analysis

Anzen India Energy Yield Plus Trust.

NSE: ANZEN

Sector: Power

Industry Group: Power

Industry: Power - Transmission

127.00+0.0 (+0.00%)

2 Jul, 12:00 AM

Overview Analysis

Statements Technicals Forecast Peers Resources News

Summary Recommendation

A summary recommendation on the stock based on our classification and scoring techniques along with analyst recommendations.

StyleBox^TMWhat is StyleBox?

Neutral

This stock could not be classified into any of the StyleBoxes and hence a neutral stance.

Detail >

QVM scoreWhat is QVM score?

45.9 / 100

The stock has moderate QVM score relative to other stocks in the market. Neutral.

Analyst ratingWhat is Analyst rating?

No active sell-side coverage. Recommendations not available.

Technical indicatorsSee all >

22 %

Anzen India Energy Yield Plus Trust. on 1D timeframe is bullish for 5 out of 23 technical oscillators and moving averages.

Ratios and Statistics

A look at some key ratios and statistics for the stock. Change tabs to find the relevant ratios. Click on chart icon to view historical analysis of a particular ratio.

	2025 Jul 31	2025 Aug 31	2025 Sept 30	2025 Oct 31	2025 Nov 30	2025 Dec 31	2026 Jan 31	2026 Feb 28	2026 Mar 31	2026 Apr 30	2026 May 31	2026 Jun 30	2026 Jul 03
Multiples
P/E (TTM)	-	-	-	-	-	-	-	-	-	-	-	-	-
P/B (latest)	1.20	1.17	1.17	1.22	1.27	1.24	1.25	1.29	2.20	2.27	2.06	2.10	2.10
P/S (TTM)	6.98	5.79	5.79	6.04	5.33	5.22	5.27	4.76	8.16	8.39	8.94	9.08	9.08
CAPE (3Y)	-	-	-	-	-	-	-	-	-	-	-	-	-
CAPE (5Y)	-	-	-	-	-	-	-	-	-	-	-	-	-
P/E (1Y Forward)	-	-	-	-	-	-	-	-	-	-	-	-	-
P/S (1Y Forward)	-	-	-	-	-	-	-	-	-	-	-	-	-
Yields (%)
Book to Market	0.84	0.85	0.85	0.82	0.79	0.80	0.80	0.78	0.45	0.44	0.48	0.48	0.48
Earnings yield	-0.87%	-0.25%	-0.25%	-0.24%	-0.50%	-0.51%	-0.50%	-0.54%	-0.31%	-0.31%	-0.02%	-0.02%	-0.02%
Operating CF yield	9.24%	9.44%	9.44%	9.05%	9.17%	9.36%	9.28%	9.20%	5.37%	5.22%	6.34%	6.24%	6.24%
FCFE yield	-14.61%	-14.93%	-14.93%	-14.31%	-14.50%	-14.80%	-14.67%	-14.55%	-8.49%	-8.25%	0.48%	0.47%	0.47%
FCFF yield	-37.92%	-38.33%	-38.33%	-37.51%	-78.73%	-80.48%	-79.74%	-37.66%	-27.59%	-27.10%	-34.70%	-34.43%	-34.43%

Historical Performance

Performance with respect to benchmark. Prices are adjusted for splits, bonus and rights issue.

Show dividend adjusted performance

NIFTY50

SHI:POWER

Add benchmark

Note: Prices are adjusted for splits, bonus and rights issue.

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Performance summary

	ANZEN	NIFTY50	SHI:POWER

Start Period	07 Dec 2022	07 Dec 2022	07 Dec 2022
End Period	02 Jul 2026	02 Jul 2026	02 Jul 2026
Cumulative Return	25.99%	30.25%	79.01%
CAGR	6.73%	7.74%	17.85%
Volatility (ann.)	21.78%	19.49%	44.58%
Max Drawdown	-5.79%	-15.18%	-34.39%
RoMaD	1.16%	0.51%	0.52%
Sharpe	0.62	0.77	0.98
Sortino	0.95	1.43	1.72
Sortino/√2	0.67	1.01	1.22

Style Analysis

Learn more about stock scores

Scores on value, momentum and quality parameters. Change tabs to compare across market, sector, industry.

Value score

17.8 / 100

↓

Anzen India Energy Yield Plus Trust. is overvalued relative to other stocks in the market

What is Value score?

Momentum score

59.1 / 100

–

Anzen India Energy Yield Plus Trust. has moderate momentum relative to other stocks in the market

What is Momentum score?

Quality score

73.0 / 100

↑

Anzen India Energy Yield Plus Trust. has high quality relative to other stocks in the market

What is Quality score?

QVM score

45.9 / 100

–

Anzen India Energy Yield Plus Trust. has moderate QVM score with respect to other stocks in the market

What is QVM score?

Scorecard

How to read Scorecard?

A comprehensive scorecard to compare Anzen India Energy Yield Plus Trust. on all metrics with other stocks. Access both rank and scores.

	Value	Market (All Stocks in NSE)	Sector (Power)	Industry Group (Power)	Industry (Power - Transmission)
Size and Listing
Days since Listing	1,325.00
Enterprise value	8,469 Cr
Market Cap	4,268 Cr
Liquidity
Bid Ask Spread	1.57%

Checklist

What is Checklist?

Analyse how the stock fares on some investment checklists created by legendary investors and gurus. Also, build your own custom checklist.

O'Shaughnessy Tiny Titans

Benjamin Graham's Value

Piotroski F-Score

Dreman contrarian value

Peter Lynch Growth/Value

O'Shaugnessy Value

Templeton Growth/Value

Warren Buffet’s Consistent Compounders

John Neff’s contrarian value

Richard Driehaus Momentum Strategy

O'Shaughnessy Tiny Titans

Created by the famous investor James O'Shaugnessy, this screen/checklist aims to find out small-cap stocks with significant growth potential. We look for companies with market capitalization between Rs 500 cr and Rs 1500 cr that are reasonable valued and are in the top 25 percentile momentum as measured by Momentum score.

20.0 / 100

Anzen India Energy Yield Plus Trust. passes 1 out of 5 of this checklist's rules

Hits

Market Cap is greater than ₹500 crore

Misses

Market Cap is less than ₹1500 crore

PS TTM is less than 1

One Year Rel Return is greater than 0%

Stock is in top 25.0 percentile, sorted by Price Momentum score in descending order

Frequently Asked Questions

What is the PB ratio of Anzen India Energy Yield Plus Trust.?

The Price-to-Book (PB) ratio of Anzen India Energy Yield Plus Trust. is 2.10. It compares the stock's market price to its book value per share.

What is the EV/EBITDA of Anzen India Energy Yield Plus Trust.?

The EV/EBITDA of Anzen India Energy Yield Plus Trust. is 21.97. This ratio is used to assess the overall value of a company relative to its earnings before interest, taxes, depreciation and amortisation.

What is the debt-to-equity ratio of Anzen India Energy Yield Plus Trust.?

The debt-to-equity (D/E) ratio of Anzen India Energy Yield Plus Trust. is 2.48. The interest coverage ratio stands at 0.91x, reflecting the company's capacity to service its debt from operating earnings. A lower D/E ratio generally indicates a more financially stable company with less leverage.

What is the promoter holding in Anzen India Energy Yield Plus Trust.?

Promoters hold - of Anzen India Energy Yield Plus Trust. shares as per the latest quarterly shareholding disclosure.

What is the operating profit margin of Anzen India Energy Yield Plus Trust.?

The operating profit margin of Anzen India Energy Yield Plus Trust. is 36.06%, reflecting how much profit the company earns from its core operations relative to revenue.

What is the net profit margin of Anzen India Energy Yield Plus Trust.?

The net profit margin of Anzen India Energy Yield Plus Trust. is -0.14%, indicating the percentage of revenue that remains as profit after all expenses.

What is the Sharpely score for Anzen India Energy Yield Plus Trust.?

On Sharpely's proprietary scoring system, Anzen India Energy Yield Plus Trust. has a Quality Score of 73/100, Value Score of 17.4/100 and Price Momentum Score of 58.3/100, with an overall QVM Score of 45.9/100. The quality rating is high, value is low and price momentum is moderate. Visit the Scorecard and Checklist sections on the Analysis tab for a full breakdown.