Jaguar Land Rover targets US luxury market with hybrid push and Stellantis partnership

Jaguar Land Rover (JLR) unveiled a multi‑year strategy aimed at double‑digit revenue growth by expanding hybrid and electric offerings and concentrating on the United States, its largest market. The company announced a partnership with Stellantis to develop a US‑specific Defender built on a Stellantis platform, allowing JLR to avoid import tariffs and broaden its product line.

JLR will adapt its EMA (Electric Modular Architecture) platform originally intended for pure EVs to support both battery‑electric and conventional hybrid powertrains for upcoming Range Rover, Defender and Discovery models. A “Baby Defender” will be offered as a conventional hybrid (HEV) rather than a fully electric vehicle, reflecting slower EV adoption in the US.

The automaker plans £1.7 billion of cost reductions and a £18 billion investment through FY‑2029 in new technologies, vehicle platforms and AI‑enabled features. CEO P.B. Balaji said the goal is to grow JLR’s US business to the size of the whole company today, tapping rising demand for luxury vehicles among affluent US buyers. The strategy also includes launching five new products in the next two years, with a new electric Range Rover slated for later this year and a second EMA‑based Defender model offering both electric and hybrid variants.

JLR’s plan signals a shift toward flexible propulsion options, deeper US market focus and collaborative development with Stellantis, while maintaining production primarily in the UK and Slovakia.