Zentek Adds Direct-to-Consumer Channel for ZenGUARD(TM), Alongside Its Government and Institutional Sales

Zentek launches ZenGUARD™ direct-to-consumer sales with strong lab data, but no sales figures.

What the company is saying

Zentek Ltd. (TSXV:ZEN, OTCQX:ZTEKF) is announcing the launch of its ZenGUARD™ online store, enabling Canadian households to buy ZenGUARD™ air filters and masks directly, shipped from Ontario. The company frames this as an expansion beyond its existing government and institutional sales channels, which remain unchanged. Zentek emphasizes that ZenGUARD™ is a Canadian innovation, developed, patented, and manufactured in Ontario, with support from the Government of Canada throughout development and procurement. The announcement highlights third-party validation: the National Research Council of Canada tested ZenGUARD™ in a simulated classroom, and LMS Technologies, an ISO 17025 lab, found the coated filter captured 74.9% of a test virus in a single pass versus 57.0% for the uncoated filter, and detected no coating release after 20 months of ageing. CEO Mohammed (Moe) Jiwan is quoted thanking federal agencies for supporting the product from lab to purchase order. The company also references forward-looking plans for a French-language site, refreshed packaging, and product adaptations for military and defence uses, but provides no timelines or operational detail for these initiatives.

What the data suggests

The announcement provides specific laboratory data: ZenGUARD™-coated filters captured 74.9% of a test virus in a single pass, compared to 57.0% for uncoated filters, representing about 30% more captured. No detectable release of the coating was found after 20 months of ageing in independent testing. The product has been validated by the National Research Council of Canada and is now on the Innovative Solutions Canada Pathway to Commercialization source list, allowing federal agencies to buy directly for three years. The first Government of Canada order under a standing offer was shipped on October 1, 2026. The online store is now live for Canadian consumers, but the company discloses no sales volumes, revenue, or financial projections. All performance data is from controlled laboratory conditions, not from real-world home environments, and results may vary depending on HVAC and usage factors. The operational milestones are clear and supported, but there is no evidence yet of commercial uptake or financial impact.

Analysis

The announcement is upbeat, highlighting the launch of a direct-to-consumer online store and government procurement milestones for ZenGUARD™ air filters and masks. The narrative is supported by specific operational achievements: the online store is live, the first government order has shipped, and independent lab results are disclosed. However, the announcement does not provide any sales volumes, revenue, or profitability metrics, so the financial impact of these milestones is unknown. Several forward-looking statements—such as plans for a French-language site, new packaging, and product adaptations for military/defence—are mentioned without timelines or supporting evidence, but these are secondary to the main realised claims. The tone is somewhat promotional, but the majority of key claims are realised and supported by operational facts and third-party validation. The gap between narrative and evidence is moderate: the company is right to highlight its progress, but the absence of commercial uptake or financial data limits the strength of the investment signal.

Risk flags

• ●There is no disclosure of actual sales volumes, revenue, or profitability from the new online channel or government orders, making it impossible to assess commercial traction or financial impact at this stage.
• ●All product performance data is from laboratory testing under controlled conditions; real-world effectiveness in homes may differ due to HVAC configuration, airflow, filter fit, and usage patterns, introducing uncertainty about actual consumer benefit.
• ●Forward-looking statements about new product adaptations, packaging, and site features are aspirational, with no operational details, timelines, or committed contracts, so their realization and impact are uncertain.

Bottom line

Zentek's launch of the ZenGUARD™ online store marks a concrete operational step, expanding sales channels to Canadian households and leveraging government validation and procurement pathways. Laboratory data shows a 74.9% virus capture rate for coated filters versus 57.0% for uncoated, but these results are from controlled tests and may not translate directly to home environments. No sales, revenue, or uptake figures are disclosed, so the financial impact of this launch is unknown. The company's narrative is credible on operational progress and third-party validation, but the absence of commercial metrics limits investment visibility. Investors should watch for future updates on actual consumer sales, government order volumes, and financial outcomes to gauge the true impact of this channel expansion. The most important takeaway is that Zentek has moved from validation to commercial availability, but evidence of market demand is still pending.

Announcement summary

(TSXV:ZEN, OTCQX:ZTEKF) Zentek Ltd. announced the launch of its ZenGUARD™ online store at zenguard.com, providing a new direct-to-consumer sales channel for Canadian households. The online store allows customers to order ZenGUARD™ air filters for residential furnaces and air handlers, as well as ZenGUARD™ masks, with shipping from Ontario. This new channel complements Zentek's existing government and institutional sales, which remain unchanged. ZenGUARD™ is a graphene-based filter coating developed, patented, and manufactured by Zentek in Ontario, Canada. The Government of Canada has supported ZenGUARD™ from its development through to procurement. The National Research Council of Canada validated ZenGUARD™ in a simulated classroom under the Innovative Solutions Canada Testing Stream. In May 2026, Innovative Solutions Canada added ZenGUARD™ Enhanced Air Filters to its Pathway to Commercialization source list, enabling any federal department or agency to purchase them directly for three years. Government of Canada orders are placed through Zentek's standing offer with Public Services and Procurement Canada (PSPC), and the first such order was shipped on October 1, 2026. Independent testing at LMS Technologies, an ISO 17025 accredited lab, showed that a ZenGUARD™-coated filter captured 74.9% of a test virus in a single pass, compared to 57.0% for the same filter media without the coating, representing about 30% more captured by the coated filter (July 2026). LMS Technologies also found no detectable release of the coating from the filter after 20 months of ageing (March 2025). Previous ZenGUARD™ viral filtration and shedding results were announced in news releases dated September 6, 2023, June 12, 2025, March 12, 2025, and May 13, 2026. These results are from laboratory testing under controlled conditions and may vary in home environments depending on HVAC configuration, airflow, filter fit, operating conditions, and replacement frequency. Mohammed (Moe) Jiwan, Chief Executive Officer of Zentek, expressed gratitude to Innovative Solutions Canada, the National Research Council of Canada, and Public Services and Procurement Canada for their support from development to commercialization and purchase. Zentek's core platforms include Albany Graphite, ZenGUARD™, and Triera, with Albany being its principal critical minerals asset.

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