Tata Motors PV shares drop 3% as JLR suspends operations at UK plant amid supply squeeze

Shares of Tata Motors Passenger Vehicles slipped as much as 3% to their day's low of Rs 309 on the BSE on Friday after reports indicated that production at its luxury arm Jaguar Land Rover (JLR) may have been affected by a temporary shutdown at its Solihull plant.

According to a Reuters report, JLR has halted production on certain car lines at the Solihull facility for two weeks due to a parts-related issue involving a supplier. The pause also includes a pre-scheduled shutdown during the Easter holiday period. The disruption is expected to impact output of key models such as the Range Rover and Range Rover Sport.

This is the second instance in quick succession. In September 2025, the British subsidiary disclosed that it had been hit by a cybersecurity breach that led to delays in production and sales.


A hacker group identifying itself as “Scattered Lapsus$ Hunters” claimed responsibility, stating it had gained access to the company’s systems. The group is believed to consist of English-speaking teenagers and is linked to a previous attack 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 had reported a profit after tax of £1.8 billion in FY25, and a potential loss of £2 billion could offset or exceed that entire year’s earnings.

JLR contributes around 70% to Tata Motors’ overall revenue. For the third quarter, it reported revenue of £4.5 billion, marking a 39% decline compared with Q3FY25, largely due to lower wholesale volumes following the cyberattack. Production normalised only by mid-November, with additional time required to restore global distribution.

On a year-on-year basis, volumes and profitability were also affected by the phased discontinuation of older Jaguar models ahead of new launches, along with weaker demand in China. Margins were further impacted by the cyber incident, higher US tariffs and increased variable marketing expenses. JLR reported a pre-tax loss, excluding exceptional items, of £310 million for the quarter.

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

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