Zentek (NASDAQ: ZTEK) moves ZenGUARD into U.S. HVAC market

Rhea-AI Filing Summary

Zentek Ltd. reported that its ZenGUARD™ Enhanced Air Filtration Media has completed a validation and qualification program with U.S. partner Quality Filters Inc., leading to a first commercial order.

Quality Filters placed an initial order for 244 rolls of ZenGUARD media to produce multiple HVAC air filter sizes, marking a shift from pilot testing to commercial production and market launch activities in the United States. Management describes this as an important step in Zentek’s U.S. commercialization strategy, using an established American manufacturer to reach commercial, healthcare, and institutional customers seeking higher-performance filtration solutions.

Zentek highlights independent research projecting the U.S. air filter market to reach about US$7.4 billion by 2032 and notes that buildings account for a large share of U.S. energy and electricity use, positioning energy-efficient air filtration technologies like ZenGUARD as a targeted opportunity within its broader portfolio of graphene-enabled and advanced material platforms.

Insights

Clean-tech and industrials analyst

First U.S. ZenGUARD order validates product and begins commercial ramp.

Zentek has moved ZenGUARD™ from pilot testing into commercial activity with Quality Filters Inc., which completed a validation and qualification program and ordered 244 rolls of filtration media. This confirms manufacturing compatibility and performance under real production conditions.

The partner serves commercial, OEM, and residential HVAC markets, offering Zentek an indirect route into a projected US$7.4 billion U.S. air filter market by 2032. The announcement emphasizes air quality needs and building energy consumption but does not quantify revenue from this initial order.

The longer-term significance will depend on follow-on orders and adoption across Quality’s customer base. Subsequent company communications may clarify volumes, applications in commercial and healthcare buildings, and progress on Zentek’s broader platforms such as Albany Graphite and Triera.

Key Figures

Initial ZenGUARD order size: 244 rolls of filtration media Projected U.S. air filter market: US$7.4 billion Building share of U.S. energy use: 40% of total energy +2 more

5 metrics

Initial ZenGUARD order size 244 rolls of filtration media First commercial order from Quality Filters for HVAC filters

Projected U.S. air filter market US$7.4 billion Estimated market size by 2032 from independent research

Building share of U.S. energy use 40% of total energy U.S. Department of Energy estimate for buildings

Building share of U.S. electricity use 75% of electricity consumption U.S. Department of Energy estimate for buildings

Albany PEA target timing Summer 2026 Targeted completion for Albany Graphite preliminary economic assessment

Key Terms

validation and qualification program, commercial production, graphene-enabled, critical minerals asset, +1 more

5 terms

validation and qualification program technical

"has successfully completed a validation and qualification program for ZenGUARD™ Enhanced Air Filtration Media"

commercial production financial

"marks the transition from the pilot evaluation program ... to commercial production and market launch activities"

Commercial production is the full-scale manufacturing and release of a product for sale to customers after development and any required approvals. It matters to investors because it signals a shift from testing and one-off batches to steady revenue, larger costs for facilities and supplies, and risks around meeting demand and quality standards — like turning a home-cooked recipe into a restaurant menu that must be produced consistently and profitably.

graphene-enabled technical

"advancing a portfolio of graphene-enabled and advanced material technologies across clean air, next-generation materials, and critical minerals"

critical minerals asset financial

"Albany is the principal critical minerals asset, advancing toward a PEA"

preliminary economic assessment (PEA) financial

"Albany is the principal critical minerals asset, advancing toward a PEA targeted for completion in summer 2026"

A preliminary economic assessment (PEA) is an early-stage study that shows whether a proposed mining or resource project could make money by estimating likely production levels, costs, and returns using accessible but limited data. It matters to investors because a PEA acts like a rough business plan or feasibility snapshot: it highlights potential value, capital needs and main risks so investors can decide whether to fund further, more detailed work or walk away.

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FAQ

What did Zentek Ltd. (ZTEK) announce regarding ZenGUARD in the U.S. market?

Zentek announced that Quality Filters Inc. completed a validation and qualification program for ZenGUARD Enhanced Air Filtration Media and placed a first commercial order for 244 rolls. This moves ZenGUARD from pilot evaluation into commercial production and market launch activities in the United States.

Who is Quality Filters Inc. in Zentek’s ZenGUARD commercialization plan?

Quality Filters Inc. is Zentek’s U.S.-based manufacturing and distribution partner, headquartered in Robertsdale, Alabama. It designs and manufactures HVAC air filters for distributors, OEMs, and commercial customers, providing Zentek an established channel to introduce ZenGUARD technology into the American air filtration market.

How large is the U.S. air filter market targeted by Zentek’s ZenGUARD?

Independent research cited by Zentek estimates the U.S. air filter market could reach about US$7.4 billion by 2032. Growth is driven by commercial, healthcare, and institutional buildings that require higher-performance filtration solutions, aligning with ZenGUARD’s focus on enhanced air quality performance.

Why does Zentek see ZenGUARD as aligned with U.S. energy and decarbonization trends?

Zentek cites U.S. Department of Energy data showing buildings use 40% of U.S. energy and about 75% of electricity. With HVAC efficiency central to decarbonization priorities, the company believes air filters that enhance air quality without increasing system energy demand are a compelling opportunity.

What broader technology portfolio does Zentek Ltd. (ZTEK) highlight in this update?

Zentek describes itself as an intellectual property development and commercialization company focused on graphene-enabled and advanced material technologies. Core platforms are Albany Graphite, ZenGUARD, and Triera, with the Albany critical minerals asset advancing toward a preliminary economic assessment targeted for completion in summer 2026.

What did management say about the importance of this first ZenGUARD commercial order?

Quality Filters’ CEO said ZenGUARD filters met specifications through rigorous validation, enabling commercial production. Zentek’s CEO called the completed program and first order a meaningful step in its U.S. commercialization strategy, moving from testing into commercial execution with a reputable, innovative manufacturing partner.

UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

FORM 6-K

REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16
UNDER THE SECURITIES EXCHANGE ACT OF 1934

For the month of July 2026

Commission File Number: 001-41310

ZENTEK LTD.
(Translation of registrant's name into English)

1123 York Road
Guelph, Ontario N1E 6Z1 Canada
(Address of principal executive offices)

Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F.

Form 20-F ☐      Form 40-F ☒

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.

	ZENTEK LTD.
	(Registrant)
Date: July 7, 2026	By	/s/ Wendy Ford
		Wendy Ford
		Chief Financial Officer

EXHIBIT INDEX

Exhibit		Description
99.1		News Release dated July 7, 2026

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

Guelph, ON - July 7, 2026 - Zentek Ltd. ("Zentek" or the "Company") (TSXV: ZEN) (NASDAQ: ZTEK) 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

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• EX-99.1 EXHIBIT 99.1 8.5 KB