Anzen India Energy Yield Plus Trust , an infrastructure investment trust (InvIT), has seen a significant reduction in stake by Edelweiss Infrastructure Yield Plus, an associate of its sponsor. The transactions occurred on August 26, 2025, through a series of on-market sales on both the National Stock Exchange (NSE) and Bombay Stock Exchange (BSE).

Stake Reduction Details

Edelweiss Infrastructure Yield Plus sold a total of 38,00,000 units of Anzen India Energy Yield Plus Trust. This sale resulted in a notable decrease in their holding:

• Pre-transaction stake: 24.90%
• Post-transaction stake: 22.96%
• Overall reduction: 1.94 percentage points

Transaction Breakdown

The sale was executed in two equal tranches on the same day:

1. First tranche: 19,00,000 units sold, reducing the stake from 24.90% to 23.93%
2. Second tranche: 19,00,000 units sold, further reducing the stake from 23.93% to 22.96%

Regulatory Compliance

EAAA Real Assets Managers Limited, the Investment Manager for Anzen India Energy Yield Plus Trust, made the necessary disclosure to the stock exchanges in compliance with the Securities and Exchange Board of India (SEBI) regulations, specifically the Prohibition of Insider Trading Regulations.

About the Entities Involved

• Edelweiss Infrastructure Yield Plus: An associate of Anzen India Energy Yield Plus Trust's sponsor, registered with SEBI (Registration Number: IN/AIF1/17-18/0511).
• Anzen India Energy Yield Plus Trust: A listed infrastructure investment trust (InvIT) trading under the symbol ANZEN on NSE and scrip code 543655 on BSE.
• EAAA Real Assets Managers Limited: Formerly known as Edelweiss Real Assets Managers Limited, serves as the Investment Manager for Anzen India Energy Yield Plus Trust.

This transaction marks a significant change in the ownership structure of Anzen India Energy Yield Plus Trust, with one of its key stakeholders reducing its position in the market.

Anzen India Energy Yield Plus Trust , a prominent infrastructure investment trust, has initiated a postal ballot process to seek unitholder approval for the re-classification of proceeds from its recent institutional placement. The trust is proposing to reallocate funds due to lower-than-expected issue expenses, potentially increasing the allocation for general purposes.

Key Points of the Proposal

• Total Funds Raised: Rs. 4,012.65 million through the issuance of 38,193,900 additional units at Rs. 105.06 per unit.
• Unutilized Proceeds: Rs. 66.09 million under issue expenses due to lower actual costs.
• Proposed Reallocation:
  • General purposes allocation to increase from Rs. 28.00 million to Rs. 94.09 million
  • Issue expenses allocation to decrease from Rs. 132.00 million to Rs. 65.91 million
• Unchanged Allocation: Rs. 3,852.65 million for acquisition of Target Asset from ReNew Private Limited

Voting Process

• E-voting Period: August 18, 2025, to September 12, 2025
• Cut-off Date: August 14, 2025, for eligible unitholders
• Scrutinizer: Ashita Kaul & Associates, Practicing Company Secretaries

Reasons for Reallocation

The Investment Manager, EAAA Real Assets Managers Limited, stated that the reallocation is due to the difference in actual issue expenses incurred compared to the initial estimates made during the institutional placement. The trust has made efforts to minimize overall issue expenses, resulting in the unutilized sum of Rs. 66.09 million.

Utilization of Reallocated Funds

The reallocated funds under general purposes are proposed to be used for meeting exigencies and expenses incurred by the trust in the ordinary course of business. The Investment Manager will have flexibility in utilizing these funds in accordance with the trust's investment objectives and applicable regulations.

Importance of Unitholder Approval

The proposed resolution requires approval from the majority of unitholders, with votes in favor exceeding 50% of the total votes cast. This process ensures transparency and aligns with the Securities and Exchange Board of India (Infrastructure Investment Trusts) Regulations, 2014.

Conclusion

Anzen India Energy Yield Plus Trust's move to reallocate its issue proceeds demonstrates prudent financial management and transparency. Unitholders are encouraged to participate in the e-voting process to voice their opinion on this significant financial decision. The outcome of this postal ballot will be crucial in determining the trust's ability to optimize its fund utilization for general purposes while maintaining its commitment to the primary objective of acquiring the Target Asset from ReNew Private Limited.

Note: Unitholders should carefully review the full postal ballot notice and explanatory statement provided by the trust before casting their votes.