JLR projects revenue growth and return to profit in FY27, doubles down on US

JLR guided FY27 revenue of £26 billion, up 13% from £23 billion in FY26, with EBIT margin improving to ~4% and operating cash flow near breakeven versus a £2.3 billion outflow in FY26. The recovery follows a cyberattack-induced production halt and US tariff drag that pushed FY26 wholesale volumes down 23.2% to 307,900 units, with JLR doubling down on North America as its key growth market. Despite the upbeat forward outlook, Tata Motors PV shares plunged 8.27% to Rs 361.05 on the BSE — the sharpest fall in over two years — as analysts called the 4% FY27 EBIT margin guidance well below street expectations versus FY26 Q4 EBIT of 9.2%.