The ability of a State to absorb an enemy's first nuclear strike and still retain enough surviving nuclear forces to launch a devastating retaliatory strike, which is what makes a No First Use posture credible.
Second-strike capability explains why India pursues a triad and submarines despite No First Use; the SSBN concept, the Arihant class, and the triad are commonly tested.
A first strike aims to disarm the enemy; a second strike is the assured retaliation after absorbing an attack. A submarine-based deterrent (the sea leg) is prized precisely because it is the hardest to destroy, making the second strike credible.
The assured retaliatory force that survives a first strike (especially submarine-launched missiles), making No First Use credible.
concept no first use policy, concept credible minimum deterrence, concept strategic forces command, concept blue water navy