JLR Owner Sees India Demand Revival by June, Watching US Tariffs

Jaguar Land Rover (JLR), the British luxury carmaker owned by Tata Motors, is optimistic about a revival in demand in India by June, as the country's festive season approaches. However, the company is also closely monitoring the potential impact of US tariffs on European Union imports, which could pose a risk to its global sales and profitability.

In an interview with a leading financial publication, a Tata Motors official expressed confidence in the strong demand for JLR vehicles in the US market, despite the uncertainty surrounding potential tariffs. The official highlighted the company's ongoing efforts to improve efficiency and reduce costs, as well as its commitment to working with partners in the US to address any challenges that may arise from potential tariffs.

JLR's sales in the US have been robust, with the company selling 124,600 cars in the country last year, representing 31% of its global sales. However, the company does not operate any manufacturing plants in the US, which could make it more vulnerable to tariffs on imported vehicles.

JLR's parent company, Tata Motors, is closely monitoring the possibility of new tariffs on automotive imports by the Trump administration in the US. The company is confident in the strong demand for its Jaguar Land Rover vehicles, but acknowledges that any new tariffs would pose challenges. The company is also highlighting the potential benefits of a weaker British pound, which could help offset the impact of any tariffs.

JLR's sales in India have been strong, with the company reporting a 36% increase in sales in the first half of the 2025 financial year. The company's localization strategy, which involves producing certain models in India, has been a significant driver of this growth. The Range Rover and Range Rover Sport models, which are now assembled in India, have seen a significant price cut, making them more affordable for Indian customers. This has led to a surge in orders for these models, with a 60% increase in H1 FY2025.

The Defender model, which continues to be a full import in India, has also seen a massive 75% increase in volumes during the same period. The overall order books for JLR in India are up by 15% in H1 FY2025.

JLR's certified pre-owned business has also grown by 28% year-on-year compared to the same period last year, reflecting the growing demand and equity of JLR brands in India.

JLR's Reimagine strategy is delivering a sustainability-rich vision of modern luxury by design. The company is transforming its business to become carbon net zero across its supply chain, products, and operations by 2039. Electrification is central to this strategy, and before the end of the decade, the Range Rover, Discovery, and Defender collections are expected to have a pure electric model, while Jaguar will be entirely electric.

JLR's strong performance in India and the US markets is a testament to the company's ability to adapt to changing market conditions and consumer preferences. However, the potential impact of US tariffs on European Union imports remains a concern for the company. JLR is closely monitoring the situation and is prepared to take appropriate action to mitigate any risks to its global sales and profitability.

In conclusion, JLR's strong demand in India and the US markets is a positive sign for the company's future prospects. However, the potential impact of US tariffs on European Union imports is a risk that the company must closely monitor and address as needed. JLR's ability to adapt and innovate will be crucial in navigating the challenges and opportunities that lie ahead.