JLR Investor Day 2026
Discussion
Today was the investor day presentation for JLR and they did it face to face at Gaydon. This is a summary of the main messages. Remember this covers all of JLR not just Jaguar
The next phase of the Re-imagine strategy has been officially launched. Known as Growth Reimagined (lots of thought must have gone into that name) it is driving a focus on delivering double digit revenue growth over the next 5 years
An increased focus on North America as part of driving that double digit growth as they have now declared North America as a whole, Not the USA alone, as their biggest market. They will partner with Stelantis where it is useful to do so as we already know but additionally they will be looking at NA specific vehicles particularly from the Defender brand. Asked if that means a Defender Pick up they refused to deny or confirm it but seems likely.
I will use the official wording for this one..... "to respond to changes in the global landscape and pace of EV adaption by consumers we will offer a greater propulsion choice across our brands" again refused to be drawn on whether this means engines for Jaguars but....
Launch of a cost saving programme to move the break even point of the company to around 300,000 vehicles a year. Savings will be £1,78bn over the next two years and would come from contributions in every area of the company
A new programme launch to focus on improve speed of execution and predictability of results to improve resilience across JLR as a whole
A renwed focus on the people within the company was an interesting one. Branded "Living the exceptional with soul" this programme is intended to tap into "the passion of our people and leverage our culture that fosters psychological safety". Interesting choice of words
Those were the main points, not much else about individual models or future of any specific brand within the stable. They did say that things were on track for the "major projects" so I guess that includes the new Jaguars
Thought people might find it interesting. PB Balaji is definitely a finance man in the way that he presents himself as was Adrian Mardell. He doesnt strike me as a man that could mobilise and motivate in the way thats needed maybe. Lets see
The next phase of the Re-imagine strategy has been officially launched. Known as Growth Reimagined (lots of thought must have gone into that name) it is driving a focus on delivering double digit revenue growth over the next 5 years
An increased focus on North America as part of driving that double digit growth as they have now declared North America as a whole, Not the USA alone, as their biggest market. They will partner with Stelantis where it is useful to do so as we already know but additionally they will be looking at NA specific vehicles particularly from the Defender brand. Asked if that means a Defender Pick up they refused to deny or confirm it but seems likely.
I will use the official wording for this one..... "to respond to changes in the global landscape and pace of EV adaption by consumers we will offer a greater propulsion choice across our brands" again refused to be drawn on whether this means engines for Jaguars but....
Launch of a cost saving programme to move the break even point of the company to around 300,000 vehicles a year. Savings will be £1,78bn over the next two years and would come from contributions in every area of the company
A new programme launch to focus on improve speed of execution and predictability of results to improve resilience across JLR as a whole
A renwed focus on the people within the company was an interesting one. Branded "Living the exceptional with soul" this programme is intended to tap into "the passion of our people and leverage our culture that fosters psychological safety". Interesting choice of words
Those were the main points, not much else about individual models or future of any specific brand within the stable. They did say that things were on track for the "major projects" so I guess that includes the new Jaguars
Thought people might find it interesting. PB Balaji is definitely a finance man in the way that he presents himself as was Adrian Mardell. He doesnt strike me as a man that could mobilise and motivate in the way thats needed maybe. Lets see
craigjm said:
'it is driving a focus on delivering double digit revenue growth over the next 5 years'
Or in English, 'trying to hit 10%'.craigjm said:
"to respond to changes in the global landscape and pace of EV adaption by consumers we will offer a greater propulsion choice across our brands" again refused to be drawn on whether this means engines for Jaguars but...
'We can't make the numbers add up for our EV-only plan so will have to put engines back in. Sorry for any confusion'.Any hint of when the Pink Throbber is coming out?
Well they said everything was “on track for major projects” so I guess that means autumn as planned for the Type 01 but it did feel very strange that they didn’t mention Jaguar really. I wonder whether they are quietly going to go back to the drawing board or not bother at all. Who knows anyone’s guess but if there is a major brand relaunch coming up I would have thought they would want to shout about it
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