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Ozon estimated that drone strikes 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 expenses; insurance negotiations are ongoing, while the company reported higher profit and revenue for the quarter.
Russian online marketplace Ozon estimated that drone attacks on 11 of its logistics centers caused 30.1 billion rubles in losses during the third quarter of 2026, according to the company’s financial report. The estimate covers destroyed goods, damaged equipment and other expenses, while Ozon says it is negotiating with insurers about possible compensation.
The 30.1 billion-ruble estimate combines several categories of costs: inventory destroyed at warehouses, equipment damage and what the report calls “other losses and expenses.” The report does not provide a separate breakdown for each category, so the amount attributable to goods, equipment or additional costs is not clear from the information released; some marketplace sellers have moved goods into their own warehouses after drone strikes.
Ozon said that some of its own risks were insured and that it is continuing discussions with insurance companies over potential compensation. The report does not say how much, if anything, insurers have agreed to pay, or when a decision might be reached.
The reported damage came alongside growth in the company’s quarterly results, following earlier strikes on Russian online marketplace warehouses. Ozon’s net profit rose 25% to 3.7 billion rubles, while revenue increased 1.6-fold to 421.2 billion rubles. The company delivered 1.2 billion orders in the quarter, 76% more than a year earlier. Those figures describe business performance over the same period; they do not show how the strikes affected results relative to what Ozon would otherwise have earned.
The Cost to Ozon’s Logistics Network
The estimate highlights the potential financial exposure of a major online retailer when attacks damage facilities used to store and move goods. A reported impact across 11 logistics centers involves more than physical repairs: losses can also include inventory and other expenses, while disruptions at distribution sites may affect the movement of orders.
For Ozon, the scale of the stated loss is striking in relation to its reported quarterly profit, but the two figures measure different things. The 30.1 billion rubles is an estimate of strike-related losses, while the 3.7 billion-ruble figure is net profit for the quarter. The report does not explain the accounting treatment of the losses or provide enough detail to calculate their precise effect on profit.
The insurer discussions could change the eventual cost borne by the company. Until compensation is confirmed, the disclosed estimate should not be read as the final net loss after insurance.
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Attacks Expanded to Retail Warehouses
The report comes amid attacks on Russian commercial and digital infrastructure. According to the account published by Meduza, attacks on Ozon warehouses began on August 22. The reporting describes a broader expansion of targets during the summer, from oil refineries and defense plants to logistics facilities serving online marketplaces.
Meduza reported 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. These details describe reported attacks on a separate retailer; they do not establish that all such incidents had the same consequences or caused comparable losses.
The same account said Ukrainian forces also struck digital infrastructure in October. It reported strikes on three Yandex data centers from October 8 to 11, a data processing center belonging to Sberbank on October 14, and a Federal Tax Service data center on October 23. Meduza said the strikes disrupted services at Yandex, Mail.ru, Ozon, MegaFon, VKontakte and other companies. The Ozon financial report’s 30.1 billion-ruble estimate, however, specifically concerns attacks on its logistics centers.
“Ozon is continuing negotiations with insurance companies over possible compensation.”
— Meduza’s report on Ozon’s insurance discussions
Insurance and Damage Breakdown Pending
Ozon’s estimate does not specify how much of the 30.1 billion rubles came from destroyed products, equipment damage or other expenses. The source material also does not identify the 11 logistics centers, provide a site-by-site account of damage, or explain whether all losses were recognized in the third-quarter results.
The status and value of any insurance recovery remain unknown. Ozon has said negotiations are ongoing, but no settlement amount or timetable was reported. The available information also does not provide details about responsibility for individual strikes beyond describing them as Ukrainian drone attacks.
Compensation Talks and Further Reporting
The next material update may come from Ozon or its insurers as negotiations progress. A later company filing could clarify the amount of compensation, the categories of loss and how any recovery is recorded. Until then, 30.1 billion rubles remains Ozon’s reported estimate, not a final figure net of insurance.
Further reporting may also establish how the damaged sites affected warehouse operations and order fulfillment. Ozon reported 1.2 billion deliveries during the quarter, but the source does not explain whether the attacks delayed orders or changed service levels. No additional operational timeline or forecast was provided.
Key Questions
How much did Ozon estimate the attacks cost?
Ozon estimated losses of 30.1 billion rubles from attacks on 11 logistics centers in the third quarter of 2026.
What costs are included in the estimate?
The estimate includes destroyed goods, damaged equipment and “other losses and expenses.” The report, as described by Meduza, does not give a breakdown by category.
Will insurance cover the losses?
Ozon said some of its risks were insured and that it was negotiating with insurers over possible compensation. No confirmed payment amount was reported.
Did Ozon report a quarterly loss?
No. Ozon reported net profit of 3.7 billion rubles for the third quarter, up 25%, alongside the separate estimate of strike-related losses. The source does not explain the precise accounting relationship between the two figures.
When did attacks on Ozon’s warehouses begin?
Meduza’s report says attacks on Ozon warehouses began on August 22, 2026. It does not give dates for each of the 11 affected logistics centers.
Source: meduza.io
