Check Before You Invest : Anzen India Energy Yield Plus Trust

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

Anzen India Energy Yield Plus Trust is a quality company, based on a multi-year financial track record. This assessment is based on the bank’s performance on Total Income growth, Pre-Provision Operating Profit, RoA, RoE, CAR, and Asset Quality, along with how these metrics compare with its long-term averages.

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

Anzen India Energy Yield Plus Trust appears Overvalued, as its key valuation ratios are higher than their past averages. Based on the industry it operates in, the relevant valuation ratios include one of the following, P/E, P/BV, P/Sales, EV/EBITDA or a combination of two or more. Valuation Ratios. Price to Earnings, Current: -, Historic Median: -. Price to Book, Current: -, Historic Median: -. Price to Sales, Current: -, Historic Median: -. EV to EBITDA, Current: 8.44, Historic Median: 8.44

Q: 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

Q: 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: 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. Efficiency & Key Metrics. NPM (%), Current: 66.39, Historic Median: 66.39. PPOP (%), Current: -, Historic Median: -. RoA (%), Current: 4.8, Historic Median: 4.8

Q: 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: 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: 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.

Q: 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.

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 multi-year financial track record.

This assessment is based on the bank’s performance on Total Income growth, Pre-Provision Operating Profit, RoA, RoE, CAR, and Asset Quality, along with how these metrics compare with its long-term averages.

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 higher than their past averages.

Based on the industry it operates in, the relevant valuation ratios include one of the following, P/E, P/BV, P/Sales, EV/EBITDA or a combination of two or more.

Valuation Ratios	Current	3-year Historic Median
Price to Earnings	-	-
Price to Book	-	-
Price to Sales	-	-
EV to EBITDA	8.44	8.44

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

We have analysed the performance of the company on the following:

How has it performed on generating Profits?
By checking its Total Income growth, NPM, PPOP, RoA and RoE compared to its last 5-year median.
How efficiently has it grown and managed operations?
By checking its Total Asset growth.
How strong is its Capital position and Asset Quality?
By checking its Capital Adequacy Ratio (CAR), GNPA and NNPA.

A: What are the trends in income and profitability?

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 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.

B: Does the bank grow efficiently and manage its operating costs?

Q.6 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

D: Promoter shareholding and pledge status of Anzen India Energy Yield Plus Trust?

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)

E: How does Anzen India Energy Yield Plus Trust performance compare with that of its Peers?

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 8.8%, 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 1.31%, indicating stronger profitability compared to peers.

Profit Metrics

	Current Level	3-year Industry Median
NPM (%)	66.39	4.76
PPOP (%)	-	-1.73
RoA (%)	4.8	0.9

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); while the current ROE (8.3) are above than the 5-year average Industry ROE (1). 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	4.76
PPOP (%)	-	-1.73
RoA (%)	4.8	0.9
ROCE (%)	7.1	2
ROE (%)	8.3	1

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 8.28% based on the current price.

	9Y	5Y	3Y	1Y
Share Price CAGR	-	-	8.3%	17.9%

Q.2 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	-	-	15.36
EV to EBITDA	8.44	8.44	9.96

Q.3 Valuation ratios of Anzen India Energy Yield Plus Trust vs historical and industry averages?

The current Price-to-Book (P/B) ratio of 0 is in line with than its historical median of , indicating that the stock is trading near its historical average valuation.

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Check Before You Invest : Anzen India Energy Yield Plus Trust

Snapshot

Performance Analysis

Ownership & governance

Peer comparison (industry-wise, mcap)

Profit Metrics

Operating Efficiency

Valuation & price assessment

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