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Ozon estimated that drone attacks on its warehouse logistics centers cost the company 30.1 billion rubles, according to its third-quarter 2026 financial report. The company said it is negotiating with insurers over possible compensation; its reported net profit still rose 25% to 3.7 billion rubles.
Russian online marketplace Ozon estimated that drone attacks on 11 of its logistics centers cost it 30.1 billion rubles, according to the company’s third-quarter 2026 financial report. The estimate covers destroyed goods, damaged equipment and other losses and expenses; Ozon said it is negotiating with insurers over possible compensation.
The 30.1 billion-ruble estimate includes inventory destroyed at the warehouses, equipment damage and costs the report groups as “other losses and expenses.” Ozon said some of its own risks were insured, but it did not report a final compensation amount. Talks with insurance companies are continuing, leaving the net cost to the company unresolved.
The disclosure came alongside growth in Ozon’s business during the quarter. The company reported net profit of 3.7 billion rubles, up 25% year over year, while revenue increased 1.6-fold to 421.2 billion rubles. Ozon said it delivered 1.2 billion orders, 76% more than in the same period a year earlier. These figures describe overall quarterly results; the report does not state that the warehouse attacks had no effect on operations or explain how they affected those results.
The company’s estimate gives a financial measure of damage to a major e-commerce logistics network amid attacks on Russian commercial and digital infrastructure, including strikes on warehouses belonging to Ozon and Wildberries. The report, as summarized by Meduza, does not identify each affected Ozon site or provide a breakdown of the losses by warehouse, attack or category beyond the broad components.
The Cost to Ozon’s Delivery Network
The loss estimate highlights the potential exposure of warehouse-based retail logistics to strikes. Warehouses hold goods and equipment and support the movement of orders; damage can create costs beyond the physical value of destroyed inventory. The company’s disclosure lists equipment damage and other expenses alongside damaged goods, but does not quantify their separate effects on deliveries or service.
For customers and sellers, the scale of the reported loss may prompt questions about fulfillment capacity, stock availability and whether affected facilities have returned to normal operations. Ozon’s reported rise in orders shows that the company handled a larger volume during the quarter, but does not by itself establish how smoothly it did so, or whether particular regions or products were affected.
The insurance negotiations also matter to Ozon’s eventual financial exposure. The 30.1 billion rubles is the company’s estimate of losses, not a disclosed final amount after insurance. Until any compensation is agreed and reported, the figure should not be treated as the company’s confirmed unrecovered loss.
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Attacks Spread to Marketplace Warehouses
According to the timeline in Meduza’s report, Ukraine widened its targets for strikes on Russian infrastructure during the summer of 2026, extending 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. Meduza says 36 Wildberries warehouse facilities came under attack over the following three months. Attacks on Ozon warehouses began on August 22.
The reported strikes on warehouses took place amid attacks on digital infrastructure later in the year. Meduza says Ukrainian forces struck three Yandex data centers from October 8 to 11, followed by a data processing center belonging to Sberbank on October 14 and a Federal Tax Service data center on October 23. The report links those attacks to disruptions affecting services at Yandex, Mail.ru, Ozon, MegaFon, VKontakte and other companies.
That sequence provides context for Ozon’s disclosure, but the available account does not detail the precise circumstances of each strike on its logistics centers or establish which reported service disruptions were caused by which incident. The financial report’s estimate is the central confirmed figure in this development.
Insurance and Site-Level Losses
The company has not disclosed how much of the estimated 30.1 billion rubles insurers may cover. Ozon said some risks were insured and that negotiations are ongoing, but the report does not give policy limits, exclusions, claim status or an expected timetable for settlement. The final unrecovered cost is therefore not known from the information available.
Several operational details are also absent. The source does not name the 11 logistics centers, say how much damage occurred at each, or state whether they are operating again. It does not quantify any resulting delivery delays, lost sales or customer impact. Nor does the material provide independent assessments of the strikes or a detailed account from Ukrainian authorities about the individual attacks on Ozon facilities.
Insurance Talks and Further Disclosures
The next reported milestone is the outcome of Ozon’s negotiations with insurance companies. A settlement or later company disclosure could clarify how much of the estimated damage is recoverable and how much remains a cost to Ozon. The source material does not give a date for a decision.
Further company reporting may also clarify whether the affected logistics centers have resumed normal operations and whether the losses influence later financial results. Until then, the disclosed figure remains an estimate covering several kinds of damage, while the operational effects and final insurance recovery remain unreported.
Key Questions
How much did Ozon estimate the warehouse attacks cost?
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 Ozon’s 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 source does not provide a separate figure 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. A final amount has not been disclosed.
Did Ozon report a quarterly profit despite the losses?
Yes. Ozon reported third-quarter net profit of 3.7 billion rubles, up 25% year over year. The company also reported revenue of 421.2 billion rubles and 1.2 billion orders delivered.
Are the affected warehouses operating again?
The source material does not say whether the 11 logistics centers have resumed normal operations, or quantify any delivery delays linked to the attacks.
Source: meduza.io
