Check Before You Invest : Anzen India Energy Yield Plus Trust

BSE: 543655 NSE: ANZEN ISIN: INE0MIZ23019

| Sector: BFSI | Industry: Finance - Investment

Snapshot

Q.1 Which industry/sub-sector does Anzen India Energy Yield Plus Trust belong to?

Anzen India Energy Yield Plus Trust belongs to the BFSI sector, operating specifically within the Finance - Investment segment.

Q.2 Is Anzen India Energy Yield Plus Trust a good quality company?

Anzen India Energy Yield Plus Trust is a quality company, based on a 3-year financial track record.

Q.3 Is Anzen India Energy Yield Plus Trust undervalued or overvalued?

Anzen India Energy Yield Plus Trust appears Overvalued, as its key valuation ratios are above with their past averages.

Q.4 Is Anzen India Energy Yield Plus Trust a good buy now?

Anzen India Energy Yield Plus Trust is not a good buy now, based on weak price trend analysis suggesting prices may fall. However, you need to check its quality and valuation before making a decision

Performance Analysis

Q.1 Total Income growth of Anzen India Energy Yield Plus Trust?

Anzen India Energy Yield Plus Trust Operating Income growth is 3.09% for FY-2025, which is above its 3-year CAGR of NA%, indicating faster growth.

Q.2 Return on Assets of Anzen India Energy Yield Plus Trust?

Anzen India Energy Yield Plus Trust Return on Asset is 4.8%, which is in line with its 3-year historical median of 4.8%, indicating stable earnings on assets.

	Current Level	3-year Historic Median
NPM%	66.39	66.39
PPOP%	-	-
RoA%	4.8	4.8

Q.3 Return on Equity (ROE) of Anzen India Energy Yield Plus Trust?

Anzen India Energy Yield Plus Trust Return on Equity is 8.3% for FY-2025, which is in line with its 3-year historical median of 8.3%, indicating the business is making similar use of its shareholders capital.

Q.4 Net Profit Margin of Anzen India Energy Yield Plus Trust?

Anzen India Energy Yield Plus Trust Net Profit Margin, which is the difference between the rate of interest earned on assets and the rate of interest paid on liabilities, is 66.39% for FY-2025, which is in line with its 3-year median( 66.39%), indicating stable margins.

Q.5 Total Asset growth of Anzen India Energy Yield Plus Trust?

Anzen India Energy Yield Plus Trust Total Asset growth is 31.36% for FY-2025, which is above its 3-year CAGR of 18.5%, indicating faster growth.

Ownership & governance

Q.1 Promoter shareholding and pledge status of Anzen India Energy Yield Plus Trust?

Promoters hold % of the Anzen India Energy Yield Plus Trust, with % of their stake pledged, indicating no pledge risk.

Peer comparison (industry-wise, mcap)

Q.1 AUM Growth of Anzen India Energy Yield Plus Trust vs Industry Peers?

Anzen India Energy Yield Plus Trust AUM CAGR is 18.5%, compared to the 3-year industry median CAGR of 9.12%, indicating faster growth and gaining its market share.

Q.2 Profit metrics (NPM, PPOP, RoA) of Anzen India Energy Yield Plus Trust vs industry peers

Anzen India Energy Yield Plus Trust profit metrics are above the industry median level of 2.74%, indicating stronger profitability compared to peers.

Profit Metrics

	Current Level	3-year Industry Median
NPM%	66.39	14.65
PPOP%	-	-7.54
RoA%	4.8	1.1

Q.3 Operating efficiency of Anzen India Energy Yield Plus Trust vs industry peers?

Anzen India Energy Yield Plus Trust ROCE (7.1) is above the industry median of (2.1); while the current ROE (8.3) are above than the 5-year average Industry ROE (1.9). This shows that the business is positioned in the top quartile of the industry.

Operating Efficiency

	Current Level	3-year Industry Median
NPM%	66.39	14.65
PPOP%	-	-7.54
RoA%	4.8	1.1
ROCE%	7.1	2.1
ROE%	8.3	1.9

Valuation & price assessment

Q.1 Stock return of Anzen India Energy Yield Plus Trust over the last decade?

Over the last 3 years, the stock has delivered a CAGR of 7.86% based on the current price.

Q.2 What return has the stock given over the last decade?

	9Y	5Y	3Y	1Y
Share Price CAGR	-	-	7.9%	17.9%

Q.3 How do the current valuation ratios compare with 5-year historical median and industry numbers?

Valuation Ratios	Current	3-year Historic Median	3-year Industry Median
Price to Earnings	-	-	33.22
Price to Book	-	-	1.01
Price to Sales	-	-	15.19
EV to EBITDA	8.44	8.44	10.00

Q.4 Valuation ratios of Anzen India Energy Yield Plus Trustvs historical and industry averages?

The current Price to book ratio (P/B) 0% is similar than its historical median of %, indicating that at the current price the stock is fairly valued. However, you need a deeper analysis to make a better judgement.

Strategic outlook

Q.1 Does its ROIC exceed its WACC?

Anzen India Energy Yield Plus Trust return on invested capital (ROIC) is 6.34% for FY-2025, is lower than its estimated weighted average cost of capital (WACC) of 14%, indicating value erosion.

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