If MDL and L&T are the only builders from our side, then their preferred Strategic Partners are also certain to be French & Russians respectively. The latter will obviously offer a version of Amur with AIP & VLS module (like those shown at defence expos several times before, pic below).
It's true that TKMS is the only company out there that actually designed and/or assisted in building any actual existing diesel/AIP sub that begins to approach our requirements under P75I with VLS and everything else (South Korean developments of U214 being case in point) however our Strategic working relationship with post-Kohl Germany simply hasn't been the best & I doubt we will be intent on working with them even if they do offer modified 214 with all requisite ToT.
Which leaves us with the French, it'll be truly interesting what they offer. If we stick to our guns with these broad requirements under 75I, the French offer will certainly have to be something unlike anything we've seen from them before. Even the Australian Shortfin Barracuda is not a good comparison as it lacks both AIP & VLS and instead prioritizes range & endurance.
French P75I offer will likely be smaller than Shortfin length-wise. We already know that we'll be integrating Scorpenes with our AIP modules down the line & Naval Group is willing to help us do it, I have to wonder if we can't just add a plug-in VLS module to the Scorpene design similarly.