Sales Performance Overview

JLR reported wholesale volumes of 82,400 units for Q2 FY27 (three months ended 30 September 2026), representing a 25% year-on-year increase from 66,165 units in Q2 FY26. The improvement reflects recovery from the cyber incident that impacted operations last year. Retail volumes stood at 79,000 units including CJLR volumes, compared to 85,371 units in Q2 FY26.

Regional Wholesale Performance (Q2 FY27 vs Q1 FY27 vs Q2 FY26)

  • UK: 21,000 units (vs 16,255 in Q1 FY27, vs 12,327 in Q2 FY26) - Significant improvement
  • North America: 27,100 units (vs 27,232 in Q1 FY27, vs 17,879 in Q2 FY26) - Steady performance
  • Europe: 13,200 units (vs 12,514 in Q1 FY27, vs 10,491 in Q2 FY26) - Moderate growth
  • China Region: 6,100 units (vs 8,660 in Q1 FY27, vs 11,370 in Q2 FY26) - Significant decline
  • MENA: 3,700 units (vs 5,112 in Q1 FY27, vs 3,210 in Q2 FY26) - Quarterly decline
  • Overseas: 11,300 units (vs 9,515 in Q1 FY27, vs 10,888 in Q2 FY26) - Strong growth

Regional Retail Performance (Q2 FY27 vs Q1 FY27 vs Q2 FY26)

  • UK: 18,500 units (vs 15,691 in Q1 FY27, vs 14,171 in Q2 FY26)
  • North America: 24,800 units (vs 24,376 in Q1 FY27, vs 22,918 in Q2 FY26)
  • Europe: 12,700 units (vs 14,249 in Q1 FY27, vs 13,880 in Q2 FY26)
  • China Region: 6,300 units (vs 7,734 in Q1 FY27, vs 10,604 in Q2 FY26)
  • MENA: 5,300 units (vs 3,406 in Q1 FY27, vs 5,259 in Q2 FY26)
  • Overseas: 10,500 units (vs 9,101 in Q1 FY27, vs 11,122 in Q2 FY26)
  • CJLR: 900 units (vs 5,335 in Q1 FY27, vs 7,417 in Q2 FY26)

Model-wise Wholesale Performance

  • Range Rover: 44,900 units (54.5% of total)
  • Defender: 29,500 units (35.8% of total)
  • Discovery: 7,200 units (8.7% of total)
  • Jaguar: 800 units (1.0% of total)

The premium model mix (Range Rover, Range Rover Sport and Defender) represented 77.6% of total wholesale volumes, up from 76.7% in Q2 FY26.

Model-wise Retail Performance

  • Range Rover: 43,300 units
  • Defender: 29,500 units
  • Discovery: 5,400 units
  • Jaguar: 800 units

Market Conditions and Strategic Context

Retail volumes in China were largely impacted by the cessation in June 2026 of vehicles produced locally by the CJLR joint venture. In the Middle East, ongoing disruption impacted wholesales quarter-on-quarter but retail volumes indicate underlying demand remains strong. The highly anticipated launch of Jaguar Type 01 electric model is scheduled for October 6, 2026 in New York, following a planned wind down of outgoing Jaguar models over the past year.

Future Reporting

JLR will report its second quarter financial results for the period ended 30 September 2026 in November 2026. Additional detailed volume data will be available by 7 October 2026 on the Investor Relations pages of the JLR website.

Notes

All volume data for Q2 FY27 is rounded to the nearest hundred units and is provisional. The document represents a regulatory filing pursuant to Regulation 30 of SEBI Listing Regulations.