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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 covers destroyed goods, damaged equipment and other expenses; Ozon said it is discussing possible insurance compensation. The company still reported higher quarterly profit and revenue.
Russian online marketplace Ozon estimated that drone attacks on 11 of its logistics centers cost the company 30.1 billion rubles, according to its third-quarter 2026 financial report. The disclosure puts a substantial figure on damage to the retailer’s operations, though the report says Ozon is still negotiating with insurers over possible compensation.
The reported 30.1 billion-ruble estimate includes the value of goods destroyed in warehouses, damage to equipment and what the company’s report calls “other losses and expenses.” The report does not break out how much of the total falls into each category. Ozon said some of its own risks were insured and that discussions with insurance companies about compensation are continuing.
The disclosure came alongside results showing that Ozon remained profitable in the 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 period, 76% more than in the same quarter a year earlier.
Those operating results do not cancel out the reported strike losses: the figures cover different measures of the business, and the financial report does not explain how the estimated losses affected the company’s profit calculation. The report also does not say how many facilities were damaged to what extent, or whether all 11 were struck during the same period.
The Cost to Ozon’s Operations
The disclosure shows the scale of the financial exposure Ozon attributes to attacks on its logistics network. Warehouses are central to storing and dispatching orders, so damage to stock and equipment can affect both operating costs and the company’s ability to deliver. The company’s reported 1.2 billion orders in the quarter underline the size of the operation whose facilities were affected.
For customers, the company’s figures do not establish that deliveries were disrupted across the business or that the attacks caused specific delays. Ozon reported sharply higher order volume and revenue in the same quarter, but that does not reveal how individual facilities or customers were affected. The loss estimate, together with ongoing insurance talks, makes the eventual financial impact dependent in part on whether compensation is paid and how much is recovered.
The attacks also form part of a broader reported expansion in targets inside Russia. According to Meduza’s account of the developments, Ukrainian drone attacks had reached logistics sites operated by major online retailers before strikes in October affected data centers and other digital infrastructure. The reported disruptions across several services indicate that attacks on physical and digital facilities can have effects beyond the individual company named in a disclosure.
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From Warehouses to Data Centers
Meduza reported that Ukraine expanded its target list for strikes on Russian infrastructure during the summer of 2026, moving beyond oil refineries and defense plants to marketplace warehouses. A warehouse belonging to Wildberries was attacked on July 18, described in the report as the first such attack on the company. Over the following three months, 36 of Wildberries’ warehouse facilities came under attack, according to Meduza.
Attacks on Ozon warehouses began on August 22, the report said. In October, Ukrainian forces shifted attention to digital infrastructure: strikes from October 8 to 11 hit three data centers belonging to Yandex, followed by an attack on a Sberbank data processing center on October 14 and a Federal Tax Service data center on October 23. Meduza reported widespread disruptions to services at Yandex, Mail.ru, Ozon, MegaFon, VKontakte and other companies.
The available source material does not provide detailed incident-by-incident assessments for Ozon’s 11 affected logistics centers. Its 30.1 billion-ruble figure is the company’s estimate, as presented in its financial report, rather than an independently itemized accounting of each strike’s damage.
Insurance and Damage Breakdown
The report gives a total estimate but does not provide a facility-by-facility damage breakdown, identify the value assigned to destroyed inventory versus equipment, or specify the dates of all attacks included in the calculation. It also does not detail which risks were insured or the coverage limits that might apply.
Ozon’s discussions with insurers are ongoing, and the source does not state whether any compensation has been agreed or paid. It is also unclear whether the 30.1 billion rubles represents a final assessment or could change as claims are reviewed. The source material does not independently verify the company’s estimate or provide a separate assessment from Ukrainian or Russian officials.
The reported quarterly growth figures offer a picture of Ozon’s overall performance, but they do not show whether attacks affected service levels at particular locations, delivery times, or future results. No specific forecast for the next quarter is included in the supplied account.
Insurance Talks and Further Reporting
The next financial detail to watch is whether Ozon reaches agreements with insurers and how any compensation is recorded. The company’s report, as described by Meduza, confirms that negotiations are continuing but gives no timetable or expected recovery amount.
Further information about the 11 logistics centers, the losses assigned to each category and any effects on warehouse operations would clarify the scale and duration of the damage. Ozon’s next financial disclosures may show whether the estimate changes and whether the incidents have a measurable effect on results beyond the quarter reported. Until then, the stated loss remains the company’s current estimate, with the insurance outcome unresolved.
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 report says it includes destroyed goods, damaged equipment and “other losses and expenses.” It does not give a separate amount for each category.
Will insurance cover the losses?
Ozon said some of its risks were insured and that it is negotiating with insurance companies over possible compensation. The amount, if any, has not been reported.
Did Ozon still make a profit in the quarter?
Yes. Ozon reported a 25% increase in net profit to 3.7 billion rubles for the third quarter of 2026. The report does not explain how the strike-loss estimate affected that result.
What remains unknown about the attacks?
The source does not detail the damage at each of the 11 centers, provide a final insurance settlement or say how the attacks affected service at individual locations.
Source: rss
