JLR Q4 sales bounce back after cyber incident

JLR has reported its wholesale and retail sales for the fourth quarter of FY26 (three‑months to 31 March 2026) and the full year to 31 March 2026:

• Wholesales in Q4 FY26 were 95,300 units, down 14.5% vs Q4 FY25 and up 61.1% vs Q3 FY26. Wholesales for FY26 were 307,900 units, down 23.2% vs FY25.
• Retail sales in Q4 FY26 were 92,700 units, down 14.3% vs Q4 FY25 and up 16.2% vs Q3 FY26. Retail sales for FY26 were 352,300 units, down 17.8% vs FY25.
• As anticipated and previously indicated, Q4 FY26 volumes rose significantly quarter‑on‑quarter (QoQ) as production returned to normal.
• Full year volumes impacted by US tariffs, China market challenges and planned wind down of legacy Jaguar models ahead of new Jaguar launch, in addition to production stoppages following the cyber incident.
• Range Rover, Range Rover Sport and Defender model mix in Q4 FY26 was 77.1% of total wholesale volumes, up from 66.3% in Q4 FY25.