Sigma Lithium Corporation Stock Price, News & Analysis

Sigma Lithium (SGML) delivered exceptional Q1 2025 results, outperforming targets across key metrics. The company produced 68,308t of lithium oxide, marking a 26% increase from Q1 2024. Financial performance showed strong resilience with revenues of US$47.7 million (28% YoY increase) and EBITDA of US$10 million (224% YoY increase), achieving 21% EBITDA margin. Operational efficiency was demonstrated through reduced costs, with CIF China Cash Costs at US$458/t and All-In Sustaining Costs at US$622/t, beating FY 2025 targets by 8% and 6% respectively. The company's strong community support was evidenced by 91% favorable testimonials during public hearings, while creating over 1,700 direct and 20,000 indirect jobs. Sigma's strategic location in Brazil has helped insulate it from global trade disruptions while maintaining strong market presence.

Sigma Lithium (TSXV/NASDAQ: SGML, BVMF: S2GM34) has scheduled its Q1 2025 financial results release for May 14, 2025, after market close. The company will host a conference call to discuss the results on May 15, 2025, at 8:00 AM ET.

Key highlights:

• Production Achievement: Successfully reached Q1 2025 target production of over 68,000 tonnes
• Operational Status: Maintained production cadence, confirming position as major lithium producer
• Sustainability Focus: Continues commitment to carbon-neutral, socially and environmentally sustainable lithium concentrate production

Investors can access the earnings release, presentation, and quarterly filings through Sigma Lithium's IR website. A conference call replay will be available post-event.

Sigma Lithium (SGML) has successfully achieved its Q1 2025 production target, producing 68,300 tonnes of Quintuple Zero Green Lithium. The company maintains strong operational performance with costs aligned with guidance.

The company will load 29,000 tonnes of Quintuple Zero Green Lithium to International Resource Holdings (IRH), owned by the Royal Group of Abu Dhabi, during the week of April 7, 2025. This follows a previous shipment of 47,000 tonnes to IRH on March 4, 2025, bringing total shipments to 76,000 tonnes.

The company reports maintaining healthy margins and consistent cash flows, with all-in sustaining costs (ASIC) remaining in line with guidance. Management emphasizes operational efficiency and a low-cost position as key factors in navigating the current lithium price environment.

Sigma Lithium (SGML) reported strong Q4 2024 and FY2024 results, highlighting operational efficiency with a 42% cash operating margin in Q4 and 41% for FY24. The company achieved record quarterly production of over 77,000 tonnes in Q4, a 28% increase, with total FY24 production reaching 240,828 tonnes.

Key financial metrics include FY24 revenues of $151.4M, with underlying revenues of $180.6M excluding non-cash adjustments. Q4 revenues reached $47.3M, up 127% from Q3. The company demonstrated significant cost reductions, with CIF China cash operating costs decreasing 17% to $427/t in Q4.

Looking ahead, SGML issued FY2025 production guidance of 270,000 tonnes and is progressing with Plant 2 construction, expected to begin commissioning in Q4 2025. An updated technical report revealed an After-Tax NPV8% of $5.7B and validated 22 years of operational life with 107Mt mineral resources at 1.40% Li2O.

Sigma Lithium (SGML) has appointed Junaid Jafar as a new independent Board member, effective March 13, 2025. Jafar serves as Chief Investment Officer at Al Muhaidib Investment Office, a major Middle Eastern conglomerate, bringing nearly 30 years of investment management experience.

The appointment comes as Sigma Lithium undergoes significant expansion, with plans to double production capacity by Q4 2025 through the construction of their second Greentech Industrial Plant, while simultaneously planning a third production line. Jafar replaces Mr. Bechara Azar, who is stepping down for personal reasons after 20 months of service.

The company has also announced it will release its full-year 2024 audited financial results on March 31, 2025, before market opening, followed by a conference call at 8:00 AM ET.

Sigma Lithium (SGML) announces progress on its second Greentech industrial plant construction, aimed at doubling production capacity. The company has completed 100% of foundation earthworks on schedule and within budget, with civil works and water drainage infrastructure now underway. Commissioning is expected in Q4 2025.

The expansion project currently employs 100 workers, with plans to scale to 1,000 at peak construction. Sigma has secured a US$100 million credit line from BNDES to fully fund the construction. The company cites low capital expenditure intensity and existing infrastructure as key advantages enabling fast-tracked construction and cost control.

Detailed engineering for key long-lead equipment items has been completed, with orders expected this quarter and initial deliveries starting June 2025. The company is also establishing a training center for heavy machinery operators in neighboring communities.

Sigma Lithium (SGML) has exceeded its Q4 2024 production targets, producing approximately 75,000 tonnes of Quintuple Zero Green Lithium. The company achieved total production and sales volumes of approximately 240,000 tonnes for 2024, positioning it to surpass its 2025 production target of 270,000 tonnes.

The company's Greentech Industrial Plant has demonstrated mastery of innovative green industrialization technologies for lithium processing and dense media separation, delivering sustainable lithium materials aligned with electric vehicle consumer values. The success is attributed to the company's dedicated team and support from various stakeholders, including the Brazilian government, Vale do Jequitinhonha community, BNDES, customers, and shareholders.

Sigma Lithium (SGML) announces the loading of 22,650 tonnes of Quintuple Zero Green Lithium for shipment from Port of Vitoria to IRH Global Trading in Abu Dhabi. The company has achieved its target of producing at an annual rate of 270,000 tonnes. The provisional price for this shipment is set at 8.25% of the battery-grade lithium carbonate price quoted on the Guangzhou Futures Exchange.

The company reports reaching 70% recovery efficiency at its Greentech Industrial Plant, with 100% dry stacking of tailings and water reuse. Recent processing flowsheet enhancements have significantly increased production, enabling two large monthly shipments. The company is constructing a second Greentech Industrial Plant to double production capacity and revenues.

Sigma Lithium (SGML) has received a Triple Environmental License for its Barreiro mine, the second mine site within the Grota do Cirilo property in Brazil. The license was unanimously approved by the Chamber of Mining Activities of Minas Gerais, including all NGO members. This milestone secures long-term continuous mining operations and spodumene ore feedstock supply for the company's Greentech Industrial Complex throughout the 16-year term of the BNDES financing.

While immediate mining at Barreiro is not required for current operations, Sigma initiated environmental assessment studies in January 2021 and filed for the license in July 2022. The company has already begun social investments in 2023, funding school construction and childcare facilities in partnership with local municipalities.