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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 includes destroyed goods, damaged equipment and other losses and expenses; Ozon says it is negotiating with insurers over possible compensation. The company still reported third-quarter net profit of 3.7 billion rubles.
Russian online marketplace Ozon estimated that drone attacks on 11 logistics centers cost it 30.1 billion rubles, according to the company’s third-quarter 2026 financial report. The estimate covers destroyed goods, damaged equipment and other losses and expenses, while the company says it is negotiating with insurers over possible compensation.
The 30.1 billion-ruble estimate is the company’s assessment of losses tied to attacks on its logistics facilities. Ozon’s report does not break down the total among destroyed inventory, equipment damage and the category it describes as “other losses and expenses,” amid reports that warehouse strikes affected workers and sellers. It also does not state how much of the amount, if any, insurers have agreed to cover.
The attacks did not prevent Ozon from reporting third-quarter net profit of 3.7 billion rubles, a 25% increase from a year earlier. Revenue rose 1.6-fold to 421.2 billion rubles, and the company delivered 1.2 billion orders during the quarter, 76% more than in the same period last year.
Ozon said some of its own risks were insured and that it is continuing talks with insurance companies. The report’s loss estimate and the company’s financial results are separate measures: the disclosed operating performance does not, by itself, establish how the attacks affected results across the company’s accounts.
The Cost to Ozon’s Operations
The disclosure puts a specific financial estimate on attacks affecting commercial logistics infrastructure, not only facilities associated with energy or defense. Warehouses are central to storing goods and fulfilling online orders, so damage can affect inventory, equipment and the capacity to move purchases to customers. Ozon’s report identifies losses across those categories, though it does not quantify any resulting service delays.
The figures also show that substantial reported losses coincided with higher quarterly profit, revenue and order volume. That offers a snapshot of the company’s performance, but it is not enough to determine how the strikes will affect future operations, costs or earnings. Insurance negotiations could change the amount ultimately borne by Ozon, and the company has not disclosed a confirmed recovery figure.
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Attacks on Russian Business Sites
The report places the attacks on Ozon amid a broader series of strikes on Russian commercial and digital infrastructure described by Meduza. Ukrainian drone attacks on Ozon warehouses began on August 22, 2026, according to the report. It says Ukraine had expanded its target list during the summer beyond oil refineries and defense plants to include marketplace warehouses.
Meduza reports that a Wildberries warehouse was attacked on July 18, and that 36 of the company’s warehouse facilities came under attack over the following three months. It also describes strikes on data centers and processing facilities in October: three Yandex data centers were hit from October 8 to 11, a Sberbank data processing center on October 14, and a Federal Tax Service data center on October 23. The report says these attacks caused disruptions to services at Yandex, Mail.ru, Ozon, MegaFon, VKontakte and other companies.
Insurance and Damage Breakdown
Ozon has not publicly provided a detailed breakdown of the 30.1 billion rubles among destroyed goods, damaged equipment and other costs. It is also unclear how many facilities were damaged to what extent, whether the estimate may be revised, and how much compensation insurers could provide. The report does not specify whether the estimate includes indirect effects such as disruption to deliveries or lost sales.
The source material describes the attacks as Ukrainian drone strikes, but does not include a statement from Ukrainian officials about the strikes on Ozon’s facilities. The extent and duration of any service disruptions specifically attributable to damage at Ozon warehouses are also not detailed.
Ozon’s Insurance Negotiations
The next development identified by the company is the outcome of its ongoing discussions with insurers. Ozon has not announced a timetable for those negotiations or said when it expects to report a compensation figure. Any further company disclosure could clarify how much of the estimated loss is recoverable and whether the total changes.
Readers can also look for updates in subsequent financial reports on warehouse operations, costs and order fulfillment. For now, the reported 30.1 billion rubles remains Ozon’s estimate of losses tied to the 11 affected logistics centers, while the eventual insurance recovery and longer-term operational effects remain unknown.
Key Questions
How much did Ozon say the warehouse attacks cost?
Ozon estimated losses of 30.1 billion rubles from drone attacks on 11 logistics centers, according to its third-quarter 2026 report.
What does the loss estimate include?
The company said it includes the cost of destroyed goods, damaged equipment and other losses and expenses. It did not provide a separate amount for each category.
Will insurance cover the losses?
Ozon said some of its own risks were insured and that it is negotiating with insurance companies. No compensation amount has been confirmed in the information reported.
Did Ozon report a quarterly profit despite the attacks?
Yes. Ozon reported net profit of 3.7 billion rubles in the third quarter of 2026, up 25% from a year earlier.
When did attacks on Ozon warehouses begin?
The report says attacks on Ozon warehouses began on August 22, 2026. It does not give a detailed timeline for each of the 11 affected logistics centers.
Source: rss
