Added to YB: 2025-12-11
Pitch date: 2025-12-09
FIH-U.TO [bullish]
Fairfax India Holdings Corporation
+3.21%
current return
Author Info
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
$16.51
Price Target
20.72 (+22%)
Dividend
N/A
EV/EBITDA
N/A
P/E
64.82
EV/Sales
14.85
Sector
Capital Markets
Category
value
Gateway To The Sub-Continent | Fairfax India
FIH-U.TO: Canadian vehicle for India exposure trading $16.50 vs $20.72 BVPS (~21% discount, closer to 45% on intrinsic value). 74% owns monopolistic Bangalore Airport (BIAL) valued at $2.55B, operates thru 2068. BIAL IPO catalyst expected this decade for re-rating. Seven Islands shipping at 4.6x P/E. Sanmar chemicals drag but TA'ZIZ deal turnaround potential. INR weakness risk.
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