Zentek Accepting Canadian Commercial Orders for ZenGUARD(TM) Enhanced Air Filters Following Health Canada Regulatory Classification

Rhea-AI Summary

Zentek (NASDAQ: ZTEK) received a revised Health Canada classification that ZenGUARD™ Enhanced Air Filters are exempt from the Pest Control Products Act because they operate via a mechanical mode of action. The product is now available for commercial orders in Canada and Zentek is pursuing federal procurement, licensing, and sales of ZenGUARD™-enhanced filter media. ZenGUARD™ holds an issued Canadian patent (granted 2022; term to 2041) and has independent ASHRAE 52.2 testing showing MERV 9 performance with pressure drop equivalent to uncoated filters.

Positive

• Health Canada classification exempts ZenGUARD™ from pesticide regulation
• Company now accepting commercial orders across Canadian sectors
• Issued Canadian patent covering HVAC and PPE application to 2041

Negative

• Health Canada classification is conditional and may be reassessed
• Commercial success depends on licensing and procurement approvals

News Market Reaction – ZTEK

+34.06% 3.0x vol

9 alerts

+34.06% Session close to close

+13.6% Peak Tracked

-8.5% Trough Tracked

$72.25M Market Cap

3.0x Rel. Volume

In the May 6 session, ZTEK gained 34.06%, reflecting a significant positive market reaction. Argus tracked a peak move of +13.6% during that session. Argus tracked a trough of -8.5% from its starting point during tracking. Our momentum scanner triggered 9 alerts that day, indicating moderate trading interest and price volatility. Trading volume was very high at 3.0x the daily average, suggesting strong buying interest.

Data tracked by StockTitan Argus on the day of publication.

Market Context

The stock surged +34.1% in the session following this news. A strong positive reaction aligns with t...

Analysis

The stock surged +34.1% in the session following this news. A strong positive reaction aligns with the resolution of a key regulatory uncertainty, as Health Canada classified ZenGUARD-enhanced filters outside the Pest Control Products Act and Zentek began accepting Canadian commercial orders. Historically, several constructive project updates produced modest gains, while some positive announcements still saw downside. Investors would need to watch how quickly commercial orders, licensing, and coated‑media partnerships develop, as well as execution on broader Albany Graphite and Triera initiatives, when assessing whether a sharp move could be sustained.

Key Figures

Building energy share: 13% Patent term: To 2041 MERV rating: MERV 9

3 metrics

Building energy share 13% Commercial and institutional share of Canada’s secondary energy use

Patent term To 2041 Canadian patent on ZenGUARD application to PPE and HVAC

MERV rating MERV 9 Filtration performance cited under ASHRAE 52.2 testing

Historical Context

5 past events · Latest: Apr 28 (Positive)

Pattern 5 events

Date	Event	Sentiment	24h Move	Catalyst
Apr 28	Project baseline program	Positive	+3.0%	Launch of 2026 environmental and social baseline program at Albany Graphite.
Apr 21	Engineering agreement	Positive	+3.8%	AETC engagement to deliver certified graphite samples and process inputs for PEA.
Apr 16	Market study engagement	Positive	+4.4%	AppEco hired for independent market research and economic analysis on Albany.
Apr 14	Platform progress	Positive	-5.7%	Triera completes Innovative Solutions Canada contract and advances flu candidates.
Apr 09	PEA engagement	Positive	-0.9%	Micon engaged to complete NI 43-101 PEA for Albany Graphite Project.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Recent news has often been met with modest positive moves, though two notable divergence days showed negative reactions to constructive project and platform updates.

Recent Company History

Over the last few months, Zentek’s news flow has focused on advancing the Albany Graphite Project and its Triera aptamer platform. Updates on Micon’s new PEA, AppEco’s market analysis, and AETC’s certified graphite samples in April 2026 were generally followed by small gains of 2.98% to 4.44%. In contrast, a Triera biosciences program update on April 14 and the Micon PEA engagement on April 9 coincided with declines, highlighting some inconsistency between positive operational progress and short‑term price reactions.

Key Terms

graphene, ashrae standard 52.2, hvac, pest control products act, +2 more

6 terms

graphene medical

"ZenGUARD(TM) Enhanced Air Filters leverage patented graphene-enhanced media tested"

Graphene is a one-atom-thick sheet of carbon atoms arranged in a honeycomb pattern, like an ultra-thin, incredibly strong and highly conductive version of chicken wire. It matters to investors because its combination of lightness, strength, flexibility and excellent electrical and thermal conductivity could enable breakthroughs across electronics, batteries, sensors and materials; investors monitor who can produce and scale it cost-effectively and turn lab promise into real products.

ashrae standard 52.2 technical

"media tested in accordance with ASHRAE Standard 52.2, engineered to enhance"

ASHRAE Standard 52.2 is a laboratory test method that measures how well air filters remove particles of different sizes from HVAC systems, and it is the basis for assigning MERV efficiency ratings. For investors, it matters because compliance and higher MERV ratings affect product demand, building operating costs, regulatory approvals, and liability exposure—similar to a safety score for filters that can drive sales or require upgrades in commercial and industrial properties.

hvac technical

"participants in the heating, ventilation, and air conditioning ("HVAC") supply chain."

HVAC stands for heating, ventilation and air conditioning — the systems that control temperature, airflow and indoor air quality in buildings. Investors care because HVAC drives operating costs, energy use, tenant comfort and regulatory compliance; like the engine and insulation of a building, efficient modern systems can lower bills, reduce repair and replacement spending, and preserve property value, while outdated units can create unexpected expenses and vacancy risk.

pest control products act regulatory

"are not subject to regulation under the Pest Control Products Act. The product is"

A Pest Control Products Act is a government law that sets rules for approving, labeling, selling and using chemical or biological products meant to control pests. For investors, it matters because the law determines whether a product can reach the market, what safety testing and warnings are required, and what penalties or recalls a company might face—similar to how traffic rules determine whether a car model can be legally driven and sold.

pesticides regulatory directorate regulatory

"revised classification by Health Canada's Pesticides Regulatory Directorate ("PRD")"

A pesticides regulatory directorate is a government or agency unit responsible for reviewing, approving and monitoring chemical products used to control pests, similar to a safety inspector for pesticides. Investors care because its decisions determine whether a pesticide can be sold, how it must be labeled and used, and what restrictions or recalls may be required — outcomes that directly affect sales, costs, legal risks and market access for companies in the agrochemical and food sectors.

merv technical

"validated under ASHRAE 52.2, MERV 9 filtration with pressure drop equivalent"

MERV is a standardized rating that measures how well an air filter captures airborne particles, from large dust to tiny microbes. Think of it like a sieve grade: higher numbers mean finer filtration but often higher cost and airflow resistance. Investors watch MERV ratings because they affect product pricing, regulatory compliance, operating costs, building health outcomes, and demand for filtration or HVAC upgrades, which can influence revenue and liability exposure.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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ZenGUARD(TM) Enhanced Air Filters leverage patented graphene-enhanced media tested in accordance with ASHRAE Standard 52.2, engineered to enhance filtration without increased pressure drop, energy consumption and carbon emissions

Guelph, Ontario--(Newsfile Corp. - May 6, 2026) - Further to its press release dated February 17, 2026, Zentek Ltd. (TSXV: ZEN) (NASDAQ: ZTEK) ("Zentek" or the "Company") is pleased to announce that it has received a revised classification by Health Canada's Pesticides Regulatory Directorate ("PRD") that ZenGUARD™ Enhanced Air Filters are not subject to regulation under the Pest Control Products Act. The product is exempt under section 3(1)(a) of the Pest Control Products Regulations on the basis that it operates through a mechanical mode of action. The classification resolves the regulatory matter most recently disclosed in the Company's press release and Management's Discussion and Analysis dated February 17, 2026. The classification is conditional, and any change to the design, use instruction, or marketing of the product could result in a re-assessment by Health Canada.

Based on the classification by Health Canada, Zentek is now accepting commercial orders for ZenGUARD™ Enhanced Air Filters in Canada and is seeking to advance additional commercialization pathways, including licensing and the sale of ZenGUARD™-enhanced filter media to participants in the heating, ventilation, and air conditioning ("HVAC") supply chain. ZenGUARD™ is the subject of an issued Canadian patent (granted 2022; term to 2041) covering its application to personal protective equipment and HVAC applications.

A Differentiated Approach to Enhanced Indoor Air

Conventional approaches to enhanced indoor air typically rely on denser filter media or increased outdoor air exchange. Both impose a meaningful energy cost on the building: denser media increases pressure drop and fan power; greater outdoor air exchange increases heating, cooling, and dehumidification load. In commercial and institutional buildings, HVAC is among the largest single contributors to electrical consumption.

According to publicly available federal data, commercial and institutional buildings account for approximately 13% of Canada's total secondary energy use, with HVAC and ventilation systems representing the largest share of energy consumption within those buildings.^1,2,3,4 As building owners, federal and provincial procurement programs, and institutional portfolios face tightening energy and emissions targets, the practical question is no longer just how to generate more clean energy - it is how to do more with the energy already being used.

ZenGUARD™ is engineered as a coating, not as a single filter product. Applied to filter media using the Company's proprietary graphene-based formulation and process, the coating is designed to add filtration performance to the substrate filter media without an incremental pressure drop penalty. The Company's value proposition is built on the principle that better building performance should not require more energy to achieve.

Commercial Pathways

Zentek is pursuing four parallel pathways to bring ZenGUARD™ Enhanced Air Filters to Canadian customers:

• Direct purchase orders. Zentek is accepting orders from commercial, institutional, healthcare and industrial customers for ZenGUARD™ Enhanced Air Filters.
• Federal procurement. The Company intends to submit final documentation under its Innovative Solutions Canada's Pathway to Commercialization. A successful application could support direct procurement as an exclusive supplier of this type of innovation directly to the Government of Canada.
• Licensing. Zentek is engaging with established participants in the HVAC filter supply chain on potential licensing arrangements for ZenGUARD™.
• Coated filter media. The Company is exploring the sale of ZenGUARD™-enhanced filter media to filter manufacturers as a separate commercial pathway.

"When I came in on December 1, the classification of ZenGUARD™ Enhanced Air Filters was the largest open regulatory question on the product's Canadian pathway. The team's work since then has been to give Health Canada a complete, science-based picture of how this product actually works," said Mohammed (Moe) Jiwan, Chief Executive Officer of Zentek. "With the classification now in hand, our focus turns to commercial execution. The data that matters to HVAC engineers and building operators is already in the record: independently validated under ASHRAE 52.2, MERV 9 filtration with pressure drop equivalent to uncoated filters at both standard and high airflow conditions. The same air, the same fan power, a better filtration outcome. Commercial and institutional buildings represent a real share of national energy use, and HVAC is the largest single load inside those buildings. We believe our product gives building operators a new tool to support indoor air quality goals without increasing energy consumption. We are accepting purchase orders, advancing the Pathway to Commercialization application, and pursuing licensing and coated-media opportunities with established participants in the HVAC supply chain."

About Zentek Ltd.

Zentek Ltd. is a Canadian intellectual property development and commercialization company advancing a portfolio of graphene-enabled and advanced material technologies across clean air, next-generation materials, and critical minerals. The Company's core platforms are Albany Graphite, ZenGUARD™, and Triera. Albany is the Company's principal critical minerals asset and is advancing toward a Preliminary Economic Assessment targeted for completion in Summer 2026.

Forward-Looking Statements

This news release contains forward-looking statements. Since forward-looking statements address future events and conditions, by their very nature they involve inherent risks and uncertainties. Although Zentek believes that the assumptions and factors used in preparing the forward-looking information in this news release are reasonable, undue reliance should not be placed on such information, which only applies as of the date of this news release, and no assurance can be given that such events will occur in the disclosed time frames or at all. Zentek disclaims any intention or obligation to update or revise any forward-looking information, whether as a result of new information, future events or otherwise, other than as required by law.

Neither the TSX Venture Exchange nor its Regulation Services Provider accepts responsibility for the adequacy or accuracy of this release.

References (public)

¹ Natural Resources Canada (NRCan), Office of Energy Efficiency, "Energy Use in Canada: Trends Publications - Total sectors (2020)" (sector shares of Canada's secondary energy use): https://oee.nrcan.gc.ca/publications/statistics/trends/2020/totalsectors.cfm
² Natural Resources Canada (NRCan), Office of Energy Efficiency, "Energy Use in the Commercial/Institutional Sector (2018)" (distribution of commercial/institutional energy use by end use; space heating is the largest share): https://oee.nrcan.gc.ca/publications/statistics/trends/2018/commercial.cfm
³ Natural Resources Canada (NRCan), Office of Energy Efficiency, Energy Efficiency Trends in Canada 1990 to 2013 (commercial/institutional sector secondary energy use shares, 2013): https://natural-resources.canada.ca/maps-tools-publications/publications/energy-efficiency-trends-canada-1990-2013
⁴ Natural Resources Canada (NRCan), Office of Energy Efficiency, Improving Energy Performance in Canada - Report to Parliament Under the Energy Efficiency Act (2006-2007), Chapter 1 (commercial/institutional sector share of secondary energy use, 2005): https://oee.nrcan.gc.ca/publications/statistics/parliament06-07/chapter1.cfm

For more information:
Mohammed (Moe) Jiwan
Chief Executive Officer, Zentek Ltd.
T: 416-709-8876
E: mjiwan2@zentek.com
W: www.zentek.com

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/296231

FAQ

What did Health Canada decide about Zentek's ZenGUARD™ (ZTEK) on May 6, 2026?

Health Canada classified ZenGUARD™ as exempt from the Pest Control Products Act because it operates mechanically. According to the company, the exemption lets Zentek accept commercial orders while the classification remains conditional and reusable only if product design and marketing remain unchanged.

Can investors buy ZenGUARD™ Enhanced Air Filters in Canada now (ZTEK)?

Yes, Zentek is accepting commercial orders for ZenGUARD™ in Canada. According to the company, orders target commercial, institutional, healthcare, and industrial customers while parallel licensing and procurement pathways are pursued.

What performance data supports ZenGUARD™ filters (ZTEK)?

Independent ASHRAE 52.2 testing shows ZenGUARD™ achieves MERV 9 with pressure drop equivalent to uncoated filters. According to the company, that indicates added filtration performance without increased fan power or energy penalty.

What commercialization routes is Zentek pursuing for ZenGUARD™ (ZTEK)?

Zentek is pursuing direct sales, federal procurement, licensing, and sales of coated filter media. According to the company, these four parallel pathways aim to reach HVAC manufacturers, building owners, and government procurement channels.

Does Zentek hold intellectual property for ZenGUARD™ in Canada (ZTEK)?

Yes. Zentek holds an issued Canadian patent for ZenGUARD™ granted in 2022 with a term to 2041. According to the company, the patent covers applications to personal protective equipment and HVAC uses.