Sigma Lithium Corp (SGML) common shares are reported as beneficially owned by L1 Capital Pty Ltd, which disclosed 11,522,140 shares, equal to 10.2357% of the class. L1 Capital reported sole voting and sole dispositive power over all 11,522,140 shares and no shared voting or dispositive power. The shares are owned by seven funds controlled and managed by L1 Capital. The reported percentage is based on 112,568,313 common shares outstanding.
Sigma Lithium Corporation (SGML) resumed its mining-industrial operations after a Federal Court of Appeals granted the company’s Emergency Motion for Suspensive Relief and maintained the validity of its current environmental licenses. The company says it is on track to scale annualized lithium oxide concentrate production to 330,000 tonnes by year-end 2027 and does not need additional capacity to meet that target.
Sigma states that its mine and Cleantech Industrial Plant have nameplate capacity of 330,000 tonnes annually. It plans a Phase 2 expansion designed to raise annual production capacity to 580,000 tonnes, and a Phase 3 expansion to 830,000 tonnes. The plant reuses near 100% of its water and uses 100% renewable electricity.
Sigma Lithium Corporation (SGML) said all mining and industrial production was temporarily suspended on September 30 while it awaited a Federal Court of Appeals ruling on its Emergency Motion for Suspensive Relief. The company described an Ngolo lawsuit seeking suspension of its environmental licenses; a local federal court issued a preliminary emergency injunction, which Sigma said it challenged.
Sigma maintained FY 2027 guidance of 330,000 tonnes of lithium oxide concentrate and said it would postpone by three months its 12-month guidance of 240,000 tonnes. Commercial and recycling operations continue, including sales of high-purity lithium fines. Sigma said those operations generate cash flow and that it expects to continue self-funding during the temporary suspension.
Sigma Lithium Corporation (SGML) says its mining and industrial operations continue normally and reports recognition as a sustainability and cleantech pioneer at UN Climate Week in New York. Sigma says Brazilian Federal Courts are reviewing its appeal in a federal judicial process; it also says a statement and filing from the regional District Attorneys’ office (MP-MG) is a request for State Judiciary review, with no definitive decision to date. Sigma says its mining rights have not been affected by ongoing legal reviews.
The Grota do Cirilo mine and Cleantech Industrial Plant have nameplate capacity to produce 330,000 tonnes of lithium oxide concentrate on an annualized basis. Phase 2 has been initiated and is designed to close to double annual production capacity to 580,000 tonnes; Phase 3 is planned to increase it to 830,000 tonnes. Sigma describes the plant as reusing 100% of water, using zero toxic chemicals, producing zero tailings and using 100% renewable electricity.
Sigma Lithium Corp (SGML) reports that J.P. Morgan’s North America Metals & Mining team has initiated equity research coverage on the company with an “Overweight” rating, citing a brownfield growth theme and a constructive view on a persistent lithium industry deficit.
Sigma Lithium reiterates its focus on scaling operations at its Grota do Cirilo complex in Brazil, expecting to deliver 240,000 tonnes of lithium oxide concentrate within 12 months and 330,000 tonnes in FY27. The company currently has nameplate capacity of 330,000 tonnes per year and has begun a Phase 2 expansion targeting 580,000 tonnes, with a planned Phase 3 expansion to 830,000 tonnes. Management also highlights its Cleantech Industrial Plant, which reuses 100% of water, uses no toxic chemicals or tailings, relies on 100% renewable electricity, and has recorded more than two years without an accident with lost time.
Sigma Lithium Corp (SGML) reported its selection by Nasdaq to ring the closing bell during United Nations Climate Week in New York, highlighting its positioning as a large producer of lithium oxide concentrate and its emphasis on environmental and social programs in Brazil’s Jequitinhonha Valley.
The company describes extensive community initiatives, including job creation, water security and education programs, and reports more than 1,100 days without lost-time injuries and zero fatalities over 14 years. Sigma Lithium states it has current nameplate capacity of 330,000 tonnes of lithium oxide concentrate per year at its Grota do Cirilo operation, with Phase 2 and Phase 3 expansions planned to increase capacity to 580,000 and 830,000 tonnes annually.
Sigma Lithium also discloses a legal development in Brazil: a preliminary ruling concerning its environmental licenses that it strongly contests. The company states that mining and industrial operations continue normally, that its mining rights and concessions remain unaffected, and that it is pursuing available legal remedies while emphasizing confidence in reversal upon full judicial review.
Sigma Lithium Corp (SGML) reports that mining and industrial operations in Brazil continue normally and that it has not received any legal communication regarding a preliminary judicial ruling reportedly suspending its environmental licenses. The company states that this ruling was issued without due process and plans to begin its legal defense when Brazilian courts resume on September 8.
Sigma Lithium highlights a recent TAC Agreement with Minas Gerais State authorities to resume activities and reiterates expectations to deliver 240,000 tonnes of lithium oxide concentrate within 12 months and 330,000 tonnes in FY 2027. It notes that the ruling includes a potential daily fine that would only become payable after completion of full legal process, including appeals, which it states could take multiple years. The company also reiterates its longer-term expansion plans to increase production capacity from 330,000 tonnes annually to 580,000 tonnes in Phase 2 and 830,000 tonnes in Phase 3.
Sigma Lithium Corp (SGML) reports that its shares have been admitted to the official list of the Australian Securities Exchange as an ASX Foreign Exempt Listing on September 4, 2026, expanding its capital markets presence beyond the United States, Canada and Brazil into a major lithium-focused market.
The ASX listing is intended to provide broader access to Australian investors with expertise in mining and lithium, aligning Sigma Lithium with global peers that are also listed in Australia. The company states that this step reinforces its long-term commitment to operational excellence, sustainability and growth at its Grota do Cirilo operation in Brazil’s Jequitinhonha Valley.
Sigma Lithium describes itself as the largest producer of lithium oxide concentrate in the Americas¹, operating the world’s fifth-largest industrial-mineral lithium production complex. It currently has a nameplate capacity of 330,000 tonnes of lithium oxide concentrate per year and has initiated a Phase 2 expansion targeting 580,000 tonnes, with plans for a Phase 3 expansion to 830,000 tonnes, while emphasizing 100% water reuse, zero toxic chemicals, zero tailings and use of 100% renewable electricity.
Sigma Lithium Corp (SGML) reports that, after signing a Terms for Adjustment of Procedures (TAC) Agreement with the State of Minas Gerais, its mining and industrial operations in Brazil are fully back online and regular operating activities have resumed. The company continues to ramp up mining and advance its expansion plans.
Sigma Lithium expects to produce 240,000 tonnes of lithium oxide concentrate within 12 months and estimates about US$1,000,000 of capital expenditures to execute environmental procedure adjustments under the TAC. It also agreed to pay up to US$540,000 in environmental-related fines for matters dating from 2013 to 2022.
The Grota do Cirilo operation currently has a nameplate capacity of 330,000 tonnes per year, with a Phase 2 expansion initiated to nearly double capacity to 580,000 tonnes and a planned Phase 3 expansion to 830,000 tonnes, reinforcing Sigma Lithium’s position as a major Americas lithium concentrate producer.
Sigma Lithium Corporation reported sharply improved mid-2026 operating and financial results while facing liquidity and regulatory challenges. For the three months ended June 30, 2026, net sales revenue reached $54.7 million, up 223.9% year over year, delivering the company’s highest-ever quarterly revenue and an Adjusted EBITDA margin of 47.0%. For the six-month period, net sales revenue was $97.0 million with net income of $8.5 million, compared with a loss a year earlier, and operating activities generated $27.2 million of cash.
Phase 1 lithium concentrate production reached 35.4 kt in the first half of 2026, with 5.0% concentrate grade, and Sigma advanced planning for Phase 2, budgeting $107.4 million in total construction capex. As of June 30, 2026, cash and cash equivalents were $16.7 million against total debt of $136.1 million, and the company reported negative working capital of $175.7 million, which management states may cast significant doubt on its ability to continue as a going concern, though it expects to rely on stronger cash flows and a $96.0 million offtake-linked revolver.
Operations in Brazil are partially suspended as of mid-July 2026 pending a Termo de Ajuste de Conduta environmental agreement, after fines of approximately $0.54 million. Sigma also discloses material weaknesses in internal control over financial reporting and an adverse ICFR opinion from its auditor, with remediation efforts ongoing.