Zentek Ltd. · TSXV:ZEN
Zentek — Investor Presentation (May 2026)
16 slides from Zentek's investor presentation, May 2026
Slide 1: Zentek. Advanced materials. Developed on demand.
TSX-V: ZEN · NASDAQ: ZTEK Zentek. Advanced materials. Developed on demand. One model. Three platforms. One deep science foundation. CORPORATE INVESTOR PRESENTATION · MAY 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 May 2026. 108.1M COMMON SHARES OUTSTANDING ~120.01M FULLY DILUTED C$150M APPROXIMATE MARKET CAP SECURITY BREAKDOWN DUAL-LISTED Common shares outstanding 108,135,643 Stock options (exercisable) 5,481,667 NASDAQ: ZTEK Restricted share units (RSUs) 1,021,000 W
Slide 5: Why now
THE OPPORTUNITY Why now. A convergence of catalysts. Two advanced carbon platforms with concrete near-term events. Trading at a fraction of historical valuation. 01 · ONE-OF-A-KIND MARKET 02 · ONE-OF-A-KIND PEA 03 · POTENTIAL NEAR-TERM REVENUE for nuclear graphite. from Albany. from ZenGUARDTM. • Nu
Slide 6: Albany
ALBANY GRAPHITE Albany. A natural graphite deposit unlike any other. A hydrothermal, igneous-hosted graphite deposit in Northern Ontario. Bench-scale testing has demonstrated 99.9992% carbon purity and 2.60 ppm Equivalent Boron Content, a specification consistent with nuclear graphite requirements.
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 supply is synthetic, from mostly offshore producers. Allied-nation natural graphite supply is far more limi
Slide 8: Deposit to demand
INTEGRATED PRODUCTION Deposit to demand. One deposit. One process. End to end. Zentek's Albany project is designed to own the integrated production chain end to end. From the deposit through flotation, FBR purification, and into premium product markets. No toll processing. 01 02 03 04 05 RESOURCE OR
Slide 9: Where premium pricing meets controlled cost
UNIT ECONOMICS Where premium pricing meets controlled cost. Subject to update by the Summer 2026 PEA. Albany's economics derive from the gap between premium product pricing and integrated production cost. Every figure on this slide is from the prior PEA and will be updated by the Summer 2026 PEA. 30
Slide 10: 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 11: 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 in design. A patent portfolio that compounds with eve
Slide 12: 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 13: Direct federal procurement approved
POTENTIAL NEAR-TERM REVENUE Direct federal procurement approved. Earned through validation, not granted. ZenGUARDTM Enhanced Air Filters are on the federal Pathway to Commercialization source list. Every Government of Canada department and agency can now purchase ZenGUARDTM directly. No competitive
Slide 14: Beyond federal
COMMERCIAL REACH Beyond federal. Where ZenGUARDTM goes next. Federal procurement is the lead validation. The same product, same certifications, and same Government of Canada credibility extends to additional commercial channels already in motion. EDUCATION CANADIAN HEALTHCARE & INSTITUTIONAL Grand E
Slide 15: 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 2027+ PEA workstreams in progress PEA delivery — the headline cat
Slide 16: Why Zentek
INVESTMENT HIGHLIGHTS Why Zentek. Five reasons. A unique convergence of catalysts across two advanced carbon platforms, available at a fraction of historical valuation. A defined catalyst. The Summer 2026 PEA is the first compliant natural graphite study modelling 5N+ purity at premium pricing, 01 s