Added to YB: 2025-12-11
Pitch date: 2025-12-09
FIH-U.TO [bullish]
Fairfax India Holdings Corporation
-0.06%
current return
Author Info
Company Info
Fairfax India Holdings Corporation, together with its subsidiaries, operates as an investment holding company in India.
Market Cap
$2.2B
Pitch Price
$16.51
Price Target
20.72 (+26%)
Dividend
N/A
EV/EBITDA
N/A
P/E
5.42
EV/Sales
4.49
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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