Tata Motors Under Pressure After JLR Shutdown

Tata Motors Passenger Vehicles (TMPV) may see continued selling pressure after a temporary shutdown at Jaguar Land Rover’s Solihull plant.

The halt, expected to last about two weeks, is due to a parts supply issue and coincides with a planned Easter break.

Production of key models such as the Range Rover and Range Rover Sport is expected to be affected.

This comes shortly after a disruption in September 2025 when a cyber incident caused production and sales delays.

A group calling itself “Scattered Lapsus$ Hunters” took responsibility for the breach, claiming it had accessed the company’s internal systems.

The group is believed to be made up of English-speaking teenagers and has been linked to an earlier cyber incident involving Marks and Spencer.

Operations took time to stabilise, and the impact was visible in volumes during the following months.

Today, 27 March at 10:02 AM, the Tata Motors Passenger Vehicles shares were trading at ₹303 at the National Stock Exchange (NSE).

How Much Did JLR Revenue Fall?

JLR did not have insurance against such cyber-related incidents, and this increased the financial damage.

The company reported a profit after tax of £1.8 billion in FY25, but a potential loss of £2 billion could cancel out or even exceed the full-year earnings.

JLR is responsible for about 70% of Tata Motors' total revenue. It posted revenue of £4.5 billion for the third quarter, which was a 39% drop compared to Q3FY25.

The main reason for this was the decline in wholesale volumes due to the cyberattack. Production was back to normal only in mid-November; however, more time was needed to restore global distribution.
Also Read - Buyback Tax Rule Change: Wipro May Be First IT Major To Act After 1 April 2026

What Investors Can Expect Next?

The focus now will be on how quickly the Solihull plant resumes operations.

If production restarts on schedule, the impact may be limited to the short term.

Any delay could affect volumes and earnings in the coming quarter. Among other things, attention will be focused on the demand trends of key markets and the company’s upcoming models.

To improve confidence, a steady flow of production and stable demand will be necessary. In the meantime, the share might still respond to operational and market condition-related news.

Sources:

ET

NewsAirInsight