Anzen India Energy Yield Plus Trust Files Q4FY26 Unitholding Pattern Under SEBI Regulation 23
Anzen India Energy Yield Plus Trust submitted its Q4FY26 unitholding pattern showing 25.57 crore total outstanding units. Public holding stands at 92.70% while sponsor group holds 7.30%. Bodies Corporate lead public holdings with 47.17%, followed by NBFCs at 17.95% and individuals at 16.59%. No units are pledged across any category.

*this image is generated using AI for illustrative purposes only.
Anzen India Energy Yield Plus Trust has filed its unitholding pattern for the quarter ended March 31, 2026, with stock exchanges in compliance with regulatory requirements. The submission was made on April 16, 2026, pursuant to Regulation 23 of the Securities and Exchange Board of India (Infrastructure Investment Trusts) Regulations, 2014.
Unitholding Distribution
The trust reported total outstanding units of 25.57 crore as of March 31, 2026. The unitholding pattern reveals a clear distribution between sponsor group and public holdings.
| Category | Units Held | Percentage |
|---|---|---|
| Sponsor Group Total | 1.87 crore | 7.30% |
| Public Holding Total | 23.70 crore | 92.70% |
| Total Outstanding Units | 25.57 crore | 100.00% |
Sponsor Group Holdings
The sponsor group holdings comprise entirely of Indian entities, with no foreign participation reported. Within the sponsor category, Alternate Investment Funds hold the largest portion at 1.70 crore units (6.63% of total outstanding), while Bodies Corporate account for 17.25 lakh units (0.67%).
| Sponsor Subcategory | Units | Percentage of Total |
|---|---|---|
| Alternate Investment Fund | 1.70 crore | 6.63% |
| Bodies Corporate | 17.25 lakh | 0.67% |
| Other Categories | Nil | 0.00% |
Public Holdings Breakdown
Public holdings are distributed across institutional and non-institutional investors. Non-institutional investors dominate with 22.78 crore units (89.10%), while institutional investors hold 92.10 lakh units (3.60%).
Major Public Holding Categories:
- Bodies Corporate: 12.06 crore units (47.17%)
- NBFCs registered with RBI: 4.59 crore units (17.95%)
- Individuals: 4.24 crore units (16.59%)
- Insurance Companies: 90.60 lakh units (3.54%)
- Central/State Government: 97.00 lakh units (3.79%)
Mandatory Holdings and Pledging
The filing indicates that 1.28 crore units are mandatorily held, representing 68.47% of the sponsor group's total holdings. No units have been pledged or otherwise encumbered across any category of unitholders.
Regulatory Compliance
The unitholding pattern was prepared and issued by KFin Technologies Limited, serving as the Registrar & Transfer Agent for the trust. The document was signed by Sanket Shah, Company Secretary and Compliance Officer, acting on behalf of the Investment Manager EAAA Real Assets Managers Limited.
Historical Stock Returns for Anzen India Energy Yield Plus Trust
| 1 Day | 5 Days | 1 Month | 6 Months | 1 Year | 5 Years |
|---|---|---|---|---|---|
| 0.0% | 0.0% | +5.93% | +4.17% | +9.65% | +24.01% |
Will the trust's heavy reliance on public holdings (92.70%) impact its ability to execute strategic decisions requiring sponsor support?
How might the significant corporate holdings (47.17%) influence the trust's distribution policy and yield sustainability in upcoming quarters?
Could the mandatory holding requirement of 68.47% for sponsors create liquidity constraints if they need to divest for regulatory compliance?


































