Sigma Lithium Co-Chairperson and CEO to Present at 2026 BMO Global Metals & Mining Conference; Provides Production Guidance

Rhea-AI Summary

Sigma Lithium (NASDAQ: SGML) said Co-Chairperson & CEO Ana Cabral will present at the 2026 BMO Global Metals & Mining Conference on Feb 24, 2026 at 9:30am ET and provide an operational update and production guidance.

The company gave run-rate guidance of ~240,000 t (12-month annualized) and 520,000 t (24-month annualized), published per-ton costs (CIF China $440/t) and FY2027E all-in sustaining cost of $511/t, plus cash-flow scenarios at realized prices up to $1,800/t.

Positive

• 12-month run-rate production guidance of 240,000 tonnes
• 24-month production guidance of 520,000 tonnes
• AISC improvement from $599/t to $511/t (FY2027E)
• Cash flow forecast of $408M at $1,400/t (FY2027E)

Negative

• CIF China cash cost remains $440 per tonne
• All-in sustaining cost still $511 per tonne in FY2027E

Key Figures

12-month forward production: 240,000 tonnes 24-month forward production: 520,000 tonnes Phase 1 production: 220,000 tonnes +5 more

8 metrics

12-month forward production 240,000 tonnes 12 months annualized forward production guidance

24-month forward production 520,000 tonnes 24 months annualized forward production guidance

Phase 1 production 220,000 tonnes Estimated 12-month period (Phase 1 only) production volume

Nameplate production (Phases 1 & 2) 520,000 tonnes Estimated FY2027E combined Phase 1 & 2 production volume

All-in sustaining cost US$599/t Estimated 12-month period (Phase 1 only) all-in sustaining cost

All-in sustaining cost US$511/t Estimated FY2027E (Phases 1 & 2) all-in sustaining cost

Cash flow at US$1,800/t $233M Phase 1 cash flow forecast at 220,000 tonnes

Cash flow at US$1,800/t $592M Phases 1 & 2 cash flow forecast at 520,000 tonnes

Market Reality Check

Price: $12.47 Vol: Volume 1,913,134 vs 3,292...

low vol

$12.47 Last Close

Volume Volume 1,913,134 vs 3,292,700 20-day average indicates trading below typical levels ahead of this guidance update. low

Technical Shares at $12.47 are trading above the $8.02 200-day moving average, despite a -8.38% daily decline.

Peers on Argus

SGML fell 8.38% while momentum peers like CRML and UAMY appeared in scanners wit...

2 Up

SGML fell 8.38% while momentum peers like CRML and UAMY appeared in scanners with moves to the upside, indicating today’s weakness is stock-specific rather than a lithium-wide move.

Historical Context

5 past events · Latest: Feb 13 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Feb 13	Sales & revolver	Positive	+1.2%	Sale of 150,000t fines plus option and US$96M production-backed revolver.
Feb 04	Regulatory safety update	Positive	+2.3%	Brazilian regulator confirms no geotechnical issues with waste piles.
Feb 02	Mining resumption details	Positive	+0.1%	Resumption of Mine 1 and presentation of production and cash-flow scenarios.
Feb 02	Mining restart	Positive	+0.1%	Restart of Mine 1 with ramp-up to higher ore delivery and guidance plans.
Jan 23	Additional fines sale	Positive	+17.5%	Sale of 100,000t high purity fines and progress on mining remobilization.

Pattern Detected

Recent operational and commercial updates have generally coincided with positive next-day price reactions.

Recent Company History

Over the past month, Sigma Lithium reported fines sales, a US$96M production-backed revolver, and multiple confirmations of operational continuity and safety. News on Mine 1’s remobilization and regulator validation of waste pile safety preceded positive reactions of up to 17.54%. Today’s production guidance and conference appearance build on earlier disclosures of Phase 1 and Phases 1+2 volume scenarios, framing a continuation of the ramp-up and commercialization narrative rather than a new strategic pivot.

Market Pulse Summary

This announcement provides clearer visibility on Sigma Lithium’s growth path, including 12‑ and 24‑m...

Analysis

This announcement provides clearer visibility on Sigma Lithium’s growth path, including 12‑ and 24‑month annualized production targets of 240,000 and 520,000 tonnes, and all‑in sustaining costs of US$511–599/t. The detailed cash flow tables at various realized lithium prices frame sensitivity to the pricing environment. Investors may track progress toward Phase 2 construction, adherence to the cost structure, and any updates to production volumes or cash flow forecasts as market conditions evolve.

Key Terms

cif, cash cost, all-in sustaining cost, esg, +2 more

6 terms

cif financial

"CIF China Cash Cost | (440) | (440) | (440)"

CIF stands for “Cost, Insurance and Freight,” a common shipping term that says the seller pays the cost to move goods to a named port and buys insurance for the shipment while in transit. For investors, CIF matters because it affects who bears transport costs, insurance expense and some delivery risks — which changes a seller’s reported margins, cash flow and potential liability if goods are lost or delayed. Think of it like a seller paying for and insuring a courier to deliver a large package to a buyer’s local post office.

cash cost financial

"CIF China Cash Cost | (440) | (440) | (440)"

Cash cost is the actual out-of-pocket money a business spends to produce a product or run its everyday operations, excluding accounting items that don't require immediate cash (for example, depreciation). Investors care because it shows the real, short-term cash burden per unit of output or service—like comparing the grocery bill for a meal versus the estimated long-term appliance wear—and helps judge whether a company can generate cash and cover expenses from its core activities.

all-in sustaining cost financial

"All-In Sustaining Cost | (599) | (599) | (511)"

All-in sustaining cost (AISC) is a per-unit measure that shows the full, ongoing cost to produce a commodity, typically an ounce of metal, including direct mining costs, sustaining capital (ongoing equipment and mine upkeep), royalties, and general overhead. For investors it matters because AISC reveals the durable earning power and true profit margin of a producer—like calculating the total monthly cost to own and operate a car to judge whether selling rides is profitable over time.

esg financial

"ESG, G&A Expenses | (80) | (80) | (32)"

ESG stands for Environmental, Social, and Governance, which are key factors investors consider when evaluating how sustainable and responsible a company is. It involves assessing how a company manages its impact on the environment, treats its employees and communities, and operates transparently and ethically. Investors use ESG criteria to identify businesses that align with their values and have the potential for long-term success.

g&a financial

"ESG, G&A Expenses | (80) | (80) | (32)"

General and administrative expenses are the routine overhead costs of running a company—things like office rent, salaries for non-sales staff, accounting, legal, and utilities. Investors watch G&A because it directly affects profitability and cash flow independent of sales: high or rising G&A can shrink margins or signal inefficiency, while well-controlled G&A can boost earnings. Think of it as the household bills a business must pay regardless of how much it sells.

ni 43-101 regulatory

"Qualified Person under the terms of NI 43-101."

A Canadian regulatory standard that sets the rules for how mining and exploration companies must report mineral resources and reserves, requiring technical reports prepared or signed off by an independent, certified expert. It matters to investors because it creates a consistent, transparent “inspection report” for mining projects, making it easier to compare prospects, judge the reliability of claims, and assess geological and financial risk before investing.

AI-generated analysis. Not financial advice.

HIGHLIGHTS

• Sigma Lithium's Co-Chairperson and CEO, Ana Cabral, to present at the 2026 BMO Global Metals, Mining & Critical Minerals Conference, followed by a fireside chat with leading lithium research analyst Joel Jackson.

• Company provides updated production guidance reflecting continued operational optimization and mining scale-up activities.
  
  
• Success achieved with commercial initiatives led to resumption of planning for Phase 2 civil construction and equipment ordering during 2026.

• Production guidance as follows:
  • 12 months annualized forward production: 240,000 tonnes
  • 24 months annualized forward production: 520,000 tonnes

São Paulo, Brazil--(Newsfile Corp. - February 23, 2026) - Sigma Lithium Corporation (TSXV: SGML) (NASDAQ: SGML) (BVMF: S2GM34), ("Sigma Lithium" or "the Company"), a leading global lithium producer dedicated to powering the next generation of electric batteries with socially and environmentally sustainable lithium concentrate, announces that the Company's Co-Chairperson and CEO, Ana Cabral, is scheduled to present at the 2026 BMO Global Metals, Mining & Critical Minerals Conference on Tuesday, February 24, 2026, at 9:30 am ET.

The Co-Chairperson and CEO and the Company's VP of Global Investor Relations will join the conference from February 23 to 24. Sigma Lithium would like to invite investors to please kindly contact your BMO representative to participate in one-on-one meetings with management and join the presentation in person or remotely.

The presentation will include an operational update, and the Company's run-rate 12-month lithium oxide concentrate production guidance, as follows:

Table 1

Guidance for Production Volumes and Costs per Tonne (US$/t)	Estimated 12 Month Period (Phase 1 Only)		Estimated FY2027E (Phases 1 & 2)
Production Volumes	220,000	270,000	520,000
CIF China Cash Cost	(440)	(440)	(440)
Maintenance Capex + Other Expenses	(12)	(12)	(12)
ESG, G&A Expenses	(80)	(80)	(32)
Interest Expenses	(67)	(67)	(27)
All-In Sustaining Cost	(599)	(599)	(511)
Cash Flow Forecasts at Various Realized Lithium Prices (US$ M)*
Cash Flow @ US$1,000/t	$78	$96	$225
Cash Flow @ US$1,400/t	$156	$191	$408
Cash Flow @ US$1,800/t	$233	$286	$592
*Prices used to calculate cash flow are grade adjusted.

 

Sigma Lithium continues to focus on operational excellence, disciplined cost management and scalable growth, supported by its sustainability-driven operating model in Brazil.

QUALIFIED PERSONS

The qualified person (QP) for the technical information contained herein is Mr. Alexandre Rodrigues Cabral, P. Eng., member of the Ordre des Ingenieurs du Quebec (OIQ, membership number 105796), who is considered, by virtue of his education, experience and professional association, a Qualified Person under the terms of NI 43-101. Mr. Cabral is not considered an independent QP under NI 43-101 as he is a Sigma Lithium Director and Chair of the Company's Technical Committee.

ABOUT SIGMA LITHIUM

Sigma Lithium Corporation (NASDAQ: SGML) (TSXV: SGML) (BVMF: S2GM34), ("Sigma Lithium" or "the Company"), is a leading global lithium producer dedicated to powering the next generation of electric batteries with socially and environmentally sustainable lithium oxide concentrate.

The Company operates one of the world's largest lithium production sites at its Grota do Cirilo operation in Brazil. Sigma Lithium is at the forefront of environmental and social sustainability in the electric battery materials supply chain. The Company's Greentech Industrial Plant combines dry stacking, the reuse of 100% of water, zero use of toxic chemicals and the use of 100% renewable electricity. For more than two years Sigma Lithium has not experienced an accident with lost time.

Sigma Lithium currently has a nameplate capacity to produce 270,000 tonnes of lithium oxide concentrate on an annualized basis at its mine and state-of-the-art Greentech Industrial Plant. The Company has initiated the construction of a second plant to increase its production capacity to 520,000 tonnes. For more information about Sigma Lithium, visit our website

FOR ADDITIONAL INFORMATION PLEASE CONTACT

Anna Hartley, Vice President of Global Banking and Investor Relations
anna.hartley@sigmalithium.com.br
+44 7866 458 093

Sigma Lithium
LinkedIn:Sigma Lithium
Instagram:@sigmalithium
X:@SigmaLithium

FORWARD-LOOKING STATEMENTS

This news release includes certain "forward-looking information" under applicable Canadian and U.S. securities legislation, including but not limited to statements relating to timing and costs related to the general business and operational outlook of the Company, the environmental footprint of tailings and positive ecosystem impact relating thereto, donation and upcycling of tailings, timing and quantities relating to tailings and Green Lithium, achievements and projections relating to the Zero Tailings strategy, achievement of ramp-up volumes, production estimates and the operational status of the Grota do Cirilo Project, and other forward-looking information. All statements that address future plans, activities, events, estimates, expectations or developments that the Company believes, expects or anticipates will or may occur is forward-looking information, including statements regarding the potential development of mineral resources and mineral reserves which may or may not occur. Forward-looking information contained herein is based on certain assumptions regarding, among other things: general economic and political conditions; the stable and supportive legislative, regulatory and community environment in Brazil; demand for lithium, including that such demand is supported by growth in the electric vehicle market; the Company's market position and future financial and operating performance; the Company's estimates of mineral resources and mineral reserves, including whether mineral resources will ever be developed into mineral reserves; and the Company's ability to operate its mineral projects including that the Company will not experience any materials or equipment shortages, any labour or service provider outages or delays or any technical issues. Although management believes that the assumptions and expectations reflected in the forward-looking information are reasonable, there can be no assurance that these assumptions and expectations will prove to be correct. Forward-looking information inherently involves and is subject to risks and uncertainties, including but not limited to that the market prices for lithium may not remain at current levels; and the market for electric vehicles and other large format batteries currently has limited market share and no assurances can be given for the rate at which this market will develop, if at all, which could affect the success of the Company and its ability to develop lithium operations. There can be no assurance that such statements will prove to be accurate, as actual results and future events could differ materially from those anticipated in such statements. Accordingly, readers should not place undue reliance on forward-looking information. The Company disclaims any intention or obligation to update or revise any forward-looking information, whether because of new information, future events or otherwise, except as required by law. For more information on the risks, uncertainties and assumptions that could cause our actual results to differ from current expectations, please refer to the current annual information form of the Company and other public filings available under the Company's profile at www.sedarplus.com.

Neither the TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this news release.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/284923

FAQ

When and where will Sigma Lithium (SGML) present at the 2026 BMO Metals & Mining Conference?

Sigma Lithium will present on Feb 24, 2026 at 9:30am ET. According to the company, Ana Cabral will deliver an operational update and join a fireside chat during the conference.

What is Sigma Lithium's 12-month production guidance in the Feb 23, 2026 update (SGML)?

The company gave a 12-month run-rate guidance of approximately 240,000 tonnes. According to the company, this reflects operational optimization and mining scale-up activities.

What 24-month production target did Sigma Lithium (SGML) provide on Feb 23, 2026?

Sigma Lithium provided a 24-month annualized production guidance of 520,000 tonnes. According to the company, this includes Phase 2 scale-up assumptions and expected volume from expanded operations.

What are Sigma Lithium's reported costs and FY2027E all-in sustaining cost (SGML)?

CIF China cash cost is $440/t, and FY2027E all-in sustaining cost is $511/t. According to the company, the costs underpin cash-flow scenarios at multiple realized lithium prices.

How does Sigma Lithium's Feb 23, 2026 guidance translate into cash flow at $1,400/t realized lithium price (SGML)?

At a realized price of $1,400/t, the company projects $408 million cash flow for FY2027E. According to the company, price assumptions are grade-adjusted for cash-flow calculations.

Did Sigma Lithium (SGML) announce Phase 2 activity in the Feb 23, 2026 release?

Yes — the company resumed planning for Phase 2 civil construction and equipment ordering during 2026. According to the company, commercial initiatives enabled restarting Phase 2 planning and procurement.