Anzen India Energy Yield Plus Trust has updated its unit holding pattern following the completion of its preferential allotment, with total outstanding units increasing significantly from 19.62 crore to 25.57 crore units. The trust filed the updated holding pattern with stock exchanges on February 25, 2026, in compliance with SEBI InvIT Regulations.

Preferential Allotment Details

The Investment Committee of EAAA Real Assets Managers Limited, acting as the Investment Manager, had approved the substantial preferential allotment raising ₹696.44 crore through the issuance of units to eligible investors. The transaction was conducted under the Securities and Exchange Board of India (Infrastructure Investment Trusts) Regulations, 2014.

Updated Unit Holding Structure

Following the preferential issue, the trust's unit holding pattern reflects a diversified investor base across institutional and non-institutional categories. The updated structure demonstrates strong participation from various investor segments.

Regulatory Compliance Framework

The unit holding pattern update was filed pursuant to paragraph 4.13 of Chapter 4 of the Master Circular no. SEBI/HO/DDHS-PoD-2/P/CIR/2025/102 dated July 11, 2025. The filing was made through reference number ERAML/ANZEN/2025-26/119, ensuring transparent disclosure practices in accordance with applicable InvIT Regulations.

Investor Base Composition

The updated holding pattern reveals significant participation from bodies corporate, which hold 14.04 crore units representing 54.91% of total outstanding units. Individual investors hold 4.05 crore units (15.82%), while institutional investors including insurance companies, mutual funds, and alternative investment funds maintain strategic positions.

The successful completion of this preferential allotment and subsequent unit holding pattern update demonstrates the trust's ability to attract diverse institutional and retail investment while maintaining regulatory compliance under established InvIT frameworks.

Anzen India Energy Yield Plus Trust has officially announced the completion of a key management transition with the departure of its Chief Financial Officer. The trust informed stock exchanges about the resignation of Mr. Vaibhav Doshi from EAAA Real Assets Managers Limited, the investment manager of the trust.

Leadership Transition Details

The resignation process was initiated on January 29, 2026, when Doshi submitted his formal notice to the company. The CFO cited his intention to pursue new career opportunities outside the organization as the primary reason for his departure.

Formal Communication

The trust communicated the completion of the resignation process through official intimation dated February 17, 2026. The document, signed by Company Secretary and Compliance Officer Sanket Shah, confirmed that Doshi was relieved from his duties with effect from the close of business hours on February 16, 2026.

Regulatory Compliance

The announcement was made to both major stock exchanges where the trust is listed. BSE Limited received the intimation for scrip codes 543655, 974400, 976475, and 977319, while the National Stock Exchange was notified under the symbol ANZEN. The communication also included copies to trustees Axis Trustee Services Limited and Catalyst Trusteeship Limited.

Corporate Structure

The resignation affects EAAA Real Assets Managers Limited, formerly known as Edelweiss Real Assets Managers Limited, which serves as the investment manager for Anzen India Energy Yield Plus Trust. This change in key managerial personnel represents a significant transition in the trust's operational leadership structure.