Ozon warehouses hit by drones again; listings pulled, orders rerouted

Putin signed a decree on security of critical-infrastructure sites; Deputy PM and Industry Minister Manturov later said the decree allowing temporary state management of some enterprises will be applied surgically, not broadly. Markets read the package as an institutional response to the recent spate of drone attacks on critical infrastructure (logistics, energy).

Putin signed an order extending the federal civil-service term of Alexander Bastrykin, head of the Investigative Committee, to August 27, 2027.

Per the Central Bank, banking-sector net profit rose 18% m/m in July to 443 bln rubles; corporate lending growth accelerated to 1.3% in July (0.8% in June), which the CB links to a recovery in corporate credit demand.

The Russian stock market fell on Monday, with the MOEX index closing near 2070 points, pressured by attacks on southern logistics facilities and cooling risk appetite (previous session ~2135).

After several days of gains, the ruble retreated against the yuan on Monday. The CB official yuan rate is 12.3343 (effective since 8/22), weaker than recent highs; vs USD 82.9211, vs EUR 96.8601.

Per the Central Bank, the mortgage book rose just 0.4% m/m in July and consumer lending 1.1%, much slower than in H1, reflecting sustained pressure on household credit demand under high rates.

The Moscow Exchange announced that from September 26, 2026 it will calculate stock indices across all trading sessions (including pre- and post-market) to improve index continuity.

Russian FM Lavrov held a call with India's foreign minister, aligning positions on Afghanistan, around Iran and Ukraine; both stressed coordination within multilateral formats.

Washington added 60+ Iran-linked entities, individuals and vessels to sanctions lists; the US Treasury announced an 'Economic Pariah' operation against Iran and threatened to restrict allies' access to dollar settlement.

EU High Representative for Foreign Affairs Kaja Kallas urged member states to tighten anti-Russian sanctions further, saying pressure must be maintained.

Russia and Ukraine completed a POW exchange on Belarusian territory; the same day Russia's UN envoy Nebenzia said any Ukraine arrangements must not come at the expense of Russian security.

Residents of apartments damaged in the drone attack in Krasnodar Krai were promised compensation by local authorities; specifics are yet to be announced.

Russia's Health Ministry mandated that dental clinics use anesthesia during painful procedures to protect patient rights.

Some private investors holding frozen foreign stocks filed a collective petition to Putin, calling for a solution to the inability to trade and the devaluation of overseas securities.

Drone debris fell on a private children's center and apartments in Krasnodar, with child fatalities (exact toll still being updated by media); the Investigative Committee opened a criminal case, classifying it as a terrorist act. It is the day's top domestic security event.

Ukrainian forces carried out a drone attack on Stavropol Krai; damage and casualties are being clarified locally.

In Belgorod region two women were wounded by a drone explosion; in Kursk region 4 were injured in a drone attack; on the DNR front another 6 civilians were hurt in drone strikes.

Due to the air situation, Sochi and Gelendzhik airports temporarily suspended flight handling, later resuming as the situation normalized.

Adding to the Ozon logistics-center drone attacks reported on 8/23, on 8/24: the open burning at Ozon's Adygea logistics center was fully extinguished; Ozon pledged payouts to insured sellers for goods burned in warehouses. The hit to shares and operations is still playing out.

In July, imports of electric vehicles to Russia surged nearly 120% y/y, reflecting demand for New-Energy vehicles and active parallel imports.

At a Grand Prix figure-skating stage, a rival of the Russian skater voluntarily removed his national flag in a show of support, becoming the day's top sports story.

Researchers reported a method to detect bowel cancer without colonoscopy, which could lower the barrier to early screening.

Sevastopol on Aug 25 (Tuesday) continues the combined QR-code + free fuel sales scheme; the southern fuel crunch is not yet resolved.

The Russian Defense Ministry said it destroyed 42 Ukrainian drones since Monday morning; Krasnodar and Stavropol krais, Belgorod and Kursk regions remain under attack, with intensity staying high.

Aug 22 — Chapayevsk (Samara, 500+ evacuated, 4 injured); Aug 23 — Orenburg (300+ evacuated, operations halted, listings hidden); Aug 24 — Enem (Adygea) and Makhachala (≈05:00, several injured). Warehouses in Adygeisk and Nevinnomysk confirmed undamaged and will resume. Ozon hid listings, cancelled/rerouted orders, and is redirecting in-transit goods to other warehouses at its own cost.

Sellers with active Ingosstrakh policies covering drone-attack damage will be compensated after inventory (Ozon pushes instructions; no need to contact the insurer). From Aug ̃28 Ozon cuts tariffs by 3 pp for nearly all categories across FBO/FBS/realFBS; some FBS fines waived until Sep 22; in-transit goods to hit warehouses are rerouted free. The Economy Ministry will consider further support if Ozon applies.

Sellers on Wildberries with losses above 5% of annual revenue get a 12-month deferral (Aug 2026–Jul 2027) of VAT, profit tax and insurance, followed by 12 monthly installments. Tax audits and procedural deadlines for WB and sellers frozen until year-end; parent RWB gets the same. Finance Minister Siluanov submitted the package to PM Mishustin.

Hit by the warehouse attacks, Ozon shares on the Moscow Exchange fell about 20%, intraday to 2,158 rubles (−27.5% vs the Aug 21 close); affiliate Sistema (Ozon shareholder) dropped ~17%.

CBR official rate from 25.08.2026: 1 USD = 83.2878 RUB, 1 EUR = 97.4384 RUB, 1 CNY = 12.3853 RUB. Reference for cross-border settlement.