Anzen India Energy Yield Plus Trust Investor Presentation: Key Takeaways

Highlights

Revenue growth	161% YoY growth in Q1 income vs Q1 FY26.
Margins	EBITDA margin remains robust at ~80% for Q1 FY27.
Demand visibility	Strong; backed by 20.3-year average residual PPA/TSA life.
Management confidence	High; emphasized stable, predictable yields from long-life assets.

Growth

Q1 FY27 Consolidated Total Income grew 4.5x YoY to ₹2,892 Mn; Consolidated EBITDA grew 4.1x YoY to ₹2,322 Mn.

Outlook

Projected FY27 DPU of ₹12.00. Targeting acquisition of assets with similar risk profiles like hybrid and storage.

Risks

Regulatory environment changes, power sector volatility, and interest rate fluctuations on 70% floating debt.