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Informist, Wednesday, Jun. 17, 2026

MUMBAI – Jaguar Land Rover Automotive PLC, the UK-based wholly-owned arm of Tata Motors Passenger Vehicles Ltd., said on Wednesday it will have a 'hyper growth focus' on North America now on, given the US market's structural alignment with the company's strengths. In the coming years, JLR aspires to grow its operations in the US to the size of its entire business as it stands today, the company's Chief Executive Officer P.B. Balaji, said in a presentation to investors. 

While it will continue to focus on its key markets in the UK, Europe, and China, the company seeks to rev up its presence in North America to capitalise on the extensive and growing luxury opportunities there. "To truly manifest the power of our brands, we will increase our focus on North America, our biggest market," Balaji said. "The rising demand for luxury products coupled with the strong preference we see for our brands signals significant growth potential," he added. 

JLR had recently signed a memorandum of understanding with multinational automotive conglomerate Stellantis to collaborate on products and technology development in the US. The two companies will focus on the Defender brand to drive growth in the US as part of this collaboration.

"Apart from accelerating our existing offerings, we are also exploring new high potential segments for our Defender brand, which will allow us to offer tailored luxury products and experiences for even more of our US clients," Balaji said. "Our aspiration, in the coming years, is to grow our US business to the size of the entire JLR business as it exists today," Balaji said.

Currently, the Defender brand comprises three products globally and is JLR's best-selling brand. Its models are produced at JLR's facility in Slovakia. The Land Rover Defender was first launched in 1990, even as the product found its roots in the late 1940s.

JLR will launch a new model from the Defender family, which will be the second vehicle to be launched on the company's electrified modular architecture platform. This platform has been developed for their next-generation mid-size luxury sports utility vehicles, replacing older architectures to reduce development costs.  

Additionally, JLR will continue investing in high-potential markets such as India and West Asia. The luxury carmaker plans to offer global markets more choice by adding increased propulsion flexibility as part of its Reimagine strategy, the company said in a press release. Propulsion flexibility refers to the system's ability to seamlessly adapt to changing power demands or different fuel sources. 

While the newly launched Jaguar brand will push out only electric vehicles, cars part of JLR's Range Rover, Defender, and Discovery brands will offer battery electric vehicles, plug-in hybrid electric vehicles, hybrid electric vehicles, and mild hybrid electric vehicle options. The company will soon launch the Range Rover Electric, Range Rover Sport Electric, and Jaguar Type 01. The new Jaguar, a four-door luxury car, will be revealed later this year.

Through these strategies, the company is targeting its revenue to grow in double digits in the medium term. In 2025-26 (Apr-Mar), the company's revenue had fallen nearly 21% on year to 22.91 billion pounds sterling. "The company also reconfirms its existing five-year commitment to invest £18bn (18 billion pound sterling) in future technologies, vehicle platforms and transformation by FY29 (starting FY24), as it drives growth in a flexible propulsion, software and AI defined era," the company said. 

JLR has guided for an earnings before interest and tax margin of around 4% for FY27, compared with 0.7% in FY26 and 8.5% in FY25. The company expects its revenue to grow 13% on year to 26 billion pounds sterling in FY27, it said in a presentation to investors.

For the March quarter, Tata Motors PV's consolidated net profit was INR 57.83 billion on revenues of INR 1.05 trillion. At 1453 IST, its shares traded almost 9% lower at INR 359.70 on the National Stock Exchange.   END

IST, or Indian Standard Time, is five-and-a-half hours ahead of GMT

Reported by Anand JC

Edited by Akul Nishant Akhoury

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