Tata Motors JLR Faces Sales Challenges: CFO Cites US Tariffs and China Weakness

1 min read Updated on 05 Feb 2026, 02:38 PM

Reviewed by

Jubin VScanX News Team

Overview

Tata Motors' luxury brand JLR faces multiple market challenges as highlighted by the company's CFO, who cited US tariffs and weakness in China as key factors affecting Q3 sales performance. The challenges are reflected in the UK market where JLR sales dropped to 5,305 units in January compared to 5,872 units in the same period last year.

*this image is generated using AI for illustrative purposes only.

Tata Motors has provided insights into the performance challenges faced by its luxury automotive brand Jaguar Land Rover (JLR), with the company's Chief Financial Officer highlighting specific market factors affecting sales performance.

Q3 Performance Factors

According to Tata Motors' CFO, JLR's sales performance in Q3 was significantly impacted by US tariffs and weakness in the Chinese market. These external factors have created headwinds for the luxury automotive brand in two important global markets.

Market Challenge:	Impact Area
US Tariffs:	Sales performance
China Market Weakness:	Regional sales decline

UK Market Performance

The challenges extend to JLR's performance in the UK market, where the brand sold 5,305 units in January, marking a decrease from the 5,872 units sold in January of the previous year. This represents a year-on-year decline in the luxury vehicle segment.

Sales Metric:	January Current Year	January Previous Year	Change
Total UK Sales:	5,305 units	5,872 units	-567 units

Market Context

The sales figures and CFO commentary reflect the broader challenges facing JLR across multiple markets. The combination of trade-related pressures from US tariffs and softening demand in China has created a complex operating environment for the luxury automotive brand. The UK remains an important market for the Jaguar and Land Rover brands, which are part of Tata Motors' global automotive portfolio, though it too has experienced sales contraction during this period.

Tata Motors Passenger Vehicles Reports 47.1% Sales Growth to 71,066 Units in January 2026

1 min read Updated on 01 Feb 2026, 10:13 AM

Reviewed by

Ashish TScanX News Team

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Overview

Tata Motors Passenger Vehicles Ltd delivered strong January 2026 performance with total sales of 71,066 units, marking 47.1% year-on-year growth from 48,316 units in January 2025. The company demonstrated robust performance across all segments, with domestic sales rising 46.1% to 70,222 units, international business surging 251.7% to 844 units, and electric vehicle sales growing 72.7% to 9,052 units, highlighting the company's strong market position in India's evolving automotive landscape.

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Tata Motors Passenger Vehicles Ltd has announced robust sales performance for January 2026, reporting total sales of 71,066 units compared to 48,316 units in January 2025. The company, formerly known as Tata Motors Limited, demonstrated strong market traction across both domestic and international segments.

Sales Performance Breakdown

The January 2026 sales figures showcase comprehensive growth across all business segments. The company's domestic passenger vehicle sales, including electric vehicles, reached 70,222 units, representing a substantial 46.1% increase from 48,076 units in the previous year.

Business Segment:	Jan 2026	Jan 2025	Growth (%)
PV Domestic (includes EV):	70,222	48,076	+46.1%
PV International Business:	844	240	+251.7%
PV Total (includes EV):	71,066	48,316	+47.1%
EV Combined:	9,052	5,240	+72.7%

Electric Vehicle Performance

The electric vehicle segment demonstrated exceptional growth momentum, with combined domestic and international EV sales reaching 9,052 units in January 2026, marking a remarkable 72.7% increase from 5,240 units in the corresponding period last year. This performance underscores the company's strong positioning in India's expanding electric mobility market.

International Business Expansion

The international business segment recorded outstanding performance with sales of 844 units, representing an impressive 251.7% growth from 240 units in January 2025. This significant expansion reflects the company's successful market penetration strategies in overseas markets.

Corporate Structure Update

The sales figures include contributions from Tata Passenger Electric Mobility Limited, a subsidiary of Tata Motors Passenger Vehicles Ltd. The company underwent a name change from Tata Motors Limited to Tata Motors Passenger Vehicles Limited effective October 13, 2025, following a Composite Scheme of Arrangement sanctioned by the National Company Law Tribunal, Mumbai Bench.