Added to YB: 2025-04-07
Pitch date: 2025-04-03
FIH-U.TO [neutral]
Fairfax India Holdings Corporation
+3.78%
current return
Author Info
Asian Century Stocks is a former buy-side investor in Asia that now focuses on researching value stocks in Asia and sharing them in his newsletter. Sign up for the newsletter.
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
$16.42
Price Target
30.00 (+76%)
Dividend
N/A
EV/EBITDA
N/A
P/E
64.82
EV/Sales
14.85
Sector
Capital Markets
Category
value
Portfolio Review March 2025: Key Holdings - Fairfax India Holdings Corporation
FIH-U.TO (holding update): NAV down to $20.96. IIFL Capital & BIAL up, IIFL Finance, Sanmar, CSB Bank down. Rupee -2.8%. Buybacks at $15.07. BIAL: passengers +9.5%, revenue +46%, EBITDA +57%. IPO planned. Sold NSE stake for $189M (+$167M gain). CSB Bank stake reduced. New CFO appointed. Trading at 20% discount to book. Potential $30+ BV post-BIAL IPO.
Read full article (2 min)