Well its a Army project so belongs here even more so then the RAN Thread.
Yes Navantia looks to be in a quite strong position for both of these. Already has a close working relationship with the ADF through the LHDs, Hobarts, AORs and LCM-1Es.
Has teamed up with Rheinmettal for the LARC-V replacement who will bring a production site with them that is currently building the Boxer ARV and possibly the Lynx KF-41 in the future.
Looking at the 3 LCM versions i think its more likely the 2 larger Craft are more likely to be looked at, the Army is looking at something that will be able to carry up to 40% more, has better Speed and Sea Keeping over the LCM-8,
Mind you the claim that the Kodal 90S can carry 405 people may be a misprint