ZTEK | Market Cap: $52.1M (07/13/26)
Industry:
Chemicals
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DESCRIPTION

Zentek is a Canadian company that develops graphene-based technologies. Its main product is ZenGUARD, an antimicrobial coating compound using graphene-silver nanocomposites to kill microbes on surfaces and in the air. Zentek sells this coating or pre-coated fabrics to manufacturers of personal protective equipment (PPE) and HVAC filters. The company organizes its business into three platforms: the ZenGUARD coating platform, the Albany Graphite mining project, and Triera. ZenGUARD is the primary focus, while Albany Graphite provides a potential future source of raw material for graphene production. Zentek’s business model involves selling proprietary materials to manufacturers who integrate them into end products like surgical masks and air filters. The company faces long sales cycles because customers must complete multi-year testing and regulatory qualifications before adoption. Zentek currently buys graphene oxide from third-party suppliers but is building its own production facility to scale operations. The company's strategy centers on securing manufacturer partnerships, expanding international distribution, and protecting its intellectual property through patents covering its antimicrobial coating and manufacturing processes.

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