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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; insurance negotiations are continuing. Ozon still reported higher quarterly profit and revenue.
Russian online marketplace Ozon estimated 30.1 billion rubles in losses from drone attacks on Ozon at 11 logistics centers, according to the company’s third-quarter 2026 financial report. The estimate covers goods destroyed, damaged equipment and other losses and expenses, while the company says it is still negotiating with insurers over possible compensation.
The 30.1 billion-ruble estimate is the amount Ozon attributed to the strikes in its financial report. The company said some of its own risks were insured, but did not report a final compensation amount. Its negotiations with insurance companies are ongoing, leaving the share of losses that may be reimbursed unsettled.
The disclosure came alongside growth in Ozon’s reported business results. In the third quarter, the company recorded net profit of 3.7 billion rubles, up 25% from a year earlier, and revenue of 421.2 billion rubles, 1.6 times the year-earlier figure. Ozon said it delivered 1.2 billion orders during the quarter, a 76% increase year over year.
The report does not break down the 30.1 billion rubles by individual warehouse, attack or category of loss. It also does not specify how the reported operational and financial performance was affected by damage to the logistics network. The stated figures show the company remained profitable in the quarter despite the losses it attributed to the strikes.
The Cost to Ozon’s Logistics
The estimate shows the potential scale of damage to a major online retailer when attacks reach warehouses and distribution infrastructure, rather than only better-known industrial targets. Logistics centers hold goods and support the movement of orders, so damage can create costs beyond the value of destroyed stock, including repairs and other expenses covered by Ozon’s estimate.
For customers and businesses using the marketplace, the immediate question is whether damage will affect deliveries or service availability. The figures supplied by Ozon do not establish the extent of any customer disruption or connect a specific delay to a particular strike. Its reported growth in orders and revenue offers a snapshot of company-wide performance, not a measure of how individual locations or services were affected.
The insurance negotiations also matter to the eventual financial impact. If insurers agree to compensate some of the losses, Ozon’s net cost could differ from the initial estimate. The company has not disclosed how much it expects to recover, or when a settlement might be reached.
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Attacks Spread to Marketplaces
According to the reporting by Meduza, Ukraine expanded its target list for strikes on Russian infrastructure in the summer of 2026, moving beyond oil refineries and defense plants to marketplace warehouses. A Wildberries warehouse was attacked on July 18, the first such attack on that company cited in the report. Over the following three months, 36 of Wildberries’ warehouse facilities came under attack.
Attacks on Ozon’s warehouses began August 22, according to the report. The financial disclosure now provides a company estimate of the cost associated with strikes on 11 of its logistics centers. It does not say that every facility affected by an attack suffered the same damage or incurred a similar loss.
The report also describes a shift toward digital infrastructure in October. It says Ukraine struck three Yandex data centers from October 8 to 11, a Sberbank data processing center on October 14, and a Federal Tax Service data center on October 23. Meduza reported service disruptions affecting Yandex, Mail.ru, Ozon, MegaFon, VKontakte and other companies. Those incidents are part of the wider reported pattern, but the Ozon warehouse loss estimate is a separate disclosure and should not be confused with a quantified estimate for digital infrastructure disruptions.
Insurance and Damage Details
Ozon has not published a facility-by-facility breakdown of the 30.1 billion-ruble estimate, nor detailed how much was attributed to destroyed inventory, equipment damage or other expenses. The report also does not identify the dates of all attacks included in the calculation or describe the extent of damage at each center.
The final cost to Ozon remains uncertain because insurance discussions are still underway. It is not clear how much insurers will pay, when a decision will be reached, or whether the negotiations cover all categories in the company’s estimate. The source material does not provide independent verification of Ozon’s loss calculation or a response from Ukrainian officials to the reported strikes.
Ozon’s quarterly profit and revenue figures are company-reported results. They do not, on their own, show what the company’s financial performance would have been without the attacks, or establish whether the strikes caused specific delivery interruptions or service outages.
Awaiting Insurance Decisions
The next clear milestone is the outcome of Ozon’s insurance negotiations. A settlement or further financial disclosure could clarify how much of the reported losses the company expects to recover and whether its estimate changes. Until then, the 30.1 billion rubles should be treated as Ozon’s current estimate, not a final net cost.
Further company reporting may provide more detail on damage, repairs or logistics operations, but no additional disclosure date or recovery timeline is specified in the source material. The scale of any future impact on deliveries, customers or quarterly results also remains unreported.
Key Questions
How much did Ozon say the warehouse attacks cost?
Ozon estimated losses of 30.1 billion rubles from attacks on 11 logistics centers, according to its third-quarter 2026 financial report.
What does Ozon’s loss estimate include?
The company’s figure includes the cost of goods destroyed in warehouses, damaged equipment and what the report describes as other losses and expenses.
Will insurance cover the losses?
Ozon said some of its own risks were insured and that it is negotiating with insurance companies. No final compensation amount has been reported.
Was Ozon profitable in the quarter?
Yes. Ozon reported third-quarter net profit of 3.7 billion rubles, up 25% year over year, alongside revenue of 421.2 billion rubles.
Did Ozon report delivery disruptions caused by the attacks?
The cited report gives Ozon’s loss estimate and quarterly results, but does not quantify delivery disruptions caused by attacks on its warehouses. It is not clear from the available information how customers were affected.
Source: meduza.io
