Russian Online Marketplace Ozon Lost Billions Of Rubles To Ukrainian Drone Strikes On Its Warehouses
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Ozon reported that drone attacks on 11 of its logistics centers caused an estimated 30.1 billion rubles in losses during the third quarter of 2026. The figure covers destroyed goods, damaged equipment and other expenses; the company said it is negotiating with insurers, while its quarterly net profit still rose 25%.

Russian online marketplace Ozon estimated losses of 30.1 billion rubles from drone attacks on 11 of its logistics centers, according to the company’s third-quarter 2026 financial report. The reported amount includes goods destroyed in warehouses, damaged equipment and other losses and expenses, while negotiations with insurers over possible compensation are continuing.

The figure covers the financial impact Ozon attributed to strikes on its logistics network. The company’s report does not break down the 30.1 billion rubles by individual warehouse or specify how much of the total relates to destroyed inventory, equipment damage or other costs. It says some of Ozon’s own risks were insured and that it is in discussions with insurance companies about potential compensation.

The reported damage came as Ozon recorded growth in several business measures. Its third-quarter net profit rose 25% to 3.7 billion rubles, while revenue increased 1.6-fold to 421.2 billion rubles. The company said it delivered 1.2 billion orders during the quarter, 76% more than in the same period a year earlier. These operating results do not change the scale of the loss estimate, but they show that the reported strikes occurred during a period of expanding business activity.

Ozon’s report attributes the estimated losses to attacks on 11 logistics centers, but the material provided does not name those sites or give dates for each strike. It also does not say whether the estimate includes only damage recorded in the quarter or costs that may be revised as assessments and insurance discussions continue.

At a glance
reportWhen: Reported October 28, 2026, in Ozon’s th…
The developmentOzon’s third-quarter financial report estimates 30.1 billion rubles in losses from drone attacks on 11 logistics centers.

Damage to Ozon’s Delivery Network

The estimate puts a substantial figure on the effect of attacks on facilities that support storage, sorting and delivery for a major online marketplace. Damage to warehouses can affect more than the buildings themselves: destroyed goods and equipment can add costs, while disrupted logistics may complicate the movement of orders. Ozon’s report identifies financial losses, but it does not quantify any resulting delivery delays or service interruptions tied specifically to the 11 centers.

The insurance discussions could affect how much of the reported cost Ozon ultimately bears. The company has said some risks were insured, but it has not disclosed the amount of coverage, the status of individual claims or any expected payment. The headline loss estimate should therefore not be read as a final net cost after compensation.

The results also show why the development matters to customers and businesses beyond Ozon. The company reported delivering 1.2 billion orders in the quarter, making the condition of its logistics network relevant to the reliability of a large volume of deliveries. The report does not establish that customers experienced widespread problems because of the attacks, so the operational consequences remain less clear than the financial estimate.

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Attacks Spread to Marketplace Warehouses

According to the reporting by Meduza, Ukraine widened the range of infrastructure targeted in strikes during the summer of 2026, moving beyond oil refineries and defense plants to include marketplace warehouses. The report says a Wildberries warehouse was attacked on July 18, described as the first such attack on the company, and that 36 of its warehouse facilities came under attack over the following three months. Attacks on Ozon facilities began on August 22.

The reported strikes later extended to digital infrastructure. Meduza says Ukraine carried out attacks on three Yandex data centers from October 8 to 11, followed by an attack on a Sberbank data processing center on October 14 and a Federal Tax Service data center on October 23. The report linked those strikes to disruptions affecting services at Yandex, Mail.ru, Ozon, MegaFon and VKontakte, among others. The information supplied does not detail the duration or individual effects of each disruption.

That sequence provides context for Ozon’s reported warehouse losses: commercial logistics and digital services were both among the infrastructure affected by attacks described in the source report. The available material does not establish the full scale of damage to other companies or provide an official account from Ukraine for the strikes cited.

Insurance and Site-Level Costs

Ozon has not disclosed how the 30.1 billion ruble estimate is divided among the 11 centers, what dates the individual attacks occurred or whether all damage assessments are complete. The report also does not identify which assets were insured or how much compensation the company may receive. Until the insurer negotiations progress, the amount Ozon ultimately recovers—and its final net cost—remains unknown.

The available reporting does not specify whether the attacks caused continuing delivery disruptions, how many orders or customers were directly affected, or whether any facilities remain out of operation. It also does not provide a separate official statement from Ukrainian authorities about the attacks on Ozon’s warehouses. The reported attribution and financial estimate should be understood as information conveyed through Ozon’s report and Meduza’s account, not as details independently established here.

Compensation Talks and Further Results

The next financial development to watch is whether Ozon or its insurers disclose the outcome of negotiations over compensation. Any later company update could clarify the amount covered, the costs Ozon expects to retain and whether the current estimate has changed. No timetable for a decision is given in the available material.

Further reporting may also clarify the locations affected and the practical consequences for Ozon’s logistics operations. For now, the company has reported the aggregate loss and quarterly business results, but has not supplied a site-by-site account or a detailed forecast of the strikes’ longer-term effects.

Key Questions

How much did Ozon estimate it lost?

Ozon estimated 30.1 billion rubles in losses from drone attacks on 11 logistics centers, according to its third-quarter 2026 financial report.

What does the loss estimate include?

The estimate includes the cost of goods destroyed in warehouses, damaged equipment and what the report calls “other losses and expenses.” The company has not provided a detailed breakdown in the source material.

Will insurance cover Ozon’s losses?

Ozon said some of its own risks were insured and that discussions with insurers over possible compensation are ongoing. The amount, coverage details and outcome have not been disclosed.

Did Ozon remain profitable in the third quarter?

Yes. Ozon reported third-quarter net profit of 3.7 billion rubles, up 25% from a year earlier, despite the losses it attributed to the attacks.

Were customers’ deliveries disrupted?

The available report does not quantify delivery delays or say how many customers were affected specifically by the warehouse strikes. Ozon said it delivered 1.2 billion orders during the quarter, but that figure alone does not establish whether particular services were disrupted.

Source: meduza.io

This content is for general information only and is not financial, tax or legal advice. Consult a qualified professional for decisions about your money.
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