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Ozon estimated that drone attacks on 11 of its logistics centers caused 30.1 billion rubles in losses, including destroyed goods, damaged equipment and other expenses. Its third-quarter report says it is negotiating with insurers, while quarterly net profit rose 25% to 3.7 billion rubles.
Russian online marketplace Ozon estimated that drone attacks on 11 of its logistics centers caused 30.1 billion rubles in losses, according to its third-quarter 2026 financial report. The figure covers goods destroyed in warehouses, damaged equipment and other losses and expenses; the company says it is negotiating with insurers over possible compensation.
The 30.1 billion-ruble estimate is the amount Ozon attributed to the attacks in its report. The company did not break out in the supplied report summary how much of that total came from inventory, equipment or other costs. It said some of its own risks were insured and that discussions with insurance companies are continuing. The amount of any potential payout has not been disclosed.
The reported damage coincided with growth in Ozon’s overall business. Its third-quarter net profit rose 25% to 3.7 billion rubles, while revenue increased 1.6-fold to 421.2 billion rubles. Ozon said it delivered 1.2 billion orders in the quarter, 76% more than in the same period a year earlier. Those results do not, by themselves, establish how the strikes affected operating performance or what costs may be recorded in later periods.
The attacks on Ozon warehouses began on August 22, according to the source report. The company’s estimate covers 11 logistics centers, but the report summary does not identify the facilities, specify when each was hit or state whether they were all operating when the attacks occurred; some Russian marketplace sellers moved goods to their own warehouses after the strikes.
Warehouse Damage Meets Rising Demand
The disclosure puts a large reported cost on attacks against logistics infrastructure used to store and move goods. Warehouse capacity is central to marketplace deliveries, so damage can affect inventory, equipment and the ability to fulfill orders. Ozon’s statement gives investors and customers a measure of the company’s estimated direct losses, though it does not quantify any continuing effect on delivery speed or service.
The company also reported sharply higher orders and revenue in the same quarter. That combination shows that the reported losses occurred alongside growth in its business, but it does not show whether growth offset the damage or how the losses affected earnings. Insurance negotiations remain unresolved, leaving the eventual net cost uncertain.
The reported attacks form part of a wider pattern of strikes against Russian commercial and digital infrastructure described by the source. Any effects on individual services or the wider economy should be distinguished from Ozon’s specific loss estimate: the supplied material does not establish that the warehouse damage caused particular service disruptions.
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Strikes Expanded to Marketplace Sites
The source report describes a summer 2026 expansion in Ukraine’s target list, from oil refineries and defense plants to marketplace warehouses. It says a Wildberries warehouse was attacked on July 18, followed by attacks on 36 of that company’s warehouse facilities over the next three months. Ozon warehouse attacks began on August 22. These details provide the reported chronology; they do not independently establish the circumstances or effects of each strike.
In October, the report says, Ukrainian forces also targeted digital infrastructure. Between October 8 and 11, strikes hit three Yandex data centers; a Sberbank data processing center was attacked on October 14, and a Federal Tax Service data center on October 23. The source says these strikes caused widespread disruptions to services at Yandex, Mail.ru, Ozon, MegaFon, VKontakte and other companies. It does not provide a breakdown of each service’s outages or tie those disruptions specifically to damage at Ozon’s warehouses.
Insurer Payments and Final Costs
Ozon has not disclosed in the supplied material how much of the 30.1 billion rubles it expects insurers to cover, when negotiations may conclude or what compensation would be approved. The report summary also does not identify the 11 affected centers or provide a facility-by-facility account of damage. The estimate is Ozon’s own; the source material does not describe an independent audit of the figure.
It is also unclear whether the attacks caused continuing warehouse closures, delays or additional expenses after the quarter, or how much any such effects contributed to the company’s financial results. The source reports disruptions to several services following strikes on digital infrastructure, but does not detail the duration or specific impact on Ozon customers.
Insurance Talks Shape Final Exposure
The next disclosed development is likely to be the outcome of Ozon’s ongoing talks with insurance companies. The supplied report does not give a timetable for a decision or say when the company might update its loss estimate. A later financial filing or company statement could clarify compensation, the final cost after insurance and whether the affected logistics centers have returned to normal operations.
Until further details are published, the 30.1 billion-ruble figure should be understood as Ozon’s reported estimate of losses from attacks on 11 centers—not as a confirmed amount insurers will pay or a complete measure of longer-term effects. The company’s next financial disclosures may show whether the attacks continue to affect costs, delivery capacity or results.
Key Questions
How much did Ozon estimate the warehouse attacks cost?
Ozon estimated losses of 30.1 billion rubles from attacks on 11 logistics centers, according to its third-quarter 2026 report.
What costs are included in the estimate?
The reported total includes destroyed goods, damaged equipment and other losses and expenses. The supplied report summary does not give a separate amount for each category.
Will insurance cover Ozon’s losses?
Ozon said some of its own risks were insured and that it is negotiating with insurance companies. The amount of any compensation and the timing of a decision have not been disclosed.
Did Ozon report a loss in the third quarter?
No. Despite the reported strike-related costs, Ozon said its third-quarter net profit rose 25% to 3.7 billion rubles. Its revenue reached 421.2 billion rubles, and it delivered 1.2 billion orders.
When did attacks on Ozon’s warehouses begin?
The source report says attacks on Ozon warehouses began on August 22, 2026. It does not specify the dates of attacks on each of the 11 centers included in the estimate.
Source: meduza.io
