Zentek pre-qualified for Canada defence drone work

Zentek has gained eligibility to bid for Canadian defence drone-related tasks under a five-year supply arrangement, but emphasizes there is no guaranteed work or revenue.

Rhea-AI Filing Summary

Zentek Ltd. (ZTEKF) has been pre-qualified under the Government of Canada's Defence Drone Initiative Marketplace and issued Supply Arrangement CW2467305, effective from August 26, 2026 to July 31, 2031, with the Defence Investment Agency as authority and sole identified user on behalf of the Department of National Defence.

The pre-qualification allows Zentek to respond to task solicitations under the Marketplace during the term but a Supply Arrangement is not a contract and carries no committed value. Zentek highlights that its ZEN-EMI-01 EMI shielding coating remains at the laboratory stage, with no defence testing, qualification, customer agreements or certainty of material benefit.

Key Figures

Supply Arrangement term: August 26, 2026 to July 31, 2031 Canadian defence investment: $81.1 billion Marketplace reopening schedule: Every 3 months to July 2027, then every 6 months to July 2031 +1 more

4 metrics

Supply Arrangement term August 26, 2026 to July 31, 2031 Duration of Zentek’s Defence Drone Initiative Supply Arrangement CW2467305

Canadian defence investment $81.1 billion Budget 2025 multi-year commitment to rebuild and rearm the Canadian Armed Forces

Marketplace reopening schedule Every 3 months to July 2027, then every 6 months to July 2031 Frequency at which the Defence Drone Initiative Marketplace accepts new applicants

ZEN-EMI-01 patent filing date August 17, 2026 Date Zentek filed a provisional patent application for ZEN-EMI-01

Key Terms

Supply Arrangement, Defence Drone Initiative Marketplace, electromagnetic interference (EMI) shielding, provisional patent application, +1 more

5 terms

Supply Arrangement regulatory

"issued Supply Arrangement CW2467305 under solicitation W8703-270055"

Defence Drone Initiative Marketplace regulatory

"pre-qualified under the Government of Canada's Defence Drone Initiative Marketplace"

electromagnetic interference (EMI) shielding technical

"ZEN-EMI-01, a water-based electromagnetic interference (EMI) shielding coating"

A protective layer or design that blocks or absorbs stray electromagnetic signals so electronic devices work reliably—think of it as soundproofing for radio waves that keeps devices from “talking over” each other. For investors, effective EMI shielding matters because it reduces product failures, helps meet safety and regulatory standards, lowers the risk of costly recalls or redesigns, and can affect manufacturing costs, competitive positioning and long‑term revenue.

provisional patent application regulatory

"for which the Company filed a provisional patent application on August 17, 2026"

A provisional patent application is a lightweight, temporary filing that records an inventor’s idea and sets an official filing date without starting the full patent review process. Think of it as placing a hold on an idea while you prepare the complete paperwork; it doesn’t grant a patent but can preserve the right to seek one later. For investors, it signals a company is protecting potential intellectual property, which can affect future competitive advantage and valuation, but it is not a guarantee of patent protection.

forward-looking statements regulatory

"This news release contains forward-looking statements."

Forward-looking statements are predictions or plans that companies share about what they expect to happen in the future, like estimating sales or profits. They matter because they help investors understand a company's outlook, but since they are based on guesses and assumptions, they can sometimes be wrong.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did Zentek Ltd. (ZTEKF) announce in this Form 6-K?

Zentek announced it has been pre-qualified under Canada's Defence Drone Initiative Marketplace and received a Supply Arrangement (CW2467305), allowing it to respond to defence-related task solicitations from August 26, 2026 to July 31, 2031.

Does Zentek’s Defence Drone Initiative Supply Arrangement guarantee revenue for ZTEKF?

No. Zentek states that a Supply Arrangement is not a contract and carries no committed value. Inclusion does not guarantee any minimum orders, purchase volume, or that opportunities will result in a material benefit to the company.

What is the term of Zentek’s Supply Arrangement under the Defence Drone Initiative?

The Supply Arrangement runs from August 26, 2026 to July 31, 2031. During this period, Zentek is eligible to respond to task solicitations issued under the Defence Drone Initiative Marketplace.

What technology is Zentek positioning for defence use under this Marketplace?

Zentek highlights ZEN-EMI-01, a water-based electromagnetic interference (EMI) shielding coating using purified Albany graphite. It remains at the laboratory stage, has not been tested or qualified for defence use, and has no related customer agreements.

What IP step has Zentek taken for ZEN-EMI-01?

Zentek filed a provisional patent application for ZEN-EMI-01 on August 17, 2026. The company cautions there is no assurance that patent protection will ultimately be granted.

How large is the Canadian defence spending context mentioned for ZTEKF?

The news cites Canada’s Budget 2025 commitment of $81.1 billion as a multi-year investment to rebuild and rearm the Canadian Armed Forces, providing context for potential demand for materials and technologies like Zentek’s.

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

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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 September 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: September 16, 2026	By	/s/ Wendy Ford
		Wendy Ford
		Chief Financial Officer

EXHIBIT INDEX

Exhibit		Description
99.1		News Release dated September 16, 2026 - Zentek Pre-Qualifies Under Canada's Defence Drone Initiative Marketplace

Zentek Pre-Qualifies Under Canada's Defence Drone Initiative Marketplace

Five-year Supply Arrangement with the Defence Investment Agency, running to July 2031

Guelph, ON - September 16, 2026 - Zentek Ltd. ("Zentek" or the "Company") (TSXV: ZEN) (OTCQX: ZTEKF) has been pre-qualified under the Government of Canada's Defence Drone Initiative Marketplace and issued Supply Arrangement CW2467305 under solicitation W8703-270055. The arrangement runs from August 26, 2026, to July 31, 2031. The Defence Investment Agency is the supply arrangement authority and the sole identified user, on behalf of the Department of National Defence.

Why This Matters

Zentek is eligible to respond to task solicitations issued under the Marketplace for the term of the arrangement. The Marketplace reopens to new applicants every three months until July 2027 and every six months thereafter to July 2031, so the qualified supplier pool may continue to grow over the term. ZEN-EMI-01 is at the laboratory stage and has not been tested or qualified for any defence application, and the Company has no customer agreements relating to any such application. There is no certainty that the opportunity described will result in a material benefit to the Company.

What Zentek Brings

Zentek's qualification relates to its capabilities in graphene and graphite-based coatings, advanced materials and related technologies. The Company develops and manufactures coatings and specialty materials supported by its intellectual property portfolio. Certain of these technologies incorporate purified Albany graphite, including ZEN-EMI-01, a water-based electromagnetic interference (EMI) shielding coating for which the Company filed a provisional patent application on August 17, 2026. The Albany graphite deposit, located in Northern Ontario, is 100% owned by Zentek's wholly owned subsidiary, Albany Graphite Corp.

How the Marketplace Works

The Marketplace is a pre-qualified supplier pool covering uncrewed and autonomous systems, counter-uncrewed system capabilities, communications and data systems, engineering and integration services, testing and training, and innovation and experimentation. Canada issues task solicitations to qualified suppliers rather than running a new procurement qualification process for each requirement. A Supply Arrangement is not a contract and carries no committed value.

Pre-qualification is the first step toward competing for requirements through the Marketplace. When a requirement arises, Canada may issue a task solicitation to suppliers qualified under the applicable categories, rather than conducting a new qualification process for each requirement.

Management Commentary

"Budget 2025 committed $81.1 billion to rebuild and rearm the Armed Forces, and every system acquired depends upon the materials and technologies behind it," ¹ said Mohammed (Moe) Jiwan, Chief Executive Officer of Zentek. "We are in that ecosystem now, pre-qualified on the materials: the coatings, the specialty materials and the patents behind them. This is the first step in a longer process and we are moving on it."

About Zentek

Zentek Ltd. is a Canadian intellectual property development and commercialization company advancing a portfolio of graphene-enabled and advanced materials technologies across clean air, next-generation materials, and critical minerals. Core platforms are Albany Graphite, ZenGUARD™, and Triera. Albany is the Company's principal critical minerals asset.

For more information:

Mohammed (Moe) Jiwan

Chief Executive Officer, Zentek Ltd.

T: 437-826-3779

E: mjiwan2@zentek.com

www.zentek.com

Forward-Looking Statements

This news release contains forward-looking statements. Forward-looking statements in this news release include, without limitation, the issuance of task solicitations under the Defence Drone Initiative Marketplace, the Company's ability to respond to or be awarded work under any such solicitation, and the development of ZEN-EMI-01. A Supply Arrangement is not a contract and carries no committed value. Inclusion in a Supply Arrangement does not guarantee a minimum number of orders or any level of purchase volume. There is no assurance that the ZEN-EMI-01 development program will result in a commercial product or that patent protection will be granted. 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 because 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.

References (public)

¹ Budget 2025: $81.1 billion multi-year investment to rebuild, rearm and reinvest in the Canadian Armed Forces. Department of National Defence, 2026-27 Departmental Plan: https://www.canada.ca/en/department-national-defence/corporate/reports-publications/departmental-plans/departmental-plan-2026-27.html

Filing Exhibits & Attachments

1 document

Press Releases

• EX-99.1 EXHIBIT 99.1 8.7 KB