The infamous cyber incident at Jaguar Land Rover (JLR) disrupted third-quarter production and deliveries, confirmed the UK-based luxury carmaker owned by Tata Motors Passenger Vehicles, as it reported provisional quarterly numbers. JLR posted a sharp drop in wholesale and retail sales for the three-month period.
JLR’s wholesale volumes for Q3 FY26 stood at about 59,200 units (excluding its China joint venture CJLR), a fall of 43.3 per cent compared with the same quarter last year and 10.6 per cent lower than Q2 FY26.
Retail sales were around 79,600 units (including CJLR), down 25.1 per cent year-on-year and 6.7 per cent quarter-on-quarter.
Back in September 2025, JLR first confirmed that it was impacted by a cyber incident. "We took immediate action to mitigate its impact by proactively shutting down our systems", the automaker stated, noting that "retail and production activities have been severely disrupted".
The cyber incident earlier in the quarter forced production stoppages, and plants could return to normal output only by mid-November 2025, the automaker said in an official statement.
Even after production resumed, JLR needed extra time to ship vehicles worldwide, which dragged down both wholesale and retail volumes. This was already indicated in earlier company updates, but Monday was the first time the UK carmaker stated the numbers.
Impact of Jaguar transition and US tariffs
JLR was already deliberately winding down older Jaguar models ahead of the launch of a new, fully electric Jaguar line-up, and this planned reduction further weighed on volumes through the quarter, the company noted.
Incremental US tariffs on its exports to the United States also put pressure on sales in an already weak North American market.
To top it off, wholesale volumes declined in all major regions. Volumes in the UK fell 0.9 per cent, North America slid 64.4 per cent, Europe slumped 47.6 per cent, China dipped 46.0 per cent, MENA slipped 8.5 per cent, and other Overseas markets decreased by 50.4 per cent versus Q3 FY25.
Despite the slump, high-end Range Rover, Range Rover Sport and Defender vehicles made up 74.3 per cent of JLR’s wholesale volumes in Q3 FY26, higher than 70.3 per cent a year ago, hinting at continued strong demand for these flagship SUVs.
JLR said its full financial results for Q3 FY26 would be posted in February 2026, and more volume data would be published this Thursday.
