Oz estimated losses from drone attacks on its logistics infrastructure at 30.1 billion rubles. The company announced this on October 28, 2026, and released financial results in the third quarter. Since August, fires of various degrees have been recorded at 11 logistics sites of the market. The company reported reserves to cover losses related to these events. This amount includes the cost of damaged or destroyed products, losses due to disposal and damage to equipment, as well as other losses and expenses. It is not only about the restoration of the warehouse buildings: a significant part of the damage can be related to the goods of the sellers and the company itself, as well as with the disruption of logistics infrastructure. At the same time, 30.1 billion rubles is an estimate of losses reflected in the financial statements, and not the final amount of expenses after insurance payments. Oz said that some of the risks are insured and the company continues to discuss possible compensation with the insurance companies. The extent of the losses is especially noticeable against the background of the financial results of the market in the same quarter. Ozun's revenue grew 1.6 times compared to the third quarter of 2025 and reached 421.2 billion rubles. Net profit increased by 25% to 3.7 billion rubles, and adjusted EBITDA to 93 billion rubles. Turnover including services increased by 42% to 1.6 trillion rubles. For three months, the company delivered 1.2 billion orders to customers - 76% more than in the same period last year. If you compare the figures, the amount of estimated losses from the attacks is about 8.1 times higher than Ozun's net profit in the third quarter. Also, it is about 7.1% of the company's quarterly revenues. This shows how serious a financial risk for a large market damage to warehouse infrastructure can be. At the same time, the comparison does not mean that the company will indeed transfer the full amount of its funds: the final damage will depend, among other things, on the insurance.

Oz estimated losses from drone attacks on its logistics infrastructure at 30.1 billion rubles. The company announced this on October 28, 2026, and released financial results in the third quarter. Since August, fires of various degrees have been recorded at 11 logistics sites of the market. The company reported reserves to cover losses related to these events. This amount includes the cost of damaged or destroyed products, losses due to disposal and damage to equipment, as well as other losses and expenses. It is not only about the restoration of the warehouse buildings: a significant part of the damage can be related to the goods of the sellers and the company itself, as well as with the disruption of logistics infrastructure. At the same time, 30.1 billion rubles is an estimate of losses reflected in the financial statements, and not the final amount of expenses after insurance payments. Oz said that some of the risks are insured and the company continues to discuss possible compensation with the insurance companies. The extent of the losses is especially noticeable against the background of the financial results of the market in the same quarter. Ozun's revenue grew 1.6 times compared to the third quarter of 2025 and reached 421.2 billion rubles. Net profit increased by 25% to 3.7 billion rubles, and adjusted EBITDA to 93 billion rubles. Turnover including services increased by 42% to 1.6 trillion rubles. For three months, the company delivered 1.2 billion orders to customers - 76% more than in the same period last year. If you compare the figures, the amount of estimated losses from the attacks is about 8.1 times higher than Ozun's net profit in the third quarter. Also, it is about 7.1% of the company's quarterly revenues. This shows how serious a financial risk for a large market damage to warehouse infrastructure can be. At the same time, the comparison does not mean that the company will indeed transfer the full amount of its funds: the final damage will depend, among other things, on the insurance.