Archive · 18 Nov 2025
JLR Struggles with Weak Demand and Cyber Attack Recovery
Jaguar Land Rover (JLR) is having a tough time.
They're selling fewer cars in important countries like China and Europe.
A big computer problem in September stopped them from making cars for a whole month.
They also have to pay more taxes when they send cars to the US.
All these things are making it hard for JLR to do well.
JLR faces weak demand in key markets like China and Europe
Cyber attack in September led to no car production and revised EBIT margin guidance
Tariffs on JLR cars exported to the US increased significantly
JLR's demand from China was hit after a new tax on luxury cars
JLR's revenues dropped by 24% year-on-year in Q2FY26
- Who
- Jaguar Land Rover (JLR)
- What
- Facing weak demand and recovering from a cyber attack
- When
- Q2FY26, with ongoing impacts
- Where
- Key markets like China, Europe, and the US
- Why
- Due to weak global demand, increased tariffs, and the impact of a cyber attack
Optimistic View
Pessimistic View
Production Recovery
Optimistic View
JLR is back to full production and expects to ramp up in Q4
Pessimistic View
Q3 will be weak due to ongoing production loss impact
Future Demand
Optimistic View
JLR is aware of challenges and believes it will come out stronger
Pessimistic View
Global demand remains challenging with no signs of immediate improvement
- Revenue Drop
- 24% year-on-year to 4.9 billion pounds in Q2FY26
- Lost Production
- 237 million pounds due to cyber-attack
- Tariff Increase
- 10% on cars exported to the US, 15% on Defender SUVs
- Net Auto Debt
- ₹20,000 crore, primarily due to JLR
- CEO
- PB Balaji (also Group CFO of Tata Motors)