Key Highlights

  • 0.08 is the consensus EPS estimate per the screener snapshot for Sigma Lithium (NASDAQ:SGML) ahead of November 13, 2026, while published coverage cited a loss of about 0.01 per share.
  • 55 million USD is the record net Revenue reported for the second quarter of 2026, with a 47% EBITDA margin, a 60% gross Margin and net pricing of 2,089 USD per ton.
  • 668 USD per ton is the all-in sustaining cash cost guidance for 2026, and management targets 620 USD per ton for 2027 and a 240,000 ton production run rate.
  • 580.85 million USD is the market Capitalization per the screener snapshot, and the Brazilian Mining operations were halted in July 2026 over a regulatory dispute with Minas Gerais.

What Investors Expect From Sigma Lithium (NASDAQ:SGML) on November 13, 2026

Per the screener snapshot, Sigma Lithium Corporation reports third quarter 2026 results on November 13, 2026, before the market opens, with a consensus EPS estimate of 0.08 and a market capitalization of USD 580.85 million. Published coverage cited different expectations: a loss of about USD 0.01 per share and revenue near USD 34.8 million, versus a loss of USD 0.10 and revenue of USD 28.5 million a year earlier. One report pointed to a report date of November 11, so investors should confirm the date in the company release.

The Rationale: Last Reported Quarter and Management Outlook for Sigma Lithium (NASDAQ:SGML)

In the second quarter of 2026, Sigma reported record net revenue of USD 55 million, a gross margin of 60%, an EBITDA margin of 47% and an Operating Margin of 32%. Plant-gate cost was USD 401 per ton, CIF cost was USD 452 per ton, and 35,400 tons were cited for the quarter, up 52% from the first quarter. First-half revenue was USD 97 million and first-half Operating Cash Flow was USD 27 million. Mining was suspended in July, and the company said the restart would take one to two weeks. Management kept its target of 240,000 tons over twelve months but pushed it back by three months, and the Plant 2 decision moved to January 2027.

Valuation, Liquidity and Risks for Sigma Lithium (NASDAQ:SGML)

Sigma reported that USD 60 million had been received under a USD 96 million offtake prepayment covering 70,500 tons, with USD 27 million of sales uncollected at June 30, 2026. Total Debt has been repaid by 25% over the past year, though a total debt and cash balance was not found. Headlines cited a USD 100 million debt extension to June 2027 and a USD 125 million Convertible Bond due 2031, which investors should verify in filings. Risks include licensing disputes, lithium price swings, offtake terms, refinancing, dilution and Brazilian operating risk. Published coverage cited 7,090 tons produced since the restart as of October 23, 2026.

Where Things Stand

Where things stand: Sigma Lithium (NASDAQ:SGML) reports with a snapshot EPS estimate of 0.08, a market capitalization of USD 580.85 million, and a record second quarter of USD 55 million of revenue behind it. The third quarter is the first to absorb the July suspension, so volumes, realized prices near USD 2,089 per ton, costs against the USD 668 per ton guidance and refinancing progress are the key items. Investors should also note the gap between the snapshot estimate and the loss cited in published coverage, and any update to the 240,000 ton target and Plant 2 timing. This is information only and not Investment advice.