Ozon acknowledges 30.1 billion ruble losses from drone strikes

Financial reporting records substantial losses

Russian online retailer Ozon has officially confirmed significant financial losses linked to drone attacks on its logistics network. According to data published in the quarterly financial report on the company's official website, the total amount of provisions formed due to infrastructure damage stands at 30.1 billion rubles.

Incident details and company response

The document states that since August 2026, fires of varying severity have occurred at 11 Ozon logistics facilities as a result of strikes by unmanned aerial vehicles (UAVs).

«З серпня 2026 року на одинадцяти логістичних об’єктах Ozon сталися пожежі різного ступеня тяжкості через попадання БПЛА. У зв’язку з цими інцидентами в III кварталі 2026 року Група сформувала оціночні резерви щодо збитків на загальну суму 30,1 млрд руб.» (Since August 2026, fires of varying severity have occurred at 11 Ozon logistics facilities due to UAV hits. In connection with these incidents, in the third quarter of 2026, the Group formed provisions for losses totalling 30.1 billion rubles), the company's statement reads.

Ozon representatives added that a portion of the risks associated with inventory and other assets at the affected warehouses was covered by insurance policies. The company is currently in the process of negotiating with insurance organisations regarding the reimbursement of the damage incurred.

Operational metrics despite threats

Despite the incidents, the marketplace's financial results for the third quarter of 2026 remained stable. The company's net profit amounted to 3.7 billion rubles. Revenue grew by 42%, reaching 1.6 trillion rubles.

The number of processed orders increased by 76% to 1.2 billion. An increase in purchase frequency is also recorded: on average, each active buyer placed 51 orders per year, a 53% increase compared to the previous period.

Timeline of attacks on infrastructure

Drone strikes on the logistics centres of major Russian marketplaces began in mid-July 2026. Initially, the strikes targeted Wildberries facilities in several regions. Attacks on Ozon warehouses started later, from the second half of August.