Tata Motors PV share in focus as JLR suspends operations at UK plant amid supply squeeze

Shares of Tata Motors Passenger Vehicles may face selling pressure on Friday after reports indicated that production of its luxury arm Jaguar Land Rover (JLR) may be affected by the temporary shutdown at its Solihull plant.

According to a Reuters report, JLR halted production on some car lines at its Solihull facility for two weeks due to a parts issue involving a supplier. The break also includes a pre-scheduled shutdown over the Easter holiday period. The disruption is expected to affect the output of flagship models such as the Range Rover and Range Rover Sport.

This is another incident in quick succession. In September 2025, the British subsidiary disclosed that it had been hit by a cyber security breach that caused production and sales delays.

A hacker group calling itself the “Scattered Lapsus$ Hunters” claimed responsibility, saying it had gained access to the company’s systems. The group is believed to consist of English-speaking teenagers and has been linked to previous attacks on Marks and Spencer.

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JLR did not have insurance cover for such cyber incidents, which worsened the financial impact. The company reported an after-tax profit of £1.8 billion in FY25 and a potential loss of £2 billion could offset or exceed full-year earnings.

JLR contributes about 70% of Tata Motors’ overall revenue. For the third quarter, it reported revenues of £4.5 billion, a 39% decline compared to Q3FY25, largely due to lower wholesale volumes following the cyber attack. Production returned to normal only by mid-November, with additional time needed to restore global distribution.

On a year-on-year basis, volume and profitability were also impacted by the phasing out of older Jaguar models ahead of new launches coupled with weak demand in China. Margins were further impacted by the cyber incident, higher US tariffs and rising variable marketing costs. JLR reported a pre-tax loss, excluding exceptional items, of £310 million for the quarter.

Tata Motors PV share price has fallen around 17% in the last one month and around 13% since the beginning of the year.

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