Zentek Ltd. · TSXV:ZEN
Zentek — Investor Presentation (July 2026)
14 slides from Zentek's investor presentation, July 2026
Slide 1: Zentek. Advanced materials. Developed on demand.
Zentek. Advanced materials. Developed on demand. One model. Three platforms. One deep science foundation. CORPORATE INVESTOR PRESENTATION · July 2026 ZENTEK · NASDAQ: ZTEK · TSX -V: ZEN · ZENTEK.COM
Slide 2: Forward looking statements
Forward looking statements. This presentation is being provided for information purposes only and does not constitute or form part of, and should not be construed as, an offer or invitation to sell or any solicitation of any offer to purchase or subscribe for any securities of Zentek Ltd. (“Zentek”
Slide 3: Zentek at a glance
COMPANY OVERVIEW Zentek at a glance. An advanced materials platform. A Canadian advanced materials company operating three technology platforms. Through our Development-on-Demand model, we partner with industry to solve materials challenges that matter, bringing deep scientific capability to commerc
Slide 4: Capital structure
CAPITAL STRUCTURE Capital structure. As of July 2026. COMMON ~127M SHARES OUTSTANDING ~156M FULLY DILUTED C$80M APPROXIMATE MARKET CAP $18M CAPITAL RAISED SECURITY BREAKDOWN DUAL-LISTED Common shares outstanding 126,619,532 Stock options (exercisable) 5,311,750 NASDAQ: ZTEK Restricted share units (R
Slide 5: Why now
THE OPPORTUNITY Why now. A convergence of catalysts. Two advanced carbon platforms with concrete near-term events. 01 · ONE-OF-A-KIND MARKET 02 · ONE-OF-A-KIND PEA 03 · NEAR-TERM REVENUE for nuclear graphite. from Albany. from ZenGUARDTM. • Nuclear renaissance funded, with SMR • First publicly discl
Slide 6: Albany
ALBANY GRAPHITE Albany. A natural graphite deposit unlike any other. An igneous-hosted, fluid-derived graphite deposit in Northern Ontario. Bench-scale testing has demonstrated 99.9992% carbon purity and 2.60 ppm Equivalent Boron Content, meeting commonly cited nuclear graphite purity criteria. 99.9
Slide 7: A premium market with limited Western supply
MARKET OPPORTUNITY A premium market with limited Western supply. Albany’s strategic edge. Western reactor developers are paying premium prices to secure nuclear-grade graphite. Most of today's commercial supply is synthetic and produced largely by offshore suppliers. Allied-nation natural graphite s
Slide 8: An uncommon study
SUMMER 2026 PEA An uncommon study. Built in parallel by independent partners. Most PEAs rely on a single engineering firm and internal assumptions for product specification, market pricing, and environmental work. The Albany Summer 2026 PEA arrives substantiated across each of these critical inputs
Slide 9: The graphene platform
GRAPHENE IP PLATFORM The graphene platform. 25+ patent families. Multiple revenue paths. Zentek's graphene IP platform is the foundation for ZenGUARDTM and a growing set of product applications. Direct product sales today. Licensing opportunities a key focus. A patent portfolio that compounds with e
Slide 10: The lead commercial product
ZENGUARD ENHANCED AIR FILTERS The lead commercial product. Graphene technology. Drop-in form factor. Real-world validation. ZenGUARDTM Enhanced Air Filters use Zentek's proprietary graphene technology to improve indoor air quality in standard HVAC systems. No infrastructure changes required. Validat
Slide 11: Direct federal procurement approved
POTENTIAL NEAR-TERM REVENUE Direct federal procurement approved. Earned through extensive validation. ZenGUARDTM Enhanced Air Filters are on the federal Pathway to Commercialization source list. Every Government of Canada department and agency can now purchase ZenGUARDTM Enhanced Air Filters directl
Slide 12: Beyond federal
COMMERCIAL REACH Beyond federal. Where ZenGUARDTM goes next. Federal procurement is the primary validation. The same product, same certifications, and same Government of Canada credibility extends to additional commercial channels already in motion. EDUCATION CANADIAN HEALTHCARE & INSTITUTIONAL Gran
Slide 13: What's ahead
CATALYSTS & TIMELINE What's ahead. The next twelve months. A defined sequence of value-creating events across both Albany and ZenGUARDTM, with the Summer 2026 PEA as the headline catalyst. ALBANY Now - Summer 2026 Summer 2026 Post-PEA 2028+ PEA workstreams in progress PEA delivery — the headline cat
Slide 14: Why Zentek
INVESTMENT HIGHLIGHTS Why Zentek. Five reasons. A unique convergence of catalysts across two advanced carbon platforms. A defined catalyst. The Summer 2026 PEA will be the first NI 43-101 compliant natural graphite study modelling 4N, 4N+ and 5N purity 01 levels at premium pricing, substantiated by