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JLR Q3 Sales Plunge After Cyberattack, With Wholesales Down 43% and Retail Off 25%

Production normalised only by mid‑November, leaving global deliveries disrupted into the quarter.

Overview

  • Jaguar Land Rover reported provisional Q3 FY26 wholesales of 59,200 units, down 43.3% year on year, and retail sales of 79,600, down 25.1%.
  • The company attributed the drop primarily to a late‑summer cyberattack that halted September production, plus incremental US tariffs and the planned wind‑down of legacy Jaguar models.
  • Wholesale declines were steep across regions, including North America down 64.4%, Europe down 47.6%, China down 46%, and the UK down 0.9%.
  • Tata Motors Passenger Vehicles shares fell roughly 3–4% after the update as investors digested the scale of the disruption.
  • JLR said figures are provisional with audited results due in February, while the incident prompted a £1.5bn UK support package, a £500m supply‑chain boost, and was later claimed by the Scattered Lapsus$ Hunters group, with an independent body estimating a UK economic impact near £1.9bn.