JLR’s UK and overseas growth offsets challenges in China and Middle East
5th October 2026
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However, the automotive giant continues to experience challenges in China and the Middle East.

Wholesale volumes rose from 66,165 to 82,400 in the three months to 30 September 2026, reflecting what the company described as a “recovery from the cyber incident last year”.

Retail sales, however, fell to 79,000 from 85,371 a year earlier.

JLR said the impact of the cyber incident on retail volumes was “felt later in FY26 as retailer inventories became depleted in subsequent months”.

The company said volumes reflected “improvements in the UK and overseas markets while conditions remain challenging in China”.

Retail sales 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” affected wholesales compared with the previous quarter, although retail volumes indicate “underlying demand is still strong”. Volumes in the US “remain steady and continue to represent about a third of total wholesales”.

Range Rover, Range Rover Sport and Defender models accounted for 77.6 per cent of total wholesale volumes in the quarter, up from 76.7 per cent in the same period last year.

The launch of the Jaguar Type 01 in New York on 6 October follows what JLR described as a “planned wind down of outgoing Jaguar models over the past year”.

JLR will report its second-quarter financial results for the period ended 30 September 2026 in November.

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Ian Henery

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