What about a defence minister statement in the past that 230 will be completed by 2014?
That's 140 from HAL and 90 from Russia. Total 230. That would mean 200 within the current financial year. And 30 more in two years. Followed by 42+1 in 3 years.
So we can expect quite a few knock down kits and extra line orders for Rafale.
Yeah. At least half of the 108 to be made in HAL will be SKDs and CKDs. The other half may be 85% indigenous as mentioned by HAL. The rest 15% may come from France. Further options will all be made in India.
As for direct orders from France beyond the 18 ordered, it depends on how PAKFA and LCA progress. If delays are seen then orders will come.
I am quite sure the SFC contract will go to Dassault because it makes sense to ensure the SFC aircraft are the same as what the IAF already operates. Say, if SFC uses Typhoons or Su-34 while the IAF has none of these in it's inventory then the enemy will know for sure the package headed towards them is nuclear. So, it has to be taken for granted that the SFC will use either Rafale or MKI.
Navy deal will be a competition between Rafale and F-35. Dassault will be able to push for a cheaper deal once the IAF deal is in the bag. ToT obligations will get very easy after that. F-35 is backed by 3000+ orders. So, they may make it very lucrative enough to compete with Rafale. The deal is 40% smaller than IAF's. Very lucrative for anybody.