SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ---------------------------------- FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): August 5, 2004 ZOLTEK COMPANIES, INC. (Exact name of registrant as specified in its charter) MISSOURI 0-20600 43-1311101 (State or other (Commission File (I.R.S. Employer jurisdiction of Number) Identification organization) Number) 3101 MCKELVEY ROAD ST. LOUIS, MISSOURI 63044 (Address of principal executive offices) (Zip Code) Registrant's telephone number, including area code: (314) 291-5110 ITEM 9. REGULATION FD DISCLOSURE. On August 5, 2004, Zoltek Companies, Inc. (the "Registrant") issued a press release announcing the restarting of two of the five installed production lines at its Abilene, Texas facility and that it expects to have all five lines operating at peak capacity within the following two months. A copy of the press release is attached hereto and incorporated herein as Exhibit 99. This Form 8-K, including Exhibit 99 attached hereto, shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that section. ITEM 7. FINANCIAL STATEMENTS AND EXHIBITS. (a) Financial statements of businesses acquired. Not ------------------------------------------- applicable. (b) Pro forma financial information. Not applicable ------------------------------- (c) Exhibits. See Exhibit Index. -------- - 2 - 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. Dated: August 10, 2004 ZOLTEK COMPANIES, INC. By /s/ KEVIN SCHOTT ------------------------------------ Kevin Schott Chief Financial Officer - 3 - EXHIBIT INDEX Exhibit Number Description ------ ----------- 99 Press Release, dated August 5, 2004. - 4 -