Indian infrastructure and finance stocks saw notable gains amid new contracts and strategic business moves. Afcons Infrastructure shares rose nearly 6% after securing a ₹700 crore Letter of Award from Reliance Industries. ITD Cementation India Ltd. won a contract worth ₹893 crore for constructing a berth and breakwater for a Greenfield Captive Jetty project in Odisha, pushing its shares up 9% to a 52-week high. Jindal Saw's shares surged over 9%, reaching ₹253.65, following announcements of new capital expenditure plans worth ₹1,000 crore in Saudi Arabia and the UAE. Rites shares increased 3% after winning a $2.9 million international order. Reliance Power shares hit an over 10-year high, climbing 85% in one month. L&T Finance shares rose 2.5% to a 52-week high after acquiring Paul Merchants' gold loan business, contributing to a 45% rally so far in 2025. Bajaj Finance shares climbed over 4% and neared a record high of ₹9,788, buoyed by a stock split, bonus, and dividend announcements. Capri Global shares jumped 13%, and PNC Infratech shares gained 4.8%, reaching ₹319.8 per share. Adani Power shares also rose 8%. The gains in non-banking financial companies (NBFCs), including Bajaj Finance and L&T Finance, were supported by the Reserve Bank of India's front-loaded monetary easing, which included a 50 basis points repo rate cut and a 100 basis points cash reserve ratio cut, measures described as a monetary stimulus.