Sigma Lithium resumes lithium oxide sales in Q1

Executive Summary

• Sigma Lithium has resumed sales of high-grade premium lithium oxide in Q1 2026, achieving industrial production cadence.
• The company executed its inaugural sale of 400,000 tonnes of high-purity low-grade lithium fines at a fixed price of $50/tonne, expecting a $20 million profit.
• Sigma retains an additional inventory of ~300,000 tonnes of high-purity lithium fines, expected to generate at least $15 million in further profit.

Key Details

• High-Grade Premium Lithium Oxide Sales:
  • Expected Q1 2026 gross revenues based on the sale of approximately 28,000 tonnes.
  • Grade-adjusted price: ~$1,712 (U.S.) per tonne.
  • Source: Beneficiation of dry-stacked tailings of fines and existing raw material inventory.
• Inaugural Sale of High-Purity Lithium Fines:
  • Volume: 400,000 tonnes.
  • Delivery Terms: Ex-works (EXW) at the plant gate.
  • Price: Binding fixed price of $50 (U.S.) per tonne.
  • Expected Profit: Approximately $20 million (U.S.).
• Remaining Inventory & Future Outlook:
  • Retained Inventory: ~300,000 tonnes of high-purity lithium fines at the plant.
  • Expected Additional Profit: At least $15 million (U.S.), leveraging robust market conditions.
  • Strategic Impact: Creates a permanent new business unit, diversifies product portfolio, and demonstrates sustainability rewards/green premium via proprietary Greentech technology.
• Company Capacity & Operations:
  • Nameplate Capacity: 270,000 tonnes of lithium oxide concentrate annually (~38,000–40,000 tonnes lithium carbonate equivalent).
  • Location: Grota do Cirilo operation, Brazil.
  • Sustainability: 100% water reuse, zero toxic chemicals, 100% renewable electricity, zero lost-time accidents for over two years.
  • Expansion: Construction initiated for a second plant to double production capacity.

Notable Quotes

• Ana Cabral, Co-Chairperson: "The resumption of sales of high-grade premium lithium oxide is in accordance with the outlook we highlighted at our investor presentations this year. By recovering, reprocessing and, thus, upgrading, through our proprietary Greentech technology, the previously untapped lithium materials idling at our dry stacked piles, Sigma Lithium delivered a direct financial return on its investment in the clean technology developed for its Greentech industrial plant's dry stacking processing module and reprocessing lithium circuits, while creating a permanent new business unit that increases the volume of high-purity lithium materials delivered to our customers, enhancing the diversification of our product portfolio."
• Marina Bernardini, Vice-President of Business Development: "Our inaugural sales of high-purity lithium fines, delivered at the plant on an ex-works basis, confirms the profitability of these sales and highlights the potential for future cash flow to be generated from the remaining inventories of high-purity fines currently at the plant. They also further reinforce the sustainability reward for shareholders that we have demonstrated through successive profitable sales of these products."