Anzen India Energy Yield Plus Trust Units · NSE:ANZEN
Anzen India Energy Yield Plus Trust Units — Q1 FY27 Earnings Presentation
33 slides from Anzen India Energy Yield Plus Trust Units's earnings presentation, Aug 6, 2026
Slide 1: Cover letter to stock exchanges on Q1 FY27 investor presentation
ERAML/ANZEN/2026-27/58 Date: August 6, 2026 BSE Limited National Stock Exchange of India Limited P J Towers, Exchange Plaza, Bandra Kurla Complex, Dalal Street, Bandra (E), Mumbai – 400 051 Fort, Mumbai – 400 001 Scrip Code: 543655, 977319, 976475 Symbol: ANZEN Dear Sir/Madam, Subject: Q1 FY2026-27
Slide 2: Anzen India Energy Yield Plus Trust Investor Presentation Q1 FY27
Anzen India Energy Yield Plus Trust Investor Presentation Q1 FY27 PRIVATE & CONFIDENTIAL. NOT FOR CIRCULATION 1
Slide 3: Safe Harbour
Safe Harbour This presentation is prepared and issued by EAAA Real Assets Managers Limited (the “Investment Manager”) on behalf of and in its capacity as the investment manager of Anzen India Energy Yield Plus Trust (“Anzen InvIT” or “InvIT”) for general information purposes only without regards to
Slide 4: Our Vision
Our Vision… To become the most trusted and valued investment platform, enabling India’s energy transition 3
Slide 5: Anzen – A Stable, Predictable, Diversified Energy InvIT
Anzen – A Stable, Predictable, Diversified Energy InvIT Stable income with Predictable, long- low operating risk duration contracts • Anzen InvIT offers investors a stable and predictable yield platform built on mature, long-life energy infrastructure assets Strong credit counterparties • Current po
Slide 6: Anzen InvIT: Overview
Anzen InvIT: Overview AUM1 NAV Per Unit2 DPU Ratings ₹ 87.3 Bn ~ ₹ 131.40 ₹ 3.00 ₹ 12.00 AAA Rated June’26 Q1 FY27 * FY27 (P) Crisil, India Ratings NAV Growth3 Cumulative DPU Per Unit Total Investor Gains Total Investor Gains3 ~ ₹ 31.40 ~ ₹ 37.26** ~ ₹ 68.66** ~69% Delivering strong AUM scale-up, co
Slide 7: Anzen InvIT: Key Highlights
Anzen InvIT: Key Highlights Credit worthy counterparties 1 Long residual life (In Years)2 15 6 5 10 Others, 12% Operational History, 1 13 3 9 11 8.3 16 4 Residual Tier 1, 88% contracted life, 20.3 Solar Assets No. State SPV 8 12 1 Rajasthan SOUPL 2 Andhra Pradesh SPUPL 7 3 Rajasthan SSUPL 14 4 Uttar
Slide 8: Performance Highlights
Performance Highlights (In ₹ Bn) CAGR – ~45% 87.3** 65.6 AUM 22.8* 23.2 23.0 39.3 Nov-22 Mar-23 Mar-24 Mar-25 Mar-26 Jun-26 (In ₹ Mn) CAGR – ~112% 2,892 Consolidated • AUM increased by ~4x since listing 1,601 Total Income1 1,107 • ~4.5x growth in total income and ~4.1x 644 growth in EBITDA Q1 FY25 Q
Slide 9: Performance Highlights
Performance Highlights CAGR – ~7.9% Total Gain ~68.7%^ (In ₹) (In ₹) 68.66 124.8 131.4 59.04 112.6 100.0 # 105.7 105.1 Total Investor NAV Per 35.86 Gains (NAV Unit 18.56 Growth + DPU) 9.36 1.24 Nov-22 Mar-23 Mar-24 Mar-25 Mar-26 Jun-26 Nov-22 Mar-23 Mar-24 Mar-25 Mar-26 Jun-26 CAGR – ~10.7%^^ CAGR –
Slide 10: Prudent Debt Portfolio
Prudent Debt Portfolio ✓ Diversified lender base: Exposure spread across leading infrastructure lenders, with no single-lender concentration risk ✓ 11.9-year residual maturity with 74% debt having maturity >5 years reduces ₹49 Bn 7.53% | 7.35% - 11.9 years 49.4% near-term refinancing risk 7.42% ✓ Co
Slide 11: India's Energy Sector – Multi Decade Megatrend Opportunity
India’s Energy Sector – Multi Decade Megatrend Opportunity Transmission Industry & Outlook Renewables Industry & Outlook 2,278 220 1,881 ~3x 664 GW GW * 1,451 507 571 644 FY 26 FY 27E FY 36E June 26 2035-36 Transmission lines ('000 ckms) Transformation capacity ('000 MVA) RE Installed Capacity RE In
Slide 12: Emerging Segments in Renewable Energy
Emerging Segments in Renewable Energy Key Segments Key Benefits & Growth Drivers The BESS industry is poised to grow from USD Battery Energy Storage Systems (BESS) 1.54 bn in CY25 to USD 8.59 bn in CY31 Store renewable energy during peak generation Hybrid, RTC (Round-the-Clock), FDRE for discharge i
Slide 13: Operational Performance Highlights Q1 FY27: Transmission
Operational Performance Highlights Q1 FY27: Transmission Availability Receivable Days2 99.9% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 99.9% 100.0% 99.8%99.8% 99.7%99.8% 99.4% 99.4% 99.2% 99.2% 99.0% 99.0% 30 98.4% Normative 98.0% Availability 17 18 at 98% 15 97.0% 9 96.0% 95.0% Q1 FY26 Q2 FY26 Q3 F
Slide 14: Operational Performance Highlights Q1 FY27: Renewable (Solar)
Operational Performance Highlights Q1 FY27: Renewable (Solar) Wtd. Avg. tariff Power Generation (Mn Units) Collection Days1 ₹ 3.73 / kWh 545.5 513.5 506.3 429.9 441.0 18 20 16 17 16 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27* Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Health, Safety & Environment (HSE) Tr
Slide 15: Established Asset Management Strategy
Established Asset Management Strategy Technology Led Key Initiatives… …Driving Operational Excellence Drone based inspection and use of infrared and spectral imagery Minimization of downtime Remote monitoring & central Improves asset life command centre Predictive maintenance tools Enhances safety R
Slide 16: Experienced Project Manager
Experienced Project Manager Focus on innovative solutions for extending A unique platform focused on: 06 01 life span & increasing returns from assets Safe, Secured and Sustainable Growth Professionally run Acquires and operates 05 02 independent platform high quality energy assets Proven project ma
Slide 17: Backed by EAAA Alternatives: One of India's Leading Asset Managers
Backed by EAAA Alternatives: One of India’s Leading Asset Managers 15+ years investment AUM of ~₹ 7271 bn from Backed by Pension Funds, experience | Established track Global and Indian Investors Insurance companies, Family record across Real Assets and Offices and ultra-HNIs Private Credit strategie
Slide 18: Strong Leadership Team Supported by Stellar Independent Directors
Strong Leadership Team Supported by Stellar Independent Directors Mr. Shiva Kumar Ms. Bala C Deshpande Ms. Nupur Garg Independent Director Independent Director Independent Director • 43+ years of experience across public & private • 36+ years of overall experience with 25+ years in • Founder of WinP
Slide 19: Anzen: Focusing on Sustainable Growth through Multiple Levers
Anzen: Focusing on Sustainable Growth through Multiple Levers Growth visibility from ROFO assets Value Accretive Leveraging sectoral tailwinds Leveraging sectoral tailwinds Growth Focus on acquiring assets with similar risk profiles 01 Focus on acquiring assets with similar risk profiles
Slide 20: Annexures
Annexures
Slide 21: Annexure A: Asset Details
Annexure A: Asset Details
Slide 22: Asset Details
Asset Details Renewable (Solar) Assets AC Power1 PPA tenure Project Company SPV Counterparty DC Power1 (MWp) State Tariff (₹/kWh) COD (MW) (yrs) Solzen Urja Private Limited SOUPL SECI ~420 300 Rajasthan 2.55 5 Oct 2021 25 ~280 2 June 2019 Solairepro Urja Pvt. Ltd SPUPL NTPC 250 AP 3.15 25 ~70 9 Mar
Slide 23: Annexure B: Corporate Structure
Annexure B: Corporate Structure
Slide 24: Corporate Structure
Corporate Structure Sponsor1 Epic Green Urja Private Limited + Institutional Investors and others Sponsor Group IYP II, IIYP II, and IYP IIA ~24%* ~76% Trustee Services Investment Management Services Trustee: Investment Manager: Axis Trustee Services EAAA Real Assets Managers Limited Limited Project
Slide 25: Annexure C: Distribution Profile
Annexure C: Distribution Profile
Slide 26: Distribution Profile
Distribution Profile Repayment Other Total Total Interest Dividend Period of Debt Income Distribution Distribution Record Date Distribution Date (₹ per Unit) (₹ per Unit) (₹ per Unit) (₹ per Unit) (₹ per Unit) (in ₹ Mn) Q3 FY23* 0.72 0.44 - 0.08 1.24 195.9 February 21,2023 February 27,2023 Q4 FY23 2
Slide 27: Annexure D: Accreditations and Awards
Annexure D: Accreditations and Awards
Slide 28: Established Asset Management Strategy: International Accreditation
Established Asset Management Strategy: International Accreditation ISO 14001 ISO 45001 Environment Occupational Health Management & Safety System Management ISO 27001 ISO 55001 Information Security Asset Management Management Note: ISO 14001 and ISO 45001 accreditations in progress for SDPIPL, SPPL,
Slide 29: Awards and Achievements: Transmission
Awards and Achievements: Transmission 2024 2025 2026 OHSSAI British Safety Council British Safety Council • Safety Award – Gold • NRSS XXX1(B) - Distinction Award • KTL - Distinction Award • HSE&E Leadership Award • International Safety Award • HSE&E Mentor Award 28
Slide 30: Awards and Achievements: Solar
Awards and Achievements: Solar 2024 2025 2026 British Safety Council British Safety Council British Safety Council Distinction Award Distinction Award Distinction Award 29
Slide 31: Annexure E: Glossary
Annexure E: Glossary
Slide 32: Glossary
Glossary Abbreviation Full Form Abbreviation Full Form Anzen InvIT or Anzen or Trust Anzen India Energy Yield Plus Trust NIIF National Investment and Infrastructure Fund AUM Asset Under Management NRSS NRSS XXXIB Transmission Limited BFSI Banking, Financial Services, and Insurance NSPPL Northern Sol
Slide 33: Thank You
Thank You 32
Anzen India Energy Yield Plus Trust — Q1 FY27 Earnings Presentation on 6ix