Tata Motors' Land Rover brand recorded positive sales growth in the UK market during December, with total units sold reaching 3,906 compared to 3,630 units in the same month of the previous year. This performance represents a year-on-year increase of 7.6%, demonstrating the brand's sustained market appeal.

December Sales Performance

The December sales data shows Land Rover's continued strength in the UK market, one of its traditional strongholds. The following table summarizes the key sales metrics:

Market Position

The sales increase of 276 additional units reflects positive market reception for Land Rover vehicles in the UK. This growth comes at a time when the automotive industry continues to navigate various market challenges, making the year-on-year improvement particularly noteworthy.

The UK remains a significant market for the Land Rover brand, and these December figures contribute to the overall annual performance metrics for Tata Motors' luxury vehicle segment. The consistent demand pattern indicates stable customer preference for the brand's SUV offerings in the region.

Tata Motors Passenger Vehicles shares closed higher on Monday despite reporting significant volume declines for its Jaguar Land Rover (JLR) business in the third quarter of FY26. The company's stock gained 0.86% to close at ₹373.55, even as JLR faced multiple operational challenges.

Cyber Attack Disrupts JLR Production

Jaguar Land Rover experienced substantial volume declines in Q3 FY26, with wholesale and retail volumes falling sharply due to production disruptions caused by one of Britain's most severe and high-profile cyber attacks. The cyber incident significantly impacted JLR facilities, with production returning to normal only by mid-November.

The disruption, combined with the time required to ship vehicles globally once production resumed, led to declines in both wholesale and retail volumes on quarter-on-quarter and year-on-year basis.

Additional Challenges Impact Performance

Beyond the cyber attack, JLR volumes were further affected by multiple factors. The planned wind-down of legacy Jaguar models ahead of the launch of the new Jaguar portfolio contributed to the volume decline. Additionally, incremental US tariffs affected JLR's exports to the American market, adding pressure to overall performance.

Product Mix Shifts Toward Premium Models

Despite volume pressures, JLR's product mix continued to favor higher-value models. Range Rover, Range Rover Sport and Defender together represented a larger share of total wholesale volumes compared to the previous year.

The premium model share of 74.3% in Q3 FY26 showed improvement from 70.3% in the same quarter last year, though it was lower than the 76.7% achieved in the previous quarter.

Full-Year Performance Metrics

For the financial year so far, JLR's performance reflected the ongoing challenges. Wholesale volumes stood at 212,600 units, representing a 26.6% year-on-year decline. Retail volumes also decreased significantly, falling 19.1% year-on-year to 259,400 units.

Outlook and Financial Results Timeline

JLR is scheduled to report its full financial results for the third quarter of FY26 in February 2026. Market analysts remain cautiously optimistic about the company's prospects. Mithun Aswath of Kivah Advisors noted that Tata Motors' passenger vehicle business could have a clear runway over the next three to four quarters, expressing expectations for a rebound in the JLR business as operational challenges are resolved.