Added to YB: 2025-09-16
Pitch date: 2025-09-12
FIH-U.TO [neutral]
Fairfax India Holdings Corporation
-4.43%
current return
Author Info
No bio for this author
Company Info
Fairfax India Holdings Corporation operates as an investment holding company in India. It invests in public and private equity securities and debt instruments in India and Indian businesses, or other businesses with customers, suppliers, or business primarily conducted and dependent in India.
Market Cap
$2.2B
Pitch Price
$17.83
Price Target
21.43 (+26%)
Dividend
N/A
EV/EBITDA
N/A
P/E
64.82
EV/Sales
14.85
Sector
Capital Markets
Category
value
Theodosian Capital | FIH/U – Disposal
FIH-U.TO (update): Selling 51% Saurashtra Freight stake to Japan's Kamigumi for US$75M (vs $61M book value). $14M gain immaterial vs $2.4B market cap but shows track record of picking Indian winners. NAV $21.43 vs current $17.99 share price. Should trade at NAV given India's bright outlook.
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