Ukrainian drones attacked two Ozon logistics centers overnight on 27 August, one in Ufa and one in Orenburg Oblast, Russia's second-largest online store said. Staff were evacuated at both sites, and preliminary information indicated no casualties. Video published by Ukrainian monitoring channel Exilenova+ shows a drone reaching the Bashkortostan warehouse and exploding.

The strike on camera

Exilenova+ reported in the morning that an Ozon warehouse was burning after impacts in Blagoveshchensk, a town north of Ufa. The Bashkortostan capital lies roughly 1,300 kilometers from the war zone in Ukraine. Around midday the channel published eyewitness video of what it called the moment of a drone attack on the site, and said the warehouse had not caught fire. The footage shows a drone reaching the site and detonating there.

Earlier, the channel reported that residents of Sterlitamak, Bashkortostan's second-largest city, about 120 kilometers from Ufa, had written about explosions, with nothing then known about impacts. Astra later placed smoke over what it said was probably the Bashkir Soda Company works there.

Ozon said the Orenburg site—about 1,200 kilometers from the war zone—has resumed work. The one it placed in Ufa sustained what it called minor damage but remains closed, because the grounds need a thorough inspection. It is not accepting deliveries.

Russian news Telegram channel Astra identified the damaged facility from the eyewitness footage as Ozon's UFA_RFC fulfillment center in Blagoveshchensk. When it opened in late 2024 it was billed as the largest Ozon logistics complex in Russia's Volga federal district, with a total area of 93,000 square meters.

Smoke over the Ufa refineries

Astra also traced smoke in eyewitness footage to the Bashneft-Ufaneftekhim refinery in Ufa. The plant is one of Rosneft's leading refineries and a dual-use site: it supplies specialized fuel to Russia's armed forces and petrochemical feedstock for defense-grade materials. It burned after a strike on 1 August.

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What officials said, and didn't

Bashkortostan's authorities did not report the attack. Orenburg Oblast governor Yevgeny Solntsev mentioned drone danger in his region but gave no account of consequences. Ufa closed its airport.

Russia's Defense Ministry claimed air defenses destroyed 267 Ukrainian fixed-wing drones overnight across Russian regions, Bashkortostan among them.

The campaign so far

Ukraine's warehouse campaign began with Wildberries, Russia's largest online marketplace, which lost eight warehouses and roughly 860,000 square meters of storage in July alone. It reached Ozon for the first time on 22 August at Chapayevsk in Samara Oblast, where more than 500 employees evacuated and people were hurt. Four more Ozon hubs were hit across southern Russia two nights later.

Shares in Russia’s second-largest bank VTB fell to an all-time intraday low of just under 50 rubles ($0.60) on 26 August, RBC’s exchange data showed. That was more than 40% below the 87-ruble (about $1) price set for a share sale partly intended to finance its Wildberries partnership. At that price, offering participants would pay about 75% more than investors buying the same shares on the stock market.

VTB’s drop came amid a wider decline in Russian stocks. Kommersant’s market report said analysts also linked the fall to VTB’s own large new share issue.

Share issue could cut existing stakes by one-third

Under the bank’s offering plan, VTB could issue almost one new share for every two already in circulation. If VTB sold the full amount, an existing shareholder who bought no new shares would see their ownership stake fall by about one-third. VTB planned to finish the sale and close its Wildberries deal by 1 September.

The bank expected to raise 300–400 billion rubles ($3.6–$4.7 billion). VTB said it had assembled a group of large investors willing to participate but would not disclose who they were. Those investors would receive the same class of shares traded on the Moscow Exchange, but at the price fixed by VTB.

VTB described the partnership primarily as a route into Wildberries’ 80 million users—more than twice the bank’s own customer base. VTB would initially acquire a 5% stake in Wildberries’ banking arm, with the option to increase its holding later.

Reuters described both companies—Wildberries and rival Ozon—as central to Moscow’s plans to use online commerce as an engine of economic growth.

VTB held its price as shares fell

On 9 July, VTB kept its price even after the stock had fallen well below the offering price. The bank said its large, long-term investors were willing to look past short-term price swings.

On 16 July, VTB hit another low as investors prepared for its dividend cutoff and the new share issue. The first drone strikes on Wildberries warehouses followed two days later.

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VTB’s first-half results showed that its profit fell by one-fifth from a year earlier. In the second quarter, the bank set aside 28% more for troubled loans while its profit fell by one-third.

After the attacks, Moscow considered supporting Wildberries and its sellers, with VTB expected to play a central role. VTB shares fell 2.5% on 28 July amid uncertainty over the partnership. “If we receive such a request, we will, of course, be open to various forms of lending support,” VTB’s first deputy CEO Dmitry Pyanov told Reuters.