Jaguar Land Rover Revenues Fall 9.6% Amid Supply Disruptions

Jaguar Land Rover reported a 9.6% year-on-year decline in revenue to £6 billion for the quarter ending June 30. Pre-tax profit before exceptional items dropped to £109 million from £351 million the previous year, impacted by a one-off provision related to United States fuel economy rules and a deteriorating market in China.

The company attributed the slump to a 9.2% drop in vehicle volumes. Production was hindered by a major fire at a component manufacturer's factory in Norway, which forced a production pause for Range Rover and Range Rover Sport models at the Solihull plant in March. Additional disruptions included supply constraints linked to conflict in the Middle East and the lingering effects of a August 2025 cyber attack that had previously halted production for over a month.

Financials were further affected by the planned phase-out of internal combustion engine models, such as the Jaguar F-Pace, as the company transitions to an electric-only strategy. Chief Executive PB Balaji stated that demand for the brands remains strong despite these challenges. He announced the upcoming launch of four new products: the Range Rover Electric, Range Rover Sport Electric, Range Rover GT, and Jaguar Type 01.