Sigma Lithium Corp
XTSX:SGML

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Sigma Lithium Corp
XTSX:SGML
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Price: 15.68 CAD -3.33%
Market Cap: 1.7B CAD

Sigma Lithium Corp
Investor Relations

Deep in the lush landscapes of Brazil, Sigma Lithium Corp. has carved a path as one of the emerging players in the global push towards cleaner energy solutions. Founded in 2012, the company has strategically positioned itself at the forefront of lithium extraction, a material crucial to the production of electric vehicle batteries and energy storage systems. By tapping into the mineral-rich regions of Minas Gerais, Sigma Lithium has harnessed the power of high-purity lithium deposits, which enables the company to feed the insatiable demand from battery manufacturers around the world. Their precision in operations and commitment to sustainable practices reflect a company attentive to the environmental concerns of today, seamlessly integrating traditional mining methods with innovative, greener approaches.

Sigma Lithium operates by extracting lithium from its vast Grota do Cirilo property, the largest hard rock lithium operation in the Americas. Once extracted, the lithium undergoes a rigorous processing phase, effectively increasing its purity to meet the stringent standards required for battery-grade products. The company then sells this high-purity lithium concentrate to a network of global clients, predominantly in the electric vehicle and energy storage sectors. By aligning itself with the megatrends of sustainability and electrification, Sigma has turned a geological resource into a profitable business model, capitalizing on strategic partnerships and market positioning to drive forward both its financial growth and the global energy transition.

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SGML
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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Nov 14, 2025
AI Summary
Q3 2025

Revenue Growth: Net revenues increased by 69% quarter-over-quarter and 36% year-over-year, driven by an optimal commercial strategy and improved pricing.

Margin Expansion: Operating margin rose by 42% and net margin increased by 67% year-over-year, reflecting higher efficiency and cost control.

Cash Generation: Sigma generated $31 million in cash from final price settlements and expects additional cash from the sale of high-purity lithium middlings.

Deleveraging: Short-term trade finance debt was paid down by 43% year-to-date, with a remaining balance of $33.8 million.

Production & Cost Guidance: All-in sustaining cost (AISC) is on track for $560 per tonne in 2026. Plant 1 is expected to reach full capacity of 300,000 tonnes in 2026, with guidance for 73,000 tonnes in Q1 2026.

Mining Upgrade: Mining operations are being upgraded to match the plant's capacity, with resumption expected within 2–3 weeks.

Sustainability: Sigma achieved over 787 days without lost time injury and maintains some of the industry's lowest TRFIR rates.

No Green Premium: Despite sustainability leadership, Sigma is not receiving a price premium for 'green' lithium, but benefits from commercial leverage and customer support.

Key Financials
Cash Balance
$29 million
Short-term Trade Finance Debt
$33.8 million
Plant 1 Production Capacity
300,000 tonnes per year
TRFIR (Total Recordable Frequency Incident Rate)
1.79
Days Without Lost Time Injury
787 days
Potential Additional Revenue from Middlings
$33 million
Earnings Call Recording
Other Earnings Calls

Management

Ms. Ana Cabral-Gardner
Co-Chairperson & CEO
No Bio Available
Mr. Caio Araujo
Director of the Controller's Office
No Bio Available
Mr. Rogerio Marchini
CFO & Executive VP of Corporate Finance
No Bio Available
James Neal-Ellis
Vice President of Corporate Development & Investor Relations
No Bio Available
Ms. Paula Lacava
Director of Legal
No Bio Available
Mr. Daniel Abdo
Director of Investor Relations & Chief Communications Officer
No Bio Available
Ms. Fadwa Andrade
Director of Sustainability
No Bio Available
Mr. Iran Zan
Co-GM and Director of Geology & Regional Institutional Relations
No Bio Available
Mr. Matthew Porter DeYoe C.F.A.
Executive Vice President for Corporate Affairs & Strategic Development
No Bio Available
Ms. Jo-Anne Archibald B.Sc., Fcis, Icd.D, Mba
Corporate Secretary
No Bio Available

Contacts

Address
BRITISH COLUMBIA
Vancouver
Suite 2200,, 885 West Georgia St.
Contacts