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OZON RUB

Update

Re-runs extraction for each period with period-end year from max(2023, current year − 2) through the current year, oldest first (up to three reporting years). This can take a long time.

Sector: Information Technology

RU_OZON

Price chart

3 670 RUBDay -3.17%

Key metrics

Net debt (table and EV/EBITDA): |short-term borrowings| + |long-term borrowings| + |other financial liabilities| when extracted + |non-controlling interest| when extracted − |cash and equivalents|; amounts in millions of the reporting currency.

Market

Price
3 670 RUB · -3.17%
Market cap
794.2 bn RUB

Growth

Δ revenue y/y
48.9%
Δ EBITDA y/y
78.6%

Multiples

P/E (LTM)
P/B (FY)
P/E (ann.)
43.7x
EV/EBITDA (LTM)
8.3x
EV/EBITDA (ann.)
7.0x

Cash return

Dividend yield
3.4%
FCF yield (LTM)
56.1%

Liquidity

Daily turnover (MOEX)
3.6 bln RUB

Shares: connector/market_inputs

Amounts: USD (converted) · As reported
Converted modes use NBK / ECB-linked rates: balance sheet date for BS items, period average for P&L and cash flow (see filing row evidence). As reported keeps each row in its filing currency.

🔍 Sanity check — subtotal consistency (Level-1 + Level-2) OK: 5 / Warn: 4 / Err: 7 / Autofix applied: 0
Port of PHP subtotal-total + sign-flip detection logic
PeriodIssues
2023-03-31 Q1Warn 2
2023-06-30 Q2OK
2023-09-30 Q3OK
2023-12-31 FYWarn 1
2023-12-31 Q4OK
2024-03-31 Q1Errors 3Warn 4
2024-06-30 Q2Errors 1Warn 1
2024-09-30 Q3OK
2024-12-31 FYErrors 1Warn 1
2024-12-31 Q4Errors 1Warn 1
2025-03-31 Q1Errors 1
2025-06-30 Q2Warn 1
2025-09-30 Q3OK
2025-12-31 FYWarn 2
2025-12-31 Q4Errors 1Warn 1
2026-03-31 Q1Errors 1
All checks pass · Has warnings (review) · Has errors (needs fix) · ✓* Autofix applied (see evidence)

Financial dynamics

Monetary columns are in B RUB, one decimal; scale (K/M/B/T) keeps values readable. For the period (default) shows P&L and cash flow for that row’s reporting window: quarterly amounts when the feed uses quarter-duration facts (typical US 10-Q revenue and income), quarterly cash flows after stripping YTD where only cumulative tags exist, and an implied Q4 on 31 Dec FY rows (P&L: FY minus Q1–Q3; operating / investing cash flow: FY 12m minus 9M YTD to 30 Sep when sourced from SEC builder evidence) so they match 10-Q scale. Some issuers still use cumulative YTD minus the prior row in the same calendar year. As reported shows values stored on each row (e.g. full-year on FY). Balance sheet is always as reported. Source JSON may use millions etc.; conversion uses amounts_unit per row.

DatePeriodStatusRevenueB RUBOperating profitB RUBD&AB RUBEBITDAB RUBNet profitB RUBOperating CFB RUBCapex + M&AB RUBAssetsB RUBEquityB RUBROE (annualized)Net debtB RUBSource
2026-03-31Q1 2026 (3M)OK300.9
y/y 48.9%
26.1
y/y 129.8%
19.6
y/y 37.7%
45.7
y/y 78.6%
4.5
y/y 157.5%
1560.5
y/y
-144.5
y/y
-12.4%476.6Link
2025-12-31FY 2025 (12M)OK309.4
y/y 67.6%
21.9
y/y 398.9%
16.8
y/y 29.5%
38.7
y/y 582.3%
5.2
y/y -81.6%
1429.8
y/y 60.6%
-148.4
y/y -12.0%
-0.4%383.9Link
2025-09-30Q3 2025 (3M)PARTIAL258.9
y/y 69.1%
17.8
y/y 226.1%
21.2
y/y 139.0%
39.0
y/y 172.2%
2.9
y/y 497.0%
115.3-13.51248.6
y/y
-137.4
y/y
-2.8%336.5Link
2025-06-30Q2 2025 (3M)OK227.6
y/y 86.6%
20.3
y/y 255.0%
10.0
y/y 0.0%
30.3
y/y 1060.0%
0.4
y/y 101.3%
1066.7
y/y 95.9%
-140.3
y/y -36.0%
308.9Link
2025-03-31Q1 2025 (3M)PARTIAL202.1
y/y 31.5%
11.3
y/y 107.5%
14.2
y/y 24.1%
25.6
y/y 51.1%
-7.9
y/y -966.8%
y/y
y/y
284.9Link
2024-12-31FY 2024 (12M)OK184.6
y/y 44.3%
-7.3
y/y -38.4%
13.0
y/y 65.2%
5.7
y/y 120.3%
28.5
y/y 856.8%
167.6-27.0890.0
y/y 87.0%
-132.5
y/y -99.0%
263.0Link
2024-09-30Q3 2024 (3M)PARTIAL153.1
y/y 40.5%
5.5
y/y 203.4%
8.9
y/y 13.0%
14.3
y/y 457.7%
-0.7
y/y 80.3%
75.3-14.6
y/y
y/y
244.2Link
2024-06-30Q2 2024 (3M)OK122.0
y/y 29.5%
-13.1
y/y -52.1%
10.0
y/y 108.8%
-3.2
y/y 18.1%
-28.0
y/y -113.7%
21.7-14.2544.4
y/y
-103.2
y/y
109.3%205.7Link
2024-03-31Q1 2024 (3M)OK153.7
y/y 64.8%
5.5
y/y 140.3%
11.5
y/y 50.9%
16.9
y/y 383.9%
-0.7
y/y 96.6%
21.7-14.6694.0
y/y 34.7%
-101.4
y/y -30.5%
3.5%175.7Link
2023-12-31FY 2023 (12M)OK127.9
y/y
-5.3
y/y
7.9
y/y
2.6
y/y
-3.8
y/y
37.2-9.2476.0
y/y
-66.6
y/y
117.6Link
2023-09-30Q3 2023 (3M)PARTIAL109.0
y/y
-5.3
y/y
7.9
y/y
2.6
y/y
-3.8
y/y
54.5-9.2
y/y
y/y
84.7Link
2023-06-30Q2 2023 (3M)PARTIAL94.2
y/y
-8.6
y/y
4.8
y/y
-3.9
y/y
-13.1
y/y
10.8-2.3
y/y
y/y
75.8Link
2023-03-31Q1 2023 (3M)OK93.2
y/y
-13.6
y/y
7.6
y/y
-6.0
y/y
-22.1
y/y
-1.8-9.0515.2
y/y
-77.7
y/y
78.6Link
Data quality — review suggested

Operating statistics

Production indicators — supplementary, not part of the financial statements

PeriodGMV
млрд ₽
Orders
млн
Active buyers
млн
Q4 2025-121 260
+33.0%
FY 2025-124 160
+44.7%
2 480
+68.6%
65.10
+15.2%
Q3 2025-091 102.20
+53.0%
Q2 2025-06958.40
+51.4%
Q1 2025-03837.80
+46.9%
Q4 2024-12947.40
FY 2024-122 8751 47156.50
Q3 2024-09720.40
Q2 2024-06633.20
Q1 2024-03570.20

Ozon, ежеквартальные пресс-релизы (ir.ozon.com; Интерфакс/Ведомости/Коммерсантъ): оборот (GMV) с учётом услуг по кварталам — 2024 Q1 570,2 / Q2 633,2 / Q4≈947 млрд (Q3 ≈720 восстановлен из Q3'25 +53% и годовой суммы 2,875 трлн); 2025 Q1 837,8 / Q2 958,4 / Q3 1 102,2 / Q4 1 260 млрд (год 4,16 трлн, +45%). Заказы и активные покупатели — годовые: 1,471→2,48 млрд заказов, 56,5→65,1 млн.

Revenue & EBITDA

RevenueEBITDA

Quarterly values ($ mln)

-100 0000100 000200 000300 0002023 q42024 q12024 q22024 q32024 q42025 q12025 q22025 q32025 q42026 q1

Year-over-year change

0%500%1000%2023 q42024 q12024 q22024 q32024 q42025 q12025 q22025 q32025 q42026 q1

Cash flow

Net debt / cash ($ mln)

0100 000200 000300 000400 000500 0002023 q42024 q12024 q22024 q32024 q42025 q12025 q22025 q32025 q42026 q1

Fundamental value creation

Value the company creates per year, as a % of market cap

Value created per year: +38.7%

How this was calculated
1. EBITDA growth (latest quarter YoY, annualised)
[EBITDA latest qtr − EBITDA year-ago qtr] × annualisation X (2026-03-31 vs 2025-03-31)
= (45 654 − 25 567) × 3.37
67 610
2. Current EV/EBITDA (LTM)
(Market cap + Net debt) ÷ EBITDA (LTM)
= (794 238 + 476 576) ÷ 153 664
8.3x
3. Target multiple
(Current EV/EBITDA + 6.5) ÷ 2
= (8.3 + 6.5) ÷ 2
7.4x
4. Cash flow (balance method, LTM)
Net-debt reduction + dividends + buybacks − equity issuance
= -191 710 + 101 + 0 − 0
-191 609
5. Value created per year
(EBITDA growth × Target multiple + Cash flow) ÷ Market cap
= (67 610 × 7.4 + -191 609) ÷ 794 238
+38.7%

Amounts in millions of the reporting currency. EBITDA growth is the latest quarter vs the same quarter a year ago, annualised.

Caveats:

Dividends

No dividend rows found for this issuer.

Investor reporting (IR): https://www.e-disclosure.ru/portal/files.aspx?id=38334

Reporting forms detected in loaded periods: (Balance sheet / Profit or loss (P&L) / Cash flows)