Underwater Power Shift: Pakistan’s PNS Hangor Enters Service as India’s Project 75-I Delays Deepen Strategic Imbalance

The induction of PNS Hangor underscores Pakistan’s accelerating submarine capability as India struggles to finalise its next-generation fleet, raising concerns over regional maritime balance.

(DEFENCE SECURITY ASIA) — The commissioning of PNS Hangor signals an immediate recalibration of underwater force posture in the Arabian Sea, as Pakistan transitions from procurement to operational deployment while India’s long-delayed Project 75-I submarines remain trapped in final-stage negotiations despite a projected cost of US$8–10 billion (RM30.4–RM38 billion).

Pakistan President Asif Ali Zardari, attending the commissioning in Sanya, underscored the strategic urgency by declaring the platform a “critical enhancement of maritime deterrence,” a statement reflecting Islamabad’s accelerated shift toward sea-denial dominance amid evolving Indo-Pacific naval competition.

The widening asymmetry between Pakistan Navy induction timelines and Indian Navy acquisition delays introduces immediate operational consequences, particularly as AIP-equipped submarines redefine survivability metrics, underwater endurance, and strike reach in contested maritime corridors linked to regional energy security.

Hangor
Hangor-class submarine

The induction timeline achieved by Pakistan compresses the traditional submarine capability development cycle, enabling near-term operational availability that directly alters deterrence signalling dynamics across the Arabian Sea and adjacent Indian Ocean chokepoints critical to global energy flows.

By contrast, India’s extended negotiation phase introduces a temporal vulnerability window in which conventional submarine fleet regeneration lags behind strategic requirements, potentially constraining sustained underwater presence during crisis escalation scenarios involving simultaneous maritime theatres.

The integration of air-independent propulsion systems within the Hangor-class enhances submerged persistence, allowing Pakistan Navy platforms to operate undetected for extended periods, thereby complicating adversary anti-submarine warfare planning and increasing uncertainty in maritime domain awareness.

India’s insistence on indigenous construction under Project 75-I reflects a long-term strategic calculus prioritising industrial sovereignty, yet this approach inherently extends acquisition timelines and delays immediate operational reinforcement of its conventional submarine fleet.

The cost differential between Pakistan’s US$4–5 billion (RM15.2–RM19 billion) programme for eight submarines and India’s US$8–10 billion (RM30.4–RM38 billion) allocation for six units underscores divergent procurement philosophies centred on speed and affordability versus technological depth and autonomy.

This emerging disparity in force availability is likely to influence regional naval doctrines, particularly in shaping patrol patterns, deterrence postures, and escalation thresholds in the Arabian Sea where both navies maintain critical operational interests.

As subsequent Hangor-class units enter service through 2026–2028, the cumulative effect of phased induction will further expand Pakistan’s underwater operational envelope, intensifying strategic pressure on India to accelerate contract finalisation and construction timelines under Project 75-I.

READ: Strategic Shockwave: Pakistan Commissions First Hangor-Class Submarine, Boosting AIP Stealth Power in Indian Ocean Rivalry

Pakistan’s Accelerated Submarine Induction Model Reshapes Operational Timelines

Pakistan’s Hangor-class programme demonstrates a compressed acquisition-to-deployment cycle, achieving operational commissioning within approximately 11 years from contract signature in 2015, leveraging a hybrid construction model combining Chinese shipyard output with domestic assembly at Karachi Shipyard.

The dual-track production strategy—four submarines constructed in China and four assembled locally—enabled parallel industrial throughput, effectively bypassing bottlenecks typically associated with single-location indigenous manufacturing frameworks.

The April 2026 commissioning of PNS Hangor marks the first operational milestone in an eight-boat fleet that is expected to reach full induction between 2028 and 2030, thereby ensuring sustained force regeneration and layered deployment capability.

Subsequent units launched throughout 2025 indicate a production tempo that aligns with phased operational integration, allowing incremental expansion of Pakistan Navy’s underwater presence without waiting for full fleet completion.

This staggered delivery model provides Pakistan with immediate capability increments, enabling operational deployment even as additional units remain under construction, thereby compressing the time gap between procurement and strategic effect.

Chinese assistance through shipbuilding conglomerates such as China Shipbuilding Industry Corporation introduces industrial scale efficiencies that directly translate into reduced construction timelines and predictable delivery schedules.

The inclusion of full technology transfer ensures Pakistan retains long-term sustainment capability, mitigating dependence risks while simultaneously building domestic submarine engineering expertise.

This model prioritises near-term operational readiness over prolonged indigenisation cycles, reflecting a strategic choice to rapidly close capability gaps rather than invest in extended developmental autonomy.

India
India’s submarine

India’s Project 75-I Delays Reflect Structural Constraints in Indigenous Defence Strategy

India’s Project 75-I programme, despite its conceptual origins in the late 1990s, remains in the final negotiation phase as of May 2026, highlighting systemic delays within complex procurement frameworks tied to indigenous industrial policy objectives.

The selection of Thyssenkrupp Marine Systems as the sole compliant bidder underscores limited competition within stringent technical and industrial requirements imposed under India’s Strategic Partnership model.

Mazagon Dock Shipbuilders Limited, the designated construction partner, is tasked with executing full domestic production, reflecting New Delhi’s commitment to self-reliance under the “Atmanirbhar Bharat” policy framework.

However, the requirement for 45–60 percent indigenous content introduces additional layers of complexity in supply chain integration, certification processes, and industrial coordination, contributing to prolonged negotiation timelines.

The Inter-Governmental Agreement signed in January 2026 and cost negotiations concluded in February indicate procedural progression, yet final contract signature remains pending, delaying the start of physical construction.

Projected delivery timelines place the first submarine’s induction in the early-to-mid 2030s, with full fleet operationalisation expected only by the mid-2030s, effectively extending the capability gap over the next decade.

This protracted timeline reflects a deliberate trade-off between immediate operational readiness and long-term industrial sovereignty, a strategic calculation that prioritises domestic capability development over rapid fleet expansion.

The programme’s extended gestation period exposes the Indian Navy to interim capability shortfalls in conventional submarine numbers, particularly as legacy platforms approach obsolescence thresholds.

AIP Technology Divergence Defines Underwater Stealth and Endurance Dynamics

Both the Hangor-class and Project 75-I submarines incorporate Air-Independent Propulsion systems, enabling extended submerged endurance measured in weeks without snorkelling, fundamentally altering detection and survivability dynamics.

Pakistan’s adoption of Stirling-based AIP technology, derived from Chinese Yuan-class platforms, offers a proven and operationally validated solution, prioritising reliability and deployment readiness over experimental advancement.

In contrast, India’s planned fuel-cell AIP system, based on Proton Exchange Membrane (PEM) technology, is widely regarded as offering superior acoustic stealth due to reduced moving parts and lower thermal signatures.

The Hangor-class displacement of approximately 2,800 tonnes and length of 76 metres provide enhanced payload capacity and operational flexibility, supporting multi-mission roles including anti-ship warfare and potential land-attack strike.

India’s P75-I design, expected to displace around 3,000 tonnes, emphasises stealth optimisation and advanced sensor integration, reflecting a doctrinal focus on survivability in high-threat environments.

The integration of anti-ship cruise missiles such as the YJ-18E on Hangor-class submarines enhances Pakistan’s maritime strike envelope, extending engagement ranges beyond traditional torpedo constraints.

India’s explicit requirement for land-attack cruise missile capability within Project 75-I introduces a strategic dimension focused on deep-strike options, potentially enabling precision targeting of coastal infrastructure.

The divergence in AIP technologies and mission priorities reflects differing operational doctrines, with Pakistan emphasising rapid sea-denial deployment while India prioritises high-end capability integration and multi-domain strike flexibility.

Cost Structures Reveal Diverging Procurement Philosophies and Strategic Trade-Offs

Pakistan’s acquisition of eight submarines for approximately US$4–5 billion (RM15.2–RM19 billion) reflects a cost-efficient procurement model enabled by Chinese industrial scale and lower labour costs.

In contrast, India’s six-submarine Project 75-I programme carries a projected cost of US$8–10 billion (RM30.4–RM38 billion), highlighting the financial implications of indigenous manufacturing, Western technology integration, and higher localisation requirements.

The disparity in cost per unit underscores fundamental differences in procurement philosophy, with Pakistan prioritising quantity and rapid deployment while India invests in long-term industrial capacity and technological sophistication.

Pakistan’s reliance on Chinese supply chains introduces potential strategic dependencies, particularly in maintenance, spare parts, and system upgrades, which may influence operational autonomy over time.

India’s domestic production approach, although slower and more expensive, enhances national control over lifecycle management, upgrades, and future design evolution, reducing external dependency risks.

The financial structure of Project 75-I also reflects broader geopolitical considerations, as Western defence partnerships often involve higher compliance standards, intellectual property protections, and regulatory oversight.

Pakistan’s model benefits from streamlined bilateral agreements with China, reducing bureaucratic friction and accelerating contract execution timelines.

These contrasting cost structures illustrate the strategic trade-offs between speed, affordability, and long-term autonomy, shaping each nation’s submarine force trajectory over the coming decades.

Strategic Balance in the Arabian Sea Shifts Toward Immediate Sea-Denial Advantage

The induction of Hangor-class submarines enhances Pakistan’s ability to conduct persistent sea-denial operations in the Arabian Sea, particularly in protecting maritime routes associated with the China-Pakistan Economic Corridor (CPEC).

With eight new AIP submarines augmenting its existing Agosta-90B fleet, Pakistan significantly expands its underwater presence, increasing the complexity of detection and tracking for adversary naval forces.

India retains overall naval superiority through its aircraft carriers, nuclear-powered submarines such as the Arihant-class, and larger surface fleet, yet faces a temporary imbalance in conventional submarine numbers.

This imbalance may constrain India’s ability to maintain continuous underwater patrols across multiple theatres, particularly during periods of heightened regional tension.

The delayed induction of Project 75-I submarines prolongs this capability gap, creating a window during which Pakistan can consolidate its sea-denial posture and refine operational doctrines.

However, India’s long-term trajectory, anchored in indigenous capability development and advanced technology integration, suggests eventual convergence or even qualitative superiority in underwater warfare.

The strategic competition between speed-driven acquisition and autonomy-focused development will ultimately determine the balance of power beneath the surface in the Indo-Pacific maritime domain.

Uncertainty remains regarding the pace of Project 75-I contract finalisation and subsequent construction timelines, introducing variables that could either extend or narrow the current capability gap.

READ: Pakistan-Turkey AKYA Torpedo Talks Could Transform Hangor-Class Submarines Into South Asia’s Most Dangerous Underwater Threat

Long-Term Strategic Outlook Hinges on Execution Versus Autonomy Trade-Off

Pakistan’s current lead in AIP submarine induction represents a near-term operational advantage, but its sustainability depends on long-term maintenance capability, technological upgrades, and resilience against supply chain disruptions.

India’s delayed but technologically ambitious approach aims to establish a self-sustaining submarine industrial base, positioning it for future programmes such as Project 76, which may incorporate indigenous AIP and advanced stealth technologies.

The divergence in timelines reflects broader strategic philosophies, with Pakistan prioritising immediate deterrence enhancement while India invests in enduring defence industrial capacity.

As both nations expand their underwater fleets, the Arabian Sea is likely to witness increased submarine activity, raising the stakes for anti-submarine warfare capabilities and maritime domain awareness systems.

The coming decade will test whether India’s slower, autonomy-driven model can offset Pakistan’s accelerated deployment advantage, particularly as technological advancements reshape underwater warfare dynamics.

The strategic implications extend beyond bilateral rivalry, influencing broader Indo-Pacific naval competition, including the role of external actors such as China in shaping regional maritime security architectures.

Ultimately, the commissioning of PNS Hangor marks not merely a platform induction, but a pivotal moment in the evolving contest between speed, scale, and sovereignty in submarine warfare strategy.

Comparison: Pakistan Hangor-Class vs India Project 75-I Submarines

Category Pakistan Hangor-Class (S26 / Yuan Export Variant) India Project 75-I (TKMS Type 214 NG / Custom Design)
Programme Status First unit (PNS Hangor) commissioned April 2026 Still in final contract negotiation phase (as of 2026)
Total Units Planned 8 submarines 6 submarines (option for +3 reported)
Programme Cost ~US$4–5 billion (RM15.2–RM19 billion) ~US$8–10 billion (RM30.4–RM38 billion)
Acquisition Timeline Contract (2015) → First commissioning (2026) ≈ 11 years Concept (late 1990s) → Still not signed ≈ ~25–30 years timeline
Build Strategy 4 built in China + 4 assembled in Pakistan (KSEW) 100% built in India (Mazagon Dock Shipbuilders Ltd)
Technology Transfer (ToT) Full ToT from China High ToT from Germany (45–60% indigenous content)
Design Origin Chinese Type 039A/B (Yuan-class derivative) German TKMS Type 214 NG (custom enlarged variant)
Displacement (Submerged) ~2,800 tonnes ~3,000 tonnes (estimated larger custom design)
Length ~76 metres ~65–70+ metres (estimated)
AIP System Stirling engine (Chinese, proven) Fuel-cell (PEM, German, highly advanced)
Stealth Characteristics Good acoustic stealth, combat-proven design lineage Superior acoustic stealth expected (fuel-cell advantage)
Endurance ~65 days total; weeks submerged without snorkelling Comparable or better submerged endurance
Speed (Submerged) ~20 knots Comparable or slightly lower (stealth prioritised)
Primary Armament Heavyweight torpedoes, anti-ship cruise missiles (YJ-18E likely), possible Babur-3 SLCM Heavyweight torpedoes, land-attack cruise missiles (explicit requirement)
Mission Profile Sea-denial, anti-ship warfare, strategic deterrence Multi-role: stealth ISR, sea-denial, land-attack strike capability
Special Features Double-hull design, VLF communications support Advanced sensors, modular architecture, high automation
Industrial Model Fast-track, cost-efficient, China-backed production Indigenous-focused, slower but builds domestic capability
Cost Per Submarine Lower (≈ US$500–625 million per unit) Higher (≈ US$1.3–1.6 billion per unit)
Operational Advantage (Short-Term) Rapid deployment, numerical superiority (8 boats incoming) Delayed induction, temporary capability gap
Operational Advantage (Long-Term) Depends on Chinese support & upgrades Stronger autonomy, higher-end tech integration
Strategic Role Strengthen Pakistan’s Arabian Sea sea-denial posture & CPEC security Restore India’s conventional submarine strength & enable future indigenous designs (Project 76)

 

⚖️ Key Strategic Takeaways

  • Speed vs Sovereignty:
    Pakistan prioritises rapid capability deployment, while India prioritises long-term defence industrial independence.
  • Quantity vs Quality Balance:
    Pakistan gains near-term numerical advantage, whereas India aims for higher-end technological superiority.
  • AIP Technology Gap:
    India’s fuel-cell AIP is quieter and more advanced, but Pakistan’s Stirling AIP is already operational and proven.
  • Operational Impact (2026–2035 Window):
    Pakistan holds a temporary underwater advantage, especially in sea-denial operations in the Arabian Sea.
  • Strategic Outcome Uncertainty:
    The decisive factor will be whether India’s delayed but advanced P75-I fleet can offset Pakistan’s early deployment momentum.

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