and an expensive valuation suggest caution for investors.

The latest results for Anzen India Energy Yield Plus Trust indicate a mixed performance. On one hand, the trust has shown impressive growth in revenue and net profit for Q1 FY27, with net sales reaching ₹288.12 crore, a remarkable 160.84% increase year-on-year, and a net profit of ₹43.39 crore, reflecting a staggering 354.35% growth compared to the previous year. This marks a significant turnaround from the loss-making quarters of FY26.<BR><BR>However, beneath these positive figures lies a concerning situation regarding the trust's financial health. The operating margin has decreased to 82.21%, down from 92.17% a year ago, and the debt-to-equity ratio has surged to 2.48x, the highest on record. This high level of leverage raises questions about the sustainability of the trust's growth, especially as interest costs have ballooned to ₹104.73 crore, significantly impacting profitability.<BR><BR>Despite the attractive 5.61% dividend yield, the trust's valuation is considered "very expensive" with a price-to-earnings ratio of 98.68x, which may not be justified given the weak return on equity of just 0.02%. Additionally, the absence of institutional support, highlighted by the complete exit of mutual funds, further complicates the investment outlook.<BR><BR>In summary, while the quarterly results show strong revenue and profit growth, the underlying issues of high debt and declining margins suggest caution. The trust's current valuation and financial leverage present significant risks that may outweigh the positive aspects of its performance.

What does Anzen IYEP Trust do?

Anzen India Energy Yield Plus Trust is an infrastructure investment trust focused on power transmission and renewable energy assets in India, established in November 2021. As of March 2026, it reported net sales of ₹155 Cr and a net profit of ₹4 Cr, with a market cap of ₹3,248 Cr.

Overview: <BR>Anzen India Energy Yield Plus Trust is an infrastructure investment trust (InvIT) focused on owning power transmission and renewable energy assets in India, categorized as a small-cap entity in the miscellaneous industry.<BR><BR>History: <BR>The Trust was established on November 1, 2021, by Sekura Energy Private Limited and was registered with SEBI on January 18, 2022. The most recent quarterly results reported net sales and net profit for the period ending March 2026.<BR><BR>Financial Snapshot: <BR>Most recent Net Sales: 155 Cr (Quarterly Results - Mar 2026) <BR>Most recent Net Profit: 4 Cr (Quarterly Results - Mar 2026) <BR>Market-cap value: INR 3,248 Cr (Small Cap)<BR><BR>Key Metrics: <BR>P/E: 2,826.00 <BR>Industry P/E: 32 <BR>Dividend Yield: 5.65% <BR>Debt-Equity: 2.01 <BR>Return on Equity: 0.06% <BR>Price-to-Book: 1.60 <BR><BR>Contact Details: <BR>Registrar Address: Not available. <BR>Phone: N/A <BR>Email: N/A <BR>Website: N/A

How big is Anzen IYEP Trust?

As of 10th June, Anzen India Energy Yield Plus Trust has a market capitalization of 3,248.00 Cr, with recent net sales of 469.93 Cr and a net profit of 1.14 Cr over the last four quarters.

As of 10th June, <BR><BR>Market Cap: Anzen India Energy Yield Plus Trust has a market capitalization of 3,248.00 Cr and is classified as a Small Cap company.<BR><BR>Recent Quarterly Performance: The sum of Net Sales for the latest 4 quarters is 469.93 Cr, while the sum of Net Profit for the same period is 1.14 Cr.<BR><BR>Balance Sheet Snapshot: The reporting period for the latest annual data is March 2025. Shareholder's Funds stand at 1,550.45 Cr, and Total Assets amount to 3,551.57 Cr.

Who are the peers of the Anzen IYEP Trust?

Peers of the Anzen IYEP Trust include Embassy Off.REIT, National High, Mindspace Business, Inventurus Knowledge, Signpost India, Antony Waste, Stanley Lifestyle, R M Drip & Sprinkler, and Praveg. National High has the highest 1-year return at 24.59%, while Anzen IYEP Trust's return is 11.94%, higher than Antony Waste's -31.38%.

Peers: The peers of the Anzen IYEP Trust are Embassy Off.REIT, National High, Mindspace Busine, Inventurus Knowl, Signpost India, Antony Waste han, Stanley Lifesty., R M Drip & Sprin, and Praveg.<BR><BR>Quality Snapshot: Excellent management risk is observed at Inventurus Knowl, while Average management risk is found at Embassy Off.REIT, Mindspace Busine, Signpost India, Antony Waste han, Stanley Lifesty., R M Drip & Sprin, and Praveg. Below Average management risk is noted at National High. Growth is Excellent for National High and Inventurus Knowl, while Average growth is seen at Mindspace Busine and Signpost India, and Below Average growth is present at Embassy Off.REIT, Antony Waste han, Stanley Lifesty., and Praveg. Anzen IYEP Trust has Excellent growth but Below Average capital structure, which is also the case for Embassy Off.REIT, National High, Mindspace Busine, Antony Waste han, and Stanley Lifesty., while Excellent capital structure is noted at Inventurus Knowl and Praveg, and Good capital structure is found at Signpost India and R M Drip & Sprin.<BR><BR>Return Snapshot: The peer with the highest 1-year return is National High at 24.59%, while the lowest is Antony Waste han at -31.38%. Anzen IYEP Trust's 1-year return of 11.94% is higher than that of Antony Waste han but lower than National High. Additionally, the peers with negative six-month returns include Inventurus Knowl, Antony Waste han, Stanley Lifesty., R M Drip & Sprin, and Praveg.

Is Anzen IYEP Trust technically bullish or bearish?

As of December 1, 2025, the technical trend is mildly bullish, supported by daily moving averages, despite mixed signals from the weekly RSI and OBV, while Bollinger Bands indicate a lack of strong momentum.

As of 1 December 2025, the technical trend has changed from does not qualify to mildly bullish. The daily moving averages indicate a bullish stance, while the weekly RSI is bearish and the OBV shows a mildly bearish trend on the weekly but mildly bullish on the monthly. The Bollinger Bands are sideways on the weekly and monthly time frames, suggesting a lack of strong momentum. Overall, the current technical stance is mildly bullish, driven primarily by the daily moving averages and the mixed signals from the OBV.

How has been the historical performance of Anzen IYEP Trust?

Anzen IYEP Trust has shown increasing net sales and operating income, with net sales rising to 265.83 Cr in March 2025 from 99.67 Cr in March 2023. Despite this growth, the company continues to report losses, with a profit after tax of -16.23 Cr in March 2025.

Answer:<BR>The historical performance of Anzen IYEP Trust shows a trend of increasing net sales and operating income, although the company continues to report losses.<BR><BR>Breakdown:<BR>In the fiscal year ending March 2025, Anzen IYEP Trust reported net sales of 265.83 Cr, up from 250.67 Cr in March 2024 and significantly higher than 99.67 Cr in March 2023. Total operating income mirrored this growth, reaching 265.83 Cr in March 2025, compared to 250.67 Cr in the previous year and 99.67 Cr two years prior. Despite this increase in revenue, the company faced total expenditures of 34.11 Cr in March 2025, which was higher than 29.29 Cr in March 2024 and 14.70 Cr in March 2023. Operating profit, excluding other income, was 231.72 Cr in March 2025, reflecting a slight increase from 221.38 Cr in March 2024 and a substantial rise from 84.97 Cr in March 2023. However, the company reported a profit before tax of -15.55 Cr in March 2025, an improvement from -28.22 Cr in March 2024 and -35.71 Cr in March 2023. The profit after tax also showed a similar trend, with losses decreasing to -16.23 Cr in March 2025 from -29.73 Cr in March 2024 and -31.92 Cr in March 2023. The total assets of the company increased to 3,551.57 Cr in March 2025, up from 2,093.05 Cr in March 2024, while total liabilities also rose to 3,551.57 Cr from 2,093.05 Cr in the previous year. Cash flow from operating activities improved to 240.00 Cr in March 2025 from 163.00 Cr in March 2024, indicating better operational efficiency, although cash flow from investing activities was negative at -1,527.00 Cr. Overall, while Anzen IYEP Trust has shown growth in sales and operational cash flow, it continues to operate at a loss.

Has Anzen IYEP Trust declared dividend?

Anzen India Energy Yield Plus Trust has declared a 2% dividend, amounting to 2.1012 per share, with an ex-date of August 8, 2025. Total returns have varied across periods, showing strong performance in the short to medium term, but no dividends in longer periods warrant cautious evaluation.

Anzen India Energy Yield Plus Trust has declared a 2% dividend.<BR><BR>Dividend Details:<BR>- Percentage announced: 2%<BR>- Amount per share: 2.1012<BR>- Ex-date: Aug-08-2025<BR><BR>Dividend Yield: 1.77%.<BR><BR>Total Returns by Period:<BR>In the 3-month period, the price return was 4.76%, the dividend return was 1.83%, resulting in a total return of 6.59%.<BR><BR>For the 6-month period, the price return was 9.08%, the dividend return was 3.69%, leading to a total return of 12.77%.<BR><BR>Over the 1-year period, there was a price return of 17.12% with no dividend return, resulting in a total return of 17.12%.<BR><BR>In the 2-year period, the price return was 18.9% with no dividend return, yielding a total return of 18.9%.<BR><BR>During the 3-year period, there was no price return, but a dividend return of 4.17% resulted in a total return of 4.17%.<BR><BR>For the 4-year period, there was no price return and no dividend return, leading to a total return of 0.0%.<BR><BR>In the 5-year period, there was no price return and no dividend return, resulting in a total return of 0.0%.<BR><BR>Overall, while the trust has declared a dividend, the total returns vary significantly across different periods, indicating a strong performance in the short to medium term, particularly in the 1-year and 6-month periods. However, the absence of dividends in longer periods suggests a need for cautious evaluation of future returns.

Who are the top shareholders of the Anzen IYEP Trust?

The top shareholder of the Anzen IYEP Trust is Edelweiss Infrastructure Yield Plus, holding 45.06% of the shares, with no pledged promoter holdings. Individual investors own 2.0%, and there are currently no mutual funds or foreign institutional investors involved.

The top shareholders of the Anzen IYEP Trust are primarily the promoters, with Edelweiss Infrastructure Yield Plus holding the largest stake at 45.06%. Additionally, there are no pledged promoter holdings, and individual investors account for 2.0% of the shares. The trust has no mutual funds or foreign institutional investors currently holding shares.

Is Anzen IYEP Trust overvalued or undervalued?

As of March 7, 2025, Anzen IYEP Trust is considered very expensive and overvalued, with a PE ratio of -137.72 and an EV to EBIT of 68.75, despite a year-to-date return of 12.29% that outperformed the Sensex's 6.24%.

As of 7 March 2025, the valuation grade for Anzen IYEP Trust has moved from does not qualify to very expensive, indicating a significant shift in its perceived value. The company is currently overvalued, as evidenced by its PE ratio of -137.72, an EV to EBIT of 68.75, and a Price to Book Value of 1.44. These ratios suggest that the market is pricing the stock at an unsustainable level compared to its earnings and asset values.<BR><BR>In comparison with peers, Altius Telecom has a PE ratio of 52.97 and an EV to EBITDA of 11.81, while Embassy Office REIT shows a PE of 23.06 and an EV to EBITDA of 21.67, both of which highlight the stark contrast in valuation metrics. Additionally, Anzen IYEP Trust's return year-to-date of 12.29% outperformed the Sensex's 6.24%, yet this performance does not justify its current valuation, reinforcing the conclusion that the stock is overvalued.

When is the next results date for Anzen IYEP Trust?

No Upcoming Board Meetings