Jaguar Land Rover (JLR), a wholly owned arm of Tata Motors, has reported a decline in sales for the first quarter of FY26 (April–June 2025). The automaker registered 87,286 wholesale units, representing a 10.7% decrease from Q1 FY25. Similarly, retail sales dropped by 15.1%, amounting to 94,420 units compared to the same period last year.
This decline stems primarily from two key developments:
The planned phase-out of legacy Jaguar models like the XE, XF, and F-TYPE, as the brand transitions towards a fully electric lineup.
A temporary pause in U.S. shipments during April 2025, following the implementation of new import tariffs that affected North American sales volumes.
Despite lower overall volumes, JLR pointed to a positive shift in product mix, with Range Rover, Range Rover Sport, and Defender models making up 77.2% of wholesale volumes in Q1 FY26. This marks an increase from 66.3% in Q4 FY25 and 67.8% year-on-year. The company has announced that its complete Q1 FY26 financial results will be shared in August 2025.
Since its acquisition by Tata Motors in 2008, Jaguar Land Rover has built a notable presence in the Indian automotive landscape. The company began its local manufacturing operations in Pune in 2011, starting with the Freelander 2. This was later extended to include the Discovery Sport and Range Rover Velar, among others.
JLR also operates the Technology & Business Services India (TBSI) hub in Bengaluru, a vital component of its global strategy. The centre supports functions such as:
Engineering and procurement
Aftermarket operations
Development of ADAS (advanced driver-assistance systems), propulsion systems, and software-defined vehicles
In October 2024, JLR launched an Open Innovation Hub in Bengaluru in partnership with Plug and Play. This initiative is dedicated to emerging technologies such as:
Artificial intelligence (AI)
Internet of Things (IoT)
Sensor technologies
Battery performance and charging systems
While global Q1 numbers dipped, JLR India performed strongly in FY24-25. The company:
Recorded a 40% rise in retail sales, reaching 6,183 units
Reported a 39% increase in dealer dispatches
JLR's current lineup in India includes:
Range Rover
Range Rover Sport
Range Rover Velar
Range Rover Evoque
Defender
Discovery and Discovery Sport
Looking ahead, the company plans to:
Launch the Range Rover BEV (Battery Electric Vehicle) in India by 2025
Expand its dealership network to around 50 outlets by 2030
Align with its global ambition to achieve carbon neutrality by 2039
Jaguar Land Rover’s Q1 FY26 performance reflects a pivotal phase of strategic transformation for the company. The decline in sales—driven by the planned wind-down of legacy Jaguar models like the XE, XF, and F-TYPE—marks the brand’s deliberate shift toward an all-electric future.
Additionally, global trade challenges, particularly the suspension of U.S. shipments due to newly imposed import tariffs, have temporarily affected overall volumes, especially in North America. However, JLR’s focus on a robust premium product mix, including the Range Rover, Range Rover Sport, and Defender, has helped cushion the impact.
The increasing contribution of these high-demand models demonstrates the brand's alignment with evolving consumer preferences. In parallel, JLR is strengthening its footprint in India through local manufacturing, innovation hubs, and upcoming electric vehicle launches like the Range Rover BEV.
With its deepening focus on technology, sustainability, and electrification, JLR appears well-positioned to navigate short-term pressures and pursue long-term, profitable growth globally.