Figured I'll summarize some thoughts of mine regarding developments in India's weapons program...
Not entirely sure what the implications are but the country's new PFBR (500 MWe fast breeder reactor) that went critical a few months ago, is entirely outside IAEA safeguards. The 'prototype/test reactor' designation enables the option to keep it outside safeguards as per the separation agreement.
Before this, the amount of Pu-239 production in India was about ~25kg/year (
Dhruva only, now that CIRUS is shut down). The PFBR, assuming there's a 'strategic' reason for keeping it outside safeguards, pumps that up to about ~170kg/year, a near 600% increase. That's a pretty huge spurt.
https://en.wikipedia.org/wiki/Prototype_Fast_Breeder_Reactor
There's two more FBRs based on this design that have been approved for construction, if those are also kept outside safeguards & configured for breeding Pu-239, that number could reach ~500kg/year in under a decade.
But the question will be how much WG Pu is
actually needed, considering all of India's uranium-enrichment capacity (including expansion at the Rare Materials Plant) is now pretty much dedicated for marine propulsion needs only (read: fuel for nuclear submarines), now that purchasing U from other countries (Russia, Kazakhstan & more recently Canada & Australia) is being ramped up. India never seemed to be interested in a U-based weapons program anyway. Too inefficient.
The latest SIPRI report estimates India to have a 190-warhead arsenal. But this is a slow buildup from 160 about a decade ago. Given the new larger SSBN program beginning construction & MIRV tech maturing, I had previously estimated an eventual need for 275-350 warheads, around ~200 of which would go on the 4 x "S5" class SSBNs, assuming 12 tubes per boat and a modest 4-RV configuration per missile.
That number (275-350, over the next decade) would NOT necessitate putting all three FBRs outside safeguards. It's likely they'll consider the current ~170kg/year capacity as sufficient as there are already about ~190 in hand so only need to build about 90-160 more. Just the one PFBR combined with the older Dhruva can be enough to produce sufficient Pu for 28-56 pits per year, depending on efficiency of warhead design.
So the two non-prototype follow-on FBRs may indeed be put under safeguards and be dedicated for civilian use...but the option remains to vastly enhance production of WG Pu should the need arise i.e. if forced to compete with China's plan for a ~1,000+ warhead arsenal in some way. In that case, these FBRs could be quite the trump card considering India doesn't believe in nuclear umbrella-sharing and other such fairy tales.