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Ozon estimated that attacks on 11 of its logistics centers cost it 30.1 billion rubles, according to its third-quarter 2026 financial report. The figure includes destroyed goods, damaged equipment and other losses; the company said it is negotiating with insurers. Ozon nevertheless reported a 25% rise in quarterly net profit.
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 figure covers destroyed warehouse goods, damaged equipment and other losses and expenses; Ozon said it is negotiating with insurers over possible compensation.
The financial report attributes the estimated cost to the effects of strikes on the company’s logistics network. Ozon’s stated figure includes goods destroyed in warehouses, equipment damage and a category described as “other losses and expenses.” The report does not break down how much of the 30.1 billion rubles falls into each category.
Ozon said some of its own risks were insured and that it is continuing discussions with insurance companies about potential compensation, as marketplace sellers adjust how they store goods. The report does not say how much the company expects to recover or when any insurance payments might be made.
The reported losses came alongside growth in Ozon’s business during 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, 76% more than in the same period a year earlier.
The Cost to Ozon’s Logistics Network
The disclosed amount shows the financial exposure a major online retailer can face when attacks damage facilities that store and move goods. Warehouse losses can affect inventory, equipment and the ability to process orders, while insurance discussions leave the eventual cost to Ozon uncertain. The report gives a company estimate, not a final accounting of losses or reimbursements.
Ozon’s profit and revenue figures also put the strike-related estimate alongside the company’s broader quarterly results. The figures indicate that Ozon remained profitable during the period, but they do not establish how the attacks affected operations, customer service or results compared with a scenario in which the strikes had not occurred.
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Attacks on Russian Marketplaces
The report places the attacks within a wider campaign against Russian commercial and infrastructure sites. According to the source report, Ukraine expanded the range of targets it struck in summer 2026, extending beyond oil refineries and defense plants to marketplace warehouses. A Wildberries warehouse was attacked on July 18, and 36 of the company’s warehouse facilities came under attack over the following three months, the report said. Attacks on Ozon warehouses began on August 22.
The source also reports attacks on digital infrastructure in October. It says Ukrainian strikes from October 8 to 11 hit three Yandex data centers, followed by attacks on a Sberbank data processing center on October 14 and a Federal Tax Service data center on October 23. The report said disruptions affected services including Yandex, Mail.ru, Ozon, MegaFon and VKontakte. Those events provide context for the Ozon disclosure but do not, by themselves, establish the effect of each attack on the company’s quarterly performance.
Insurance and Damage Breakdown
Several details remain unavailable in the reported figures. Ozon has not disclosed a breakdown of the 30.1 billion-ruble estimate by facility, attack or type of loss. It is also unclear how much damage insurers may cover, whether negotiations will result in compensation, or how long any recovery could take.
The source report does not provide an independent assessment of the damage or a detailed account of operational effects at the 11 centers. It also does not quantify whether the attacks caused delays, stock shortages or other specific consequences for customers. The financial results alone cannot show how the strikes changed Ozon’s performance relative to what it otherwise would have been.
Insurance Talks and Future Disclosures
Ozon says it is continuing negotiations with insurers. Any eventual compensation, and the amount recognized in the company’s accounts, may clarify how much of the estimated cost Ozon ultimately bears. The company’s report, as described in the source material, does not set a timetable for a resolution.
Further company disclosures may provide more detail on the damage, insurance recoveries or the status of affected logistics facilities. Until then, the 30.1 billion rubles remains Ozon’s estimate of the losses associated with attacks on 11 centers, while the financial and operational consequences beyond the reported quarter remain unclear.
Key Questions
How much did Ozon estimate the warehouse attacks cost?
Ozon estimated the cost at 30.1 billion rubles for attacks on 11 of its logistics centers, according to its third-quarter 2026 report.
What is included in the loss estimate?
The figure includes destroyed goods, damaged equipment and other losses and expenses. The report does not give a breakdown by category.
Will insurance cover Ozon’s losses?
Ozon said some of its own risks were insured and that it is negotiating with insurers. The amount, if any, that will be reimbursed has not been disclosed.
Was Ozon profitable in the third quarter?
Yes. Ozon reported net profit of 3.7 billion rubles, up 25% for the quarter, alongside revenue of 421.2 billion rubles.
Source: meduza.io
