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Added to YB: 2026-08-06

Pitch date: 2026-07-31

FIH-U.TO [neutral]

Fairfax India Holdings Corporation

+1.84%

current return

Author Info

No bio for this author

Company Info

Fairfax India Holdings Corporation, together with its subsidiaries, operates as an investment holding company in India.

Market Cap

$2.6B

Pitch Price

$18.46

Price Target

N/A

Dividend

N/A

EV/EBITDA

N/A

P/E

12.74

EV/Sales

7.04

Sector

Capital Markets

Category

value

Show full summary:
Theodosian Capital | Stocks Update 31/7/2026 - FIH/U – Q2 results, unwarranted discount

FIH-U.TO (earnings): Fairfax India Q2 EPS $1.70 ($228m), NAV +8.7% QoQ to $20.74/share on investment gains. Ended Q2 w/ $35m cash + $168.5m RCF available. Author argues shares should trade at premium to book given Indian portfolio potential; currently at 11% discount to end-June NAV.

Read full article (1 min)