Financial Data and Key Metrics Changes - The company achieved production of approximately 270,000 tons of lithium oxide concentrate, equivalent to about 40,000 tons of LCE, maintaining guidance for 2025 [6][13] - Short-term debt decreased by 16% compared to the previous quarter and by 40% year-over-year, indicating improved financial health [8][9] - Operating costs were reduced, with all-in sustaining costs dropping by 24% to $594 per ton, showcasing cost leadership in the industry [12][19] Business Line Data and Key Metrics Changes - Production increased by 40% year-over-year, with sales generating gross revenues of $21 million from approximately 40,350 tons sold [14][16] - The company maintained a disciplined approach to inventory management, temporarily warehousing 28,000 tons to preserve pricing power [15][44] Market Data and Key Metrics Changes - The average provisional price for sales in the second quarter was $637 for SC6, with adjustments leading to higher realized prices in subsequent quarters [14][21] - The company expects to see a positive adjustment in pricing due to recent market recoveries, with sales anticipated to be closer to production levels in the third quarter [46][60] Company Strategy and Development Direction - The company is focused on operational resilience and cost efficiency, with plans to expand production capacity to 120,000 tons of LCE equivalent by 2027 [33][34] - A disciplined approach to capital expenditure has been adopted, prioritizing immediate returns on investments related to expansion [29][62] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about market normalization and robust demand for lithium, particularly driven by EV growth, which has seen a year-on-year increase of around 27% [69] - The company is well-positioned to benefit from any recoveries in lithium prices due to its low-cost production and diversified client base [19][32] Other Important Information - The company celebrated two years without accidents or fatalities, highlighting its commitment to safety and operational excellence [10][11] - The company has secured $100 million in subsidized government debt to support its expansion projects [9] Q&A Session Summary Question: Will inventories normalize by the end of Q3? - Management confirmed that inventories are expected to normalize, with sales in Q3 anticipated to be closer to production levels [44][46] Question: Why haven't prepayment and offtake agreements been signed yet? - Management stated that negotiations are ongoing, and definitive documents will be announced once completed, emphasizing a cautious approach to announcements [48][50] Question: What are the expected consequences of US tariffs on the business? - Management noted a diversified customer base and a wait-and-see approach regarding refining, as the refining business currently has negative margins [54][55] Question: How many tons are still open to provisional pricing? - Management confirmed that provisional pricing has become a permanent feature of the business, with expectations for positive adjustments in the upcoming quarters [57][60] Question: Comments on recent price action and market developments? - Management highlighted a sharp recovery in lithium prices driven by market sentiment and noted that the market is susceptible to news, with expectations for stability in pricing moving forward [65][67]

Second Quarter 2025 Earnings Release Presentation Aug 2025 : SGML : SGML : S2GM34 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 generate sufficient revenues to become profitable and have positive cash flows, it could have a material adverse effect on its pr ...

Core Insights - Sigma Lithium Corporation reported its second-quarter results for 2025, highlighting a disciplined commercial strategy and operational resilience despite market volatility [3][4]. Production and Sales - The company achieved production volumes of 68,368 tonnes in Q2 2025, a 38% increase year-on-year, and slightly above the quarterly target of 67,500 tonnes [5][8]. - Sales volumes totaled 40,350 tonnes in Q2 2025, down 23% from Q2 2024 and down 34% compared to Q1 2025, primarily due to a strategy of withholding product during price volatility [7][8]. Financial Performance - Sales revenue for Q2 2025 was reported at $21.1 million, reflecting a 62% decrease year-on-year and a 56% decrease from Q1 2025 [5][7]. - The average revenue per tonne decreased to $524, a 51% decline compared to Q2 2024 [5][7]. - The company reported an EBITDA of $(16.9) million for Q2 2025, a significant decrease from $8.6 million in Q2 2024 [5][7]. Cost Management - The cost of sales was $23.6 million for Q2 2025, a 20% decrease compared to Q2 2024 [9]. - The all-in sustaining cash cost (AISC) was $594 per tonne, a 24% decrease year-on-year and below the target of $660 per tonne [6][11]. - CIF China cash operating costs averaged $442 per tonne, remaining 12% below the 2025 target of $500 per tonne [10][11]. Balance Sheet and Liquidity - As of June 30, 2025, cash and cash equivalents totaled $15.1 million, an 80% decrease from $75.3 million in Q2 2024 [12][30]. - The company reduced its short-term trade finance by approximately $6 million, bringing the balance to $45.5 million [13]. Expansion Plans - Sigma Lithium is progressing on its Phase 2 expansion project, which aims to double production capacity to 520,000 tonnes per year [15][17]. - The company is focused on strategic alignment and procurement to ensure readiness for the next construction milestones [16][18].

Market Performance - US stock market showed a calm performance ahead of the July Consumer Price Index (CPI) report, with all three major indices closing slightly lower. The Dow Jones fell by 0.45% to 43975.09 points, the Nasdaq dropped by 0.3% to 21385.4 points, and the S&P 500 decreased by 0.25% to 6373.45 points [10][9][1]. Economic Indicators - The upcoming CPI report is expected to serve as a benchmark for assessing the impact of US trade policies on inflation and will provide guidance for the Federal Reserve's interest rate decisions [10][1]. - A recent Bank of America survey indicated that approximately 91% of respondents believe US stocks are overvalued, marking the highest percentage since the survey began in 2001 [10][1]. Sector Performance - Major technology stocks experienced mixed results, with Apple down 0.83%, Microsoft down 0.05%, Amazon down 0.62%, Nvidia down 0.35%, Google down 0.21%, while Tesla rose by 2.85%, Meta down 0.45%, AMD down 0.28%, and Intel up 3.51% [10][1]. International Market Movements - Japanese and South Korean stock markets showed positive movements, with the Nikkei 225 index rising over 2% to a new historical high of 42681.89 points, and the KOSPI200 index increasing by over 1% to 437.83 points [2][1]. Labor Statistics - President Trump announced the nomination of economist E.J. Antoni as the next director of the Bureau of Labor Statistics, indicating potential reforms in the agency's data reporting methods [14][13]. - The administration is also considering candidates for the upcoming vacancy of the Federal Reserve Chair, including current vice chairs and the Dallas Fed president [16][15].

HIGHLIGHTS Sigma Lithium announces a consolidation of its core leadership roles, as it evolved into one of the world's major "pure-play" lithium producers, on track to produce 270,000t in 2025. Sigma Lithium strengthened its leadership by streamlining the organization into seven core areas reporting to CEO Ana Cabral, enhancing coordination and operational focus across the Company. Each area is being led by veteran Vice Presidents: (i) Industrial & Mining, (ii) Environmental & Social, (iii) Legal, (iv) Comm ...

Company Overview - Sigma Lithium Corporation (SGML) shares increased by 6% to close at $7.22, with notable trading volume exceeding typical levels, and a total gain of 59.1% over the past four weeks [1] - Sigma Lithium benefits from low-cost, high-efficiency lithium production and fully uncommitted output, providing flexible financing and resilience to lithium price cycles [1] Financial Performance - Sigma Lithium is expected to report a quarterly loss of $0.03 per share, reflecting a year-over-year change of +70%, with revenues projected at $45.4 million, down 1.2% from the previous year [2] - The consensus EPS estimate for Sigma Lithium has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [3] Industry Context - Sigma Lithium operates within the Zacks Electronics - Miscellaneous Products industry, where another company, Hayward Holdings, Inc. (HAYW), closed 0.3% higher at $15.05, with an 8.7% return over the past month [3] - Hayward Holdings' consensus EPS estimate has also remained unchanged at $0.22, representing a year-over-year change of +4.8%, and it holds a Zacks Rank of 3 (Hold) [4]

Company Performance - Sigma Lithium Corporation's stock closed at $4.50, down 2.6% from the previous trading session, underperforming the S&P 500 which gained 0.52% [1] - Over the past month, the company's shares have decreased by 1.49%, while the Computer and Technology sector increased by 7.56% and the S&P 500 rose by 4.27% [1] Earnings Expectations - The upcoming earnings report is expected to show an EPS of -$0.03, which is a 70% improvement from the same quarter last year [2] - Revenue is anticipated to be $45.4 million, reflecting a 1.18% decline compared to the same quarter last year [2] Full Year Projections - For the full year, earnings are projected at -$0.04 per share and revenue at $193.9 million, indicating increases of 91.3% and 27.49% respectively from the previous year [3] - Recent changes to analyst estimates suggest evolving short-term business trends, with positive revisions indicating optimism about the business outlook [3] Zacks Rank and Industry Performance - Sigma Lithium Corporation currently holds a Zacks Rank of 4 (Sell), with a recent consensus EPS projection decreasing by 166.67% over the past 30 days [5] - The Electronics - Miscellaneous Products industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 146, placing it in the bottom 41% of over 250 industries [6]

Exhibit 99.2 SIGMA LITHIUM CORPORATION UNAUDITED CONDENSED INTERIM CONSOLIDATED FINANCIAL STATEMENTS FOR THE THREE-MONTH PERIODS ENDED MARCH 31, 2025 AND 2024 The accompanying unaudited condensed interim consolidated financial statements of Sigma Lithium Corporation (the "Company") are the responsibility of management and have been approved by the Company's Board of Directors (the "Board"). (EXPRESSED IN THOUSANDS OF UNITED STATES DOLLARS) Summary Description Page MANAGEMENT'S RESPONSIBILITY FOR FINANCIAL R ...

Sigma Lithium continued to demonstrate its operational resilience delivering strong financial performance: Production of 68,308t of lithium oxide, above target and 26% higher than 1Q24. CIF China Cash Costs and All-In Sustaining Costs: US$458/t and US$622/t, respectively 8% and 6% better than FY 2025 targets. EBITDA and adjusted EBITDA for non-cash expenses: US$10m and US$11.4m, respectively, representing 21% and 24% EBITDA margins; and a significant 28% increase in revenues compared to 1Q24. The Compan ...

Sigma Lithium Corporation (SGML) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended March 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report, which is expected to be released on May 14, 2025, might help the stock move higher if these key numbers are bet ...