Zentek's ZenGUARD(TM) Enhanced Air Filtration Media Completes Qualification Program with Quality Filters Inc.; First U.S. Commercial Order Received

Rhea-AI Summary

Zentek (NASDAQ: ZTEK) announced that partner Quality Filters completed a validation and qualification program for ZenGUARD™ Enhanced Air Filtration Media and placed its first U.S. commercial order for 244 rolls. This moves ZenGUARD from pilot evaluation to commercial production and U.S. market launch activities.

Positive

• Validation and qualification program for ZenGUARD™ media successfully completed with Quality Filters
• First U.S. commercial order for 244 rolls of ZenGUARD™ Enhanced Air Filtration Media
• Transition from pilot evaluation to commercial production and market launch with a U.S. partner
• Access to U.S. HVAC air filter market projected at US$7.4 billion by 2032

Negative

• None.

Market reaction after ZenGUARD HVAC media commercial order: ZTEK +10.73% in the Jul 7 session

+10.73% 3.1x vol

27 alerts

+10.73% Session close to close

+18.4% Peak Tracked

-4.0% Trough Tracked

$58.75M Market Cap

3.1x Rel. Volume

In the Jul 7 session, ZTEK gained 10.73%, reflecting a significant positive market reaction. Argus tracked a peak move of +18.4% during that session. Argus tracked a trough of -4.0% from its starting point during tracking. Our momentum scanner triggered 27 alerts that day, indicating elevated trading interest and price volatility. Trading volume was very high at 3.1x the daily average, suggesting strong buying interest.

Data tracked by StockTitan Argus on the day of publication.

Market Context

The stock surged +10.7% in the session following this news. A strong upside move would track prior p...

Analysis

The stock surged +10.7% in the session following this news. A strong upside move would track prior positive reactions such as the 34.06% jump after Canadian commercial clearance, as investors reward concrete ZenGUARD commercialization steps. Limited short positioning reduces fuel for extended squeeze-driven gains.

Key Figures

Initial media order: 244 rolls U.S. air filter market: US$7.4 billion Building energy use share: 40% +1 more

4 metrics

Initial media order 244 rolls First U.S. commercial order from Quality Filters

U.S. air filter market US$7.4 billion Projected size by 2032

Building energy use share 40% Share of total U.S. energy consumed by buildings

Building electricity share 75% Share of U.S. electricity consumption from buildings

Historical Context

5 past events · Latest: Jun 29 (Positive)

Pattern 5 events

Date	Event	Sentiment	24h Move	Catalyst
Jun 29	U.S. sales pathway	Positive	-5.7%	Secured pathway to sell ZenGUARD air filtration media in the U.S.
Jun 26	Graphite JV formed	Positive	+25.6%	Formed U.S. JV to position Albany graphite in security supply chains.
Jun 09	ZenGUARD patent grant	Positive	-3.8%	Received U.S. patent for ZenGUARD graphene-based technology platform.
May 13	Canada procurement path	Positive	+16.5%	ZenGUARD filters added to Canada’s Pathway to Commercialization source list.
May 06	Health Canada clearance	Positive	+34.1%	Health Canada classification enabled Canadian commercial orders for ZenGUARD filters.

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

Pattern Detected

Recent company-specific announcements have more often led to positive price reactions, though some ZenGUARD-related milestones have coincided with short-term pullbacks.

Key Terms

hvac

1 terms

hvac technical

"multiple sizes of heating, ventilation and air conditioning ("HVAC") air filters."

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.

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

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Guelph, Ontario--(Newsfile Corp. - July 7, 2026) - Zentek Ltd. (TSXV: ZEN) (NASDAQ: ZTEK) ("Zentek" or the "Company") is pleased to announce that Quality Filters Inc. ("Quality"), its U.S.-based manufacturing and distribution partner headquartered in Robertsdale, Alabama, has successfully completed a validation and qualification program for ZenGUARD™ Enhanced Air Filtration Media and has subsequently placed its first commercial order for 244 rolls to support production of multiple sizes of heating, ventilation and air conditioning ("HVAC") air filters. This milestone marks the transition from the pilot evaluation program announced on March 4, 2026, to commercial production and market launch activities.

The validation and qualification program was designed to assess product compatibility, manufacturing scalability, and end-product performance under Quality's commercial production conditions. Quality has confirmed that performance results met its qualification requirements and production specifications. As a result of the successful program, Quality has initiated its first commercial order for ZenGUARD™ Enhanced Air Filtration Media. The initial order is intended to support commercial production and market launch activities.

The U.S. represents a highly attractive market for advanced HVAC air filtration solutions, supported by both scale and structural demand drivers. Independent industry research estimates the U.S. air filter market is projected to reach approximately US$7.4 billion by 2032¹, driven by commercial, healthcare, and institutional buildings requiring higher-performance filtration solutions. At the same time, building decarbonization is accelerating, with the U.S. Department of Energy estimating that buildings consume 40% of total energy used in the U.S. and approximately 75% of U.S. electricity consumption², placing HVAC system efficiency at the center of regulatory and economic priorities. The Company believes these market trends create a compelling opportunity for filtration technologies that can enhance air quality without increasing system energy demand. Quality's first commercial order for ZenGUARD™ Enhanced Air Filtration Media represents Zentek's first step in accessing this growing market through an established U.S. manufacturing partner.

Management Commentary

"ZenGUARD™ Enhanced Air Filters performed to our specifications through a rigorous validation process, and we are pleased to be moving into commercial production. We look forward to introducing this technology to our customers," said Amy Spottswood, Chief Executive Officer of Quality Filters Inc.

"Completing the validation program and receiving Quality's first commercial order is a meaningful step in Zentek's U.S. commercialization strategy. Quality confirmed that ZenGUARD™ Enhanced Air Filtration Media meets their specifications, and we are now moving from testing to commercial execution. Quality Filters is exactly the type of reputable, innovative manufacturing partner we want to work with as we bring ZenGUARD™ into the U.S. market, and we look forward to supporting them as they integrate ZenGUARD™ technology into their product offerings," said Mohammed (Moe) Jiwan, Chief Executive Officer of Zentek.

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. Core platforms are Albany Graphite, ZenGUARD™, and Triera. Albany is the principal critical minerals asset, advancing toward a PEA targeted for completion in summer 2026.

About Quality Filters Inc.

Quality Filters Inc. is a manufacturer of commercial and residential air filtration products, based in Robertsdale, Alabama. The company designs and manufactures HVAC air filters for distributors, original equipment manufacturers, and commercial customers, and is recognized for its strong track record in customer service and its commitment to delivering high-quality, reliable filtration products.

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 (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release.

For more information:

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

References (public)
¹ Fortune Business Insights, Air Filters Market Size, Share & Industry Analysis, April 2026. https://www.fortunebusinessinsights.com/u-s-air-filter-market-108083
² U.S. Department of Energy, Data and Analysis for Buildings Sector Innovation. https://www.energy.gov/cmei/buildings/data-and-analysis-buildings-sector-innovation

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/304233

FAQ

What did Zentek (NASDAQ: ZTEK) announce about ZenGUARD air filtration on July 7, 2026?

Zentek announced completion of a qualification program for ZenGUARD™ Enhanced Air Filtration Media and receipt of the first U.S. commercial order. According to Zentek, this shifts ZenGUARD from pilot evaluation into commercial production and market launch activities with Quality Filters in the HVAC air filter market.

How large was Quality Filters' first commercial order of ZenGUARD media from Zentek (ZTEK)?

Quality Filters placed an initial commercial order for 244 rolls of ZenGUARD™ Enhanced Air Filtration Media. According to Zentek, this order is intended to support production of multiple HVAC air filter sizes and to back initial commercial production and market launch activities in the United States.

What does the completed validation and qualification program mean for Zentek's ZenGUARD commercialization in the U.S.?

Completion of the validation program confirms ZenGUARD met Quality Filters' performance and production specifications. According to Zentek, this successful assessment under commercial conditions enabled Quality to move from testing to its first commercial order, marking a key step in Zentek's U.S. commercialization strategy for ZenGUARD.

How does Zentek's partnership with Quality Filters support ZenGUARD entry into the U.S. HVAC air filter market?

The partnership gives Zentek a U.S.-based manufacturing and distribution route for ZenGUARD-enhanced filters. According to Zentek, Quality Filters will integrate ZenGUARD media into HVAC products, helping Zentek access commercial, healthcare, and institutional customers seeking higher-performance filtration solutions across the United States.

What market opportunity does Zentek (ZTEK) see for ZenGUARD air filtration media in the U.S. by 2032?

Zentek cites research estimating the U.S. air filter market could reach about US$7.4 billion by 2032. According to Zentek, demand from commercial, healthcare, and institutional buildings, plus building decarbonization efforts, supports interest in filtration technologies that improve air quality without raising HVAC energy use.