JLR Reports Lower Q1 FY26 Sales as Legacy Jaguar Models Phase Out and US Tariffs Take Effect

Jaguar Land Rover (JLR), a wholly owned subsidiary of Tata Motors, reported its wholesale and retail sales figures for the first quarter of FY26 (April to June 2025), showing a year-on-year decline in both metrics. The company sold 87,286 wholesale units, marking a 10.7% drop from Q1 FY25, while retail sales stood at 94,420 units, down 15.1% from the previous year.

The decline was attributed to the planned wind-down of legacy Jaguar models such as the XE, XF, and F-TYPE, as part of Jaguar’s transition toward a fully electric portfolio. Additionally, JLR paused US shipments in April 2025 due to newly imposed import tariffs, which impacted volumes in North America.

Despite the downturn, JLR noted a stronger product mix, with Range Rover, Range Rover Sport, and Defender models accounting for 77.2% of Q1 FY26 wholesale volumes—up from 66.3% in the previous quarter and 67.8% year-on-year. The company’s full Q1 FY26 financial results will be announced in August 2025.

Jaguar Land Rover (JLR), a subsidiary of Tata Motors since 2008, has established a growing presence in the Indian automotive market. The company set up its local manufacturing operations in Pune in 2011, beginning with the assembly of the Freelander 2. Over time, local production was extended to include models such as the Discovery Sport and Range Rover Velar.

JLR operates a dedicated capability centre in Bengaluru known as the Technology & Business Services India (TBSI) hub. This centre supports various global functions, including engineering, procurement, and aftermarket services. It plays a role in the development of areas such as advanced driver-assistance systems (ADAS), propulsion systems, and software-defined vehicles.

In 2019, JLR began local assembly of the Range Rover Velar to enhance accessibility for customers in India. The company’s current India portfolio includes models such as the Range Rover, Range Rover Sport, Velar, Evoque, Defender, Discovery, and Discovery Sport.

In October 2024, JLR introduced an Open Innovation Hub in Bengaluru in collaboration with Plug and Play. This initiative focuses on technologies such as artificial intelligence, the Internet of Things, sensor systems, battery optimisation, and charging infrastructure.

JLR India recorded a 40% increase in retail sales during the 2024–25 fiscal year, reaching 6,183 units. Dealer dispatches also saw a 39% rise. The company plans to increase both its sales volume and revenue in the coming years, with an expanded dealership network that may grow to around 50 outlets by 2030.

Looking ahead, JLR intends to increase its electric vehicle offerings in India, starting with the Range Rover BEV in 2025. These efforts are part of the company’s broader strategy to move toward carbon neutrality by 2039.