Tata Motors says JLR ready for supply shocks, no US plant despite tariff hit; Avinya EVs delayed to late 2025

Tata Motors Group on Tuesday mentioned its Jaguar Land Rover (JLR) arm is best ready to sort out present world supply chain disruptions, together with these arising from the West Asia battle, China’s uncommon earth curbs and tariff wars, drawing on classes learnt in the course of the semiconductor scarcity of the COVID-19 period.Group CFO PB Balaji mentioned JLR isn’t planning to arrange a producing unit within the US, despite dealing with a steep tariff hike on exports to that market. “As far as the manufacturing footprint is concerned, there are no plans at this point in time for any US site of any sort,” Balaji mentioned on the firm’s media interplay.He famous that supply chains have undergone “shock testing” in the course of the semiconductor disaster of 2022-23 and added, “Internally, we are equipped to process it better. That doesn’t mean we will not have a problem. It just means that we’ll be able to cope with it better.”Balaji acknowledged {that a} 10% tariff — up from 2.5% — would affect US volumes. “I do expect some amount of volume shrink… some degree of demand elasticity will be there,” he mentioned, including that JLR at present exports round one lakh items to the US from the UK, PTI reported.He mentioned JLR would mitigate the affect by way of market activation and demand rerouting to the UK, Europe and the Middle East, the place the Israel-Iran battle hasn’t considerably affected gross sales but. The firm additionally plans a price administration programme which is able to take 12–18 months to absolutely implement.On the problem of China’s export restrictions on uncommon earth magnets — a important element in EV manufacturing — Balaji mentioned JLR isn’t dealing with manufacturing cuts and “we’re not pressing any panic button,” citing secure provides and alternate sourcing.Tata Motors Passenger Vehicles and EV Managing Director Shailesh Chandra mentioned the corporate is “comfortable for the next few months more from a stock perspective” and hasn’t altered EV launch plans. “There’s no trigger to change our plans,” he mentioned, including that each the Harrier.ev launch and the Sierra.ev rollout stay on observe.Chandra confirmed that the auto business is participating with the Indian authorities and its envoy in China to resolve the uncommon earth challenge. “In the mid to long term, there are multiple solutions… we are working with the government in terms of being more self-sufficient,” he mentioned.He added that alternate sourcing from different international locations was additionally being explored.On the delay in Tata’s Avinya model EVs, Chandra mentioned the launch has been pushed due to feasibility points in sure subsystems, which required extra engineering and architectural modifications. The Avinya EVs are actually anticipated by late 2025 or early 2026.