Key Takeaways

  • India and France are moving closer to a major follow-on Rafale agreement.
  • The IAF is examining a government-to-government framework that would combine a large order with expanded local manufacturing.
  • Talks are expected to accelerate ahead of French President Macron’s visit in February 2026.

Strategic Implications

A larger Rafale fleet backed by deeper industrial footprint in India may be seen as a pragmatic bridge until indigenous programs mature. This could indicate a shift towards co-development and local manufacturing, potentially altering the dynamics of defense industrial cooperation between France and India.