Sigma Lithium Corporation · NASDAQ:SGML
Sigma Lithium — BMO Global Metals, Mining & Critical Minerals Conference 2026
24 slides from Sigma Lithium's conference presentation, Feb 24, 2026
Slide 1: The Largest Lithium Mineral Producer in the Americas
The Largest Lithium Mineral Producer in the Americas BMO Global Metals, Mining & Critical Minerals Conference 24th of February 2026 : SGML : SGML : S2GM34
Slide 2: Disclaimer
Disclaimer No Offer or Solicitation Regarding Securities This presentation has been prepared by Sigma Lithium Corporation (“Sigma”) for general information purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities of Sigma or its affiliates in any jur
Slide 3: Disclaimer
Disclaimer (…) to risks associated with its reliance on consultants and others for mineral exploration and exploitation expertise; The current COVID-19 pandemic could have a material adverse effect on Sigma’s business, operations, financial condition and stock price; If Sigma is unable to ultimately
Slide 4: Sigma Lithium: a Leading Global Lithium Concentrate Producer
Sigma Lithium: a Leading Global Lithium Concentrate Producer Large-Scale Industrial Mineral Producing Complex Growing to DOUBLE Capacity by 2027 Growth: Proven cleantech lithium processing: Competitive Advantages Production capacity to increase 3X 70% recovery Current 2027 FY 2028 FY Capacity Large
Slide 5: The Largest Lithium Mineral Producer in the Americas
The Largest Lithium Mineral Producer in the Americas The second lowest-cost mineral producer globally Scale: Largest Lithium Mineral Producer in the Americas - 3 years of operating the world’s 6th largest lithium producing complex - Current resources for 66 years and growing Low Costs: World’s 2nd L
Slide 6: Brazil's State of Minas Gerais Has Full Industrial & Mining Infrastructure, Low Cost and Renewable Energy
Brazil’s State of Minas Gerais Has Full Industrial & Mining Infrastructure, Low Cost and Renewable Energy Shipping: Vitoria Port Water: License for River at Property Power: Renewable Electricity Transmission Lines Road: Highway to Port
Slide 7: Sigma Lithium Is the 5th Largest Industrial-Mineral Complex Amongst American and Australian Producers
Sigma Lithium Is the 5th Largest Industrial-Mineral Complex Amongst American and Australian Producers Resource estimates: 107 Mt Measured, Indicated & Inferred (93 Mt Measured & Indicated) Ability to significantly grow, as only 25% of land package has been drilled to date Contained LCE in Measured,
Slide 8: Sigma Lithium: Second Lowest-Cost Producer
Sigma Lithium: Second Lowest-Cost Producer Resilience & responsible sourcing Hard-Rock Lithium CIF China Cost-Curve 1,400 1,200 CIF China US$/t Cost of Lithium Concentrate Nov 25 Prices ($1,000) 1,000 800 Sept 25 Prices ($830) 2Q25 Prices ($630) 600 Restarted” 400 Mines? ”To Be 200 Africa - - 500 1,
Slide 9: Maintained Low-Cost Position in 3Q25
Maintained Low-Cost Position in 3Q25 (1) (2) Plant Gate Cost CIF Cash Cost with Royalties All In Sustaining Costs (3) US$/Tonne US$/Tonne US$/Tonne +5% +6% +7% $692 $660 +23% +22% $551 $543 $515 $513 $511 $458 $442 $424 $427 $397 $395 $364 $349 $348 $318 1Q24 2Q24 3Q24 4Q24 1Q25 2Q25 3Q25 1Q24 2Q24
Slide 10: Over 2 Years with ZERO Accidents
Over 2 Years with ZERO Accidents Achieved a low-cost position while maintaining operational excellence One of the World’s Best Safety Records • Employee engagement & safety processes • Direct Connection to factory floor • Enhanced performance • Cost optimization (1) Without Lost Time Injury (LTI) YT
Slide 11: Priorities for 2026: First Semester
Priorities for 2026: First Semester
Slide 12: 2026 Strategic Priorities: First Semester
2026 Strategic Priorities: First Semester In-Housing Mining Operations: Self Funded - Offtakes - Client advancements for capex, equipment and working capital Lowering All-In Sustaining Costs Even Further - Interest expenses set to decline due to deleveraging - Capacity increase by year end 2026 to l
Slide 13: We Mastered the DMS Technology for Lithium Processing
We Mastered the DMS Technology for Lithium Processing: Greater Efficiency and Reliability During 2025 To be Matched by Mining Operations PLANT ALREADY OPERATING Plant back to processing high grade material Over 70% recoveries at plant level MINING UPGRADED Reassessment of mining plan and geome
Slide 14: Mining Operation Upgrade
Mining Operation Upgrade A restructuring took plance in 4Q25 and nameplate capacity is expected to be reached in 1Q26 • Pivot to in-house mining operation (instead of outsourcing) • Larger machinery: more productivity • Ramp-up is structured along equipment deployment plan • Leased equipment followe
Slide 15: Sale of Lithium Fines: Proven Industrial Cleantech-Enabled Additional Revenues
Sale of Lithium Fines: Proven Industrial Cleantech-Enabled Additional Revenues page 15
Slide 16: Mining Capacity to Match that of Greentech Industrial Plant 3.0
Mining Capacity to Match that of Greentech Industrial Plant 3.0 Upgrade to support increased capacity Plant 2.0 – 2023 Plant 3.0 – Current Module 3: Tailings dry-stacking and total Module 1: Increase in efficiency reengineering of the water reusage circuit Module 2: Optimization of recoveries via re
Slide 17: Phase 2 Expansion Update
Phase 2 Expansion Update Existing infrastructure of mining operations and Greentech Plant 1 to support Phase 2 development Construction Progress P1 P2 Water Pipelines In Place Power Substation In Place Moving High Voltage Power Lines In Place Sewage Water Treatment Plant In Place Support Infrastruct
Slide 18: Funded to Deliver Growth: Capacity Expansion Outlook
Funded to Deliver Growth: Capacity Expansion Outlook Annual Nameplate Capacity (tonnes of LCE) 2027 FY 2028 FY Current Capacity (1) Phase 2 Expansion (1) Phase 3 Expansion 770,000 520,000 270,000
Slide 19: Cashflow Generation Outlook
Cashflow Generation Outlook Low-cost position makes Sigma Lithium resilient to lithium market volatility Estimated Estimated Production volumes and costs per tonne (US$/t) 12 Month Period 2027E (Phase 1 Only)* (Phases 1 & 2) Production volumes 220,000t 270,000t 520,000t CIF China run rate cash cost
Slide 20: Export Prepayment Trade Finance (US$ M)
Paid Down Short-Term Debt with Cash Flow Generation in 2025 Clients Advanced Payments for Shipments Short-Term Trade Finance Facilities $ 120 50.00% 45.00% $101 Export Prepayment Trade Finance (US$ M) $ 100 $90 40.00% 35.00% $ 80 Interest % per Year -60% 30.00% $59 $60 $ 60 25.00% $51 $43 20.00% $37
Slide 21: 2026E Offtake Agreements: Enabled Mining Upgrade
Offtake Agreements: Enabled Mining Upgrade Agreed Volume US$ M Description Use of Proceeds Status Upon Term 3 months Market Prices Prepayment of production until 80,000t (US$ 80 M @ March 30, 2027 Working capital (rolling) 2025 1,000/t) Leased Upgrade of mining 11,000t 3 years Equipment Long-Term of
Slide 22: Leading Producer Resilient to Cycles: 3 Year Track Record
Leading Producer Resilient to Cycles: 3 Year Track Record Operational discipline, delivered on all fronts Reduced short term debt Client financing: April 2023 strengthened commercial strategy Lowest cost producer Greentech Plant operation upgraded and more efficient Increased mineral reserves by 40%
Slide 23: We Successfully Solved the "Puzzle of Competitive Advantage"
We Successfully Solved the “Puzzle of Competitive Advantage” Scale + Low Costs Traceability + Low Costs Scale + Traceability = = = Price Cycle Resilience Competitive Sells to Largest Supply Advantage to Africa Chains Low Construction Capex Management Speed of Location in Developed = Execution Mining
Slide 24: Sigma Lithium
SIGMA LITHIUM
Sigma Lithium — BMO Global Metals, Mining & Critical Minerals Conference 2026 on 6ix