Information regarding current losses of the RF due to sanctions as of 25.10.2026.
1. On the night of October 25, the Defense Forces of Ukraine struck two targets in Omsk — the “Omsk Rubber” petrochemical enterprise and the logistics center of the Ozon marketplace.
– “Omsk Rubber,” part of the “Titan” group, produces synthetic rubbers, phenol, acetone, and other chemical products. The capacity of the enterprise is about 2 thousand tons of products per day. Its products are used in the rubber industry, and certain types of polymeric materials can be used in the production of solid rocket fuel.
– The second affected target was the Ozon logistics center in the “Sunny” logopark on Aivazovsky Street. The complex’s area is about 107 thousand m², it can accommodate nearly 30 million merchandise units and process over 600 thousand orders per day. The company’s investments in equipment and IT infrastructure exceeded 4 billion rubles.
– Drones covered about 3 thousand km to reach their targets in Omsk.
2. The losses of Russian airlines due to airport closures in 2026 could exceed 200 billion rubles.
– Losses of Russian airlines due to airport operation restrictions amid the threat of drone attacks in 2026 could exceed 200 billion rubles.
– From January to August, Russian civil airports imposed restrictions 2860 times due to the threat of drone attacks. This is 4.5 times more than in the same period in 2025, when the “Cover” plan was announced 643 times. The duration of restrictions also increased — by 4.1 times.
– Due to prolonged disruptions, airlines more often delay or cancel flights at departure airports rather than redirecting planes to alternate airfields. The restrictions now also extend to airports in the Urals and Western Siberia.
– From January to September, the number of redirections of aircraft to alternate airfields could reach 4–5 thousand. For comparison, in the first eight months of 2025, 1174 flights were redirected. The full data for 2026 has not been released by Russian aviation authorities.
3. Russian road construction companies have begun delaying payments to banks due to a lack of new orders.
– The largest road construction companies in Russia are increasingly delaying loan repayments due to a reduction in government orders and payment delays for work already completed. In August 2026, the overdue debt on loans for 22 major companies in the sector reached almost 9 billion rubles — more than double the March figure.
– The total financial debt of these enterprises from March to August increased by 16%, to 495 billion rubles. Loan debts increased by 11.8% — to 191 billion rubles.
– One reason for the worsening situation is the reduction in budget spending on infrastructure. From January to September 2026, regional budgets allocated 1 trillion rubles for infrastructure construction — 19.1% less than in the same period last year. Federal spending on such projects increased by only 3.1%, to 886.8 billion rubles.
– Companies are also facing a shortage of new large projects and payment delays for government contracts. This leads to a working capital deficit, which enterprises are forced to cover with loans. At a key rate of 14%, this increases the financial burden on the industry.
4. The Russian authorities have directed the Metro network to finance military needs after establishing external management.
– The Russian division of the German retail network Metro allocated 1 billion rubles (about $12.4 million) for the needs of the Russian army. This happened a month after Putin transferred the company’s Russian assets under external management.
– According to the company’s statement, the funds will be used to purchase equipment, including communication means and equipment for combating drones.
– In September, Putin transferred Metro’s stores and other assets under the management of the Russian company “UK Torg Rus.” Thus, the Russian division of the German network came under the control of a structure appointed in Russia.
– Previously, similar measures were applied to the Russian assets of other European retail and food companies, including Switzerland’s Nestlé and France’s Auchan. The Kremlin linked such decisions to the support of Ukraine by European countries.
5. Nestlé wrote off $1.95 billion after losing control over its Russian business.
– The Swiss food corporation Nestlé excluded its Russian business from its financial reporting after its Russian divisions came under the control of a Kremlin-appointed structure.
– The company reported losses of 1.6 billion Swiss francs, or about $1.95 billion. In its nine-month report, the company noted that since the end of September 2026, it no longer includes Russian operations in consolidated financial results, having lost operational control over them.
– At the same time, Nestlé emphasized that it legally remains the owner of the assets.
– In September, Putin transferred Nestlé’s Russian divisions under external management. Previously, similar measures were applied to the Russian assets of the German retail network Metro.
– Russia accounted for about 2% of Nestlé’s annual sales and 3–4% of its operating profit and free cash flow. The total volume of these indicators was approximately 1.7 billion Swiss francs per year. The company has been operating in the Russian market since the 1990s.
Collage: 24 Kanal
