Added to YB: 2026-08-26
Pitch date: 2026-08-21
FIH-U.TO [bullish]
Fairfax India Holdings Corporation
-1.01%
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
$2.7B
Pitch Price
$19.75
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
13.37
EV/Sales
7.32
Sector
Capital Markets
Category
special_situation
Theodosian Capital | Stocks Update 21/8/2026 - Fairfax India Holdings Corporation
FIH-U.TO (update): Trades at $19.25 vs $20.74 NAV/share (end-June); author argues no discount is warranted given India's growth, and its 74% stake in Bangalore airport alone may exceed the $2.6bn market cap. Catalyst: Fairfax is frontrunner for a $5bn majority stake in IDBI Bank, likely forcing FIH to sell down or merge its 40% CSB Bank stake within a two-year regulatory window.
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