Tata Motors shares tumbled over 4% on September 25, 2025, marking the top Nifty 50 loser, as reports emerged that its UK subsidiary Jaguar Land Rover (JLR) could face losses of up to €2 billion from an ongoing cyberattack that has crippled operations. The attack, which began in late August, has forced a shutdown of JLR’s three UK factories—Solihull, Halewood, and Wolverhampton—producing 1,000 cars daily, with no insurance coverage exacerbating the financial blow. For investors, automotive analysts, and supply chain watchers searching Tata Motors JLR cyberattack €2B loss, Jaguar Land Rover production halt 2025, or Tata Motors share price impact, the disruption—now extended to October 1—could erase JLR’s entire FY25 profit of £1.8 billion, given weekly losses of £50 million ($68 million) and JLR’s 72% contribution to Tata’s automotive revenue. Tata Motors, which reported a 62% Q1 FY26 profit drop to ₹4,003 crore, faces heightened risks as JLR’s China JV remains operational but UK sites idled.
The Financial Times report, citing unnamed sources, revealed JLR’s lack of finalized cyber insurance with Lockton, leaving it exposed to the breach’s full costs. As the attack’s scale emerged, JLR shut down IT networks, affecting 33,000 employees and halting sales alongside production. Tata Motors has not commented on the financial estimates, but the incident—now under UK government scrutiny—could strain supplier chains and delay EV launches like the electric Range Rover.
JLR’s factories, which produce 1,000 vehicles daily, remain idled, costing an estimated £50 million ($68 million) weekly, per BBC and Sky News reports. The breach, one of the largest in automotive history, has no evidence of customer data theft yet, but infotainment systems and EV charging logic may be compromised, per Reuters. UK business ministers Peter Kyle and Chris McDonald met JLR’s CEO to assess impacts, with the Society of Motor Manufacturers and Traders (SMMT) urging government support as a “last resort.”
Tata Motors, which derives 72% of its automotive revenue from JLR, saw its Q1 FY26 profit halve to ₹4,003 crore, already strained by weak domestic demand and EV delays. Equinomics’ Chokkalingam G advised shifting to domestic plays like Bajaj Auto or MRF, citing JLR’s woes alongside tariffs and China slowdowns. Deven Choksey Research slashed Tata’s FY26 EBITDA by 10.4%, factoring in JLR’s 15.6% employee cost rise and tariff uncertainties.
As JLR works “at pace” to resolve IT issues, Tata Motors faces a perfect storm of operational halts, uninsured risks, and market headwinds, with shares down 6% in five days.
