Mumbai, October 7, 2025 — Jaguar Land Rover (JLR) has reported a sharp decline in both wholesale and retail sales for the second quarter of FY26, as the automaker faced multiple challenges including a cyber incident that disrupted production, the planned wind down of legacy Jaguar models, and incremental U.S. tariffs.
According to JLR’s latest statement, wholesale volumes (excluding the Chery Jaguar Land Rover China JV) stood at 66,165 units in Q2 FY26, marking a steep 24.2% drop compared to Q2 FY25. Retail sales (including CJLR) fell to 85,495 units, down 17.1% year-on-year.
The company said that the cyber incident, which began in early September, led to production stoppages that significantly impacted wholesale deliveries. Additionally, the strategic phase-out of older Jaguar models ahead of the brand’s upcoming relaunch and the continued effect of U.S. tariffs on exports further pressured overall volumes.
Despite these challenges, JLR’s most profitable models — the Range Rover, Range Rover Sport, and Defender — continued to dominate the product mix, representing 76.7% of total wholesale volumes in Q2 FY26. This is slightly lower than 77.2% in the previous quarter but notably higher than 67.0% in the same period last year, reflecting the company’s ongoing focus on premium, high-margin products.
Retail performance weakened across all key markets compared to last year. The UK market saw the largest decline, down 32.3%, mainly due to the wind down of Jaguar models and the September cyber disruption. Other regions also recorded decreases: North America (-9.0%), Europe (-12.1%), China (-22.5%), MENA (-15.8%), and Overseas markets (-4.1%). In China, reduced sales of domestically produced CJLR vehicles were partly offset by an increase in imported models.
Commenting on the results, JLR CEO Adrian Mardell said, “It has been a challenging quarter for JLR. In the first two months our performance was robust and in line with our expectations, against the backdrop of the planned wind down of legacy Jaguar models and the impact of incremental US tariffs. From the start of September, we have been responding to a cyber incident, which shut down our production. Since then, we have worked with retailers to prioritise the delivery of our world-class vehicles to our clients.”
He added that the company’s recovery efforts are well underway, as JLR has now begun the phased restart of its manufacturing operations following the cyber incident. “From tomorrow, we will welcome back our colleagues at our engine production plant in Wolverhampton, shortly followed by our colleagues making our world-class cars at Nitra and Solihull,” Mardell said.
Expressing gratitude to all stakeholders, Mardell stated, “I would like to thank our customers, suppliers, colleagues and retailers for their commitment, hard work and endeavour in recent weeks to bring us to this moment. We know there is much more to do but our recovery is firmly underway.”
The quarter’s setback underscores the short-term operational challenges JLR faces as it navigates digital disruptions, tariff headwinds, and a strategic realignment of its model lineup. However, with the production restart now in motion and a stronger focus on its core luxury SUV range, JLR appears positioned to stabilize operations in the coming months.
Disclaimer:
This article is based on official data and statements released by Jaguar Land Rover. Figures and details are accurate as of October 7, 2025.
